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Showing articles from Formulas tag

Practical Uses for Static Values or Formulas in Rightworks Transaction Pro Importer

QUESTION What are some ways that the Static Value/Formula column can be used in Rightworks Transaction Pro Importer? RESOLUTION Transaction Pro Importer for QuickBooks Desktop (QBDT) has the ability to map either a Static Value or a Formula on the mapping window to use with the import file.  For more informa…

Use the Static Value / Formula Column in Rightworks Transaction Pro Importer

QUESTION How is the Static Value / Formula column used on the mapping screen of Rightworks Transaction Pro Importer? RESOLUTION The Static Value / Formula column within Importer can save time from manually manipulating the import file prior to importing into QuickBooks Desktop (QBDT). Below are some examp…

Useful Excel Formulas and Tips to Use with Imports and Exports

Rightworks Transaction Pro Importer and Transaction Pro Exporter both support the use of Excel files. Below are some tips and common features that can be used with Excel import or export files: * Drop Down Lists:  This can be helpful when having users do data entry and want to be sure that a valid customer, it…

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