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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 o…
Advanced Features Available for Receive Payment Imports into QuickBooks Desktop
This article will point out many options that are available within Rightworks Transaction Pro Importer to use when importing Receive Payments into QuickBooks Desktop (QBDT). The options that will be explained are: * Customer Account Number Cross Reference * Command Line to Apply a Payment to Multiple Invoices…
Export Positive Pay File with Transaction Pro Exporter
QUESTION Can a Positive Pay file be exported from QuickBooks Desktop (QBDT) with Rightworks Transaction Pro that can be sent to my financial institution? RESOLUTION In an effort to reduce fraudulent paper checks, most financial institutions offer a Positive Pay system that allows banks to match checks presen…
Import Time Tracking into QuickBooks Desktop
QUESTION How is Time Tracking imported into QuickBooks Desktop (QBDT) using Transaction Pro Importer? RESOLUTION Payroll data can be imported from outside Time Clock and Scheduling applications into QBDT as a Time Tracking import using Importer. The data imports into Time/Enter Single Activity within QBDT. I…
