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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 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 Custo…
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 …
Exporter Command Line Codes
Rightworks Transaction Pro Exporter Command Line Codes Some additional features of Transaction Pro Exporter 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 Command Line…
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…
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…
Customer Address Being Cleared on Import
ISSUE When importing Invoices or Sales Receipts, the Customer Address is being cleared. RESOLUTION Verify that the Option to CLEAR TRANSACTION BILL TO/SHIP TO ADDRESS WHEN IMPORTING is not selected in the OPTIONS on the BASIC tab (see image below).
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 who 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. The…
Let QuickBooks Online Assign the Next Transaction Number during Import
QUESTION How can the next transaction number in QuickBooks Online be used when importing a transaction with Transaction Pro Importer? RESOLUTION If the transaction number is not in the import file or if it is preferred to let QuickBooks Online use the next transaction number in the current numbering sequence…
Export Positive Pay File with Transaction Pro Exporter
QUESTION Can a Positive Pay file be exported from QuickBooks Desktop (QBDT) with Rightworks Transaction Pro that can be sent to my financial institution? RESOLUTION In an effort to reduce fraudulent paper checks, most financial institutions offer a Positive Pay system that allows banks to match checks presen…
