 |  |
Greg GDS wrote:
Re: Quickbooks Export
From: Shawn Hogan
Date: Sunday, June 11, 2000
Time: 10:32:14 am
> OK thanks Shawn, I kind thought that was the rational for it, ND we did get
> the Raw Acct. Export configured so we can get the address info etc. So that
> is a "done deal"..
>
> What I meant to say a bout the payment issue was , when some one makes a
> payment, in OG will ask if you want it to close the Invoice. If you say
> "yes" that's fine in OG, but when you do the export (and consequently the
> import) into QB the invoice is still open. And From what I can tell this is
> the case no matter if the invoice was imported in that same job as the
> payment or in a previous job. Bottom line in QB payments do not close
> invoices. I hope that is a little clearer.
For that one, I don't think there is anything I can do about that. There is
not a way to import the invoice status into QuickBooks (that I know of).
> The web setup is being done as you suggested, it is really weird, because we
> also cant seem to get "Additional services to show up for existing members
> (some do show others don't). We have a list of about 5 additional services
> they can choose from and they are checked properly in the setup and only one
> or two show up. I wish we had paid more attention to what we did when we
> did get that one setup to show up , but we were so shocked, we don't
> remember. Is there some kind of "time" interval that is involved for the
> web pages to be updated? Just a thought!
The additional services for existing customers will only show up if they are
on the same billing cycle as the customer's current services. Keeps them
from adding annual products to a monthly account for example.
The only other thing I can think of is what version of FileMaker Pro exactly
are you using for the web interface? It should read something like 4.0v2 or
something like that.
- Shawn
-------------------------------
Shawn D. Hogan
President, Digital Point Solutions
http://www.digitalpoint.com
(858) 452-3696
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