ProductCart E-Commerce Solutions Homepage
Forum Home Forum Home > ProductCart Add-on's > QuickBooks Add-on
  New Posts New Posts RSS Feed - Groups & Customers
  FAQ FAQ  Forum Search   Events   Register Register  Login Login

Groups & Customers

 Post Reply Post Reply
Author
Message
megawampum View Drop Down
Newbie
Newbie


Joined: 21-May-2012
Location: Seattle
Status: Offline
Points: 0
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
Back to Top
Hamish View Drop Down
Admin Group
Admin Group


Joined: 12-October-2006
Location: United Kingdom
Status: Offline
Points: 56
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.
Back to Top
 Post Reply Post Reply
  Share Topic   

Forum Jump Forum Permissions View Drop Down

Forum Software by Web Wiz Forums® version 12.04
Copyright ©2001-2021 Web Wiz Ltd.

This page was generated in 0.047 seconds.