berndene - Profile

Introduction

Documentation May 23rd, 2019 @ 2:18 pm

Hi - Is there a difference between Kanban Ninja and Kanban View?

View Comment

Installation Guide

Documentation May 23rd, 2019 @ 2:16 pm

Hi - Is there a difference between Kanban Ninja and Kanban View?

View Comment

Module Sync Rules

Documentation March 11th, 2019 @ 4:11 pm

Hi Anna,

I really think I'm going to opt for the 30 day money back guarentee as this sync is really not working for me

Firstly - The Products sync It duplicates what I already pulled in - and it does not allow categories only 10% synced as it gave an error - qty on hand not valid - all our products have a starting qty and a qty on hand total - so it doesn't make sense

Secondly, What is the point to sync a contact and not an account When i synced contacts it made a huge list of contacts in my qb - but as persons not companies (which is already in qb under their respective accounts/companies) so i had to go delete all that PERSONS under my companies in qb

Thirdly, Now i need to sync the above Products and Contacts (which already is not syncing correctly) to qb before I can push a invoice or quote So then I need to push an invoice to a PERSON and not the company?

This is causing more headaches than i would've imagined and rather imported products and ACCOUNTS via a csv file - which was much neater

View Comment

Module Sync Rules

Documentation March 11th, 2019 @ 12:11 pm

Hi Anna, I've imported the contacts from a CSV file as the Quickbooks sync didn't sync sufficient data we need (ex, billing/shipping adress, additional phone nr's and Customer VAT nr's, also quickbooks online doesn't have field for sales rep) If we do sync our contacts from crm to quickbooks, will it duplicate data in quickbooks, or only update?

Does the contacts need to be synced to be able to push the invoice/quote to QB, or only products?

View Comment

Module Sync Rules

Documentation March 8th, 2019 @ 7:07 am

Good Morning,

Anna, thanks for your previous reply, we're all set now with the sync

Now another topic..

I'm firstly trying to push a Quote to Quickbooks (hoping it will pull through as an estimate/quote on quickbooks) Secondly trying to push Invoice to Quickbooks

But for both I receive the following error: Business Validation Error: Please enter at least one line item.

I do have line items in both quotes and invoices

-Another thing, can I setup the rules that only Admin can push quotes/invoices to QB

Your assistance would be appreciated

View Comment

Module Sync Rules

Documentation March 1st, 2019 @ 2:48 pm

hi there,

I'm trying to install our qb integration module, but apparently need the ioncube loader loaded on the server. Our installation is in a bitnami docker file.. Is there maybe an ioncube module i can load directly on suitecrm or an extention for the docker file.. Any advise would be appreciated

View Comment