QuickBooks Add-on - QBsync... many questions

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QBsync... many questions

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=4512
Printed Date: 28-April-2024 at 12:44pm
Software Version: Web Wiz Forums 12.04 - http://www.webwizforums.com

Topic: QBsync... many questions

Posted By: marketabilities
Subject: QBsync... many questions
Date Posted: 26-May-2011 at 9:17am

We just successfully installed QBsync module and have several questions... Any answers are much appreciated!

1. Currently we do not have any online payment methods all payment methods are offline:
Is there any way to make offline credit card payments pull in to QB as a "sales receipt" and offline on account payments pull in to QB as an "Invoice"?

2. What is the 5 digit # that gets pulled over when syncing orders? And can this be left off? Because with it all profiles are new and it won’t match to existing customers.

3. Is there any way to tag off "Company Name" instead of "Customer Name" when pulling over orders for when there is a Company Name?

4. QBSync is not pulling over "ship to" information only "bill to" information. Is there any way to have it pull that data over to QB also? Note: we have checked "no" for this answer "Would you like to export “Shipping Method” information?" Does checking yes take care of this?

5. Type of Credit card (i.e. if it's visa / MC / amex / discover) is not pulled over qb sync. Is there a way for that to take place?

6. Contact Field (which is an option field in product cart) is not pulled over by qb sync. Is there a way to make that happen?

7. When wiki refers to Would you like to mark your transactions as "Cleared"?
where are these marked clear? product cart? quickbooks? As we need Product Cart to mark these pulled orders as Processed.

Again, thanks!