Customers with parent customers don't export to QuickBooks Desktop correctly

Customers with parent customers don't export to QuickBooks Desktop correctly

Symptoms

When a customer that has a parent customer is exported to QuickBooks Desktop (QBD) the parent customer information is not included in the export file.

Cause

This is caused by a bug in the SWCS QBD module.

Workaround

There is no known workaround at this time.

Status

Solatech has confirmed this to be a problem with the software listed at the end of this article. As more information becomes available this article will be updated.

More Information

Parent customers are used to allow users to export 'Jobs' to QBD. The parent SWCS customer is treated as the QBD 'customer' and the child SWCS customer is treated as the QBD 'Job'.

When invoices are exported from SWCS to QBD the parent information is used and the customer is correctly exported as a 'Job', however when the customer information is exported independently of an invoice the parent information is not exported.

Applies To:

  • Solatech Window Covering Software 4.2

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