[英]Auto-associate a Credit Memo with an Invoice when creating a QuickBooks IIF File
We have a system built that exports invoices to an IIF file format so the client can import the invoices and all the invoice line items into QuickBooks. 我们建立了一个将发票导出为IIF文件格式的系统,以便客户可以将发票和所有发票行项目导入QuickBooks。
This same system allows the client to export credit memos to an IIF format so those can be imported into QuickBooks as well. 该系统允许客户将贷项凭单导出为IIF格式,以便也可以将其导入QuickBooks。
The default behavior is that the credit is applied to the customer account and not necessarily to a specific invoice. 默认行为是将贷项应用于客户帐户,而不必应用于特定的发票。 They want to apply the credit to the invoice and to do that they go in to QuickBooks after the import and then associate them together. 他们希望将贷项应用于发票,并在导入后将其放入QuickBooks,然后将它们关联在一起。 Unfortunately, the IIF format doesnt appear to support this directly according to http://support.quickbooks.intuit.com/support/Articles/HOW12778 不幸的是,根据http://support.quickbooks.intuit.com/support/Articles/HOW12778,IIF格式似乎不直接支持此格式。
Imported IIF files do not create links between transactions. 导入的IIF文件不会在事务之间创建链接。 When you import an invoice and a payment for the invoice, they are not linked after the import. 当您导入发票和发票付款时,它们在导入后没有链接。 You must link them, and all other pairs, in the Receive Payments window or Pay Bills window. 您必须在“接收付款”窗口或“支付账单”窗口中将它们和所有其他对链接起来。 If you need an import solution that links transactions, refer to the Intuit Marketplace for third-party developers. 如果需要链接交易的导入解决方案,请参考第三方开发商的Intuit市场。
So can anyone recommend a solution? 那么有人可以推荐解决方案吗? Or should we recommend the client finally move away from the .IIF file and start using the QuickBooks Web Connector? 还是我们建议客户端最终离开.IIF文件并开始使用QuickBooks Web Connector? Is there support for this in there? 那里对此有支持吗?
Thanks! 谢谢!
So can anyone recommend a solution? 那么有人可以推荐解决方案吗?
If you're using IIF files (a file format that has been deprecated for about 8 years now, and which is known to cause corruption issues with QuickBooks files) then there is no solution. 如果您使用的是IIF文件(一种已经过时约8年的文件格式,并且已知会导致QuickBooks文件损坏),则没有解决方案。
You should use the SDK/Web Connector instead, as the XML API is much better supported by Intuit and includes support for linking/applying transactions. 您应该改用SDK / Web连接器,因为Intuit更好地支持XML API,并且包括对链接/应用事务的支持。
Or should we recommend the client finally move away from the .IIF file and start using the QuickBooks Web Connector? 还是我们建议客户端最终离开.IIF文件并开始使用QuickBooks Web Connector?
Yes. 是。
Is there support for this in there? 那里对此有支持吗?
Nope. 不。
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