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Matt 
Moderator Group
Joined: 20-July-2006
Location: United States
Status: Offline
Points: 73
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 Posted: 22-May-2008 at 4:06pm |
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Is anyone using QuickBooks Classes?
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Matt
Moderator Group
Joined: 20-July-2006
Location: United States
Status: Offline
Points: 73
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Posted: 22-May-2008 at 4:09pm |
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Is anyone using templates for invoice, purchase order, sales order, or sales receipt.
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Greg Dinger
Certified ProductCart Developers
Joined: 23-September-2006
Location: United States
Status: Offline
Points: 238
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Posted: 22-May-2008 at 4:11pm |
I use QBP classes, but not with PC. I just learned about them a couple months ago and my goodness how it has changed the way I see my data! Woo hoo.
I guess that wasn't your question? heh heh
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bgdoxtek
Newbie
Joined: 10-April-2008
Location: United States
Status: Offline
Points: 0
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Posted: 22-May-2008 at 4:23pm |
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Yep. We use classes to segment income and expenses by business unit.
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bgdoxtek
Newbie
Joined: 10-April-2008
Location: United States
Status: Offline
Points: 0
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Posted: 22-May-2008 at 4:24pm |
 Matt wrote:
Is anyone using templates for invoice, purchase order, sales order, or sales receipt.
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Yep. We use invoice templates, but none of the others.
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Matt
Moderator Group
Joined: 20-July-2006
Location: United States
Status: Offline
Points: 73
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Posted: 22-May-2008 at 4:25pm |
Hi Greg,
Actually, that is helpful to know you really like Classes.
Would you want to select a class for all your exported invoices, sales
receipts, etc...?
Do you think that would be useful, or do you add invoices to several different
classes?
If we add Class integration you will only be able to
select one class for all invoices.
I am interested to hear your feedback.
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bgdoxtek
Newbie
Joined: 10-April-2008
Location: United States
Status: Offline
Points: 0
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Posted: 22-May-2008 at 4:31pm |
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We use PC for order processing for all of our business units, each with a separate class. It would be really nice in PC to specify a class per order or per customer account.
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Matt
Moderator Group
Joined: 20-July-2006
Location: United States
Status: Offline
Points: 73
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Posted: 22-May-2008 at 4:38pm |
bgdoxtek wrote:
We use PC for order processing for all of our business units, each with a separate class. It would be really nice in PC to specify a class per order or per customer account. |
We can allow you to select a class for each order type. You will not be able to do this on an order by order basis. All orders that export will be mapped to one class and/or template.
Does this work for everyone, or is this too rigid?
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Greg Dinger
Certified ProductCart Developers
Joined: 23-September-2006
Location: United States
Status: Offline
Points: 238
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Posted: 22-May-2008 at 4:40pm |
As I noted, my use of QBP classes is for some personal accounting activities unrelated to ProductCart.
Think about a single entity with multiple locations where tracking income/expense is desired, but that sometimes you want to be able to roll it all together.
Based on how I use them, and I'd have to look at other examples of how others have applied classes, my initial thought is that I think that assigning a single class to ALL invoices might be a bit restrictive. But again, my view is based on the very narrow use of how I applied classes to a "physical world" business application as opposed to an online store.
Check your PM.
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bgdoxtek
Newbie
Joined: 10-April-2008
Location: United States
Status: Offline
Points: 0
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Posted: 22-May-2008 at 4:45pm |
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It will likely be too restrictive for us, but can you explain what you mean by order type?
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