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Disconnect Rightworks Transaction Pro from QuickBooks Desktop
Sometimes, it may be necessary to sever the connection between QuickBooks Desktop (QBDT) and Rightworks Transaction Pro Importer. No saved information will be lost when this function is performed. It only severs the connection and forces Importer to reconnect to QBDT the next time that it is launched. To disconnec…
Failure to Install file Asis420.bmp
MESSAGE "Failure to install file Asis420.bmp" when installing Rightworks Transaction Pro Exporter or Importer Version 6.0 RESOLUTION To resolve this issue, please verify the following: * Transaction Pro is being installed on local C drive * MY DOCUMENTS folder is located on local C drive and user has f…
Employee Import Fields for Transaction Pro Online
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes Title Title N Alpha-numeric 4 Example: Mr, Mrs, Ms, Miss, Dr FirstName First name Y Alpha-numeric 50 MiddleName M.I. N Alpha-numeric 1 QuickBooks Online only stores the Middle Initia…
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…
Time Tracking - Hours/Minutes Must Be Supplied
MESSAGE " Hours/minutes must be supplied for a time tracking item" RESOLUTION Check to see if any transaction in the import file that have a zero for the duration. These rows should be deleted from the import file prior to importing.
Import Employee Expenses Charged to Company Credit Card into QuickBooks Online
Employee Expenses charged to the company credit card may be imported into QuickBooks Online using Transaction Pro (TPro) Importer as a Credit Card Charge import type. TPro Importer does not require a specific file layout to import into QuickBooks Online. However, if you wish to view or use the TPro sample file for…
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…
Exceptions in Silent Mode
QUESTION When using Silent Mode, what setting will allow the import file exception to appear? RESOLUTION Add the command line: /LOG_FILE=drive and directory name. Read more about Import Command Lines HERE .
How to Tell if QuickBooks Online is Set Up as Automatic Sales Tax or Manual Sales Tax
QUESTION What is the easiest way to tell if the QuickBooks Online company is set to automatic or manual tax? RESOLUTION The quickest way to tell if on the automatic sales tax or manual sales tax option is to open a Customer in QuickBooks Online and go to the TAX INFO tab. If the tab displays a checkbox follo…
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…
