2 results found

1. QuickBooks & SherWeb Integration -- Manual Sync

   There needs to be a manual sync button independent of the auto monthly one for this QB Desktop and in fact and all integrations. This is for testing , to use if a sync if missed/glitched/wrong. This is a standard feature any sync program has, especially when working with QB as many providers do. Without one, the inconvenience when starting a new integration or managing it when something is amiss is not good, having to wait a full month to reconcile. Pls add ASAP for customers to use or at bare minimum to save on programming time, add for DEVs or Tech Support in the backend only at first to then later add the customer accessible one -- we could call in for emergency to ask support / DEV to use it in the meantime before time is allocated to program the customer accessible one.

   There needs to be a manual sync button independent of the auto monthly one for this QB Desktop and in fact and all integrations. This is for testing , to use if a sync if missed/glitched/wrong. This is a standard feature any sync program has, especially when working with QB as many providers do. Without one, the inconvenience when starting a new integration or managing it when something is amiss is not good, having to wait a full month to reconcile. Pls add ASAP for customers to use or at bare minimum to save on programming time, add for DEVs… more

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   0 comments  ·  QuickBooks Desktop  ·  Delete…  ·  Admin →
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2. QuickBooks & SherWeb Integration -- Allow Custom Cycle Date and Much Earlier Invoice Generation Date

   For the QuickBooks and Sherweb integration, allow a customer to edit the CYCLE variable to be more days in the future (maybe entirely custom or 7, 10, 15 days as a choice) instead of the current implementation that takes the chosen invoice generation date and makes the cycle start one day later.

   Many hosting and other subscription platforms have this concept as default. It allows one to. for example, generate the bill 7 or 10 days early and collect money early or deal with customer cancellations early or billing credit card problems/complaints/whatever EARLY with enough time to react before the cycle itself starts, on the real cycle date (pretend on the 1st).

   This pre-bill auto generation and often auto charge principal is very common to do in the industry and much desired, especially for small businesses wanting to ensure they get paid well before a cycle starts and they themselves are liable for costs they cannot then cancel if the customer flakes on them.

   For the QuickBooks and Sherweb integration, allow a customer to edit the CYCLE variable to be more days in the future (maybe entirely custom or 7, 10, 15 days as a choice) instead of the current implementation that takes the chosen invoice generation date and makes the cycle start one day later.

   Many hosting and other subscription platforms have this concept as default. It allows one to. for example, generate the bill 7 or 10 days early and collect money early or deal with customer cancellations early or billing credit card problems/complaints/whatever EARLY with enough time to react before the… more

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   0 comments  ·  QuickBooks Desktop  ·  Delete…  ·  Admin →
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