Trying to get integration to quickbooks, I installed the webconnecter, set it all up using the tutorial screen and selected everything. It dont transfer over. I dont know what the problem is, redid everything again, called tech support line, spent nearly 1 hour on the phone and they wanted my company file from quickbooks. Not looking to send that out on the open internet, nor is it easy to email a 14MB file

Not impressed so far...

dmaxallitech,

Thank you for posting here and for attempting to work with our technical support team. I understand the inconvenience you are experiencing and your concerns about emailing your company file.

I have a couple of suggestions and I hope that these help. The first would to set your 'live' company on the back burner and attempt to get Web Connector to work with a 'test' company file. In other words, open QuickBooks and create a new company file with testable data and then try and synchronize. From that point, at least you will be able to establish that it works.

Another option for the protection of your company file -if you still want us to troubleshoot with it- would be to ZIP it and password protect it, then send a separate email to the tech with the ZIP file password.

I hope this helps.

Hi dmaxallitech,

I also wanted to state that we understand your concerns with sending us the company file. The reason we ask for this though in support is we know for a fact that we can create a test company and then sync up with your store. Now then we have to revert everything and you can test the same. I have done this for your site so I do know that the connection is in fact working but for some reason when sending to your company file something is not syncing properly. Until we can see that data and work with our Dev and QA teams on it we will not be able to resolve it fully.

I would follow Jim's recommendation or if you are on the Pro E-Commerce package - simply zip up the company file and then upload it to your sites file manager. We can then pull it from there.

Thanks
Joe

Thanks for the tips guys, I never thought of doing a test company. I like that idea much better.

Any idea what could be the issue or is it best to just send the company file in ?

TIA

Hi dmaxallitech,

Really it is hard to say what could be the cause. I know that there are thousands of factors inside qb that could keep it from working.

First - make sure the company is not running in multi user mode. Second make sure that when you are syncing you have the chart of accounts setup properly in the MCP of your site.

Then really the only thing that I can say is what were you trying to do that you are positive that it is not syncing. Is it giving any errors, is nothing going from QB to the store or vice versa...

If you are say trying to import orders from the storefront into QB - note they will import as sales receipts unless you are using QB POS. So to check the orders go to the Customer Center - view that customer and you can see their sales receipts, these are the orders.

Now if you are trying to pull products from QB to the storefront - you should simply see the products in the MCP to be imported in that section of Operations >> Quick Books Integration.

Other than this though with out knowing what you were doing/seeing and being able to check your company file it is hard to say.

One final note - on products in QB - if you edit them there is a section for Custom Fields. QB only allows for a total of 5 custom fields. If you have all 5 filled in on any product, then you will not be able to use the QB integration. The reason for this is that when we connect to QB we have to put in a specific Identifier on each product. The only way to do so is to put it in a custom field for the product. This identifier then is used so we know what products to update for inventory, etc.

These are really the only things that I know of off the top of my head though if it was something else it would be something our development team would need to look into possibly.

Joe

Well, with a fresh head and new day, I did everything all over again start to finish and it seems to be working now. Now that it works, I have a new problem.

Is there a way to customize the fields? I would like to set up how the info gets switched over. Adjust the tables etc. One of the biggest gripes is that when you transfer the orders over, it turns them into Sales Orders. I have been using Invoices since day one so now I have Sales Orders and Invoices. I want the transfered over orders to be made into Invoices.

The phone number does not transfer over, nor is it required for checkout.

The store does not recognize existing customers, it makes a new customer. Perhaps thats possibly due to the names not being exactly entered the same, but in reading the tutorial, when duplicates occur, it automatically assigns a random 2 digit number in front of the name. Being thats it doing that, I assume it see's it as a duplicate.

I'm sure there is more, but thats all I've had a chance to play with so far.
I called tech support on it, but they talk about making a 'ticket' for this, I dont know what that means. There has to be a way to adjust this stuff as it had to be setup in the first place.