Sync only Completed orders from magento to quickbooks

Sync only Completed orders from magento to quickbooks

Aug 19, 2016
Brandon wrote
I have a nightly sync of orders setup, from magento to quickbooks. I set a filter to only sync completed, but it syncs all orders. This is a major problem since non completed orders are changed after the initial sync, then wont sync again because they are marked as synced.

The filters setup during the task creation does not persist.


Please add a feature so we can choose to only sync completed orders.


The same problem keeps me from syncing refunded orders. If the order synced once as an invoice I am not sure if it would sync the credit memo, but say it was already synced.
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Aug 22, 2016
Alex Pryshlivskiy agent wrote
Thanks for a comment, Brandon!
Could you give me a Filter screenshot?
We have the following filters for Quickbooks orders - see screenshot.
Aug 22, 2016
Brandon wrote
Thats what mine looks like except I also clicked the status tab and checked marked only competed.
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Aug 23, 2016
Alex Pryshlivskiy agent wrote
May I have a look at your problem via Remote connection to your PC ? (TeamViewer session).
Please let me know, is it possible to connect to you tomorrow? What time suits you?
Aug 23, 2016
Brandon wrote
8AM Mountain standard time tomorrow will work.
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Aug 25, 2016
Alex Pryshlivskiy agent wrote
ok.
is it possible to change time from 8 to 10 AM Mnt ?

I'll try to ask our Tech.team engineer to have a look at your issue. Let's meet today 25 Aug. 10 AM Mnt
is it ok for you ?
id yes - please find our tech. support member via online chat. His name is Vitaliy.
Aug 25, 2016
Brandon wrote
No. How about 10 am mst. Friday mronin?
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Aug 25, 2016
Alex Pryshlivskiy agent wrote
ok, let's try to shift our meeting to the Friday 10:30 am MST. Is it ok for you to meet you about 10:30 ? We have another Teamviewer session from this time. :-(
Aug 25, 2016
Brandon wrote
Ok
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Aug 25, 2016
Alex Pryshlivskiy agent wrote
Deal
:-)
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Aug 26, 2016
Alex Pryshlivskiy agent wrote
Hello Brandon!
Are you ready for TeamViewer session right now? please let me know.
We want to have a look at your issue: "I have a nightly sync of orders setup, from magento to quickbooks. I set a filter to only sync completed, but it syncs all orders. This is a major problem since non completed orders are changed after the initial sync, then wont sync again because they are marked as synced."
Sep 02, 2016
Brandon wrote
After help via teamviewer its confirmed that it does not save filters for the automatic sync. We tried to set it up, but when we run the automatic sync it does not used the saved filters. This is the same both for order syncing and item syncing.

See attached filter setup. Filters only work for manually syncs, but dont save when setting them up with automatic sync.
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Sep 05, 2016
Alex Pryshlivskiy agent wrote
Hello, Brandon.
I've contacted with our support department. They told me, that they didn't confirm such situation. Could you explain id details this situation?
May be, it's misunderstood from my side ?
please let me know.