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Import Statement Charges into QuickBooks using Transaction Pro Importer
An overview is provided in this article on how to import Statement Charges into QuickBooks Desktop (QBDT) using Transaction Pro Importer. On the first screen of Importer, click the BROWSE button to select the import file and select STATEMENT CHARGE as the IMPORT TYPE. Then select the OPTIONS button, if any options ar…
Import Amazon Sales into QuickBooks
**ISSUE** The ability to import discounts and shipping for Sales Receipts and Invoices from Amazon sales is needed. **RESOLUTION** In Rightworks Transaction Pro Importer under OPTIONS on the E-COMMERCE tab, select the the e-Commerce option, which will add these additional fields to the mapping screen. **ISSUE** A…
Blank Transaction Number When Auto Assign Option Selected
**ISSUE** After selecting the Option for QuickBooks Online to AUTO ASSIGN the transaction number and importing the transaction with Rightworks Transaction Pro Importer, the transaction number field is blank in QuickBooks Online. **RESOLUTION** If a transaction number is not auto assigned even when the Option to hav…
Skip Duplicate Transactions with Matching Reference Numbers when Importing
**QUESTION** When importing, will Rightworks Transaction Pro Importer skip transactions that already exist in QuickBooks Desktop (QBDT)? **RESOLUTION** By default, Transaction Pro Importer for QBDT does not skip transactions that already exist. However, there is an option to SKIP TRANSACTIONS WITH MATCHING REFERENC…
Address Lines Being Duplicated on QuickBooks Imported Transactions
**ISSUE** After importing transactions with Rightworks Transaction Pro Importer for QuickBooks Desktop (QBDT), the address box is showing duplicated address lines in QBDT. **RESOLUTION** Select CLEAR TRANSACTION BILL TO/SHIP TO ADDRESS WHEN IMPORTING on the BASIC tab under OPTIONS on the first window of Importer. S…
Customer or Vendor File is Being Updated with Address in Import File
**ISSUE** When importing Invoices or Sales Receipts with Rightworks Transaction Pro Importer and the Customer's address is different from the default address that has been setup in the Customer file in QuickBooks Desktop (QBDT), the Customer file is updated with the imported address. OR When importing Bills or Chec…
Create the Troubleshooting Log
**ISSUE** For troubleshooting purposes, the Troubleshooting Log in Rightworks Transaction Pro Importer may be requested by Support. **RESOLUTION** Below are the steps to create the Troubleshooting Log. 1. Create a one line import file that can recreate the error message. 2. Verify that the latest version of Im…
Three Quick Steps to Eliminate Manual Data Entry to QuickBooks
Below are the three quick steps to eliminate manual data entry to QuickBooks by using Rightworks Transaction Pro Importer. **Step 1: Identify where manual data entry is being done** Meet with all QuickBooks users and have them identify what they manually enter into QuickBooks. Then, have them estimate how much time …
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…
Do Not Auto-Create List Items when Importing
**QUESTION** Is there an Option to control as to whether or not list items are auto-created when importing into QuickBooks Online using Rightworks Transaction Pro Importer? **RESOLUTION** Yes, Importer has the Options available to tell QuickBooks Online to not auto- create list items during an import. The list item…
