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We're having some trouble they can't seem to help with. When importing into quickbooks, it's creating a negative balance in a/r. We've verified all tickets are complete, and I've tracked through the data looking for the cause but can't seem to locate it. We're not owed the value its producing. I won't pretend to be strong in the accounting area, I need some help here lol.

 

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Fixed! If using manage online with quick books desktop do not use the export general ledger function - only the export a/r feature works. Hopefully they'll have the export function smoothed out soon. It was much easier with manage elite!

 

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  • 4 months later...

Hi ncautoshop! We just started using alldata online. I've been using QuickBooks desktop for about 5 yrs now and am terrified about exporting to QB. How has the A/P function been? Did you stop using the export GL all together? Any tips you may have would be super appreciated

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Hi ncautoshop! We just started using alldata online. I've been using QuickBooks desktop for about 5 yrs now and am terrified about exporting to QB. How has the A/P function been? Did you stop using the export GL all together? Any tips you may have would be super appreciated

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I am starting to wonder if its even worth it. My QuickBooks does everything for me except searching parts stores using the catalogue feature. I still have to edit every invoice so I might as well not even use it. Ugh! I'm so frustrated with it.

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It is worth it! It'll take some time, but labor lookup, service reminders and customer records are well worth it! It's got lots of features I need to utilize that I don't currently. Just keep at it, things will improve. The other option is the regular manage! I really miss some things about it! Why are you re-entering the customer information in quickbooks?

 

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Edited by ncautoshop
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  • 2 weeks later...

I re-enter the customer info and invoice because nothing imports over correctly and alldata is NO HELP when it comes to QuickBooks. I feel very comfortable with my QB data, I do all my own taxes and payroll and cannot take a chance of it importing wrong. If only there was someone who specializes in helping me set up, I would feel better. Ugh!!

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  • 5 months later...

We just started using Alldata Manage Online and I'm not very happy with it so far. Too many hoops to jump through when creating an estimate, plus other issues. The price was right, but that was about it. We are currently looking into other management systems.

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They who own the server, own the data.

 

Remember that. When you use anything 'in the cloud' you lose control of "your" data. It is licensed back to you. One of the reasons why I will NEVER use AllData Manage Online or any other 'in the cloud' service. All that customer information provided to you in confidence to use to help support your service to your customers, when you go online you lose control over that date. Unless the Privacy Policy is "We will never use or access your data unless specifically authorized by you or required to in order to service you our client and then only to the extent necessary to provide a one time, non-precedential action on your behalf or as required to by an order of the court of competent jurisdiciton,": then you have not control over your data. You don't own it once you put it on 'the cloud." No privacy, no control and no ownership. Utilizing cloud services is irresponsible at best.

 

As for QB integration, I use Manage Elite desktop and tried the QB integration once. I disabled it after one day. Without the integration the work order would post in less than 2 seconds. With QB integration it was over 1 minute and then the accounts were different than what I was already using. The accounts I was already using were basic, mostly standard QB chart of accounts. You would think that Alldata, intending to integrate with QB would have selected and titled their accounts the same instead of having to set up a new set of accounts in QB. Cumulatively I spend less time entering invoices and payments manually than Manage with QB integration would do.

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