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CenterCard Credit Card Import into QB Desktop
The following are instructions for importing the CenterCard Credit Card Report into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer. After downloading a Credit Card Report from CenterCard , log into QBDT. Open Transaction Pro Importer and select the file to import into QBDT by clicking BR…
Display Screen is Not Displaying Correctly or is Hard to Read
ISSUE Rightworks Transaction Pro Importer display screen is not displaying properly, is hard to read, or has lines running through it. RESOLUTION It could be the result of not having the MS San Serif font installed on the computer. Please review this Microsoft knowledge base article: APPLICATION FONT ISSUES…
Release Notes for Rightworks Transaction Pro Version 6
💡 Version 8 of Transaction Pro was released in January 2020. VERSION NOTES Version 6 of Rightworks Transaction Pro works with QuickBooks Desktop 2007 - 2020 versions and QuickBooks Enterprise 2.0 - 20.0 versions. Version 6 includes Importer and Exporter. Version 6.0.09 Released 01/22/2018 * Fixed issue w…
QuickBooks Report to Show What Was Imported
QUESTION Is there a report in QuickBooks Desktop (QBDT) that shows what was imported with Rightworks Transaction Pro Importer? RESOLUTION The most helpful report in QBDT to use to review or audit what as been imported with Importer is the Audit Trail report. It is found in QBDT under the REPORTS > ACCOUNTANT…
Export Customer Open Invoices
QUESTION How can a balance for a customer be exported? RESOLUTION When using Rightworks Transaction Pro Exporter to export Invoices, export only the open Invoices by setting the paid filter to UNPAID. If the transaction detail lines need to be exported also, be sure that the check box for SUPPRESS TRANSACTIO…
Import Bank Transfers to QuickBooks
QUESTION How are Bank Transfers imported into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer? RESOLUTION Bank Transfers are found in QBDT under the BANKING menu. Below is a screen shot of the Transfer Funds entry screen in QBDT. The screen shot shows the fields of a Transfer Funds transa…
Certify Credit Card Import into QBDT
The following are instructions for importing the Certify Credit Card Report into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer. After downloading a Credit Card Report from Certify , log into QBDT. Open Transaction Pro Importer and select the file to import into QBDT by clicking BROWSE a…
Customer or Vendor File is Being Updated with Address in Import File
ISSUE When importing Invoices or Sales Receipts with Rightworks Transaction Pro Importer and the Customer's address is different from the default address that has been setup in the Customer file in QuickBooks Desktop (QBDT), the Customer file is updated with the imported address. OR When importing Bills or C…
Release Notes for Rightworks Transaction Pro Version 7
💡 Version 8 of Transaction Pro was released in January 2020. VERSION NOTES Version 7 of Rightworks Transaction Pro works with QuickBooks Desktop 2007 - 2023 versions and QuickBooks Enterprise 2.0 - 23.0 versions. Version 7 includes Importer and Exporter. Version 7.0.03 Released on 03/29/2018 * Fixed issue…
When to import Sales as Sales Receipts, Invoices or Deposits to QuickBooks?
QUESTION What import types that should be used when importing sales into QuickBooks? RESOLUTION Below are brief descriptions how Sales Receipts, Invoices and Deposits work in QuickBooks. Sales Receipts Sales Receipt should be selected as an import type when the Customers pay at the same time that they …
