Jump to content

Bruce Herbach

Members
  • Posts

    60
  • Joined

  • Last visited

Profile Information

  • Title
    Chief Developer Herbach Consulting
  • Industry
    FileMaker Development
  • Gender
    Not Telling

FileMaker Experience

  • Skill Level
    Expert
  • Application
    18

Platform Environment

  • OS Platform
    Mac
  • OS Version
    OS X

Claris Partner

  • Certification
    9
    10
    11
    12
    13
    14
    15
    16
    17
  • Membership
    Claris Community

Recent Profile Visitors

The recent visitors block is disabled and is not being shown to other users.

Bruce Herbach's Achievements

Enthusiast

Enthusiast (6/14)

  • Reacting Well Rare
  • First Post
  • Collaborator
  • Conversation Starter
  • Week One Done

Recent Badges

-1

Reputation

  1. Thanks very much for the help.
  2. Hi, I'm working on a script to send CreditCard Charges into QuickBooks and want to make sure I have the correct item for some of the items listed by the development kit website. In the screen shot below please confirm the following: The first AccountRef/ListtID: Is this the ListID for the actual charge card used? PayeeEntityRef/ListID: Is this the Vendor ListID? TxnDate: Transaction date? RefNumer, Memo, ExchangeRate, ExternalGUID are optional and only used when required? ExpenseLineAdd/AccountRef/ListID: Is this the same as line 1 above? ExpenseLineAdd/CustomerRef/ListID: Thanks very much for the assistance Bruce Herbach
  3. Hi, I'm working on a set of scripts to import credit card receipts into QuickBooks. For this I need a vendor record in QuickBooks. So the question is will VendorAdd work with just the fields "Name" and "CompanyName"? Thanks
  4. I'm working on setting up my scripts to handle multiple files. I would like the script to check and see if a user already has the file open in the QuickBooks app on the computer. Would the Function PCQB_GetFileName work for this? If it returns a file name then the Application is open and if not then I can proceed with my scripts? Is there a better way to do this? Thanks Bruce Herbach
  5. Geoffrey, Thanks very much. I'm setting this up to track and control which QB Company file is being used as you have described. Regards Bruce Herbach
  6. Good Morning Geoffrey, So the key question here is, does each use of PCQB_RqExecute require it's own set of PCQB_BeginSession, PCQB_EndSession? Or can I have a single PCQB_BeginSession followed by several sub scripts that have a PCQB_Execute step followed by a single PCQB_EndSession? Thanks Bruce Herbach
  7. Hi, The project I'm currently working on is planning to switch to using multiple companies/QuickBooks Files from using a single QuickBooks files. When I started the project, I used/modified the scripts that came in the example file. All of the scripts have a set of PCQB_BeginSession and PCQB_EndSession commands. So the question is can I open the file once at the beginning of a loop and then close it at the end of the loop? Each script in the loop works with a different section of QuickBooks, ( Customers, Invoices, Vendor... ) either creating new records or modifying existing. Thanks for the help. Bruce Herbach Herbach Consulting
  8. Hi Geoffrey, Just asked the client about how this was generated. It comes from the Job Profitability Report on the main customer display from the Customer Center. Report can be run from the Customer Center screen for the selected Customer/Job or from the reports menu. Here it asks for the Customer name first. What I would like at the end is a list by Customer of Inventory items the Customer received. Is it possible to set up a report that would list just the inventory items, grouped by Customer? In looking at this, I see what you mean about the parsing being a steep learning curve. I would like the items to end up in a FileMaker table and have the record end up there just once. So I can mark it as invoiced to the customer. Suggestions on how to do this would be appreciated? I do it for Parts by pulling in the Vendor Bills through a BillQuery and use the TxnID as a filter to update an existing or add a new record. I doubt that the report has that level of detail. Thanks Bruce
  9. The image below show two sets of data I want to pull out of QuickBooks using the plugin. The lower section Parts is pulled using a BillQuery. The question is what do I use to pull the inventory items? My first guess at this is ItemInventoryQuery. Is this correct? Thanks very much for the help. Bruce Herbach
  10. Hi Geoffrey, In digging through the example scripts, I found what I needed to get the Sales Tax items. I just needed to use ItemSalesTaxQuery. I didn't see it when scrolling through the list in the SDK. For this project/company we do business in multiple states and counties. So need to use the correct tax code and rate. I set up a script that will add new or update existing in our main file. Regards Bruce Herbach
  11. This is actually two related questions. First, I want to pull the list of Sales tax item from QuickBooks so that I can send the appropriate tax ListID when I send an invoice. In QuickBooks if I open the "Lists" menu and select "item List" then enter "tax" in the "look For" field I get a list that includes the Sales Tax Items. The display has a "Type" field that show "Sales Tax Item". When looking at the "ItemNonInventoryQuery" in the QuickBooks SDK I don't see any way to filter or select by type. Is there a way to pull these records with out pulling the entire list? Second questions: When an Customer Invoice is created in QuickBooks, we have a "Project" field displayed. When looking at the QuickBooks SDK I don't see any fields that correspond to this field. What should/can I use to populate this field? Thanks for your help Bruce Herbach
  12. So prior to FM16, using the function in a Set Variable script step was required, but now I can use it either way. Thanks for the history. Very helpful. Bruce Herbach
  13. Geoffrey, Thanks. If I have a chance to test it I will and will let you know. I was curious as to why someone thought it was important to name the scripts with FM16 in the name. I guessed that they were written in an earlier version, still worked so didn't need an update. A user/developer be ware kind of thing. Bruce Herbach
  14. Hi, I'm working on a script to send Client invoices to QuickBooks. In the Demo file the example script is named "Push Invoice to QB(FM16)" The big difference in the scripting appears to be the PCQB_RqAddFieldWithValue script steps. In the non (FM16) scripts these are done in a set variable script step. For most of these the $$Result variable is ignored. In the (FM16) scripts the PCQB_RqAddFieldWithValue is on it's own and not part of a set variable script step. So is the main difference between the example scripts due to an update to the PCQB_RqAddFieldWithValue and other functions so that they return an error code that can be checked? Thanks Bruce Herbach
×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use.