tomdchi Posted December 17, 2008 Share Posted December 17, 2008 New Rapid ACH Quickbooks Web Connector Rapid ACH has developed a special program for WHMCS users. Our QuickBooks Web Connector software will allow your local copy of QuickBooks to sync with WHMCS. Features Automatic Import of: Clients Products Invoices Transactions Not only will this import but it will keep track of all modifications made to your clients, products, invoices, transactions and make the changes to QuickBooks for you automatically. Get a free trial now! Commercial Release Coming Soon! 0 Quote Link to comment Share on other sites More sharing options...
apollo1 Posted December 17, 2008 Share Posted December 17, 2008 (edited) Here's my feedback as a potential customer. I will not consider purchasing such a tool if I have to pay you a monthly "fee" for it. I think you are limiting your sales by doing this. All you are selling is a utility which allows your local QB to sync with WHMCS. Why should I have to pay you every month? If you sold the product for a reasonable one time fee I would definitely buy it. Let me say that it looks like a great little utility, and I could certainly benefit from it as I am a QuickBooks user. But sorry, just looking at your pricing scheme gives me the impression you are starving for $$, and I won't support that. Edited December 17, 2008 by apollo1 0 Quote Link to comment Share on other sites More sharing options...
tomdchi Posted December 17, 2008 Author Share Posted December 17, 2008 Hi Apollo, There will by different options for purchasing this-one time fee included. Only the trial is available right now for WHMCS users. Aside from ACH processing only the items that are located at http://rapidach.com/whmcs.php are for current WHMCS users. 0 Quote Link to comment Share on other sites More sharing options...
XN-Matt Posted December 17, 2008 Share Posted December 17, 2008 How does this cope with the following; 1) Pre-existing QB files? 2) Pre-existing WHMCS installs where invoice numbers have already been entered into QB? 3) Pro-forma invoice numbers and paid invoice numbers (with prefix)? M 0 Quote Link to comment Share on other sites More sharing options...
tomdchi Posted December 17, 2008 Author Share Posted December 17, 2008 1. Assuming your QB is up to date before running QBWC all new customer,invoices and payments will be downloaded. With the current trigger update process, it would require a quick mod to one of the table fields to change all of the trigger records from pending to processed. Very soon I will have it where you can start from a certain invoice. 2. Same as above as far as the starting point. New invoices downloaded into QB will be numbered according to the last invoice number in QB. So, if the last invoice in QB is number 2988 then the next invoice that QBWC will input into QB would be 2989. 3. Currently invoice numbers from WHMCS do not transfer to QB but rather they are assigned according to the previous invoice number already in QB. I am working on changing this and make this use whatever invoice number that is in WHMCS. The problem is a limitation in QB. 0 Quote Link to comment Share on other sites More sharing options...
XN-Matt Posted December 17, 2008 Share Posted December 17, 2008 3. Currently invoice numbers from WHMCS do not transfer to QB but rather they are assigned according to the previous invoice number already in QB. I am working on changing this and make this use whatever invoice number that is in WHMCS. The problem is a limitation in QB. Ok.. So, what if before payment the proforma invoice number is 23456 but after payment is ABC-19845 (as could happen with our setup), what would happen with this? 0 Quote Link to comment Share on other sites More sharing options...
merlinpa1969 Posted December 17, 2008 Share Posted December 17, 2008 How does this solution decide the name of the items its trying to import? for example we have a products named instant SSL will this pick up on this name or will it always be like this WHMCS-MISC-21 There is nothing in the directions, do I need to manually go in and setup a list of all products that we have? will this automatically determine if an account is active or not and make the appropriate changes? 0 Quote Link to comment Share on other sites More sharing options...
merlinpa1969 Posted December 17, 2008 Share Posted December 17, 2008 Ok trying the trial and we have run into a SNAFU we have to customers that have the same name, for example John Smith. these are 2 totally seperate people, live in different parts of the country the system will only import 1 of these it chokes on the other saying its a double, what can be done to remedy this? 0 Quote Link to comment Share on other sites More sharing options...
tomdchi Posted December 18, 2008 Author Share Posted December 18, 2008 Ok.. So, what if before payment the proforma invoice number is 23456 but after payment is ABC-19845 (as could happen with our setup), what would happen with this? The current program will apply the payment but will not change the invoice number. I am looking into see if it is possible for QB to do this. 0 Quote Link to comment Share on other sites More sharing options...
tomdchi Posted December 18, 2008 Author Share Posted December 18, 2008 Couple of things, I have been getting many questions about when this will be for sale and how much. First, the reason it is a trial download only is that I want to make sure before anyone purchases this that the bugs are worked out. This has been tested extensively but there are so many different moving parts to WHMCS and QB that there will always be some issue to come up. The pricing is not set in stone yet but it will be soon. Anyone testing the trial version please send any questions or issues with your install to support@rapidach.com Thanks! Tom 0 Quote Link to comment Share on other sites More sharing options...
othellotech Posted December 18, 2008 Share Posted December 18, 2008 what about those of us that only want completed *transactions* not every invoice ? or summaries by gateway ? or only VAT exempt clients and a single total for the rest ? 0 Quote Link to comment Share on other sites More sharing options...
XN-Matt Posted December 18, 2008 Share Posted December 18, 2008 what about those of us that only want completed *transactions* not every invoice ? Pretty much what we want - only want to import complete transactions and for those to continue with the same prefix-invoicenumber structure. 0 Quote Link to comment Share on other sites More sharing options...
tomdchi Posted December 18, 2008 Author Share Posted December 18, 2008 what about those of us that only want completed *transactions* not every invoice ?or summaries by gateway ? or only VAT exempt clients and a single total for the rest ? Unfortunately that is not what QuickBooks Web Connector does. It must match up transactions with a invoice and a client. If it was only doing transactions it would have no way of knowing who to apply them to. I think to do what you want could be done with a .csv export but it has to be manually mapped to each client. That is a customized solution that would work just for your setup. 0 Quote Link to comment Share on other sites More sharing options...
othellotech Posted December 18, 2008 Share Posted December 18, 2008 It must match up transactions with a invoice and a client. If it was only doing transactions it would have no way of knowing who to apply them to Transactions are a payment of an invoice, so it it very simple to know who they're for - and a very common requirment for yoru back-end accounting system(s) to only include paying clients, and paid invoices - QB has some very limited database numbers and addng every nutcase that *orders* something and never payus is going to blow those limits very quickly Personally I'm fine with a simple set of 6 daily memorised transactions where we post over the previous days totals by gateway ... 0 Quote Link to comment Share on other sites More sharing options...
tomdchi Posted December 19, 2008 Author Share Posted December 19, 2008 Transactions are a payment of an invoice, so it it very simple to know who they're for - and a very common requirment for yoru back-end accounting system(s) to only include paying clients, and paid invoices - QB has some very limited database numbers and addng every nutcase that *orders* something and never payus is going to blow those limits very quickly Personally I'm fine with a simple set of 6 daily memorised transactions where we post over the previous days totals by gateway ... This QBWC does not work that way. Your local copy of QuickBooks does not communicate with the web server, QBWC does. The application I have keeps a record in your database of what went to who and when. It does not pick and choose. You can choose when to run updates so you can delete out bad orders before hand. I agree that it is a very common requirement for accounting systems to be able to do what you want but we are talking about QuickBooks here. If it was that easy then you should be able to just do a csv export of all of the data you want in QB and have it pop right in to QB. What you want is a custom app that would cost a good bit. 0 Quote Link to comment Share on other sites More sharing options...
merlinpa1969 Posted December 19, 2008 Share Posted December 19, 2008 we did discover 1 pain while using this if you have old orders that have been imported from another biling system you will need to go in and set a common line item for all of these and then create a single hidden product so that it dosnt error out on all old invoices, 0 Quote Link to comment Share on other sites More sharing options...
kcackler Posted December 20, 2008 Share Posted December 20, 2008 I've got to admit - I was VERY excited just now when I opened this thread. However, I just cannot get the software to work. My WHMCS installation has taxes DISABLED My QB installation has taxes DISABLED When I try to run the update, I get the following error: Version:PHP QuickBooks SOAP Server v1.5.1 at /qbwc/qb_server_1_0_0.php Message: There was an error when saving a Customers list, element "My Client Name". QuickBooks error message: The tax item is invalid. Description: Error message received from application via getLastError(): There was an error when saving a Customers list, element "My Client Name". QuickBooks error message: The tax item is invalid. Any ideas anyone? 0 Quote Link to comment Share on other sites More sharing options...
mcraedesigns Posted December 20, 2008 Share Posted December 20, 2008 He probably needs to recode whatever pulls the tax with some sort of if/else statement perhaps? To allow for users with tax/no tax to use it. (this is more of a suggestion for developer) 0 Quote Link to comment Share on other sites More sharing options...
kcackler Posted December 20, 2008 Share Posted December 20, 2008 That's what I figured, but due to the joys of code encryption....sigh 0 Quote Link to comment Share on other sites More sharing options...
merlinpa1969 Posted December 20, 2008 Share Posted December 20, 2008 Did you run the Misc.iif? it takes care of the tax issue 0 Quote Link to comment Share on other sites More sharing options...
tomdchi Posted December 20, 2008 Author Share Posted December 20, 2008 I've got to admit - I was VERY excited just now when I opened this thread. However, I just cannot get the software to work. My WHMCS installation has taxes DISABLED My QB installation has taxes DISABLED When I try to run the update, I get the following error: Any ideas anyone? Did you import he iif file that was in the zip? There is a item Tax that needs to be in your item list. I know, you don't collect tax but quickbooks still wants it to be there. Just to make sure I just ran a test qbwc run with no tax enabled in whmcs and sales tax disabled in QB, imported misc.iif and everything downloaded ok. 0 Quote Link to comment Share on other sites More sharing options...
kcackler Posted December 20, 2008 Share Posted December 20, 2008 Ah, thank you for the information. I'll try that. 0 Quote Link to comment Share on other sites More sharing options...
kcackler Posted December 20, 2008 Share Posted December 20, 2008 (edited) Unfortunately, still having this problem. I did import misc.iif and did get the message that the items were imported successfully, but when I tried to run the update, I got the same error message. The only thing different about the message is that it's a different client name this time around. Edit:Creating a new company in QB, importing the IIF, and running the web connector seems to have done the trick....Still importing so I can't be certain. Edited December 20, 2008 by kcackler 0 Quote Link to comment Share on other sites More sharing options...
kcackler Posted December 20, 2008 Share Posted December 20, 2008 Sigh... It did successfully import a number of my clients before dying. The first time it died was because I had two "Firstname Lastname" clients....They had identical names so it died. Sooo I renamed one of them, ran the updater again, and got this error: Version:PHP QuickBooks SOAP Server v1.5.1 at /qbwc/qb_server_1_0_0.php Message: QuickBooks found an error when parsing the provided XML text stream. Description: Error message received from application via getLastError(): QuickBooks found an error when parsing the provided XML text stream. 0 Quote Link to comment Share on other sites More sharing options...
tomdchi Posted December 20, 2008 Author Share Posted December 20, 2008 The best way to view your error is to look into the quickbooks db in the quickbooks_queue table status column, status code “e” and the ident will show which client record it is having trouble with. QuickBooks has a max of 41 characters for the client name. If it is more than that or you have any special characters then you will get errors. Client entries must be valid. While WHMCS will let you enter whatever you like for the email and phone number fields, QuickBooks will not. 0 Quote Link to comment Share on other sites More sharing options...
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