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Add or Delete Users from Online Subscription Account
QUESTION How do I add or delete users from my online subscription account for Rightworks Transaction Pro? RESOLUTION The OWNER or ADMIN user of the online subscription are the only ones that can add or remove PARTICIPANT users for the subscription. Below are the steps for adding or deleting a PARTICIPANT …
Update or Add Payment Method to Rightworks Transaction Pro Online Subscription
QUESTION How can the Payment Method on a Rightworks Transaction Pro subscription for QuickBooks Online be updated? RESOLUTION To change or update a payment method for a Transaction Pro Online subscription, the user will need to have Billing Admin Access. Click on MANAGE. Then click UPDATE PAYMENT METHOD. …
This Feature is Not Included in Your QuickBooks Online Subscription
MESSAGE "We're sorry. This feature is not included in your QuickBooks Online subscription." RESOLUTION This message means that you are trying to import either a field or transaction type that is not included in your current QuickBooks Online subscription. QuickBooks Online has four subscription levels: S…
