Lastname, Firstname and QB Class

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   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!

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loracady Members Profile Send Private Message Find Members Posts Add to Buddy List Newbie Joined: 28-December-2007 Location: United States Status: Offline Points: 2	Post Options Post Reply Quote loracady Report Post Thanks(0) Quote Reply Topic: Lastname, Firstname and QB Class 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!
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Matt Members Profile Send Private Message Find Members Posts Add to Buddy List Moderator Group Joined: 20-July-2006 Location: United States Status: Offline Points: 73	Post Options Post Reply Quote Matt Report Post Thanks(0) Quote Reply 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

loracady Members Profile Send Private Message Find Members Posts Add to Buddy List Newbie Joined: 28-December-2007 Location: United States Status: Offline Points: 2	Post Options Post Reply Quote loracady Report Post Thanks(0) Quote Reply Posted: 09-November-2010 at 3:50pm
	Thanks!!
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