QuickBooks Add-on - Groups & Customers

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Groups & Customers

Printed From: ProductCart E-Commerce Solutions
Category: ProductCart Add-on's
Forum Name: QuickBooks Add-on
Forum Description: Exchange messages with other users of the QuickBooks Add-on
URL: https://forum.productcart.com/forum_posts.asp?TID=5141
Printed Date: 24-April-2024 at 9:23am
Software Version: Web Wiz Forums 12.04 - http://www.webwizforums.com

Topic: Groups & Customers

Posted By: megawampum
Subject: Groups & Customers
Date 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

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Sean Pearson, CPA
FinancialZone, Inc.
QuickBooks ProAdvisor
Intuit Solution Provider
800.322.2950 x105

Replies:

Posted By: Hamish
Date 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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