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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…
Create New Name During Journal Entry Import
**QUESTION** How can Rightworks Transaction Pro Importer create a new name (Customer, Vendor, or Employee) during a Journal Entry import into QuickBooks Desktop (QBDT)? **RESOLUTION** By default, Importer does not create new names when importing Journal Entries. However, by using the command line /JE_NAME, Importer…
Upgrade to Newest Version of Rightworks Transaction Pro Importer
**Below are the steps to consider when updating from a previous version to a newer version of Rightworks Transaction Pro Importer.** **Step 1: Make a note of any options that have been selected.** Open the QuickBooks company file and then launch the current Transaction Pro Importer. Select OPTIONS on the first scree…
Link Invoices to Sales Order When Importing
**QUESTION** How can an open Sales Order be linked to an Invoice during import? **RESOLUTION** Rightworks Transaction Pro Importer can link an open Sales Order to an imported Invoice with the use of the command line /INVOICESO=1 The information below discusses this option as well as some additional steps to be tak…
Automate SQL Server Imports into QuickBooks using Rightworks Transaction Pro Importer
**QUESTION** Can SQL Server imports into QuickBooks Desktop (QBDT) using Transaction Pro Importer be automated? **RESOLUTION** Yes, SQL Server Imports into QB may be automated using Importer. Below are some tips on how to automate the import process once several successful manual imports are made. The command lin…
Automate Microsoft Access Data Imports into QuickBooks using Rightworks Transaction Pro Importer
**QUESTION** Can a Transaction Pro import that uses a Microsoft Access database file be automated? **RESOLUTION** Yes, imports that use a Microsoft Access database file as the import file type can be automated. Below are some tips on how to automate the import process once several successful manual imports are have…
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 …
Ten Advanced Rightworks Transaction Pro Exporter Options
Below are the ten Advanced Options available in Rightworks Transaction Pro Exporter for QuickBooks Desktop (QBDT). **Option 1: Reports.** Not only you can export transactions and lists that exist in QBDT, but the following reports can also be exported: * Journal Report * Payroll Detail Report * Transaction Det…
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: 1. Customer Account Number Cross Reference 2. 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…
