Incomplete orders hitting quickbooks?
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=2923
Printed Date: 21-November-2024 at 2:48pm
Software Version: Web Wiz Forums 12.04 - http://www.webwizforums.com
Topic: Incomplete orders hitting quickbooks?
Posted By: e4h
Subject: Incomplete orders hitting quickbooks?
Date Posted: 04-August-2009 at 1:34pm
I have a problem...
If a customer starts an order, yet does NOT complete it- I now have an "incomplete order".
Thats no problem.
When i sync with quickbooks though, this order is pulled in just like any other order where my customer entered his net30 or CC#.
How can i change this so that incomplete orders do NOT sync?
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Replies:
Posted By: Matt
Date Posted: 04-August-2009 at 1:37pm
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Which Add-On are you using? The new one (ProductCart Synchronizer), or the older one?
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Posted By: e4h
Date Posted: 04-August-2009 at 1:55pm
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The new one. ProductCart Synchronizer.
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Posted By: Matt
Date Posted: 04-August-2009 at 2:08pm
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Are you using on-demand export? The auto export filters the orders explicitly by status code. An order is not allowed to export unless it reaches one of the status codes you selected in preferences. Please open a QuickBooks support ticket and show us an example from your control panel. If there is a bug you of course will not use up one of your support incidents.
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Posted By: e4h
Date Posted: 04-August-2009 at 2:34pm
I am using the on-demand.
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Posted By: Matt
Date Posted: 04-August-2009 at 2:41pm
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Ok. So the issue is that incomplete orders are on the short list. You cannot tell which are incomplete in the short view and have selected to export some of them. We will discuss the issue internally to determine the best solution. In the meantime, you will need to view the order details to ensure the order you export is at the appropriate status level.
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Posted By: e4h
Date Posted: 04-August-2009 at 3:15pm
On the auto update, will the synchronizer change the payment status any online orders that i have updated (marked paid) a payment for in QuickBooks?
For example, customers who pay by check in Net 30 terms.
The reason i ask- 2 systems have to be updated at this time.
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Posted By: Matt
Date Posted: 04-August-2009 at 3:25pm
No, changes to an invoice in QuickBooks do not go back to ProductCart.
Unless you are sending invoices from QuickBooks we recommend that you wait until the order is processed and then export it as a sales receipt.
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Posted By: e4h
Date Posted: 04-August-2009 at 3:27pm
Thanks, I figured that would be the case.
Luckily my Net30 Orders aren't as common as prepaid.
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Posted By: e4h
Date Posted: 06-August-2009 at 12:10pm
having a few issues still:
1:
for wholesale accounts, the purchase order number we require for wholesalers does not come over into QB. how do we get this done?
2:
As for the topic of not downloading Incomplete orders, we really need to fix this in the following field of the Export Order Preferences for Product Cart Synchronizer. Per the example below, all other order statuses can be selected or not. otherwise, we should probably de-select pending and processed.
Export Orders when they reach any of the following statuses:
Pending
Processed
Shipped
Cancelled
Return
Partially Shipped
Shipping
Partially Returned
Delivered (Google Checkout Only)
Archived (Google Checkout Only)
If incomplete was part of this list we would be able to solve this problem.
Perhaps something to consider in the next update?
3:
Next topic:
Would you like to mark your invoice "To be Printed"?
- Yes.
- No.
With this selected since the beginning of setting up Synchronizer, all invoices still come over as 'To Be Printed'. also, does this apply to sales receipts?
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Posted By: Matt
Date Posted: 06-August-2009 at 1:32pm
1. What PO# are you referring to?
2. This is a list of order statuses that you want to export. I thought you said that you do NOT want to export incomplete orders. Why do you want incomplete orders on this list? Since you are using on-demand export all you need to do is not select incomplete orders to export.
3. When you select "yes" it will be marked for printed. It applies to sales receipts as well.
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Posted By: e4h
Date Posted: 06-August-2009 at 5:56pm
1. Purchase order number. A net 30 customer provides this instead of a credit card number.
2. I do NOT want to import incomplete, yet it happens. I was hoping if it was on the list, by not checking it- I could stop them from hitting quickbooks.
Using the web connector, i see no way to select NOT to import them.
3. this happens regardless of the selection i choose.
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Posted By: Matt
Date Posted: 07-August-2009 at 3:35pm
1. Custom payment fields are not currently transferred. We will add that to our list of feature requests for the next update.
2. With on demand order export you are shown an order preview. You can review the orders that will export and deselect any order you do not wish to export. Are you saying that additional orders (incompletes) that are not in the preview are being exported? If so, that is extremely odd. You will need to open a ticket so we can review your installation.
3. We cannot replicate this issue. Please open a support ticket so we can review your installation.
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