Quickbooks

[powerplus]

I have been using CommitCRM and QuickBooks Linked together for years now. My QuickBooks file was never really setup right and the accountant and I have just decided to start a whole new data file. How will this work with CommitCRM going into the future? Do I also need to start a new CommitCRM file at the same time?

Also one thing on the QuickBooks ITEMS and CommitCRM ITEMS I don't like is how I set them up. How does everyone else setup their Items, Label them, Part Numbers, descriptions, etc.... Would be interested to see someones example of an ITEM they have setup.

Mike

[Support Team]

Re: Quickbooks

Re the RangerMSP part - no, you don't need to start fresh, you need to point to the new QuickBooks company file (Tools > Options > QuickBooks tab) and link the relevant RangerMSP Accounts and Items with the ones in your new Company file, this will relink the records and things should works. In any case, do not proceed with any of this before verifying that you have a backup of both QuickBooks and RangerMSP.