RangerMSP Business Automation for successful ITs


Go Back   RangerMSP Forums > RangerMSP Software Discussion Forum (CCRM)

Thread Tools Search this Thread
 
January 19th, 2012, 04:33 PM
lwilson
 
Posts: 101
Is there a way to view the links between CommitCRM and quickbooks? ex: pick an item in CommitCRM and view what it is linked to in quickbooks........
 
January 20th, 2012, 06:12 AM
Support Team
 
Posts: 7,528
Hi lwilson,

Items are linked between RangerMSP and QuickBooks when they get imported from QuickBooks or by creating the link manually. Basically then Item Name remains the same when importing, so this can be your way to know to which Item it is linked in QuickBooks.

To check a specific Item, you should probably create an Invoice, and see which Item was selected in QuickBooks. You can create a dummy invoice just to check this if you need to check a specific Item.

I hope this helps.
Sheli
 
January 20th, 2012, 10:29 AM
lwilson
 
Posts: 101
so there is no way to pick an item and view the link with quickbooks????
 
January 20th, 2012, 10:43 AM
Support Team
 
Posts: 7,528
Yes, this is correct.
 
January 20th, 2012, 02:24 PM
lwilson
 
Posts: 101
could you please add that to your request list.......it would be extremely helpful to be able to view the link between the two programs quickly
 
January 23rd, 2012, 06:49 AM
Support Team
 
Posts: 7,528
Sure, this does sound like a helpful feature. I'm not sure how well the QuickBooks API will support this, but will let the developers check this... Thanks for suggesting this feature.
 





All times are GMT -6. The time now is 02:00 PM.

Archive - Top    

RangerMSP - A PSA software designed for MSPs and IT Services Providers
Forum Software Powered by vBulletin® Copyright ©2000 - 2024, Jelsoft Enterprises Ltd.