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Import Bills and Checks with Amounts in Multiple Columns on Same Row
**QUESTION** If the multi-line transactions are in columns instead of rows when importing Bills or Checks into QuickBooks Desktop (QBDT), how can the transaction be imported with Rightworks Transaction Pro Importer? **RESOLUTION** Importer has the option to import Bills and Checks as columns. These options are foun…
Do Not Add Options in Rightworks Transaction Pro Importer for QuickBooks Desktop
**QUESTION** Is there a way to stop Rightworks Transaction Pro Importer from setting up new Customers in QuickBooks Desktop (QBDT) during import? **RESOLUTION** Yes, there are options in Transaction Pro Importer to prevent new list items (Accounts, Customers, Employees, Items, and Vendors) during import. These opti…
Import Checks To Be Printed in QuickBooks Desktop
**QUESTION** Is there a way to set only certain Checks as "To Be Printed" when importing a batch of checks? **RESOLUTION** When importing with Rightworks Transaction Pro Importer into QuickBooks Desktop (QBDT), a mix of Checks to be printed and not to be printed cannot be imported. Two separate imports must occur, …
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…
General Ledger Account Formatting
**QUESTION** How do General Ledger Accounts need to be formatted in the import file when using Rightworks Transaction Pro Importer with QuickBooks Online? **RESOLUTION** If Accounts are used in the import file, only the Account Name or the Account Number should be used, never both. If using Account Numbers, only t…
Auto Assign Transaction Numbers - QuickBooks Desktop
**QUESTION** How can it be set so that QuickBooks Desktop (QBDT) auto assigns the next transaction number when importing with Rightworks Transaction Pro Importer? **RESOLUTION** On the first window of Importer, click OPTIONS. On the BASIC tab in the Transaction Reference Numbers section, select the option to LET QU…
Import Sales Receipts into QuickBooks Desktop
Retail type businesses, often times, use a Point of Sale (POS) system that does not integrate with QuickBooks Desktop (QBDT) and are looking for an easy way to record a daily summary of the sales and payment activity. An easy way to do this is to enter a daily summarized Sales Receipt into QBDT. A detailed article as …
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 instea…
Cross-Reference Option for Customers and Vendors
**QUESTION** How does the cross-reference option work for Customers and Vendors when importing into QuickBooks Desktop (QBDT) with Rightworks Transaction Pro (TPro) Importer? **RESOLUTION** In QBDT, Customers and Vendors are organized by Name. However, other databases or services that may be imported may use a Cust…
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 …
