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Set Up Multiple Users to Access a Server Installation of Rightworks Transaction Pro
QUESTION How do multiple users access Rightworks Transaction Pro when it is installed on a server? RESOLUTION Version 8 Version 8 is a per user license. Transaction Pro will need to be installed on the same server as the QuickBooks application is installed and launches. A shortcut needs to be created on e…
Disconnect Rightworks Transaction Pro from QuickBooks Desktop
Sometimes, it may be necessary to sever the connection between QuickBooks Desktop (QBDT) and Rightworks Transaction Pro Importer. No saved information will be lost when this function is performed. It only severs the connection and forces Importer to reconnect to QBDT the next time that it is launched. To disconnec…
Delete Transactions and Lists from QuickBooks using Rightworks Transaction Pro Deleter
Rightworks Transaction Pro Deleter is a great tool to use to assist in cleaning up an existing QuickBooks Desktop (QBDT) company file. With Deleter, the transaction type or list to be deleted along with either a date range or a reference number range can be selected. **NOTE: It is suggested that you use the Delete…
Failure to Install file Asis420.bmp
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…
Time Tracking - Hours/Minutes Must Be Supplied
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.
Exceptions in Silent Mode
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
Add Command Line Codes to Rightworks Transaction Pro
QUESTION How is a Command Line Code added to Transaction Pro Importer or Exporter? ANSWER For a complete list of Command Line Codes available for Importer, reference this ARTICLE . For a complete list of Command Line Codes available for Exporter, reference this ARTICLE . Version 8 If adding a Command…
Mark Import To Be Emailed or To Be Printed
QUESTION When importing Sales transactions, how can the transaction be marked either TO BE EMAILED or TO BE PRINTED? RESOLUTION When using Transaction Pro Importer for QuickBooks Desktop (Pro, Premier, and Enterprise), on the mapping window for the Sales transaction, provide the value of Y for the QB Field T…
Function Write Invoice Custom Fields Message
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.
Automate Rightworks Transaction Pro Import for QuickBooks Desktop
QUESTION Can imports using Transaction Pro Importer with QuickBooks Desktop (QBDT) be scheduled/automated? RESOLUTION For more advanced users that would like to schedule imports into QBDT, a full command line interface exists that you can use to start the process even if the QBDT company file is not open. Th…
