Announcement

**Support Team** · March 23, 2009, 07:50 AM

Re: Issue with charges RangerMSP - Quickbooks link

Hi natrat,

When setting a discount for a charge, this does get reflected in the QuickBooks invoice. You should see the total price after discount in the invoice line, as expected.

The behavior you describe is not the expected behavior, and I suspect this may happen in case the charge changes were not saved before you created the invoice. Please make sure you save the change you make in the charge prior to creating the invoice (click the Save button in the Charge window).

Hope this will do the job...

Ethan

**natrat** · March 23, 2009, 02:52 PM

Re: Issue with charges CommitCRM - Quickbooks link

No thats not the problem. It happens for every single charge that I have changed from its default value, even ones that were entered in CommitCRM some days ago.

The whole process appears to work initially, on the initial CommitCRM screen where it shows the items to be put into Quickbooks it reflects the correct amount, but then when you get to the final screen that shows you the quickbooks invoice details in CommitCRM it has the wrong amount, and if you go into Quickbooks and check the invoice it has created the amount as the default item amount in Quickbooks, not the amount that was on the charge line inCommitCRM.

Discounts are not working either as mentioned, even in properly saved charges. The discount amount is ignored.

I'm using the Australian version of Quickbooks (QBi 2008-2009) with the latest service pack.

nathan

**Support Team** · March 23, 2009, 03:20 PM

Re: Issue with charges RangerMSP - Quickbooks link

Thanks for the additional details, nathan. This sounds strange indeed and I can tell you that usually this works well, and the charge total price after changes or discounts is transferred to QuickBooks. I'm not sure what exactly goes wrong in this case, and we want to look further into this. Please send us (via email to the support) some screenshots demonstrating this situation (we may find something from looking at the details), and also the log files from Help > Technical Support menu. We will look into this and see what may have happened there.

Thanks,

Ethan

**natrat** · March 23, 2009, 03:33 PM

Re: Issue with charges CommitCRM - Quickbooks link

Hi, have sent a word doc with screenshots of the whole process to the support email address.

cheers
nathan

**Christian M** · October 11, 2009, 04:27 AM

Re: Issue with charges CommitCRM - Quickbooks link

Hi,

I'm just wondering if this issue was ever resolved?

We've just started using CommitCRM and also have it synching with the Australian version of QuickBooks. Any price changes or discounts entered with the charges in CommitCRM seem to be ignored when the invoice is created and the default QuickBooks price is used instead.

Cheers
Christian

**natrat** · October 11, 2009, 04:45 PM

Re: Issue with charges CommitCRM - Quickbooks link

No, its not been resolved. I still have the issue with latest CommitCRM and latest Australian Quickbooks. There must be some small difference in the Aus API compared to other countries. I wish they would patch it though, it takes away from an otherwise brilliant time saving feature.

**Christian M** · October 12, 2009, 02:06 AM

Re: Issue with charges CommitCRM - Quickbooks link

Thanks for the update Nathan.

I too wish it would be fixed because this creates so much opportunity for errors to occur with invoice pricing. We're just going to have to be very careful.

Hopefully it can be fixed one day soon, particularly because the QuickBooks interface is an add-on product and the Australian version of QuickBooks is listed as being tested and supported in the CommitCRM wiki.

I am loving most of the other features though. We've been using CommitCRM for less than two weeks but I am sure it is going to prove to be a very valuable tool for us.

**natrat** · October 12, 2009, 04:50 AM

Re: Issue with charges CommitCRM - Quickbooks link

Yeah its awesome. I had CommitCRM team logon to my PC and play around for an hour or so but they couldnt fix the issue and without runing the oz version of Quickbooks they can't re-create it.

Out of interest can you let me know the details below? I've listed mine, maybe there is some similarity.

Client OS: Vista (SP2, same issue with SP1)
CommitCRM Server OS: Windows SBS2008
CommitCRM version: 5.2.0.3
Quickbooks Database/Company file location: local Vista workstation

cheers
nathan

**Christian M** · October 12, 2009, 05:50 AM

Re: Issue with charges CommitCRM - Quickbooks link

Our setup is as follows:

Client OS: Windows Vista SP2 and Windows 7
Server OS: Windows Server 2008 R2 (64 bit)
CommitCRM Version: 5.2.0.3
QuickBooks Version: QuickBooks Premier 2009-10
QuickBooks data file location: Stored locally on CommitCRM server (terminal server)
CommitCRM Database Type: SQL

I don't think Server 2008 R2 or QuickBooks 2009-10 are supported. Our situation was that we installed the trial on our terminal server (2008 R2) and it worked so we left it there. As for QuickBooks, we had to move from MYOB as part of the implementation of CommitCRM and I couldn't get the 2008-09 version. I would be happy to change the configuration if it might make a difference though.

It's a little frustrating given we changed to QuickBooks for the sole reason of the ability to integrate withCommitCRM. Having said that QuickBooks is a far superior product to MYOB so it was worth us changing (and it was only a matter of time before we got away from MYOB) and there are plenty of benefits we will get from CommitCRM that make the whole implementation worthwhile, it would just be that little bit better if we could get this working (and if the Outlook sync could occur in the background - but that's another issue already addressed by a few other users).

**Christian M** · October 12, 2009, 06:04 AM

Re: Issue with charges CommitCRM - Quickbooks link

I've just been thinking the problem could have something to do with how GST is handled in the Australian version of QuickBooks that is different to how taxes are handled in the US version.

I noticed CommitCRM always shows the ex GST price and having default a tax of 10% in CommitCRM doesn't make any tax appear on the charge sheet. It had puzzled me how the GST always seemed to correct itself once the invoice was transferred to QuickBooks, until last night when I realised CommitCRM pricing was being completely ignored.

Thanks very much for posting this topic, otherwise I'd still be pulling my hair out wondering what I'd done wrong.

**Support Team** · October 12, 2009, 09:14 AM

Re: Issue with charges RangerMSP - Quickbooks link

Thanks guys for your input on this.
I'd just like to clarify re the taxes and how it works with RangerMSP and QuickBooks. Perhaps this will help somehow.

Basically, when working with taxes in RangerMSP, this only affects charge reports in RangerMSP. This has no effect whatsoever on the tax calculation in QuickBooks Invoices. All taxes in invoices are handled by QuickBooks only, according to the taxes settings in QB.

In some cases, you can define in QuickBooks special tax settings per customer, and this can affect the tax calculation in QuickBooks. Again, this has nothing to do with the tax settings in RangerMSP.

We're about to run another testing round on the new Australian QuickBooks edition integration, and I hope we will be able to reproduce this behavior in our labs, as it doesn't happen here at the moment. If you have any input on this which can help, feel free to send it to us at Support @ . Thanks, we appreciate your help!

Sheli

**Christian M** · October 12, 2009, 01:45 PM

Re: Issue with charges CommitCRM - Quickbooks link

Hi Sheli,

Thanks for the clarification on how taxes work inCommitCRM.

The fact you haven't been able to reproduce the problem is promising. That must mean it is something to do with my configuration.

Nathan, have you ever used QuickBooks 2008-09 withCommitCRM? I noticed you mentioned you were using the latest version of CommitCRM and QuickBooks, so I presume you are currently running 2009-10 like me. This is a long shot as I am guessing back in March 2009-10 probably hadn't been released.

If the problem only occurs in 2009-10 then that would be quite reasonable as it isn't officially supported yet.

**Billy Gareth** · January 31, 2010, 02:42 AM

Re: Issue with charges CommitCRM - Quickbooks link

Hi Folks,

We are also running the Oz version of QB 09/10 and have the same problem. The discounts are simply ignored when the invoice is created in QB.

It is rather annoying as we have to keep remembering to check the invoices and if we have an admin doing the invoice who doesn't know that there should be a discount we get cranky calls. Not a good look.

Any news on this folks?

**natrat** · January 31, 2010, 02:55 AM

Re: Issue with charges CommitCRM - Quickbooks link

The not transferring the correct line item prices when they are changed in CommitCRM from the default in Quickbooks happened in the 2008/2009 Australian version and also happens in the 2009/2010 version. This is the major issue for me, the discounts having to be manually entered I'm not too worried about but if the other country versions discounts work too then that would be great to have fixed as well.

I had CommitCRM support log in remotely and try and fix it for an hour or so on my PC with no luck. This would have been a year ago or so. Its purely an oz Quickbooks integration issue. I suspect there aren't enough CommitCRM users in Australia using it for it to be high on the fix list but i would really love it fixed as it really destroys a large part of the benefit of the link if you have to go into nearly every invoice you create and adjust the prices.

CommitCRM support - do you need one of us to send you a copy of the current Australian CDs so you can see it happen and re-produce it?

Are there any Australian users using the link without seeing this issue? For what its worth i have the same issue on Vista and Windows 7. Not tried XP, not going to bother as even if it worked that wouldnt help.

nathan

Announcement

Issue with charges CommitCRM - Quickbooks link

Issue with charges CommitCRM - Quickbooks link

Comment

Comment

Comment

Comment

Comment

Comment

Comment

Comment

Comment

Comment

Comment

Comment

Comment

Comment