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Transactions or List Items are not Being Deleted
**ISSUE** Selected transactions or list items are not being deleted when using Rightworks Transaction Pro Deleter. **RESOLUTION** If selected transactions or lists are not being deleted in QuickBooks company file, check the following: 1. Make sure that the transactions or lists are actually being selected to be …
Inventory Advanced Pricing Rules
**QUESTION** Can Rightworks Transaction Pro Importer import Advanced Pricing Rules into QuickBooks Enterprise (QBE)? **RESOLUTION** At this time, Importer cannot import Advanced Pricing Rules into QBE.
Overpayments on Invoices in QuickBooks Desktop
**QUESTION** Is there a way to set Rightworks 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. ![][1] **POSSIBLE WORKAROUND** Use Transaction Pro Exporter to ex…
QuickBooks Non US Versions - Tax Implications
**NOTE: THIS POST ONLY IMPACTS QUICKBOOKS USERS FROM CANADA, UNITED KINGDOM, AND AUSTRALIA. USA USERS CAN IGNORE THIS POSTING.** **ISSUE** As of 2008, Intuit dropped support for setting Tax1Total and Tax2Total via the QBSDK. Users that have been using these fields to set GST/PST (Canada) or VAT (UK) will not longer …
Useful QuickBooks and Rightworks Transaction Pro Terminology Definitions
**QuickBooks Terminology:** * **QBDT or QBD **– This is a short name for QuickBooks Desktop and includes Pro, Premier, and Enterprise. * **QBE** – This is a short name for QuickBooks Enterprise. * **QuickBooks in the Cloud** – This refers to QuickBooks Desktop being hosted on a remote server or QuickBooks Onlin…
Working in QuickBooks Desktop While Importing
**QUESTION** Can users continue to work in QuickBooks Desktop while importing with Rightworks Transaction Pro Importer? **RESOLUTION** Because Importer uses the QB Software Development Kit (SDK), multiple users can be working in QB while importing. Also, QB does not need to be in single- user mode when processing i…
Transaction Line Detail is not Exporting
**QUESTION** When exporting transactions, why are the transaction lines (ie. Expense Accounts and/or Items) not also exporting? **RESOLUTION** If the detail lines of the transaction are not seen in the exported file, make sure that the box is not checked next to SUPPRESS TRANSACTION LINES. When this box is checked,…
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 REFERENC…
Use a SQL Data Source with Rightworks Transaction Pro Importer
**QUESTION** Can a SQL data source be used with Rightworks Transaction Pro Importer? **RESOLUTION** To connect to a SQL data source, follow the steps below: 1. In Importer, choose DSN for the file source and then click CONNECT 2. Select the MACHINE DATA SOURCE tab 3. Click NEW 4. An error message will a…
Error Validating Detail Lines: At Least One Detail Line is Required
**MESSAGE** **"**Error validating Detail Lines:At least one detail line is required" **RESOLUTION** If importing Expenses on the transaction, make sure that data is mapped to both QuickBooks fields EXPENSEACCOUNT and EXPENSEAMOUNT. If importing Items on the transaction, make sure that data is mapped to both Quick…
