Jon Carlson

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  1. 87 votes
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    45 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!

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  2. 113 votes
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    59 comments  ·  Wishlist » Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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  3. 29 votes
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    3 comments  ·  Wishlist » Integration  ·  Flag idea as inappropriate…  ·  Admin →
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  4. 67 votes
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    13 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
    Jon Carlson commented  · 

    YES!

    Jon Carlson supported this idea  · 
  5. 150 votes
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    90 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
    Jon Carlson supported this idea  · 
    Jon Carlson commented  · 

    Strongly agree, some kind of import/export to QBOnline would be helpful

  6. 79 votes
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    37 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
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    Jon Carlson commented  · 

    I have figured out the QB export. However, when I have a new member sign up (or a renewal), I have a basic membership fee, and the user can optionally check another box or two for additional things to pay for.

    When I manually view the invoice, the items selected are individually broken out.

    But the IIF file that is prepared to import into Quicken has the invoice item amounts broken out into the SPL records, but every item has the same QB "Account" tagged, i.e. Income:Membership. I need the base membership fee to have one Account (Income:Membership) and the additional items to have a different Account (Income:MyItem1, Income:MyItem2, etc).

    The items paid for are reflected in the memo field. I just can't get it to be reflected in the QB Account field for categorization. Yes, I could go into QB and fix it manually, but the point of computers is to do that sort of thing for us and eliminate errors along the way. Thanks.

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