To ensure you receive important updates without interruption, please add [email protected] to your safe sender list and mark it as “not spam.”
.png)
.png)
Address Lines Being Duplicated on QuickBooks Imported Transactions
ISSUE After importing transactions with Rightworks Transaction Pro Importer for QuickBooks Desktop (QBDT), the address box is showing duplicated address lines in QBDT. RESOLUTION Select CLEAR TRANSACTION BILL TO/SHIP TO ADDRESS WHEN IMPORTING on the BASIC tab under OPTIONS on the first window of Importer. Se…
JOOR Sales Transaction Sales Order Import into QBDT
Below are the instructions to import JOOR sales transactions into QuickBooks Desktop (QBDT) as a Sales Order 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 Order Import. After downloading your order file from JOOR, log into …
Import Checks Made Payable to Names Other Than Vendors
QUESTION Can Checks be made payable to names other than Vendors during import? RESOLUTION When importing into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro Importer, check transactions can be made payable to Customers, Employees, Other Names, as well as Vendors. When importing Checks, map the …
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 who have been using these fields to set GST/PST (Canada) or VAT (UK) will no longer have …
Can Memorized Transactions Be Imported into QuickBooks Desktop?
QUESTION Can memorized transactions be imported into Quickbooks Desktop (QBDT) using Rightworks Transaction Pro Importer? RESOLUTION At this time, it is not possible to import Memorized Transactions into QBDT using Importer. A workaround is to use Importer to create these recurring transactions instead of us…
Specify QuickBooks Template for Transaction
QUESTION Can the Template Name be specified when importing transactions with Rightworks Transaction Pro Importer? RESOLUTION When importing with Importer, the Template Name can be specified or mapped to the Template field. If a template name is not specified during import, the import defaults to the last tem…
Things to Do with Rightworks Transaction Pro Exporter for QuickBooks
QUESTION What are the uses of Rightworks Transaction Pro Exporter for QuickBooks? RESOLUTION Below is a list of some common uses of Transaction Pro Exporter for QuickBooks, but is not limited to: * File with shipping information in a specified format for a warehouse. * Trading partners that require EDI.…
Employees QuickBooks: The Integrated Application has no Permission to Access Personal Data
MESSAGE "Employees QuickBooks: The integrated application has no permission to access personal data." RESOLUTION The Integrated Application settings in QuickBooks Desktop (QBDT) need to be updated for Transaction Pro Importer. To update the Integrated Application Settings, follow the steps below: * Th…
Filter Transactions to Delete
QUESTION How can Transactions be filtered in Rightworks Transaction Pro Deleter? RESOLUTION When first retrieving transactions to delete in Deleter, the transactions can be filtered by either a Date or Reference Number range. Once the transactions are in the grid, they can be sorted by any column by clicking…
Apply Vendor Credits to Bills or Bill Payments - QuickBooks Desktop
QUESTION How can Vendor Credits be applied to Bills or Bill Payments? RESOLUTION At this time, Rightworks Transaction Pro Importer cannot apply Vendor Credits during an import. These will need to be matched manually in QuickBooks Desktop.
