 |  |
As a matter of fact, right after I sent that last message I went to Intuits
Re: Quickbooks Export
From: Greg McKenzie
Date: Sunday, June 11, 2000
Time: 10:38:47 am
sight and your are right you can not import an Invoice status.
On the web interface, we have the products in the same billing cycle, but it
could be the Filemaker, we are using Filemaker Pro 4.0v3, so I wonder if
that could be it?
Greg
----- Original Message -----
From: "Shawn Hogan" <shawn@digitalpoint.com>
To: "Optigold ISP List" <isp-list@optigold.com>
Sent: Sunday, June 11, 2000 12:31 PM
Subject: Re: [Optigold ISP] Quickbooks Export
> Greg GDS wrote:
>
> > 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
>
> ------------------------------------------
> To subscribe, unsubscribe and list archive
> please visit http://www.optigold.com/lists
> ------------------------------------------
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