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112 Search results for Peachtree

Version: 24.0    Build: 2.04    Release Date: 04/17/2024     Type: Fix     View All Features in Build
When double byte characters were encountered in various CRM product data sources would result in error like "Error in RecordsetSetTextValue for field 'Description' Error (-2147217887) Multiple-step operation generated errors. Check each status value.". , Zoho QuickBooks Desktop, QuickBooks Online, salesforce, Peachtree, ConnectWise, Autotask, Kaseya BMS, Amazon Product Content
Version: 24.0    Build: 1.01    Release Date: 11/30/2023     Type: New     View All Features in Build
Sage 50 Accounting 2024 (Peachtree) is now supported!
Version: 23.0    Build: 5.07    Release Date: 07/28/2023     Type: New     View All Features in Build
For Peachtree users, on the Contact Lookup window, any columns widths customized in the search results grid are now remembered per user.
Version: 23.0    Build: 1.03    Release Date: 11/28/2022     Type: New     View All Features in Build
Sage 50 Accounting 2023 (Peachtree) is now supported!
Version: 5.7    Build: 3.16    Release Date: 06/22/2022     Type: Fix     View All Features in Build
Error when exporting PO to Peachtree. Error opening recordset in ConnOpenRecordset(): QuoteWerks trapped Error 9-2147217908) Command text was not set for the command object.
Version: 5.7    Build: 2.11    Release Date: 02/11/2022     Type: New     View All Features in Build
For Peachtree users, on the Export to Peachtree window, clicking on the DocDate column will now sort by date.
Version: 5.6    Build: 5.12    Release Date: 09/24/2021     Type: New     View All Features in Build
Sage 50 Accounting 2022 (Peachtree) is now supported!
Version: 5.6    Build: 5.10    Release Date: 09/03/2021     Type: Misc     View All Features in Build
Activated beta testing support for Sage 50 Accounting 2022 (Peachtree)
Version: 5.6    Build: 2.07    Release Date: 02/15/2021     Type: Misc     View All Features in Build
When an order type document is open in QuoteWerks and you open the Purchasing window, the "Currently Open Order" scope will be set in the filter on the Purchasing tab. When this is set, and the [Place Online Order->Create PO] button is clicked, the PONumber for the online order would default to, for example, POAAAO1244, where "AAAO1244" was the document number that is currently open. Now, it will default to being empty. This change makes this now consistent with the behaviour when selecting items from multiple order documents where the PONumber starts out blank and then you press the [...] button to obtain the next PONumber. Under the Utilities->Vendor Maintenance when editing a vendor you can specify a "Vendor PO Prefix/suffix" field. It can be a maximum of 3 characters, so for "Tech Data" you can specify "TD" and then the auto generated next po number for a Tech Data online order would be, for example, 20-1534TD. If QuoteWerks is configured to export purchase orders to QuickBooks, Peachtree, or ConnectWise, this same PO number will be used when creating the purchase order in the accounting software. You will want to reset the unique numeric sequence each year and this can be done on the Installation tab of the Tools->Options menu. The short nature of the PO number format takes into account that QuickBooks has a very small 11 character max po number and Ingram Micro being the next at 18 characters.
Version: 5.6    Build: 1.09    Release Date: 01/04/2021     Type: New     View All Features in Build
When on the Product Lookup grid, you can now press the F5 key to refresh the grid with the underlying data in case that was just changed outside of QuoteWerks. This now works for Native Product Databases, MS SQL, ODBC, OLEDB, Excel, and Access data sources, in addition to QuickBooks, Peachtree, Zoho, and Salesforce.com.
Version: 5.6    Build: 1.03    Release Date: 11/20/2020     Type: New     View All Features in Build
Peachtree/Sage 50 US Edition users, on the Export to Peachtree window, when clicking on the [Find DocNo] button, you can now enter the % symbol for "Begins with" (AAAQ1%), "Ends with" (%100), or "Contains" (%Q%) searches.
Version: 5.6    Build: 1    Release Date: 11/11/2020     Type: New     View All Features in Build
For Peachtree/Sage 50 US Edition users, you can now re-export Purchase Orders to Peachtree/Sage 50 US Edition. On the Purchase Orders tab of the Purchase window, right click on a Purchase Order and choose "Re-Export PO to 'Peachtree'".
Version: 5.5    Build: 5.21    Release Date: 08/17/2020     Type: New     View All Features in Build
Sage 50 Accounting 2021 US Edition (Peachtree) is now supported!
Version: 5.5    Build: 3.07    Release Date: 04/01/2020     Type: Fix     View All Features in Build
For Salesforce, QuickBooks, Peachtree, ConnectWise, Autotask, and Zoho users, the default cost modifier was being applied to the product from these external sources when adding a product through the Product Lookup window.
Version: 5.5    Build: 1.08    Release Date: 11/07/2019     Type: Fix     View All Features in Build
For Sage 50 Accounting US Edition (Peachtree) users, when creating an item definition in Peachtree, and passing it the correct TaxType number, Peachtree adds 1 to the TaxType. We now subtract 1 from the TaxType that we pass Peachtree to accommodate this issue.
Version: 5.5    Build: 1.07    Release Date: 11/05/2019     Type: New     View All Features in Build
For Sage 50 Accounting US Edition (Peachtree) users, there is now an [Ok for All] button that can be used when automating the creation of Items in Peachtree, remembering and applying all the Item Type and Account selections. Very useful when exporting larger quotes over to Peachtree and also when exporting Purchase Orders over to Peachtree. Without this feature, if the integration creates 50 items in Peachtree, you would have to click OK 50 times.
Version: 5.4    Build: 7.10    Release Date: 8/9/2019     Type: Fix     View All Features in Build
For Sage 50 Accounting US Edition (Peachtree) users, version 2020 now fixes a long time issue in the Peachtree API. When you update to Peachtree 2020, and this build of QuoteWerks, the export to Peachtree will be faster.
Version: 5.4    Build: 7.10    Release Date: 08/09/2019     Type: New     View All Features in Build
Sage 50 Accounting 2020 US Edition (Peachtree) is now supported!
Version: 5.4    Build: 7.06    Release Date: 8/5/2019     Type: Fix     View All Features in Build
For Peachtree users, when exporting to Peachtree sometimes a customer would not be found when it existed.
Version: 5.4    Build: 6.02    Release Date: 5/29/2019     Type: Fix     View All Features in Build
For Sage 50 (Peachtree) users, the DataLink was not working.
Version: 5.4    Build: 3.05    Release Date: 03/12/2019     Type: Fix     View All Features in Build
For Sage 50 (Peachtree) users when there is a super large number of Customers in Peachtree (like 13,000) would receive "out of string space" and/or "out of memory" errors.
Version: 5.4    Build: 1.18    Release Date: 12/11/2018     Type: Fix     View All Features in Build
For Sage 50 Accounting US Edition (Peachtree) users, the Product Lookup for Peachtree items would be empty in certain circumstances.
Version: 5.4    Build: 1.17    Release Date: 12/07/2018     Type: Fix     View All Features in Build
For Sage 50 Accounting US Edition (Peachtree) users, if a company or vendor had a "&" in their name, QuoteWerks would incorrectly return that it did not exist.
Version: 5.4    Build: 1.17    Release Date: 12/07/2018     Type: New     View All Features in Build
For Sage 50 Accounting US Edition (Peachtree) users, the Unit Price is now displayed on the Create Peachtree item window.
Version: 5.4    Build: 1.17    Release Date: 12/07/2018     Type: New     View All Features in Build
For Sage 50 Accounting US Edition (Peachtree) users, the looking up and creation of items in Peachtree is up to 45 times faster!
Version: 5.3    Build: 6.06    Release Date: 09/10/2018     Type: Fix     View All Features in Build
For users of salesforce.com, QuickBooks, Peachtree, ConnectWise, and Autotask, when adding products from their respective product database as optional items from the Add Item Assistant window, the default system Price Modifier was being used.
Version: 5.3    Build: 5.04    Release Date: 7/25/2018     Type: Fix     View All Features in Build
Sage 50 Accounting (Peachtree) users, the Sales Tax mapping on the Sales Tax tab of the Peachtree setup window was not saving.
Version: 5.3    Build: 5.04    Release Date: 07/25/2018     Type: New     View All Features in Build
Sage 50 Accounting 2019 US Edition (Peachtree) is now supported!
Version: 5.3    Build: 5.01    Release Date: 07/16/2018     Type: Misc     View All Features in Build
Activated beta testing support for Sage 50 Accounting 2019 (Peachtree)
Version: 5.3    Build: 4    Release Date: 6/11/2018     Type: Fix     View All Features in Build
For Peachtree/Sage 50 users, loading the items, customers, and vendors lists are now 80% faster!
Version: 5.3    Build: 4    Release Date: 06/11/2018     Type: Fix     View All Features in Build
For Peachtree users, error 380 when loading setup window.
Version: 5.3    Build: 1.04    Release Date: 11/27/2017     Type: New     View All Features in Build
Sage 50 Accounting 2018.1 US Edition (Peachtree) is now supported!
Version: 5.2    Build: 8.18    Release Date: 08/21/2017     Type: New     View All Features in Build
Sage 50 Accounting 2018 US Edition (Peachtree) is now supported!
Version: 5.2    Build: 2.22    Release Date: 01/26/2017     Type: New     View All Features in Build
For Peachtree (Sage 50 US Edition) users, when using Peachtree as the contact manager you can now retrieve the Customer Terms using the DataLink using the new Data Link field CustomerPaymentTerms.
Version: 5.2    Build: 1.28    Release Date: 11/08/2016     Type: New     View All Features in Build
Peachtree/Sage 50 version 2017 is now supported!
Version: 5.1    Build: 1    Release Date: 10/27/2015     Type: New     View All Features in Build
Sage 50 US Edition (Peachtree) 2016 is now supported!
Version: 5.0    Build: 4.11    Release Date: 04/23/2015     Type: New     View All Features in Build
For Peachtree users, the Peachtree item type of "Serial Stock item" is now supported. This type of item can be used when QuoteWerks creates a Sales Order in Peachtree, but not when trying to export an Invoice from QuoteWerks to Peachtree.
Version: 4.9    Build: 10    Release Date: 08/15/2014     Type: Misc     View All Features in Build
On the Purchase Orders tab, there is now an AccountingAppRef column which will display QB, PT, CW, or AT if the PO was exported to QuickBooks, Peachtree, ConnectWise, or Autotask respectively.
Version: 4.9    Build: 10    Release Date: 08/15/2014     Type: New     View All Features in Build
For API users, the ItemFunctions.FindAndCopyProductIntoSLIBuffer method when searching the Peachtree product list by ManufacturerPartNumber field, now supports new operators of "Begins with", "Ends with", and "Contains", in addition to the originally supported "Equal to" operator.
Version: 4.9    Build: 8.06    Release Date: 06/26/2014     Type: New     View All Features in Build
Sage 50 US Edition (Peachtree) 2015 is now supported!
Version: 4.9    Build: 7    Release Date: 05/07/2014     Type: Misc     View All Features in Build
Activated beta testing support for Peachtree 2015
Version: 4.9    Build: 7    Release Date: 05/07/2014     Type: New     View All Features in Build
For Peachtree users, on the Create Peachtree Item window, you can now choose "Cost of Sales" type accounts for the Salary/Wages Account" for "Non-stock item" items.
Version: 4.9    Build: 7    Release Date: 05/07/2014     Type: New     View All Features in Build
For Peachtree users, on the Defaults tab of the Peachtree setup, you can now choose to not set accounts for new item defaults.
Version: 4.9    Build: 4    Release Date: 02/25/2014     Type: New     View All Features in Build
Purchase Order numbering sequence. There is now a purchase order unique numbering sequence that you can now use in the PONumber field when creating a new manual purchase order or a new electronic order. This field also supports the F2 key while will display the F2Lookup list which can lookup a PO number from an external source. The PO number will be formatted, for example, like 14-1001TD. The "14" indicates the year of 2014. The "1001" is the unique numeric sequence. The "TD" is an identifier to indicate that the purchase order was for Tech Data. You can choose to have a vendor this vendor identifier or not. Under the Utilities->Vendor Maintenance when editing a vendor you can specify it in the "Vendor PO Prefix" field. It can be a maximum of 3 characters. If QuoteWerks is configured to export purchase orders to QuickBooks, Peachtree, or ConnectWise, this same PO number will be used when creating the purchase order in the accounting software. You will want to reset the unique numeric sequence each year and this can be done on the Installation tab of the Tools->Options menu. The short nature of the PO number format takes into accounts QuickBooks very small 11 character max po number and Ingram Micro being the next at 18 characters.
Version: 4.9    Build: 4    Release Date: 02/25/2014     Type: New     View All Features in Build
There is now a Purchase Order Integration option to set under the Tools->Options menu. This same selection is in the setup wizard and is also on the Settings tab of the ConnectWise setup window, QuickBooks setup window and Peachtree setup window. So now you choose which accounting you are integrating with rather than QuoteWerks giving you options and asking every time which accounting you want to export purchase orders too. On the Purchasing window, there are now only two action buttons. The first action button is one to create a Purchase Order in QuoteWerks and optionally exports the purchase order to your designated accounting software. The second action button first creates an online order and then creates a Purchase Order in QuoteWerks and optionally exports the purchase order to your designated accounting software.
Version: 4.9    Build: 2    Release Date: 12/03/2013     Type: New     View All Features in Build
For Peachtree users, you can now export Purchase Orders to Peachtree from the Purchasing window. You can create the Purchase Order in Peachtree straight from the Purchasing window, or if you place online orders in QuoteWerks with the Tech Data, Ingram Micro, SYNNEX, or D&H, after the online order is placed, you will be asked if you want to export the online order to a Peachtree Purchase Order.
Version: 4.9    Build: 1.14    Release Date: 10/24/2013     Type: Misc     View All Features in Build
For Peachtree 2011 users and higher, some item related operations are now faster.
Version: 4.9    Build: 1.07    Release Date: 10/17/2013     Type: Misc     View All Features in Build
For Peachtree users, with large amounts of data like over 10,000 customers and items, made some improvements to memory management for these large files.
Version: 4.9    Build: 1.03    Release Date: 10/14/2013     Type: New     View All Features in Build
For Peachtree users, when exporting Purchase Orders at the same time as exporting the order, for all the vendors in the order, all the Purchase Orders are now individually sent over separately one at a time rather than in a single batch. This way if one purchase order fails to be created, all the others will still be created.
Version: 4.9    Build: 1.01    Release Date: 10/09/2013     Type: New     View All Features in Build
For Sage 50 US Edition (Peachtree) users, when exporting Purchase Orders you are now prompted to enter a PO number for the Peachtree PO.
Version: 4.8    Build: 5    Release Date: 06/03/2013     Type: Fix     View All Features in Build
If there were over 32,768 orders in the Export to QuickBooks or Export to Peachtree window would receive an overflow error. Also on the Purchasing window.
Version: 4.8    Build: 5    Release Date: 06/03/2013     Type: Misc     View All Features in Build
Increased the size of the Export to Peachtree (Sage 50) window.
Version: 4.8    Build: 5    Release Date: 06/03/2013     Type: Misc     View All Features in Build
When loading the Sage 50 (Peachtree) link setup window, messages now display indicating the status of the loading process.
Version: 4.8    Build: 5    Release Date: 06/03/2013     Type: New     View All Features in Build
Sage 50 US Edition (Peachtree) version 2014 is now supported!
Version: 4.8    Build: 1    Release Date: 11/14/2012     Type: New     View All Features in Build
With Audit Trail Tracking, key events are recorded creating an audit trail of changes made to the document such as: a) when the document is saved b) who an email is sent from the quote, email address (to/subject/attachments), c) when the document is uploaded to QuoteValet for customer, peer review, approval, mobile template, d) when the document is updated with customers selections from QuoteValet, e) when the document is converted to an order or invoice, f) when the document is exported to QuickBooks or Peachtree, g) when the document approval is requested through QuoteWerks or QuoteValet, and h) when the document is approved through QuoteWerks or QuoteValet. The current date, time, and logged-in user is recorded along with the event. Using the "Audit Trail Transaction Record Macros" option under the Security tab of the Tools->Options menu you can choose what other information from the document you would like to record in the even such as GrandTotal, LineCount, DocStatus, etc. Also on the Security tab is a "Enable Audit Trail Backup files" checkbox. This will create a backup copy of the document (under the \History\AuditTrail folder) every time the document is saved. Under the File->Properties menu you can see the audit trail events and also a listing of the "Audit Trail Backup Files" and "Automatic Backup Files".
Version: 4.7    Build: 8    Release Date: 09/13/2012     Type: New     View All Features in Build
On the Accounting tab of the Tools->Options menu, there is a new "Selected Accounting Integration" option. The accounting integrations to both QuickBooks and Peachtree are activated when using the Professional or Corporate Editions of QuoteWerks. With this option you can now specify which integration you use, after which QuickBooks or Peachtree toolbar buttons, etc will be removed depending upon your selection. Also on this tab are now setup buttons for both integrations. Also after placing an electronic order, this will control if you are prompted to export the PO to QuickBooks.
Version: 4.7    Build: 7    Release Date: 07/12/2012     Type: Fix     View All Features in Build
For Sage 50 / Peachtree users, comment lines were not getting exported to Invoices/SalesOrders.
Version: 4.7    Build: 7    Release Date: 07/12/2012     Type: New     View All Features in Build
Sage 50 – U.S. Edition (formerly known as Peachtree) Accounting 2013 is now supported!
Version: 4.7    Build: 6.01    Release Date: 05/21/2012     Type: Fix     View All Features in Build
For Peachtree users, when linking to the Peachtree Item list as a Product Data Source, then Peachtree Item Tax Type number was being returned as one number lower, so a tax type number of 2 was being read as a 1. In some cases this would result in the items QuoteWerks tax code of Y/N being reversed.
Version: 4.7    Build: 6    Release Date: 05/15/2012     Type: Fix     View All Features in Build
For Standard Edition users would receive the message "The Interactive Peachtree Link feature is only available..." whenever selecting the Tools->Options menu even if the Peachtree link was not being used.
Version: 4.6    Build: 6    Release Date: 09/08/2011     Type: Fix     View All Features in Build
In the QuickBooks and Peachtree batch export window, the totals amount was incorrectly always expressed in USD, rather than the approval local currency.
Version: 4.6    Build: 5    Release Date: 06/10/2011     Type: New     View All Features in Build
Peachtree 2012 is now supported!
Version: 4.5    Build: 7    Release Date: 06/21/2010     Type: New     View All Features in Build
Peachtree 2011 is now supported!
Version: 4.5    Build: 5    Release Date: 04/23/2010     Type: Fix     View All Features in Build
For QuickBooks and Peachtree users, when exporting documents to QuickBooks and Peachtree respectively, items that were flagged as Recurring should only be sent over if the IncludeFirstPaymentInDocumentTotal option was set for the line. They were being sent over irregardless of this option. Similar issue with the Open Export module.
Version: 4.0    Build: 51    Release Date: 10/22/2009     Type: Fix     View All Features in Build
When exporting purchase orders to Peachtree, items that had an empty vendor part number and an empty manufacturer, the description would start with a "-" and the last character of the description would be cut off.
Version: 4.0    Build: 49    Release Date: 08/27/2009     Type: New     View All Features in Build
Innovative Context-Sensitive Tutorial Video links are now displayed on various QuoteWerks windows as a hyperlink labeled "Watch Tutorial Video". These links make it easy to play the appropriate tutorial video based on the window you currently have open, without having to manually go to the website, determine if a video on this topic exists, and then manually play it. The Context-Sensitive Tutorial Video links obtain their content from the Tutorial Videos page on the QuoteWerks website ( http://www.quotewerks.com/tutorial.asp ). The "Watch Tutorial Video" hyperlink is now available on the Tools|Export To QuickBooks window, the QuickBooks Interactive Link Setup window, Tools|Export To Peachtree window, the Peachtree Interactive Link Setup window, the Realtime tab of the Tools|Options menu, the Products|Setup Products Data Sources menu, the Products|Import Wizard menu, and then Utilities|Sync menu.
Version: 4.0    Build: 47    Release Date: 06/09/2009     Type: Fix     View All Features in Build
For ACT! 4.0, 2000/5.0, 6.0 users, when exporting to QuickBooks or Peachtree, the DocStatus field was being updated to reflect that the document was exported, but the DTF file associated with the document was not getting updated.
Version: 4.0    Build: 47    Release Date: 06/09/2009     Type: Fix     View All Features in Build
When the API method FindAndCopyProductIntoSLIBuffer was called for an external product data source like QuickBooks or Peachtree, and they were not running, a message box would be displayed to that effect. This would interrupt the program execution of the external API application. Now, no message boxes are displayed if there is a problem with QuickBooks or Peachtree not running; essentially normal usage. However, if there is a configuration or setup issue, message boxes may still be displayed.
Version: 4.0    Build: 47    Release Date: 06/09/2009     Type: Fix     View All Features in Build
Created a workaround for a bug in Peachtree. When updating the price of an existing Peachtree item in the Peachtree Items list, all 3 GL Accounts are reset to the Peachtree default GL Account values. The QuoteWerks workaround fix is to retrieve the existing GL Account values for the Peachtree item and then update these same GL Accounts in the Peachtree item whenever updating the Price of the Peachtree item.
Version: 4.0    Build: 47    Release Date: 06/09/2009     Type: Fix     View All Features in Build
For Peachtree users using the Peachtree Customer list as the contact manager, after searching for a contact using the Contacts|Lookup menu, double-clicking on a contact would not select it.
Version: 4.0    Build: 47    Release Date: 06/09/2009     Type: New     View All Features in Build
Peachtree 2010 is now supported!
Version: 4.0    Build: 43    Release Date: 10/31/2008     Type: Fix     View All Features in Build
When in demo mode, and attempting to export to QuickBooks, Peachtree, Open Export Module, or Place an Online Order, would receive a message stating that there were more than 8 documents in the database when there was actually exactly 8.
Version: 4.0    Build: 43    Release Date: 10/31/2008     Type: New     View All Features in Build
For API users, in the FindAndCopyProductsIntoMLIBuffer method, the "Begins with" operator is now suported for QuickBooks, Peachtree, and salesforce.com Data sources.
Version: 4.0    Build: 43    Release Date: 10/31/2008     Type: New     View All Features in Build
When searching for contacts under the Contacts|Lookup menu, the ability to sort columns in the results grid by clicking on the column header is now also supported for ACT!, MS CRM, Outlook, Peachtree, QuickBooks, SalesLogix, and salesforce.com users.
Version: 4.0    Build: 39.07    Release Date: 08/25/2008     Type: New     View All Features in Build
Added Select All and De-Select All buttons to the QuickBooks and Peachtree Batch Export window.
Version: 4.0    Build: 39    Release Date: 08/12/2008     Type: New     View All Features in Build
The API method FindAndCopyProductsIntoMLIBuffer will now return error -11 if the Operator being passed is not supported by the product data source. For example, QuickBooks, Peachtree, and salesforce.com product data sources only support the "Equal to" operator.
Version: 4.0    Build: 39    Release Date: 08/12/2008     Type: New     View All Features in Build
When the API method FindAndCopyProductsIntoMLIBuffer was called and external product data sources like QuickBooks, Peachtree where not running, a message box would be displayed to that effect. This would interrupt the program execution of the external API application. Now, no message boxes are displayed if there is a problem with QuickBooks or Peachtree not running; essentially normal usage. However, if there is a configuration or setup issue, message boxes may still be displayed. In the case where QuickBooks or Peachtree is not running the error of -40 will be returned.
Version: 4.0    Build: 37    Release Date: 06/11/2008     Type: Misc     View All Features in Build
When QuoteWerks creates a QWDISCOUNT item in Peachtree, the item type of "Non-Inventory" is now the only option.
Version: 4.0    Build: 37    Release Date: 06/11/2008     Type: Misc     View All Features in Build
When QuoteWerks is creating an item in Peachtree, if the description is greater than the 160 max characters that Peachtree supports, you will now receive a message notifying you that QuoteWerks will truncate the description to 160 characters.
Version: 4.0    Build: 37    Release Date: 06/11/2008     Type: New     View All Features in Build
Peachtree 2009 is now supported!
Version: 4.0    Build: 36    Release Date: 05/09/2008     Type: Fix     View All Features in Build
When using the Interactive Peachtree link to generate POs in Peachtree the "PO Distribution" field was being set incorrectly. This caused the "Received" column Quantity data to incorrectly roll-up to the top on the PO after doing a "Receive Inventory" in Peachtree.
Version: 4.0    Build: 35.04    Release Date: 04/09/2008     Type: Fix     View All Features in Build
When using the Interactive Peachtree link to generate POs in Peachtree the "PO Distribution" field was being set incorrectly. This caused the "Received" column Quantity data to incorrectly roll-up to the top on the PO after doing a "Receive Inventory" in Peachtree.
Version: 4.0    Build: 33.02    Release Date: 03/03/2008     Type: Misc     View All Features in Build
On the Create New Peachtree Customer window, added a note clarifying that any changes made on this window will be reflected in the Peachtree customer definition, but not on the Peachtree Invoice, Sales Order, or Purchase Order.
Version: 4.0    Build: 33.02    Release Date: 03/03/2008     Type: New     View All Features in Build
Added new Peachtree option "Use company name instead of contact name for Ship To Name" on the Customers subtab of the Mappings tab on the Peachtree Interactive Link Setup. When this option is selected, the company name instead of the contact name will be used when creating the ship to record in the Peachtree customer record and also in the Peachtree Invoice, Sales Order, and/or Purchase Orders.
Version: 4.0    Build: 33    Release Date: 02/15/2008     Type: Fix     View All Features in Build
In the Peachtree link when creating new items you could proceed without completing the required account selections.
Version: 4.0    Build: 33    Release Date: 02/15/2008     Type: Fix     View All Features in Build
In Peachtree link, some item types do not have a GL_Sales_Account or GL_Inventory_Account. This would cause an error about these accounts when exporting purchase orders to Peachtree.
Version: 4.0    Build: 33    Release Date: 02/15/2008     Type: Misc     View All Features in Build
In Peachtree link if the "Part Numbers are required for all items exported to Peachtree" option is set, then QuoteWerks will no longer require that a Default GL Purchase Account be specified.
Version: 4.0    Build: 33    Release Date: 02/15/2008     Type: Misc     View All Features in Build
In the Peachtree link, when exporting purchase orders, if the Accounts Payable account has not been specified in the setup, you are notified and the export is cancelled.
Version: 4.0    Build: 33    Release Date: 02/15/2008     Type: Misc     View All Features in Build
With the Peachtree link, if an error occurs when sending a transaction to Peachtree, the temporary import transaction file will not be deleted so that it can be used for troubleshooting.
Version: 4.0    Build: 33    Release Date: 02/15/2008     Type: Misc     View All Features in Build
In the Peachtree Link Setup, when selecting the Peachtree Company ID a message is now displayed explaining that QuoteWerks integrates with the Peachtree Company that is currently open in Peachtree.
Version: 4.0    Build: 33    Release Date: 02/15/2008     Type: New     View All Features in Build
For Peachtree users, "Cost of Sales" type accounts are now listed in the Default GL Purchase Account drop down on the Items subtab of the Mappings tab under the Tools|Options menu.
Version: 4.0    Build: 33    Release Date: 02/15/2008     Type: New     View All Features in Build
For Peachtree users, when exporting an Invoice to Peachtree, if the DocDueDate field on the QuoteWerks Sale Info tab was empty, a Due Date will be calculated using the Terms value with the reference date being the Document Date or Date Exported depending upon the setup option you have selected in the Peachtree link setup.
Version: 4.0    Build: 33    Release Date: 02/15/2008     Type: New     View All Features in Build
On the QuickBooks and Peachtree batch export window, pressing the F5 key will refresh the list of documents displayed.
Version: 4.0    Build: 33    Release Date: 02/15/2008     Type: New     View All Features in Build
For Peachtree users, on the Product Lookup window, you can now enter a % symbol before the value in the manufacturer part number field (Peachtree Item ID) to return any products that end with the value you are searching for. If you also check the "Begins with" checkbox, it will return any products that contain the value you are searching for. You can also just use the % symbol before and/or after to value to accommodate all combinations ("%door", "door%","%door%") without having to check the "Begins with" checkbox.
Version: 4.0    Build: 31    Release Date: 08/31/2007     Type: Fix     View All Features in Build
On the QuickBooks or Peachtree batch export window, if you right-clicked and selected the Open the document, when you later closed the batch export window, clicking in the currently displayed quote grid or text boxes would not accept focus into it.
Version: 4.0    Build: 31    Release Date: 08/31/2007     Type: Misc     View All Features in Build
When exporting to QuickBooks or Peachtree using the interactive link, if the document contains a grouped bundle with a % discount price modifier and the option to "Convert grouped items to single item" is not set, a message is now displayed alerting you that the discount will not be applied to the items in the accounting software and will give you an option to not proceed.
Version: 4.0    Build: 31    Release Date: 08/31/2007     Type: New     View All Features in Build
There is now an toolbar button for the Peachtree link.
Version: 4.0    Build: 31    Release Date: 08/31/2007     Type: New     View All Features in Build
Tremendously improved Peachtree link. This new Peachtree link uses the interactive Peachtree API instead of the older manual export and import methods which brings many new features and benefits. You can now export batches of invoices/sales orders and/or purchase orders to Peachtree. If a customer does not exist in Peachtree, QuoteWerks can now create customers in Peachtree for you. Customer information is also updated automatically. If an Inventory Item does not exist in Peachtree, QuoteWerks can now create items in Peachtree for you. Item prices in Peachtree are also updated automatically. Grouped bundles can now be exported as a single line item in Peachtree. When purchase orders are created in Peachtree, there is now an option to lookup the vendor full name in Peachtree to obtain the Vendor ID for the Peachtree Vendor. Using this option, you no longer need to maintain a manual translation between vendor names and Peachtree Vendor ID's. You can now choose which vendors you want to create purchase orders for instead of just all of them. The Peachtree link now has Purchase Order creation options of Never, Always, and Prompt. The invoice and SO due date is now based on the DocDueDate field on the Sale Info tab instead of just 30 days from the document date. The PO Good Through date passed to Peachtree is now 30 days from the export date. There are now 5 sales rep id mapping options and the manual mapping now displays the Peachtree Sales Rep ID and Peachtree Sales Rep full name on the mapping window making it much easier to setup. When exporting, if a manual sales rep id mapping is not found, you will be prompted to select the appropriate rep. Purchase Orders can now be exported separately from the corresponding Invoice/Sales Order. There is now an option for 'Part Numbers are required for all items exported to Peachtree'. QuoteWerks can link directly to the Peachtree product list (without the need to import the data) giving you access to real-time availability, part numbers, description, and pricing. Peachtree can now be used as a source of customer/contact information just like the integration to the contact management software! DataLink support has been added for Peachtree including ability to pull from ShipVia, BillToTaxCode, and Custom fields into the quote. Works with Peachtree 2006, 2007, and 2008.
Version: 4.0    Build: 21    Release Date: 08/09/2006     Type: New     View All Features in Build
The QuoteWerks DocNo field is now also exported into the Peachtree Invoice and Sales Order export files when using the Peachtree accounting link.
Version: 4.0    Build: 20    Release Date: 08/01/2006     Type: New     View All Features in Build
QuoteWerks now supports Peachtree 2006.
Version: 4.0    Build: 12    Release Date: 10/13/2005     Type: Fix     View All Features in Build
When exporting an item to Peachtree that is a "Description Only" type of Peachtree item would receive error about an Invalid G/L Account field value on line x when importing the .csv file into Peachtree.
Version: 4.0    Build: 11    Release Date: 07/15/2005     Type: Misc     View All Features in Build
When in demo mode, and trying to use the QuickBooks, Peachtree, or Open Export module links, the message text has been changed to refer to the new QuoteWerks editions versus the older version 3 optional module references.
Version: 4.0    Build: 1    Release Date: 07/14/2004     Type: New     View All Features in Build
The PC industry edition is now called the Professional Edition, and includes the Peachtree link, QuickBooks link, and Open Export module.
Version: 3.0    Build: 37    Release Date: 03/25/2004     Type: Misc     View All Features in Build
For the Peachtree link, if a product description contained a double quote, Peachtree would incorrectly import it as two double quotes. This is a problem with Peachtree not conforming to industry standards when importing comma delimited text files. We have created a workaround to accomodate this issue in Peachtree. Also due to a Peachtree issue, we now remove comma symbols from descriptions because this is also a problem with Peachtree.
Version: 3.0    Build: 26    Release Date: 11/19/2002     Type: Fix     View All Features in Build
When exporting document to Peachtree, if the line item attribute of Print Picture was set, the line item would not be included in the export.
Version: 3.0    Build: 24    Release Date: 08/01/2002     Type: Fix     View All Features in Build
When selecting the Tools|Export to DTF, Peachtree, QuickBooks, or Open Export module, and the quote need to be saved first, after it was saved, the Peachtree, QuickBooks, or Open Export module window did not display.
Version: 3.0    Build: 15    Release Date: 09/25/2000     Type: Misc     View All Features in Build
Changed Peachtree item description in invoice and orders to only include description, without manufacturer and vendor part #.
Version: 3.0    Build: 15    Release Date: 09/25/2000     Type: Misc     View All Features in Build
Comment line items exported with the Peachtree link where showing a quantity of 1, we changed the quantity to 0 so that no value would show up in Peachtree.
Version: 3.0    Build: 16    Release Date: 01/16/2001     Type: Fix     View All Features in Build
Peachtree link ship to Address1 was not getting exported. ShipToContact was in it's place.
Version: 3.0    Build: 16    Release Date: 01/16/2001     Type: Fix     View All Features in Build
Peachtree link purchase order issue. If a Peachtree Item was a Non-Stock item, the purchase order import would fail.
Version: 3.0    Build: 17    Release Date: 05/07/2001     Type: Fix     View All Features in Build
Peachtree link, when exporting data, if the ship to address did not end with properly formatted City, State Zip data, an error would occur.
Version: 3.0    Build: 22    Release Date: 04/04/2002     Type: New     View All Features in Build
New option in the Peachtree link to use the ship to information from the order in the purchase orders that are created. Previously, the purchase order ship to would default to blank.
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