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Customer:Job: XYZ is Duplicated in the QuickBooks File
MESSAGE "Customer:Job: XYZ is duplicated in the QuickBooks file," where XYZ indicates the Customer name that is causing the error. RESOLUTION This message appears because a Customer name exists under the same name either as a Customer, Vendor, Other Name, Employee, or Item in the QuickBooks Desktop (QBDT) co…
Rightworks Transaction Pro Importer for QuickBooks Desktop – Troubleshooting Requests
When contacting Rightworks Transaction Pro Support, Support may ask you to send certain files to help in resolving the error messages that you are receiving. The purpose of this article is to show you where to find these files and also explain how they are used. IMPORT FILE This is the excel, csv, or txt file t…
Create a Map for Rightworks Transaction Pro Importer Desktop
Rightworks Transaction Pro Importer map files can be created to import transactions such as Invoices or Journal Entries and to import lists such as Price Levels, Customers, or Items into QuickBooks Desktop (QBDT). Below is a screenshot of the Importer mapping screen with more detailed information below it. …
Overpayments on Invoices in QuickBooks Desktop
QUESTION Is there a way to set Transaction Pro Importer Importer to not process payments if it will result in an overpayment? RESOLUTION No, QuickBooks Desktop (QBDT) will make any overpayment a credit on the Customer's account. POSSIBLE WORKAROUND Use Transaction Pro Exporter to export a list of I…
Rightworks Transaction Pro Importer Command Line Codes
Rightworks Transaction Pro Importer Command Line Codes Some additional features exist for Transaction Pro Importer that are not included with the standard installation. These additional features can be accessed by adding Command Line Codes to the Transaction Pro properties. For more information about how to add a …
Helpful QuickBooks Keyboard Shortcuts
There are several QuickBooks keyboard shortcuts that are available to QuickBooks Desktop (Pro, Premier and Enterprise) users to help speed up performing common tasks. The below are some shortcuts that may be helpful to Rightworks Transaction Pro Importer users. F2 Function Key for Windows / COMMAND+1 for Mac: Prod…
Support Options
QUESTION What are my support options? RESOLUTION At Rightworks Transaction Pro, your success is our top priority. Our eager team is available to offer top-notch support for any technical or sales queries. Connect with us Monday to Friday, from 9 AM to 9 PM ET: * Live Chat: Simply click the chat icon in t…
Rightworks Transaction Pro Will Not Activate
ISSUE Rightworks Transaction Pro will not activate. RESOLUTION There are several reasons that Transaction Pro (TPro) will not activate. 1. Verify that the correct password is being used. The password is case sensitive and should not have any spaces. 2. Users must have full read/write permissions to bot…
Import Payroll Journal Entry into QB Desktop
QUESTION Can the Journal Entry that the third-party payroll processor provides each payroll be imported into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro (TPro) Importer? RESOLUTION Yes, if the third-party payroll processor can provide a flat file type such as Excel, csv, or txt, then TPro Impo…
Import Multi-Lined Descriptions
QUESTION How should an Excel file be formatted so that there will be multiple lines in the description instead of the description wrapping when imported into QuickBooks Online? RESOLUTION In the Excel file, enter the full description in the cell. Then, place the cursor right before the first character that n…
