New version released for QuickBooks Web Connector for AbleCommerce 7

by Joe Payne 27. April 2011 15:32

Wow, what an great two months it’s been since I started this project.   So much progress, so many new features.  Few projects have been this enjoyable to bring to completion.

I’ve updated the product description for the QuickBooks module to reflect the new features added.  You can find it here:  http://www.ablemods.com/AbleCommerce-7-Web-Connector-for-QuickBooks-P1C1.aspx

The
downloadable Demo version has also been updated.  You can find it easily by clicking the Downloads tab near the top on the home page of www.AbleMods.com

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General News | New Products | QuickBooks Connector

Quickbooks Web Connector Rewrite Features and Improvements

by Joe Payne 25. April 2011 09:30

After 6 weeks of work, I have completed testing on the feature list for the new release of my Quickbooks module.  It’s quite a list of work accomplished:

  • Option to set default Sales Rep when creating new customer in Quickbooks.
  • Option to set default Customer Type when creating new customer in Quickbooks.
  • Option to automatically add order note to Notes/History when order is successfully transferred.
  • Ability to update inventory values from Quickbooks back into AbleCommerce.
  • Full support for sub-categorized lists in Quickbooks such as G/L accounts and Inventory Items.
  • Improved error handling.   Error messages now report what specific part of the transfer caused an error and more importantly, why.
  • Improved logging to AC7 Error Log since it already supports easy export for emailing it to tech support.
  • Improved configuration page Bank Account-to-Payment Method assignment.  Now dropdown lists are used so typos cannot cause a transfer error.
  • Improved configuration page layout so parameters are grouped in a more logical way.
  • Improved documentation.  Clarified key points of transfer.  Added new content for new features and configuration settings.  Added new upgrade instructions.
  • Improved efficiency of accessing configuration parameters during a transfer session.  This dramatically cuts down on database hits during transfers.
  • Improved Bill and Purchase Order routines to handle multiple shipments more accurately.
  • Improved Quickbooks list retrieval.  Quickbooks lists are now stored in the database instead of individual files in the /App_Data/ folder.
  • Eliminated second DLL from installation.  Now the entire module is deployable in a single DLL file.
  • Added support for Sales Orders (only available in Quickbooks Premier or Enterprise)
  • Fixed bug when searching by Order Number range in the SetExported page.

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General News | Projects | QuickBooks Connector

AbleCommerce Quickbooks module rewrite nearly complete

by Joe Payne 25. April 2011 09:07

Testing has gone very well.  What a project.  Wound up rewriting like 90% of the entire module.  Added several new features, vastly improved error handling and laid a solid foundation for more enhancements.

Intuit has done a decent job of working out the kinks found in the older versions of their QBWC SDK.

The final improvement will be the support for Sales Orders.  Not entirely sure what I’ll do with the payment side of an order being transferred into a Sales Order, but we’ll cross that bridge once I reach it.  I’m waiting now on a QB Enterprise trial from Intuit so I can test.  Buying a full copy of Enterprise just for testing purposes seems wasteful.

I eliminated support for AbleCommerce 7 versions prior to release 7.0.2.  If you’re not on 7.0.2 or later, you should be.

The manual has already been updated.  As soon as I can test Sales Order transfer, I’ll release the new build to the general public.  Then it’s on to the next project !

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General News | Projects | QuickBooks Connector

QBWC sales tax are double taxed

by Joe Payne 25. March 2011 07:22

If you are using QBWC aka QuickBooks Web Connector to import invoices or sales receipts to your company file, you may see the sales getting double taxed.

This is caused by having sales tax calculated by the original source of the data (in my case AbleCommerce 7) and then again in QuickBooks.

The solution is to change the default sales tax setting in the QuickBooks company file.  QuickBooks likes to set the default taxable status of a customer to “Taxable”.  However in situations where the data is being imported from another app, it’s quite possible that taxes are already computed.

The setting is easy to find, once you know where it is.   First, load QB and open your desired company file.

Then choose the Edit menu and select ‘Preferences’

When the preferences load, select the Sales Tax category as shown here.   image

Now select the Company Preferences tab in the main window.  You’ll see a dropdown choice for “Your Most Common Sales Tax Item”.  Change that from whatever taxable tax code is listed to a non-taxable tax code.

image

 

If you have a non-taxable sales tax item, just click the Add Sales Tax Item… button to create a new one.

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AC7 Articles | QuickBooks Connector

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