Interface links a number of different accounting packages to SE systems

Accounting Link Issues SOLVED

Accounting Link Issues SOLVED

Postby HAC » Thu Oct 13, 2016 3:04 pm

I was set up last Monday and having some problems: 1- Program transfers customers name without id# , so if you have 3 customers with same name in Mitchell1 all sales will go to just one customer with that name in Qbooks . 2- Problem with transferring tire fees . 3- If a charge customer pays outstanding invoices only lump sum transfer to Qbooks but does not distribute payments to invoices being paid . 3- Inventory returns are not creating credit memo in Qbooks.
Thinking of going back to the Integrator.
HAC
Member
 
Posts: 6
Joined: Thu Jun 25, 2015 6:23 pm

Re: Accounting Link Issues

Postby timbre4 » Fri Oct 14, 2016 5:26 am

Hold on please, we are looking into this now. We'll be in touch ASAP.
Tim McDonnell -
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
User avatar
timbre4
System Guru / Moderator
System Guru / Moderator
 
Posts: 4537
Joined: Tue May 25, 2004 5:47 pm
Location: TN - Volunteer State

Re: Accounting Link Issues

Postby HAC » Fri Oct 14, 2016 6:45 am

Bill from BackOffice contacted me this morning and will work on resolving the issues.
HAC
Member
 
Posts: 6
Joined: Thu Jun 25, 2015 6:23 pm

Re: Accounting Link Issues

Postby Jeff @ Able Auto » Fri Oct 14, 2016 6:50 am

I am curious...is this a program bug or a setting error. Really want to go with this program but I have little patience when it comes to this kind of stuff.
Jeff Fitzgerald owner
Able Auto Repair 772-462-0061
Treasure Coast of Florida
"there will be enough time to sleep when we're dead"
Jeff @ Able Auto
1500 Club Master Plus Contributor
1500 Club Master Plus Contributor
 
Posts: 1749
Joined: Thu Mar 01, 2007 12:19 pm
Location: Watch out for that cliff!!!

Re: Accounting Link Issues

Postby timbre4 » Fri Oct 14, 2016 6:57 am

Jeff @ Able Auto wrote:I am curious...is this a program bug or a setting error. Really want to go with this program but I have little patience when it comes to this kind of stuff.


Spoke with Bill this morning and it's about making a few changes to reflect the current Manager SE database structure and adding an option or two. Keep in mind that the taxes/fees structure is largely the same since program inception, whereas the Tire Fees configuration area was just added in 2014. I should let The Back Office sort this out first and then perhaps post about it.
Tim McDonnell -
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
User avatar
timbre4
System Guru / Moderator
System Guru / Moderator
 
Posts: 4537
Joined: Tue May 25, 2004 5:47 pm
Location: TN - Volunteer State

Re: Accounting Link Issues

Postby Jeff @ Able Auto » Fri Oct 14, 2016 7:22 am

Thanks Tim. I spoke to a friend that is a programmer about back Office. He knows my computer knowledege and suggested I go with it, but also advised to give it a bit to see if anything like this popped up. Will keep checking back.
Jeff Fitzgerald owner
Able Auto Repair 772-462-0061
Treasure Coast of Florida
"there will be enough time to sleep when we're dead"
Jeff @ Able Auto
1500 Club Master Plus Contributor
1500 Club Master Plus Contributor
 
Posts: 1749
Joined: Thu Mar 01, 2007 12:19 pm
Location: Watch out for that cliff!!!

Re: Accounting Link Issues

Postby Jeff @ Able Auto » Tue Oct 18, 2016 2:36 am

What was the conclusion to this issue?
Jeff Fitzgerald owner
Able Auto Repair 772-462-0061
Treasure Coast of Florida
"there will be enough time to sleep when we're dead"
Jeff @ Able Auto
1500 Club Master Plus Contributor
1500 Club Master Plus Contributor
 
Posts: 1749
Joined: Thu Mar 01, 2007 12:19 pm
Location: Watch out for that cliff!!!

Re: Accounting Link Issues

Postby timbre4 » Tue Oct 18, 2016 6:16 am

Jeff @ Able Auto wrote:What was the conclusion to this issue?

The communication between The Back Office and this shop was to happen "by Tuesday" I believe so we don't know yet.
Tim McDonnell -
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
User avatar
timbre4
System Guru / Moderator
System Guru / Moderator
 
Posts: 4537
Joined: Tue May 25, 2004 5:47 pm
Location: TN - Volunteer State

Re: Accounting Link Issues

Postby Jeff @ Able Auto » Tue Oct 18, 2016 6:33 am

Thanks Tim.
Jeff Fitzgerald owner
Able Auto Repair 772-462-0061
Treasure Coast of Florida
"there will be enough time to sleep when we're dead"
Jeff @ Able Auto
1500 Club Master Plus Contributor
1500 Club Master Plus Contributor
 
Posts: 1749
Joined: Thu Mar 01, 2007 12:19 pm
Location: Watch out for that cliff!!!

Re: Accounting Link Issues

Postby Jeff @ Able Auto » Mon Jan 09, 2017 8:16 am

Just got off the phone with Back Office support. Fantastic service!! I had forgotten about these issues and started off Fri PM. Once I realized what was happening I stopped and sent a help request to back office. They called..straightened out what needed to be and showed me how to prevent further problems! :D :D
Jeff Fitzgerald owner
Able Auto Repair 772-462-0061
Treasure Coast of Florida
"there will be enough time to sleep when we're dead"
Jeff @ Able Auto
1500 Club Master Plus Contributor
1500 Club Master Plus Contributor
 
Posts: 1749
Joined: Thu Mar 01, 2007 12:19 pm
Location: Watch out for that cliff!!!

Return to Accounting Link

Who is online

Users browsing this forum: No registered users and 1 guest