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Filter Options for Rightworks Transaction Pro Exporter
QUESTION What options exist for filtering or altering exported data from QuickBooks Desktop using Rightworks Transaction Pro Exporter? RESOLUTION Transaction Pro Exporter has several filtering options available to be selected during the export process. SEARCH FILTER Tab * Data can be selected by a NAME …
Powerful e‐Commerce Features Available for QuickBooks Sales Imports
Many businesses use online shopping carts such as Amazon, eBay, Etsy, Magento, Paypal, and Stripe, just to name a few. With this, there are a lot of additional charges such as Discounts, Shipping, Handling and Sales tax on these orders. Within RightworksTransaction Pro Importer for QuickBooks Desktop (QBDT), a whole …
Cross-Reference Option for Accounts
QUESTION How does the cross-reference option work for Accounts when importing into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro (TPro) Importer? RESOLUTION In QBDT, Accounts are organized by Name. However, other databases or services that may be imported may use a the Account Description instead…
Import Custom Fields on Transactions and List Items in QuickBooks Desktop
QUESTION How is data imported into Custom Fields when importing using Rightworks Transaction Pro Importer? RESOLUTION Data may be imported into Custom Fields in QuickBooks Desktop (QBDT) by selecting the Option in Importer. Below is how to activate this Option. * On the first screen of Importer, select t…
Options Available in Rightworks Transaction Pro Importer for QuickBooks Online
QUESTION What Options are available to be used when importing using Rightworks Transaction Pro Importer for QuickBooks Online? RESOLUTION There are currently 19 Options available to be used with Importer, but the list of available Options continues to grow. To access all the Options, on the Preview and Im…
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…
Rightworks Transaction Pro Exporter Command Line Codes
Rightworks Transaction Pro Exporter Command Line Codes Some additional features exist for Transaction Pro Exporter that are not included with the standard installation. These additional features can be accessed by adding Command Line Codes to the Transaction Pro properties. For more information about how to add a …
Add Command Line Codes to Rightworks Transaction Pro
QUESTION How is a Command Line Code added to Transaction Pro Importer or Exporter? ANSWER For a complete list of Command Line Codes available for Importer, reference this ARTICLE . For a complete list of Command Line Codes available for Exporter, reference this ARTICLE . Version 8 If adding a Command…
Automate Rightworks Transaction Pro Import for QuickBooks Desktop
QUESTION Can imports using Transaction Pro Importer with QuickBooks Desktop (QBDT) be scheduled/automated? RESOLUTION For more advanced users that would like to schedule imports into QBDT, a full command line interface exists that you can use to start the process even if the QBDT company file is not open. Th…
Rightworks Transaction Pro Importer Command Line Codes
Rightworks Transaction Pro Importer Command Line Codes Some additional features exist for Transaction Pro Importer that are not included with the standard installation. These additional features can be accessed by adding Command Line Codes to the Transaction Pro properties. For more information about how to add a …
