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Community Contributor **

Sub-customer: integration

Hi everyone,

 

Our client asked about the ability to include in the integration (QB Desktop) sub-customers. We have already set up the invoices and customers export to QB.
But I can't find any examples in SDK about sub-customers (they already use sub-customers in QB):
https://developer-static.intuit.com/qbSDK-current/Common/newOSR/index.html

Could help with this issue?
Thanks!

Solved
Best answer 02-13-2019

Accepted Solutions
QuickBooks Team

Re: Sub-customer: integration

Hello, Oleg.

 

Thanks for joining us here in the QuickBooks Community. I'd like to route you to this site that is dedicated for Intuit Developers. Here's the link: https://help.developer.intuit.com/s/.

 

Other developers and our Intuit Developer Support Team can help with your question about the integration. Once on the website, please go to the Questions tab and click Ask A Question

 

You're always welcome to visit us again if you have other questions with QuickBooks. 

Established Community Backer ***

Re: Sub-customer: integration

Please see my attached image.

12 Comments
QuickBooks Team

Re: Sub-customer: integration

Hello, Oleg.

 

Thanks for joining us here in the QuickBooks Community. I'd like to route you to this site that is dedicated for Intuit Developers. Here's the link: https://help.developer.intuit.com/s/.

 

Other developers and our Intuit Developer Support Team can help with your question about the integration. Once on the website, please go to the Questions tab and click Ask A Question

 

You're always welcome to visit us again if you have other questions with QuickBooks. 

Established Community Backer ***

Re: Sub-customer: integration

@Oleg Kasyan

 

It is important to understand the Interface and terminology. What they are asking is Job Name. Subcustomer = add Job.

 

For QB desktop, the levels of Account and Subaccounts, Customer and Subcustomer (job), Item and Subitem, Class and Subclass...the Program shows that change in hierarchy using a COLON as the divider.

Community Contributor **

Re: Sub-customer: integration

Community Contributor **

Re: Sub-customer: integration

Anonymous
Not applicable

Re: Sub-customer: integration

Hello, @Oleg Kasyan.

 

Let me help share some information about the job field in an invoice.

 

In QuickBooks Desktop, you can see the job name on the Customer:Job on the upper left corner of your invoice.

 

 

 

Please let me know if you're referring to something else. I'm always here to help if you have other questions about the fields in your invoice.

 

Community Contributor **

Re: Sub-customer: integration

How it is called in QB SDK?

QuickBooks Team

Re: Sub-customer: integration

I appreciate you reaching back out to us, @Oleg Kasyan.

 

Allow me to join this conversation and get you pointed in the right direction.

 

To learn more about the terminologies with QuickBooks SDK, I'd suggest reaching out to our Intuit Developer Forum. They are the experts when it comes to this kind of concern. To reach them, please visit this link: https://help.developer.intuit.com/s/.

 

This should guide you on the right track.

 

Feel free to reach back out to me if there's anything else you need. I'll be around to help you out. Have a nice day!

Established Community Backer ***

Re: Sub-customer: integration

Customer and Job are Synonymous. The Word Job relates to the provision for the Name being used in a Sublevel of the hierarchy.

Community Contributor **

Re: Sub-customer: integration

But could you explain, please: I remember that on exporting invoices to QB Desktop it's the limitation - 41 characters for the customer's name (we have already added the control before exporting because it was the error from QB):

https://community.intuit.com/articles/1501351-character-limitations-for-fields-in-quickbooks

 

But https://developer-static.intuit.com/qbSDK-current/Common/newOSR/index.html

It says 209 characters.

 

What's the difference between 41 and 209. And how to send up to 209 characters without any limitations? 

Moderator

Re: Sub-customer: integration

Hi Oleg Kasyan,

 

I want to make sure you're getting the best help with the limitation of customer's name when exporting invoices from QuickBooks Desktop.

 

Our Intuit Developer Team can provide your more details about the SDK of the customer's name. I suggest posting this question as a new topic in the Intuit Developer Community so you'll get direct assistance from one of our product experts.

 

If you have other questions about QuickBooks Desktop. Please let me know. I'll be around to help. Have a great day!

Established Community Backer ***

Re: Sub-customer: integration

For this: "What's the difference between 41 and 209. And how to send up to 209 characters without any limitations?"

 

Do you have No One in the office that can use the QB Interface to learn how this applies?

 

The Name field is 41 characters. There is the possibility to go to 5 levels. Each level needs a COLON separator charactor or delimiter. There will be 4 of these, then, for 5 levels.

Customer COLON Job COLON Subjob COLON Subsubjob COLON  Subsubjob

 

That means: 41 x 5 = 205, + 4 delimiters = 209

Established Community Backer ***

Re: Sub-customer: integration

Please see my attached image.

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