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megawampum View Drop Down
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Joined: 21-May-2012
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Post Options Post Options   Thanks (0) Thanks(0)   Quote megawampum Quote  Post ReplyReply Direct Link To This Post Topic: Groups & Customers
    Posted: 21-May-2012 at 3:23pm
Hello, does anyone know a way to bring over the "Group" from Product Cart into QuickBooks so that each payer/customer automatically lands under their respective Group as a Subcustomer/Job.  For example in QuickBooks a scenario would look like this:

Group 1 (Customer - level 1)
   Customer/Payer A (Job or SubCustomer - level 2)
   Customer/Payer B (Job or SubCustomer - level 2)
   Customer/Payer C (Job or SubCustomer - level 2)

OR to give a specific example

Technology Summit (Customer - level 1)
   John Smith (Job/SubCustomer/Payer - level 2)
   Suzie Anderson (Job/SubCustomer/Payer - level 2)
   Mike Bruno (Job/SubCustomer/Payer - level 2)   

I'd like this to map automatically.

Thanks for your input.

Sean
Sean Pearson, CPA
FinancialZone, Inc.
QuickBooks ProAdvisor
Intuit Solution Provider
800.322.2950 x105
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Hamish View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Hamish Quote  Post ReplyReply Direct Link To This Post Posted: 21-May-2012 at 4:39pm
Hi Sean,
    Although customers can be placed in pricing categories there is no concept in ProductCart of grouping customers under other customers, or in "levels", so I think you will need custom code in ProductCart and (not at all insignificantly) the QuickBooks add-on - which I can't say I personally know much about except that it's very complex.
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