Jon Carlson

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  1. 137 votes
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      77 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
      Jon Carlson commented  · 

      All order lines. We currently get one big order line from Paypal for WA transactions. It is useless. We need the breakout of what people bought in order to categorize the revenue.

      Jon Carlson commented  · 

      I too would like to get info into Quickbooks Online. The whole thing is a bit of a mess.

      First, I can't export data directly to QBO. The QB Export format doesn't really work with QBO (no fault of WA, but... needs to be solved somehow).

      Second, I need better invoice detail from WA - when I have a membership invoice, I need to get different account categorization on the extra member items that they can subscribe to over and above the base membership level.

      Third, even if I get Invoice and Payment info imported from WA, I get the Paypal payment transaction data via the QBO Paypal app, but they don't automatically (or even manually) hook up to the invoice/payments because Paypal imports them as a "Sales Receipt". I don't think this is a WA software bug or limitation per se, but the point remains that it'd sure be nice to find some kind way to import all this stuff into QBOnline fairly automatically. It's currently a mess.

      Jon Carlson supported this idea  · 
    • 64 votes
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        24 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
        Jon Carlson supported this idea  · 
      • 15 votes
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          5 comments  ·  Wishlist » Online payments  ·  Flag idea as inappropriate…  ·  Admin →
          Jon Carlson supported this idea  · 
        • 107 votes
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            57 comments  ·  Wishlist » Contacts  ·  Flag idea as inappropriate…  ·  Admin →
            Jon Carlson commented  · 

            Contact and member searches (particularly saved searches) need to be able to apply the "ANY"/"ALL" (i.e. "OR"/"AND") logic in a mixed way. For example, I might need to search for (Member Level of X OR Y) AND (Member Status is ACTIVE). That's just one simple example. Give me a way to group them and then connect the groups.

            Possible way to present the concept - chain the searches. So build one search with ANY logic, then build another search with ANY logic, then chain the two with AND logic. Something along those lines.

            Jon Carlson supported this idea  · 
          • 65 votes
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              37 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →

              For me personally, this a great suggestion and I’ve been thinking about it for long time myself. Ideally, I’d really like completely redesign our membership levels to concurrent subscriptions model. Subscription gives you access to some information or provide privileges. There can be multiple ways of buying it – e.g. for a year or two, recurring or not, etc. Altogether, subscription-based model is very robust and easy to understand. Please, vote!

              Jon Carlson commented  · 

              With the new online store, one can set up a purchase of a one time item. However, we need to be able to bill members for optional recurring services (e.g. monthly). They'd need to be able to subscribe/unsubscribe, obviously, and update their credit card etc. But a recurring item separate from membership would be useful.

              Thanks.

              Jon Carlson supported this idea  · 
            • 6 votes
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                1 comment  ·  Wishlist » Emails  ·  Flag idea as inappropriate…  ·  Admin →
                Jon Carlson shared this idea  · 
              • 14 votes
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                  0 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
                  Jon Carlson supported this idea  · 
                • 5 votes
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                    0 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
                    Jon Carlson supported this idea  · 
                  • 17 votes
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                      7 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
                      Jon Carlson supported this idea  · 
                    • 72 votes
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                        36 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
                        Jon Carlson supported this idea  · 
                        Jon Carlson commented  · 

                        Yes, I really need this too - break out the items people signed up for. I'm similar to Pamela Graham in that I need to import the "Extra Items" amounts separately from the base membership fee to break out different budget items. I am currently trying to import the Quickbooks export into Quickbooks Online (with mixed success), and I've had to write my own script software to massage the exported .IIF data.

                      • 6 votes
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                          1 comment  ·  Wishlist » Emails  ·  Flag idea as inappropriate…  ·  Admin →
                          Jon Carlson shared this idea  · 

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