QuickBooks Add-on - Lastname, Firstname and QB Class

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Lastname, Firstname and QB Class

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=4131
Printed Date: 23-November-2024 at 5:18am
Software Version: Web Wiz Forums 12.04 - http://www.webwizforums.com

Topic: Lastname, Firstname and QB Class

Posted By: loracady
Subject: Lastname, Firstname and QB Class
Date 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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www.TheSleepShop.com

Replies:

Posted By: Matt
Date 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

Posted By: loracady
Date Posted: 09-November-2010 at 3:50pm

Thanks!!

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www.TheSleepShop.com