PCIPal

If you click on your Account Name on the top-right and go to Account Settings, you'll see an option for "Notification Settings" on the right. You can manage your notifications there to get notified for any replies to content that you've posted. If you're looking to get notified about new topics in Core4, you can go to the Core4 forums and click on the "Follow" button. Hope this helps! -Francis

I went ahead and deleted those records for you. Let me know if everything looks good on your end. -Francis

You'll want to do a find for those blank records. Click the "Find" icon and put an equals sign, "=", without the quotes in both the Company and First Name fields to narrow down the found set to Contact records that don't have names or a company linked to it. Once you have a found set, you can verify that the records in that found set are indeed the blank records you would like to clear out from Core4. If that is the case, you can start deleting them using the "Delete Record" button. The "Delete Found Records" option is not available to you as a normal user, but I can go in and delete the found set if you find the individual deletes to be too cumbersome. Please let me know if you'd like me to delete those records for you after confirming that those records are the ones you would like to delete. -Francis

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Hi trebor, When performing your InvoiceQuery, make sure to specify the "IncludeLinkedTxns" property in the query request with a value of "True". Example: Set Variable [ $result ; Value:PCQB_RqAddFieldWithValue( "IncludeLinkedTxns" ; True )] When you execute the query, QuickBooks will gather any transactions linked to the invoice(s) you are querying for, and they will show up in the "LinkedTxn" element in the response. From there, you can iterate over the "LinkedTxn" related records and gather the TxnIDs and their types, and proceed onwards to querying for and pulling down those other transactions with their own individual queries. For example, if you include linked transactions for an invoice, you would get any received payments or credit memos that are applied to that invoice. You could then move onward in a later process and use those transaction IDs to query for the details of each received payment and credit memo that was linked. Thanks! - CT

Hi Sue, Simply double-click on one of the Keywords field repetitions in the More Info tab and enter in the asterisk (*) character. Then click the "Omit" button next to the Matching Records setting in the toolbar, and perform your Find, and that will find you any records that have blank keywords. Thanks! CT

Hi trebor07, You are correct. The "PaidStatus" element for the InvoiceQuery request accepts the following values: "All", "PaidOnly", or "NotPaidOnly". By default, "All" is provided. So if you wanted to query for unpaid or partially-paid invoices, you'd specify a "PaidStatus" of "NotPaidOnly". Let us know if there's something else you have questions about! Thanks!

Hi Tim, Just putting this here for others. The issue at hand is that the plug-in installers are built to install 64-bit plug-ins in addition to 32-bit plug-ins, and those 64-bit plug-ins have 64-bit dependencies, thus the need for a 64-bit installer. When it comes to installing on a 32-bit operating system, the best workaround is to perform a manual installation; using the demo file to install the plug-in via the Install Plug-in script step, after installing the Visual C++ 2013 Redistributable Package for 32-bit, and .NET Framework 4.5, if needed. Thanks! Chris "CT"

That's correct. When the plug-in is installed via the Install Plug-in script step, it gets put into the specific version's Extensions folder (16.0 in this case). Either way, I'm glad it's working for you now! Happy to help! - Chris "CT"

Hi tomp, When the runtime initializes, even if the plug-in is disabled in the preferences for FileMaker Pro, the runtime still will have the plug-in "loaded" for the runtime; runtimes will load from their personal Extensions folder, or also from the common Extensions folders that all FileMaker Pro applications will load plug-ins from. If you want to have the runtime load without a splash screen from the plug-in, since the runtime doesn't use the plug-in's functions, you should move the plug-in file from the common Extensions folder to the Extensions folder belonging to your primary FileMaker Pro program. An example would be to move it from: C:/Users/(user)/AppData/Local/FileMaker/Extensions/PCFMBooksConnector.fmx (or .fmx64) to: C:/Users/(user)/AppData/Local/FileMaker/FileMaker Pro Advanced/16.0/Extensions/PCFMBooksConnector.fmx (or .fmx64) That way, the plug-in will only load for FileMaker Pro 16, and not for any other instance of FileMaker, runtimes included. Once the move is done, the plug-in should only be detectable by FileMaker Pro 16, and the runtime should not see any splash screen. - Chris "CT"

Hello, As far as I know, QuickBooks should be able to handle subtotals in a “subtotal for all lines above it” capacity by default. As for a “subtotal by type” situation, I’m not certain if there is a way to do split up those subtotals. I would recommend that you touch base with QuickBooks support to see if there are any special tips and tricks that the QB gurus can offer. -Francis

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Hi Christi, It's possible that the evaluation of the request might be experiencing an error (such as a validation error or something of that nature), which would cause the response XML to still maintain the previous successful response, which would be the "all received payments" result. In that case, checking the result of PCQB_SGetStatus immediately after PCQB_RqExecute should show what is missing. I was able to successfully test pulling all received payments for a specific Customer and their Jobs using the following script (I used the "Sample Products-Based Business" company file available in QuickBooks 2016): PCQB_RqNew [Select; Results:$result; Request Type:"ReceivePaymentQuery"] PCQB_RqAddFieldWithValue [Select; Results:$result; QB Field Name:"EntityFilter::FullNameWithChildren"; Field Value:"Jacobsen, Doug"] // Doug Jacobsen has 4 received payments associated with his Jobs PCQB_RqExecute [Select; Results:$result] // Value of $result is 0 PCQB_SGetXML [Select; Results:$responseXML; XML Document Type:"Response"] // Contained the resulting XML set describing 4 received payments If you wanted to use the date range instead of a customer reference (for example, all received payments in January, 2021, since the sample file is in the future), you could structure your script like so: PCQB_RqNew [Select; Results:$result; Request Type:"ReceivePaymentQuery"] PCQB_RqAddFieldWithValue [Select; Results:$result; QB Field Name:"TxnDateRangeFilter::FromTxnDate"; Field Value:"01/01/2021"] // Start from January 1st, 2021 PCQB_RqAddFieldWithValue [Select; Results:$result; QB Field Name:"TxnDateRangeFilter::ToTxnDate"; Field Value:"01/31/2021"] // End on January 31st, 2021 PCQB_RqExecute [Select; Results:$result] // Value of $result is 0 PCQB_SGetXML [Select; Results:$responseXML; XML Document Type:"Response"] // Contained the resulting XML set describing 6 received payments within the month of January 2021 Hope this helps! - Chris

Thank you for catching those typos, Geoffrey! Post has been updated to reflect those changes.

Pushing a job is identical to pushing a Customer with one exception. You need to add the ParentRef to the request. The "ParentRef::ListID” or "ParentRef::FullName” should be included in the request to add. The request will now be a job instead of a top level customer. In the example above the ListID and FullName refer be the ListID and FullName of the parent or top level customer in QBs. You will need to obtain the existing customer List ID or customer full name from QBs. For further details on ListID and FullName fields, please reference the OSR.