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Three Quick Steps to Eliminate Manual Data Entry to QuickBooks
Below are the three quick steps to eliminate manual data entry to QuickBooks by using Rightworks Transaction Pro Importer. Step 1: Identify where manual data entry is being done Meet with all QuickBooks users and have them identify what they manually enter into QuickBooks. Then, have them estimate how much time…
Upgrade to Newest Version of Rightworks Transaction Pro Importer
Below are the steps to consider when updating from a previous version to a newer version of Rightworks Transaction Pro Importer. Step 1: Make a note of any options that have been selected. Open the QuickBooks company file and then launch the current Transaction Pro Importer. Select OPTIONS on the first screen o…
Export Customer Open Invoices
QUESTION How can a balance for a customer be exported? RESOLUTION When using Rightworks Transaction Pro Exporter to export Invoices, export only the open Invoices by setting the paid filter to UNPAID. If the transaction detail lines need to be exported also, be sure that the check box for SUPPRESS TRANSACTIO…
Skip Duplicate Transactions with Matching Reference Numbers when Importing
QUESTION When importing, will Rightworks Transaction Pro Importer skip transactions that already exist in QuickBooks Desktop (QBDT)? RESOLUTION By default, Transaction Pro Importer for QBDT does not skip transactions that already exist. However, there is an option to SKIP TRANSACTIONS WITH MATCHING REFERENCE…
Release Notes for Rightworks Transaction Pro Version 6
💡 Version 8 of Transaction Pro was released in January 2020. VERSION NOTES Version 6 of Rightworks Transaction Pro works with QuickBooks Desktop 2007 - 2020 versions and QuickBooks Enterprise 2.0 - 20.0 versions. Version 6 includes Importer and Exporter. Version 6.0.09 Released 01/22/2018 * Fixed issue w…
When to import Sales as Sales Receipts, Invoices or Deposits to QuickBooks?
QUESTION What import types that should be used when importing sales into QuickBooks? RESOLUTION Below are brief descriptions how Sales Receipts, Invoices and Deposits work in QuickBooks. QuickBooks Sales Receipts Sales Receipt should be selected as an import type when the Customers pay at the same time…
JOOR Sales Transaction Sales Receipt Import into QuickBooks Desktop
Below are the instructions to import JOOR sales transactions into QuickBooks Desktop (QBDT) as a Sales Receipt using Rightworks Transaction Pro Importer . A sample map file is attached on the right-hand side of the screen to use with your JOOR Sales Receipt Import After downloading your order file from JOOR, lo…
Installation Files for Rightworks Transaction Pro Deleter
Please find and select the appropriate version below to download and install Rightworks Transaction Pro Deleter. These installations files are to be used for already purchased products with activation information. If you need your activation information, please email [email protected]. To download a trial…
Release Notes for Rightworks Transaction Pro Version 7
💡 Version 8 of Transaction Pro was released in January 2020. VERSION NOTES Version 7 of Rightworks Transaction Pro works with QuickBooks Desktop 2007 - 2023 versions and QuickBooks Enterprise 2.0 - 23.0 versions. Version 7 includes Importer and Exporter. Version 7.0.03 Released on 03/29/2018 * Fixed issue…
Inventory Adjustment - Item Value Not Updating
ISSUE When an Inventory Adjustment is imported into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer, only the Item quantity updates, not the quantity and value. RESOLUTION When importing an Inventory Adjustment, the Item quantity adjustment and the Item value adjustment have to be import…
