.png)
.png)
Upgrade to Newest Version of Rightworks Transaction Pro Exporter Version
**Below are the steps to consider when updating from a previous version to a newer version of Rightworks Transaction Pro Exporter.** **Step 1: Make a note of any map files that have been created.** Open up the QuickBooks company file and launch the current installed version of Transaction Pro Exporter. After selecti…
Clean Up QuickBooks Company File for New Year using Rightworks Transaction Pro Products
**QUESTION** How can Rightworks Transaction Pro be used to clean up a QuickBooks company file for the New Year? **RESOLUTION** Below are some examples on how to utilize Transaction Pro Importer, Transaction Pro Exporter, and Transaction Pro Deleter to start off the new year with a cleaner QuickBooks Desktop (QBDT) …
Transfer Inventory Quantities to New QuickBooks Company File
**QUESTION** How can Inventory Item quantities be transferred to a new QuickBooks Desktop (QBDT) company file using Rightworks Transaction Pro products? **RESOLUTION** Please follow the steps below to transfer current Inventory Item quantities to a new QBDT company file. 1. Use Transaction Pro Exporter to export…
Export the Trial Balance Report from QuickBooks Online using Rightworks Transaction Pro Exporter
**QUESTION** Can the Trial Balance Report be exported with Rightworks Transaction Pro Exporter for QuickBooks Online? **RESOLUTION** When exporting transactions and lists from QuickBooks Online with Exporter, there is now the option to export the Trial Balance report. Below are the steps to export the Trial Balanc…
Pre-Defined Rightworks Transaction Pro Maps for Data Migration from QuickBooks Online to QuickBooks Online
**QUESTION** If exporting from QuickBooks Online using Rightworks Transaction Pro Exporter and then importing the data back into a QuickBooks Online company file, all of the column names do not match exactly. Are there pre-defined maps that can be used for the process? **RESOLUTION** When the data is exported from …
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 TRANSACTION LINES…
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 pro…
Add User Defined Fields to Rightworks Transaction Pro Exporter
**QUESTION** Can additional User Defined Fields (UDFs) be added to an export with Rightworks Transaction Pro Exporter for QuickBooks Desktop (QBDT)? **RESOLUTION** Often times when exporting a file to send to another party, additional data columns will be needed for static value such as to add a company identifier …
Unable to Activate Rightworks Transaction Pro Product
**ISSUE** Unable to activate Rightworks Transaction Pro Importer (TPI), Exporter (TPE), or Deleter (TPD) Desktop or Server Editions. **RESOLUTION** Please check the following items: 1. You have an Internet connection. 2. Your login and password are correct (the password should contain no spaces). 3. You have…
Create a New QuickBooks Company File using Transaction Pro Importer
**QUESTION** Can I use Rightworks Transaction Pro Importer to set up a new QuickBooks Desktop (QBDT) company file? **RESOLUTION** Yes, several companies have used Importer to migrate data from a different accounting application into QBDT or to start a new company file at the beginning of the year in QBDT. Please b…
