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    37 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
    FisherEngineering supported this idea  · 
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    FisherEngineering commented  · 

    Hi Dmitry,

    I didn't know it would be you that I was posting to... ha!
    ok, so the list of "items" would be what you guys are allowing to import which is the info you map to "Class". If you could take that and map it to the "item" field we'd be set. Type of items for this particular non-profile are "Luncheon-member", "Luncheon-NonMember"... those are current ones but we could use the class info... as long as something gets mapped we can tweak the item in the item list in quickbooks...

    BTW, i tried to upload an image to my original post but it said I couldn't and "contact the administrator". if you can open my upload I'll put an image of the QB screen there - the same one I sent to you in email... might be helpful for folks to see it.

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    FisherEngineering commented  · 

    When I do an export from the site to import to Quickbooks the invoice is created but is missing the "item" entry. I have had a conversation with Dmitry (tech support) on this and he ask that I post this to see if others want this feature. Doing the QB import doesn't do us any good if we don't have data mapped to the "item" in the invoice. The answer back from Dmitry was "The way QuickBooks import works, if it does not find the matching item, it creates a new one. So we figured the risk of messing up someone's QuickBooks database by accidentally creating numerous new items is too high."
    This is a problem we'd like to have... if the item can be matched - we will make sure of that... right now having nothing in the item field in QB doesn't help us and we won't use the export and import into QB because every record would have to be edited... defeats the purpose.

    So if you can use this feature let them know.


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