Below are the instructions to import JOOR sales transactions into QuickBooks Desktop (QBDT) as an Invoice using Rightworks Transaction Pro Importer. A sample map file is attached on the right-hand side of the screen to use with your JOOR Invoice Import. After downloading your order file from JOOR, log into QBDT. QB…
QUESTION How can existing lists in QuickBooks Desktop (QBDT) be updated using Rightworks Transaction Pro? RESOLUTION Existing lists can be updated using Transaction Pro Importer and Transaction Pro Exporter. Exporter can be used to export the current data into Excel to make the necessary updates and then Imp…
How do I obtain the free demo? Go to Transaction Pro Website and click the TRY IT FREE button and select QUICKBOOKS DESKTOP. Once the installation file downloads, install and then launch the program. Enter your name and email address to begin your trial. What are the limitations of the free demo? The trial…
MESSAGE "Failure to install file Asis420.bmp" when installing Rightworks Transaction Pro Exporter or Importer Version 6.0 RESOLUTION To resolve this issue, please verify the following: * Transaction Pro is being installed on local C drive * MY DOCUMENTS folder is located on local C drive and user has f…
QUESTION Does Rightworks Transaction Pro need to be installed on a Desktop or on a Server? RESOLUTION Previously, Rightworks Transaction Pro for QuickBooks Desktop (QBDT) was sold in a Desktop Edition and a Server Edition. As of June 2019, all desktop purchases consist of a Server Edition of Transaction Pro …
QUESTION If exporting from QuickBooks Desktop using Rightworks Transaction Pro Exporter and then importing the data back into a QuickBooks Online company file, all of the column names do not match exactly. Are there pre-defined maps that can be used for the process? RESOLUTION When the data is exported from …
MESSAGE " Hours/minutes must be supplied for a time tracking item" RESOLUTION Check to see if any transaction in the import file has a zero for the duration. These rows should be deleted from the import file prior to importing.
MESSAGE "This key is already associated with an element of this collection (Error #457)" RESOLUTION Check the import file to see if there are extra spaces in the list name (Customer, Vendor, Employee, or Item) that is being added. The issue is most likely caused by the scenario below: Customer name in …
MESSAGE Function Write Invoice Custom Fields RESOLUTION * A Custom Field name is being used that is reserved by QuickBooks for another field name. * The Custom Field setup needs to be set as text. * The Custom Field is checked or not checked to be required on transactions or lists.
QUESTION When using Silent Mode, what setting will allow the import file exception to appear? RESOLUTION Add the command line: /LOG_FILE=drive and directory name. Read more about Import Command Lines