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User Types for Rightworks Transaction Pro Online
QUESTION What are the user types/roles for the online version of Rightworks Transaction Pro? RESOLUTION In the online version of Transaction Pro, there are three user types/roles: * Owner: The original user that setup the Transaction Pro subscription. There is only one Owner user per subscrip…
View and Download Billing Invoices from Transaction Pro Subscription
QUESTION How can the billing invoices from a Rightworks Transaction Pro subscription for QuickBooks Online be viewed and downloaded? RESOLUTION To access the billing invoices for a Transaction Pro subscription, the user will need to have Billing Admin Access. Click MANAGE for the subscription that you wis…
Connect QuickBooks Online Accountant to Rightworks Transaction Pro
QUESTION How do I connect Rightworks Transaction Pro to a client's QuickBooks Online if I am using the QuickBooks Online Accountant version? RESOLUTION Connecting a QuickBooks Online company to Transaction Pro through a QuickBooks Online Accountant version is the same as connecting directly to a QuickBooks O…
Change Subscription Plan for Rightworks Transaction Pro Online
QUESTION How can a Rightworks Transaction Pro subscription for QuickBooks Online be changed to a different plan? RESOLUTION To change a Transaction Pro subscription to a different plan, the user will need to have Billing Admin Access. Before changing the subscription, it is best to edit the subscription n…
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. …
Cancel a Rightworks Transaction Pro Online Subscription
QUESTION How can a Rightworks Transaction Pro subscription for QuickBooks Online be canceled? RESOLUTION Before canceling a subscription, it is best to edit the subscription name to be unique to ensure that the correct subscription is being canceled, if this has not already been done. Only the Owner role can…
Manage Users in Transaction Pro Online
QUESTION How are users added or removed in Transaction Pro for QuickBooks Online? RESOLUTION ** Please note that only the user that connected Transaction Pro to the QuickBooks Online company can access Transaction Pro from the MY APPS section within QuickBooks Online. All other users will need to go to impo…
Manage Companies on a Transaction Pro Online Subscription
QUESTION How are companies added or removed on a Transaction Pro Subscription for QuickBooks Online? RESOLUTION To connect, disconnect, or delete a company from a Transaction Pro Subscription, click on MANAGE for the subscription that needs to be updated. Then click on EDIT COMPANIES AND USERS. Only users w…
