To ensure you receive important updates without interruption, please add [email protected] to your safe sender list and mark it as “not spam.”
.png)
.png)
Importing Group Items into QuickBooks using Rightworks Transaction Pro Importer - NEW
Often times, a business will set up Group Items in QuickBooks Desktop (QBDT) to simplify the data entry for multiple Items that are frequently sold together. This enables the person creating the form to enter the name of the Group Item and allow QB to fill in the details for all the Items in that Group. This artic…
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 screen o…
Concur AP Invoice (Vendor Bills) Import into QuickBooks Desktop
The following are instructions for importing the Concur AP Invoice (Vendor Bills) Report into QuickBooks Desktop (QBDT) using Rightworks Transaction Pro Importer. After downloading an AP Invoice Report from Concur , launch Transaction Pro and select to IMPORT. Open Transaction Pro Importer and select the…
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 ta…
Skip Duplicate Transactions with Matching Reference Numbers when Importing
QUESTION When importing, will Rightworks Transaction Pro Importer skip transactions that already exist in QuickBooks Desktop (QBDT)? RESOLUTION By default, Transaction Pro Importer for QBDT does not skip transactions that already exist. However, there is an option to SKIP TRANSACTIONS WITH MATCHING REFERENCE…
Product and Service Import Fields for Rightworks Transaction Pro Online
TYPE: INVENTORY TYPE: NONINVENTORY TYPE: SERVICE TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes Name Name Y Alpha-numeric 100 To import a Product & Service item into a Category, import Category: Name for the Name field. Type Type N …
Employees QuickBooks: The Integrated Application has no Permission to Access Personal Data
MESSAGE "Employees QuickBooks: The integrated application has no permission to access personal data." RESOLUTION The Integrated Application settings in QuickBooks Desktop (QBDT) need to be updated for Transaction Pro Importer. To update the Integrated Application Settings, follow the steps below: * Th…
QBSDK Log File - Used for Troubleshooting
For troubleshooting purposes, Rightworks Transaction Pro Support may request the QBSDKLOG.txt file. Please follow the steps below. * First, take a look to see if there is a qbskdlog.txt file. If there is, rename this file to qbsdklogold.txt. * For Windows 11, go to c:\ProgramData\Intuit\QuickBooks and edit the …
Use Rightworks Transaction Pro in a Remote, Virtual, or Terminal Server Environment
QUESTION Can Rightworks Transaction Pro Importer, Exporter, and Deleter be used in a remote, virtual, or terminal server environment? RESOLUTION Yes, all Transaction Pro products may be used in remote, virtual, or terminal service environments as long as QuickBooks Desktop (QBDT) is loaded and launched from …
Bank Statement Import Fields for Rightworks Transaction Pro Online
TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes TxnDate Date (Deposit) Payment date (Check) N Date N/A If no date is imported, transaction will be dated the day of the import. PrivateNote Memo (Deposit) Memo (Check) N Alpha…
