QuickBooks Add-on - How do you like the new QB synchronizer module?

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How do you like the new QB synchronizer module?

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=3342
Printed Date: 05-May-2024 at 5:32am
Software Version: Web Wiz Forums 12.04 - http://www.webwizforums.com

Topic: How do you like the new QB synchronizer module?

Posted By: marketabilities
Subject: How do you like the new QB synchronizer module?
Date Posted: 08-January-2010 at 2:30pm

Would like to get comments regarding newest QB synchronizer module... Is it helpful? Does it save time? Is it hard to do mapping?... would appreciate any feedback! Thanks

Replies:

Posted By: sdalan
Date Posted: 20-June-2010 at 3:07pm

Absolutely love it. Like PC in general, very well thought out and organized interface. I set Web Connector to run each hour and QB Sync to transfer orders automatically. Has saved me an enormous amount of time.

Posted By: odathp
Date Posted: 20-June-2010 at 8:23pm

I agree with the previous comment. However, there are a few limitations.

The most significant is with the Quickbooks invoice number. Whenever a ProductCart order is transferred to Quickbooks it resets the Quickbooks invoice number to the ProductCard order number. This is very inconvenient especially when you are using both ProductCard and Quickbooks to place orders simultaneously. Our previous shopping cart vendor did not act this way. It also had a Quickbooks synchronizer. When the order was transferred to Quickbooks it always used the next Quickbooks invoice number in the sequence.

With that said, I suppose if you never create an invoice in Quickbooks and use ProductCart to place all your orders this would not be an issue.

I also thought of sending all ProductCart orders to Quickbooks as sales receipts and never use Quickbooks to create a sales receipt since the same problem exists with reseting the sales receipt number.

Another limitation is the synchronizer (web connector) will fail if there is a modul window open in Quickbooks.

I still give the plugin a thumbs up with hopes these issues will be resolved in the near future. I'm a ProductCart reseller and developer, so I plan on continuing to recommend ProductCart to our customers.

Posted By: ProductCart
Date Posted: 22-June-2010 at 8:05pm

Just an update on this thread: a support ticket was raised with regard to the Invoice Number issue and we are researching ways to address the limitation.

The problem (and the reason why the ProductCart Synchronizer for QuickBooks was written that way) is that different versions of QuickBooks appear to react differently to the data that is transferred to QuickBooks from ProductCart.

More to come...

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The ProductCart Team

Home of ProductCart http://www.productcart.com" rel="nofollow - shopping cart software

Posted By: sdalan
Date Posted: 24-June-2010 at 11:17am

I can see how the invoice numbering behavior could be problematic if you enter orders directly into QB as well. For me, however, this was a welcomed improvement from the prior sync app that incremented from the last number in used in QB. Don't know how everyone else works, but for us, after we ship we bring orders in as sales receipts and the receipts show up in undeposited funds. Now that the PC order number is the SR number, it makes handling receipts and reconciling a lot easier for us. Because the dates are sometimes different for various reasons, it use to be a maddening experience. Now it's a breeze. Hopefully the developers can make it an option so the end users can choose to operate it.

Posted By: Matt
Date Posted: 24-June-2010 at 4:45pm

@sdalan - We created a new build that supports both auto incrementing order numbering (in supported QB versions) and ProductCart order numbering.

Posted By: sdalan
Date Posted: 24-June-2010 at 4:47pm

Matt, that's why we love PC!

Posted By: marketabilities
Date Posted: 26-January-2011 at 6:50pm

Many thanks for the comments. We are trying to give qbsync module another go if we can get over the tax hurdle. Am curious how to others overcome not being able to pull taxes in by county as NC has different taxes in different counties and have up to know running our sales tax reports based on county. Any ideas or solutions, anyone?

Posted By: Greg Dinger
Date Posted: 26-January-2011 at 7:12pm

Please refer to this post

http://www.earlyimpact.com/forum/forum_posts.asp?TID=4241&KW=&PID=16516#16516 - http://www.earlyimpact.com/forum/forum_posts.asp?TID=4241&KW=&PID=16516#16516

-------------
GreyBeard Design Group

Certified ProductCart Developer

Web Design/Development/Hosting

http://tinyurl.com/5c8t4t" rel="nofollow - Add-Ons & Custom Code |

Posted By: marketabilities
Date Posted: 27-January-2011 at 4:19pm

Greg, we are definitely interested in your solution. Best way to contact you?

Posted By: Greg Dinger
Date Posted: 27-January-2011 at 4:27pm

Phone or e-mail - see my site for details. Easy solution - we just changed a report that allows the client to gather the details they need for sales tax reporting. That client does not use the QB Synch tool.

-------------
GreyBeard Design Group

Certified ProductCart Developer

Web Design/Development/Hosting

http://tinyurl.com/5c8t4t" rel="nofollow - Add-Ons & Custom Code |

Posted By: Greg Dinger
Date Posted: 27-January-2011 at 4:38pm

Correction. Actually, we had to capture the county name in the checkout, wrote that to the orders table during the checkout wrapup process, and built a new report.

-------------
GreyBeard Design Group

Certified ProductCart Developer

Web Design/Development/Hosting

http://tinyurl.com/5c8t4t" rel="nofollow - Add-Ons & Custom Code |