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Lastname, Firstname and QB Class

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loracady View Drop Down
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    Posted: 09-November-2010 at 2:42pm

First, let me say that I am so pleased with the QB Sync.  Greg Dinger installed it for me, but I was able relatively easily to set it up after that.  I transferred my first orders over this afternoon with no problems, but (there's always a but, isn't there??!!) I have two issues:

First Issue:
My customers came over to QuickBooks in the following way-
          Firstname Lastname CustId
 
We have always created our customers in Quickbooks like this-
             Lastname, Firstname
 
I like the CustID part to prevent duplicates, but I really don't want to bring my customers over Firstname first.  Is there anything I can do? 
 
Second Issue:
Not a big issue, but it helps me track my internet orders vs. my in-store sales.
We track all our sales by QuickBooks Class.  Our old (kinda crappy) software brought over the Quickbooks class designation of "Internet."  Can the QB sync do this?  Did I miss this somewhere? 
 
Thanks in advance!
www.TheSleepShop.com
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Matt View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Matt Quote  Post ReplyReply Direct Link To This Post Posted: 09-November-2010 at 3:36pm
I just completed this mod for someone else.  If you open a ticket I will send you the files.  You can use a class also.  Here are the instructions:  http://wiki.earlyimpact.com/quickbooks_synchronizer/administration?s[]=class#using_classes 
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loracady View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote loracady Quote  Post ReplyReply Direct Link To This Post Posted: 09-November-2010 at 3:50pm
Thanks!!
www.TheSleepShop.com
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