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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…
Rightworks Transaction Pro Application Suddenly Showing as Not Activated
ISSUE Rightworks Transaction Pro Importer, Transaction Pro Exporter, or Transaction Pro Deleter is suddenly showing as not being activated even though it was previously activated. RESOLUTION For some reason, the Transaction Pro application believes it is being launched on a new machine, which is why the prod…
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…
Three Quick Steps to Eliminate Manual Data Entry to QuickBooks
Below are the three quick steps to eliminate manual data entry to QuickBooks by using Rightworks Transaction Pro Importer. Step 1: Identify where manual data entry is being done Meet with all QuickBooks users and have them identify what they manually enter into QuickBooks. Then, have them estimate how much time…
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 Online. * Company…
Concur AP Invoice (Vendor Bills) Import into QuickBooks Desktop
The following are instructions for importing the Concur AP Invoice (Vendor Bills) Report into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer. After downloading an AP Invoice Report from Concur , launch Transaction Pro and select to IMPORT. Open Transaction Pro Importer and select the…
Concur Credit Card Import into QuickBooks Desktop
The following are instructions for importing the Concur Credit Card Report into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer. After downloading a Credit Card Report from Concur , log into Transaction Pro and select to IMPORT. Once Importer opens, select the file to import into QBDT…
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…
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. QuickBooks Sales Receipts Sales Receipt should be selected as an import type when the Customers pay at the same time…
How to Import General Ledger Accounts on Transactions
QUESTION If importing a General Ledger Account on a transaction with Rightworks Transaction Pro Importer, should the Account Name or the Account Number or both be used? RESOLUTION If using Account Numbers, the import data should include either the Account Name or Account Number but not both. If posting to…
