Control"to be emailed" or "to be printed" via account preference in CommitCRM

[lpopejoy]

Background:
If you set the QB default to "email" or "print" invoices, this setting will not be respected when CommitCRM pushes invoices to QB.

Feature request:
Either respect QB defaults, or let me build a default "per account" setting.

Result:
This is the 21st century and I run a technology company. Quit making me look stupid. We send out 150-200 monthly invoices. I need to automate this.

[Support Team]

Thanks lpopejoy. This problem is rooted in QuickBooks' Desktop API that does not respect its settings when the information isn't passed to the API - while it should! Their Online edition does not have this specific problem.
Having such settings at the Account level may indeed be a work-around to this issue, though it'll require users to manage this in both systems.
In any case, feedback noted.

[lpopejoy]

https://developer.intuit.com/app/developer/qbdesktop/docs/api-reference/invoiceadd

Are you sure that the issue isn’t that the whole IsToBePrinted value needs to be missing from your request altogether? I’m guessing if it isn’t checked, then you are sending “false”?

I don’t know, I just can’t find anyone else having this problem with the API. It seems like it would be a big deal if this were universal.

[Support Team]

Thanks! When providing True or False values to these API fields - it works - but this would mean that users will need to manage defaults per customers in RangerMSP, which is actually the work-around suggested above, but this isn't perfect, to say the least. Nothing is passed to this parameter when users do not specifically check or uncheck these options when invoicing to QuickBooks, with the idea of letting QuickBooks decide based on its default as the caller did not say anything about these settings, except that in the Desktop version it doesn't!

Hope this makes sense and helps.

[lpopejoy]

I’m still not convinced. No one else on the internet is complaining about this.

Are you certain that it doesn’t deserve another look?

[Support Team]

Of course, we have reviewed and re-reviewed this several times. Something does not work in their API with this. If one, including RangerMSP, passes True or False, it works but that's not what we're after. If we ignore this field for QuickBooks to use its defaults - it unfortunately does not. In any case, I'll bump it again for review. Thanks.

[lpopejoy]

Hmm. Does seem strange. Not saying you aren’t correct... just surprised that it’s the case.

I’m going to enable QB api diagnostics and capture your xml and test your hypothesis though.

I’ll let you know what I find!

[lpopejoy]

Ok, so sure enough... you aren't sending "istobeemailed" isn't being sent when "using QB default".

I wonder if this behavior would change if you used the latest QBXml version (<?qbxml version="7.0"?>). I believe this is 8.0, maybe?

[lpopejoy]

The other possibility would be to query the customer record in QB prior to creating the invoice to find out what its default is... but then that creates 2x the API queries.

[Support Team]

Thank you for confirming. I suspect that we even tried the latest suggestion despite the "cost" and such data did not return! But, I'll send it for review again - just in case we've overlooked something.

[lpopejoy]

"PreferredDeliveryMethod" - but it's only in xml v12: https://developer.intuit.com/app/developer/qbdesktop/docs/api-reference/customerquery

Thanks for reviewing!