V7 link to quickbooks - gripes

[KevinW]

Problem resolution

The reason for Intuit QuickBooks displaying the import error message 'transaction not in balance' was that the orderline attempted to be imported contained a " char

In Davids order files these were

( 6.5" ) Bucket Trowel

Rubi 180 mm ( 7 " ) Gauging Trowel

After removing the " char the import occurred without problem.

An issue is logged for a fix in Link which prevents " chars being imported into QuickBooks.

Kevin Wilson
Actinic

[David N]

I hope you can do something

when you have several hundred orders per week to continually correct it gets rather annoying to say the least to change:-

1. every line of every invoice description (upto 40 lines per invoice )
2 un-squash the invoice and delivery addresses
3.correct the shipping price

David

Just to keep everyone up to date

After over 2 months I have finally received this help


1. every line of every invoice description
was told "This cant be done using an Intuit QuickBooks import file. The Sage Link product does this by reading the Sage database via its API. Intuit have said there will likely be an API for the UK version but when remains to be seen."

If this really is true, which I doubt, then I dont see why the correct invoicing decription cant ba added in a line after the Actinic to QB ref in Link's coversion table. I really cant see why the API has any thing to do with Actinic having to overwrite my existing QB invoice desriprions.


2. un-squash the invoice and delivery addresses
was told "This is added to the internal wish list. It is likely this wont be addressed unless a new QuickBooks programmable interface is released." -

(Has nothing to do with QB by the way )


3.correct the shipping price
was told "Currently the 'Qty' and 'Rate' columns are left blank in QuickBooks. This will be changed to use a quantity of 1 and also include the rate so that changing the customer wont cause this problem in QuickBooks. This will be available in a maintenance release, I dont have a timescale at the moment, I'll let you know."

Same old story

[cdicken]

Hello David

I'm afraid there isn't really anything I can add to what you have already been advised, apart from to clarify this point:

1. every line of every invoice description
was told "This cant be done using an Intuit QuickBooks import file. The Sage Link product does this by reading the Sage database via its API. Intuit have said there will likely be an API for the UK version but when remains to be seen."

If this really is true, which I doubt, then I dont see why the correct invoicing decription cant ba added in a line after the Actinic to QB ref in Link's coversion table. I really cant see why the API has any thing to do with Actinic having to overwrite my existing QB invoice desriprions.

I will try and give you as much detail as I can.

The 'International' release of QuickBooks (i.e. everyone other than the US) does not have an API. What this means in English is that QuickBooks gives no way for other applications to be able to interrogate the QuickBooks data. It is a closed system. The only way to get information in is via QuickBooks's rather limited import system. I say 'limited' because there is no post-processing of the import done by QuickBooks after the data is brought in - QB just takes what it is given and generates the invoices etc. Any stock control etc. happens once the invoice/sales order is generated.

One possible workaround for this is to use QuickBooks's descriptions in Actinic, and then use one of the 'Custom Property' fields in Actinic to supply an alternative short description to appear in the store web pages. I am happy to provide details if you want to do this.

[David N]

1. the ability to keep my QB description of the goods instead of overwriting it with the title of the product from Business. i.e.

My QB description has - "Marcrist CK850 200 mm dia 25.4 mm bore diamond wheel including free comparison blade"

Business only has the title - "Marcrist CK850 200 mm"

I dont know if we have crossed wires here. I am wanting to not import any item description at all. just leave what QB already has. Surely that has to be simple. Just a case of leaving part of the .iif file blank instead of filing it with the the item title from Actinic Bisiness.

--
I just mended the getting rid of the United kingdom bit

see file. change the .txt to .iif

[cdicken]

Surely that has to be simple.

Unfortunately it isn't. QuickBooks requires an item description to be in the *.iif file - and this is the one it will always use.