Now that I am running version 7 I decided I should use Link to get my orders over into QuickBooks 2004. I have been manually transferring them for the last 2 1/2 years.
seemed to set up OK
Problems / dislikes are:-
1. Link imports the brief product description (picture heading) and overwrites my QuickBooks description on items. I don't like to have large long headings on the web site but do like to give a full description of the item on the sales receipt in QuickBooks. I would like it not to import a description at all. Just item and quantity
2. the additional shipping information is put into the QuickBooks customer message list. we use this list for saying things like "spend over £50 and get free shipping" or "Happy Christmas from all of us" etc. After a days orders I can have 35 additional weird messages cluttering up my list like "Please leave with Janice at number 132 if I am out please". I think putting this info in the description part of the sales receipt would be much better. We often end up typing extra things in there any way.
3. Shipping costs are converted over to an item witch is how QB has to deal with it. Trouble is it is listed as 0 quantity which I can live with. The bad thing is that the rate is also set to 0 but the amount (in my case some figure between £1.20 and £7.50) the actual amount, which doesn't make sense, is right. i.e 0 x shipping @ 0.00 = £7.50. Ok I could just about live with that one too. As the customer details are swapped from "internet shopper" to "Mr J Bloggs" the shipping changes to completely £0.00 meaning I have to go back into Actinic find the customer out of a list of 35 and click into the right tab the find out his shipping charge.
4. The address has the country on which I do not need. So all of my addressed gets squeezed up so the United Kingdom can fit on. Luckily in QB-2004
you can select the whole address and copy and paste it into a new customer record. Gets tricky with a different shipping address. I copy that down into the description part of the sales receipt so I can copy a and paste it back in after I set up the new customers record.
5. in about 1 or 2 cases in 20 I get a problem importing to QB. Come up with :- "The transaction is not in balance. Make sure the amounts in the detail area on the form for this transaction equal the amount at the top of the form" Followed by "Error on line 14: Can't record transaction" where line 14 is the last line that says "ENDTRNS" I have totted up the figures in the IIF form and they balance OK.
6. because my ref numbers in Actinic are on the whole different to the QB item names I have a very long list in the product translation list. It is a shame that the adding a new item to the table is done at the bottom not the top, I am now having to scroll down past a very large number of existing items to enter a new one
I did call tech support about this but didn't seem to make my self understood.
seemed to set up OK
Problems / dislikes are:-
1. Link imports the brief product description (picture heading) and overwrites my QuickBooks description on items. I don't like to have large long headings on the web site but do like to give a full description of the item on the sales receipt in QuickBooks. I would like it not to import a description at all. Just item and quantity
2. the additional shipping information is put into the QuickBooks customer message list. we use this list for saying things like "spend over £50 and get free shipping" or "Happy Christmas from all of us" etc. After a days orders I can have 35 additional weird messages cluttering up my list like "Please leave with Janice at number 132 if I am out please". I think putting this info in the description part of the sales receipt would be much better. We often end up typing extra things in there any way.
3. Shipping costs are converted over to an item witch is how QB has to deal with it. Trouble is it is listed as 0 quantity which I can live with. The bad thing is that the rate is also set to 0 but the amount (in my case some figure between £1.20 and £7.50) the actual amount, which doesn't make sense, is right. i.e 0 x shipping @ 0.00 = £7.50. Ok I could just about live with that one too. As the customer details are swapped from "internet shopper" to "Mr J Bloggs" the shipping changes to completely £0.00 meaning I have to go back into Actinic find the customer out of a list of 35 and click into the right tab the find out his shipping charge.
4. The address has the country on which I do not need. So all of my addressed gets squeezed up so the United Kingdom can fit on. Luckily in QB-2004
you can select the whole address and copy and paste it into a new customer record. Gets tricky with a different shipping address. I copy that down into the description part of the sales receipt so I can copy a and paste it back in after I set up the new customers record.
5. in about 1 or 2 cases in 20 I get a problem importing to QB. Come up with :- "The transaction is not in balance. Make sure the amounts in the detail area on the form for this transaction equal the amount at the top of the form" Followed by "Error on line 14: Can't record transaction" where line 14 is the last line that says "ENDTRNS" I have totted up the figures in the IIF form and they balance OK.
6. because my ref numbers in Actinic are on the whole different to the QB item names I have a very long list in the product translation list. It is a shame that the adding a new item to the table is done at the bottom not the top, I am now having to scroll down past a very large number of existing items to enter a new one
I did call tech support about this but didn't seem to make my self understood.
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