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.
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
Related Articles
Error when importing into QuickBooks Desktop
When trying to import my QuickBooks Desktop .iif file, I get the following error You cannot associate an item with Sales Tax Payable, Undeposited Funds, accounts receivable, accounts payable, or non-posting Cause There can be a number of different ...
What data is exported to QuickBooks Desktop
Overview This article explains what data is exported from SalesPRO when QuickBooks Desktop (QBD) is selected as the accounting application. QuickBooks Desktop Employees Employee Name - This the full name which is made up of the First M. Last. Home ...
Update Company Database for QuickBooks Desktop Invoice Exporting
Summary This package will update the company database so that invoices for QuickBooks Desktop (QBD) can be correctly exported from SWCS (SalesPRO). Without this package the sales tax is not included in the invoice export which will prevent it from ...
How to export data to accounting
Overview This article will explain the general procedure for selecting and export data to your selected accounting application. Details The overall process for exporting data to accounting is quite simple. You select one or more items to export and ...
Unusual data is getting added to QuickBooks Desktop
Overview When reviewing your QuickBooks Desktop (QBD) company you may see data such as accounts, items, vendors, etc. that you don't recognize. This article will explain where some of these items may come from if you're importing SalesPRO data into ...