Groups & Customers

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   Hello, does anyone know a way to bring over the "Group" from Product Cart into QuickBooks so that each payer/customer automatically lands under their respective Group as a Subcustomer/Job.  For example in QuickBooks a scenario would look like this:
Group 1 (Customer - level 1)
   Customer/Payer A (Job or SubCustomer - level 2)
   Customer/Payer B (Job or SubCustomer - level 2)
   Customer/Payer C (Job or SubCustomer - level 2)

OR to give a specific example

Technology Summit (Customer - level 1)
   John Smith (Job/SubCustomer/Payer - level 2)
   Suzie Anderson (Job/SubCustomer/Payer - level 2)
   Mike Bruno (Job/SubCustomer/Payer - level 2)   

I'd like this to map automatically.

Thanks for your input.

Sean

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megawampum Members Profile Send Private Message Find Members Posts Add to Buddy List Newbie Joined: 21-May-2012 Location: Seattle Status: Offline Points: 0	Post Options Post Reply Quote megawampum Report Post Thanks(0) Quote Reply Topic: Groups & Customers Posted: 21-May-2012 at 3:23pm
	Hello, does anyone know a way to bring over the "Group" from Product Cart into QuickBooks so that each payer/customer automatically lands under their respective Group as a Subcustomer/Job. For example in QuickBooks a scenario would look like this: Group 1 (Customer - level 1) Customer/Payer A (Job or SubCustomer - level 2) Customer/Payer B (Job or SubCustomer - level 2) Customer/Payer C (Job or SubCustomer - level 2) OR to give a specific example Technology Summit (Customer - level 1) John Smith (Job/SubCustomer/Payer - level 2) Suzie Anderson (Job/SubCustomer/Payer - level 2) Mike Bruno (Job/SubCustomer/Payer - level 2) I'd like this to map automatically. Thanks for your input. Sean
	Sean Pearson, CPA FinancialZone, Inc. QuickBooks ProAdvisor Intuit Solution Provider 800.322.2950 x105

Hamish Members Profile Send Private Message Find Members Posts Add to Buddy List Admin Group Joined: 12-October-2006 Location: United Kingdom Status: Offline Points: 56	Post Options Post Reply Quote Hamish Report Post Thanks(0) Quote Reply Posted: 21-May-2012 at 4:39pm
	Hi Sean, Although customers can be placed in pricing categories there is no concept in ProductCart of grouping customers under other customers, or in "levels", so I think you will need custom code in ProductCart and (not at all insignificantly) the QuickBooks add-on - which I can't say I personally know much about except that it's very complex.
	Editing ProductCart Code? See WIKI Guidelines for Editing ProductCart's ASP Source Code