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Apprentice
Posted
Is anyone working on a way to sync up QuickBooks and DayLite? It would be great if, when we pulled up a customer's account in DayLite while on the phone with them, it would have information about their financial status. Also, if the addresses (Bill To/Ship To) were synced, we wouldn't have to enter them twice.
 
Posts: 8 | Registered: August 02, 2006Reply With QuoteEdit or Delete MessageReport This Post
Apprentice
Picture of Theodore J. Wett
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Daylite 1.x used to feature export to Quickbooks for Contacts and Organizations, perhaps it will make a comeback in the future? I don't remember being able to export Projects to Quickbooks Jobs though.


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Posts: 28 | Location: Boston, MA | Registered: July 17, 2006Reply With QuoteEdit or Delete MessageReport This Post
Pro
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I would second this request. It really seems like there is a ton to be gained from this type of functionality. Personally, I just hate duplicating data---to me it seems like, in this day and age of advanced computing, it's just ridiculous. Maybe this would be a good area for MC to come out with some kind of add-on (similar to DMI) which is an option...
 
Posts: 144 | Location: Des Moines, Iowa | Registered: June 22, 2006Reply With QuoteEdit or Delete MessageReport This Post
Apprentice
Picture of Jon Bauerle
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My understanding is, this isn't an issue with Daylite, but an issue with Quickbooks. Apparently Quickbooks is still very "closed" on the Mac, making it rather difficult to exchange information. According to Intuit (sales dept), it can really only import/export backup data.


Jon Bauerle
Certified Daylite Partner
Downbeat Technical Services
682.559.1984
 
Posts: 7 | Registered: July 28, 2006Reply With QuoteEdit or Delete MessageReport This Post
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