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24 days ago
Topic:
Create A Check bank data export/import to PrintBos

Nancy
Administrator
Posts: 762
Create A Check Users can easily export their bank data by doing the following steps:
1. Log into Create-A-Check
2. Click on “reports” across the top menu
3. Move to the “Account list” Tab
4. Click EXPORT to file and it will save it as a .CSV


Once you have the data, you can organize it to the PrintBoss standard bank profile by following this instructions in this document:
1. Log into PrintBoss as Supervisor (you will need the PrintBoss Master Password).
2. Go to Edit, Bank List. and Export a blank Bank template file in .csv format
2. Organize your bank data to match the PrintBoss fields
3. Import your data into PrintBoss.

Export Sample Bank List
1. Open the PrintBoss Master Application window.
2. Login as Administrator.
a. Click on the File menu and choose User Log-In.
b. Enter the supervisor name and password. The defaults are:
c. Click OK to continue.
3. Click on the Edit menu and select Bank List.
4. Hold down the Shift or Ctrl key to select a range of bank records.
a. Shift allows you to select contiguous records.
b. Ctrl allows you to select non-contiguous records.
5. Right-click on the selected records and choose Export.
6. Click Yes to continue.
7. Enter a name and destination for the file.
8. Click Save.
Import Bank List
PrintBoss can import an Excel file saved as a *.csv file.
1. Open Excel.
2. Enter the column labels in Row 1.
a. The labels need to exactly match the name and order of the PrintBoss bank list.
b. You do not need to enter labels for columns if you don't have data. PrintBoss will enter default values automatically.
3. Enter or import the Bank Records by row.
a. Do not leave blank rows.
b. You cannot import more bank records than licensed in PrintBoss.
4. Save Excel as a *.csv file.
5. Open PrintBoss.
6. Login as Administrator.
a. Click on the File menu and choose User Log-In.
b. Enter Supervisor as the user name and enter the master password.
7. Click on the Edit menu and select Bank List.
8. Click on the Tools button to the left of the Bank Code label.
9. Select Import.
10. Navigate to the location of the *.csv file.
11. Select the *.csv file.
12. Click Open.
PrintBoss will populate the Bank List with this data.
edited by Nancy on 6/2/2022
26 days ago
Topic:
For the fastest phone support - go online!

Nancy
Administrator
Posts: 762
Nancy
Administrator
Posts: 762
Topic: For the fastest phone support - go online!
Maria, sorry to hear you had trouble getting through to Service. Our records show we left voice mail messages for you both 5/18 and 5/24 around 1:15pm. And then later on 5/24 solved the issue around 4:00pm. You are always welcome to send an email or enter an online service request. With the service request you are automatically and immediately entered into the Service queue for a call back.
26 days ago
Topic:
Transfer Records Screen hanging after job complete

tbarry@baass
Posts: 7
Unfortunately both the two clients currently experiencing the issue were in need of completing their processing so we changed their settings to delete at start of batch. If possible we can test this again be changing settings back after their month end processing.
26 days ago
Topic:
Transfer Records Screen hanging after job complete

Nancy
Administrator
Posts: 762
In order to help us troubleshoot this issue, could you please provide some files? We would like to see the textcapt.hst file, the form and if possible a work file with records ready to archive. If you would like to discuss, please let us know. Thanks.
26 days ago
Topic:
Transfer Records Screen hanging after job complete

tbarry@baass
Posts: 7
Multiple customers are experiencing issues after a print job is completed with mixture of print to printer and email copies where it pops up the Transfer Records screen and just freezes at the end.
We had to turn off auto archive to resolve.
5/24/2022
Topic:
For the fastest phone support - go online!

mariac
Posts: 1
Hi I have been trying to get support for a week now called left voicemails and not getting any call back ...
Is anyone else having the same issue....

I normally do not have any problem but it is weird this is going on...
5/19/2022
Topic:
Email errors

MichellePoirier
Posts: 1
MichellePoirier
Posts: 1
Topic: Email errors
We have a client using Printboss that is getting a message when emailing out paystubs that there is not enough space?
When they try to open the file, they get a message that the file is corrupted
5/6/2022
Topic:
Text File spec ignore *.pdf

eastms
Posts: 1
we have text file specs similar to:
c:\users\bob\downloads\filename*

The particular files we need to process do not have extensions, example: 'filename-randomstringhere'
occasionally, or by user error a PDF file can be created example: 'filename-randomstringhere.pdf'

so, the question is, how can we ignore the .pdf files?
5/6/2022
Topic:
AppCrash

Nancy
Administrator
Posts: 762
Nancy
Administrator
Posts: 762
Topic: AppCrash
Usually the ntdll.dll error is a permissions issue when writing to the registry/ini. Is there a crash report generated from PrintBoss?
5/6/2022
Topic:
AP check form

Nancy
Administrator
Posts: 762
Nancy
Administrator
Posts: 762
Topic: AP check form
That is the correct version. The AP Crystal reports have not changed since them.
5/3/2022
Topic:
scheduling email sends

Nancy
Administrator
Posts: 762
Nancy
Administrator
Posts: 762
Topic: scheduling email sends
No, that is not a feature of PrintBoss.
edited by Nancy on 5/3/2022
5/3/2022
Topic:
scheduling email sends

Shirley Crocker
Posts: 14
Customer is using PrintBoss to generate emails with invoices from Sage 300 AR to send to their customers. One customer is asking that they send all of the invoices once a week versus the 2 to 3 times a week that is currently happening. Is there a way to include a command on the form that says if email address is xxx then put into a batch else email immediately?
4/20/2022
Topic:
AppCrash

sccheng888
Posts: 3
sccheng888
Posts: 3
Topic: AppCrash
we getting this error from some of our team members trying to use printboss. users login to a RDS enrvionment
and seems to be getting the same error message when log into the same machine.

Problem signature:
Problem Event Name: APPCRASH
Application Name: pb32.exe
Application Version: 6.0.2.0
Application Timestamp: 58b70a14
Fault Module Name: ntdll.dll
Fault Module Version: 6.3.9600.20302
Fault Module Timestamp: 62165b52
Exception Code: c0000006
Exception Offset: 0009d322
OS Version: 6.3.9600.2.0.0.16.7
Locale ID: 1033
Additional Information 1: 1abe
Additional Information 2: 1abee00edb3fc1158f9ad6f44f0f6be8
Additional Information 3: 1abe
Additional Information 4: 1abee00edb3fc1158f9ad6f44f0f6be8

Read our privacy statement online:
http://go.microsoft.com/fwlink/?linkid=280262

If the online privacy statement is not available, please read our privacy statement offline:
C:\Windows\system32\en-US\erofflps.txt
4/8/2022
Topic:
RDS Web

sccheng888
Posts: 3
sccheng888
Posts: 3
Topic: RDS Web
Hi, we are have recently installed RDS Web for our Sage 300 users and have PB installed on the RD environment. however, one of the issues that have come across is that remote users won't be able to print cheques on their local printer as they won't be accessible. as such, i have tried to get them to print to a workfile while in the RDSWeb session and then open the PB application from their local computer and print. it is extremely slow not only in loading PB but printing from the workfile. is there any other options aside from printing to PDF from PB and then print those PDF files to the local printer....not a great idea to have signed cheques saved on the network drives IMO.
3/31/2022
Topic:
AP check form

sccheng888
Posts: 3
sccheng888
Posts: 3
Topic: AP check form
hi, i am just checking to see if the latest version of the PB files for printing sage AP cheques is only at Sage 300 ver 6.5 as that is all i see in the folder.
3/28/2022
Topic:
PrintBoss email with 64-Bit office.

Nancy
Administrator
Posts: 762
Nancy
Administrator
Posts: 762
Topic: PrintBoss email with 64-Bit office.
Use an SMTP connection
3/28/2022
Topic:
PrintBoss email with 64-Bit office.

SLCOffice
Posts: 1
So what will be the configuration to use with PrintBoss Standard?
3/14/2022
Topic:
PrintBoss email with 64-Bit office.

Brian
Administrator
Posts: 16
Brian
Administrator
Posts: 16
Topic: PrintBoss email with 64-Bit office.
Unfortunately, due to various changes in the MAPI sublayer that Microsoft has made over the past few years, using the Outlook outbox to send emails is no longer recommended. We generally recommend using the Office365 SMTP connection to send emails instead, which usually will allow the sent items to appear in the Outlook sent items folder. It is very unlikely that Microsoft will allow for direct interaction with the Outlook outbox in the future now that they've moved over to the 365 platform.
3/14/2022
Topic:
PrintBoss email with 64-Bit office.

suegeek
Posts: 1
Hi, Is there a way to configure PrintBoss to email documents using 64-Bit Office? If no, are there plans in a future update to have PrintBoss work with Office 64-Bit?

Thank you!
3/11/2022
Topic:
QB duplicate check numbers from different VMs

Brian
Administrator
Posts: 16
jmichaelrush wrote:
I have a client that is having an issue where when multiple employees are printing checks from the same QB company file via different VMs, but just ran into a problem with the same check number is printing. Is this a manual entry that has to be configured on each VM? Or does PB fully integrate into QB and pull the check numbers from there?

PrintBoss v6.10
QuickBooks Enterprise 21
edited by jmichaelrush on 3/11/2022



The check number that PrintBoss prints is going to be dictated by the value of the Next Check Number in the PrintBoss bank record that is used when printing. By default, it should prompt them to confirm the check number before printing, which should allow them to change the number at print time if needed to match what QuickBooks says it is. PrintBoss has no ability to see anything within QB except what physically prints on the checks, and that does not include the check number, which is why it has to track the check numbers internally.

Thanks,

Brian Taylor
Wellspring Software, Inc.
Technical Support




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