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QuoteWerks Knowledgebase Topic (Article ID 6133)

QuickBooks Sub Items

This information applies to :

Article ID
6133

Created/Updated
September 23, 2016

Category
QuickBooks


Are you using the most current release of QuoteWerks?
Version 5.5 Build 1
Issue:

How can I make Quotewerks recognize that an item already exists in Quickbooks as a sub-item? And how can I have it create new items as sub items in Quickbooks?


Solution:

In the QuoteWerks Product Lookup, you will need to modify your Vendor Part number, Manuafacturer Part number, or a Custom Text field for your parts, to match the sub-item naming convention in QuickBooks.

Here is an example, (submitted by one of our users):

If you have an item in Quickbooks called DC12 and it is a sub-item of Equipment, you must name it Equipment:DC12 in the Quotewerks field (ie vendor part number, customtext01) you are mapping from in order for it to be recognized during the export and not get created again in Quickbooks as a new item.

Likewise, if you want to add a new item to Quickbooks into an existing item category, you have to follow the same naming convention in Quotewerks (ie. existing_ category_ name:new_item_name).

There is a hard limit of 140 characters that can be sent over the API to Quickbooks. Thus the total characters between folder and item name can only be up to 140 between the two fields.


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