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Showing articles from Options tag

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…

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…

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**_ 1. Data can be selected by …

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 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 Imp…

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 …

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. T…

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][1]. For a complete list of Command Line Codes available for Exporter, reference this [ARTICLE][2]. _**Version 8**_ If adding …

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…

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