Michael Greenwald
Michael Greenwald
  • Jacksonville, FL
  • United States

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QuickBooks-->AQ360 Integration

We've published our QuickBooks integration tool in AQ360 FOR TESTING PURPOSES ONLY.  It is still a work-in-progress and since we are not accounting system experts, we are making it available for you…Continue

Started Jun 7, 2011

 

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Latest Activity

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Michael Greenwald replied to Christine Ryan's discussion 'List of Suppliers - new feature suggestion'
No, you cannot. Sorry.  Hopefully you can make use of it as is.
Feb 2
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Michael Greenwald replied to Christine Ryan's discussion 'List of Suppliers - new feature suggestion'
Hi Christine- The  Service Agent Listing has, between the cover page (if selected) & the Table of Contents (if selected) a listing of each manufacturer on the project, the manufacturers' contact info, & the respective service…
Feb 2
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Michael Greenwald replied to Sue Trepanier's discussion 'Creating Quote/PO'
Sorry guys, we had to restart out report server due to a small glitch this morning.  It should be fine now.
Dec 20, 2011
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Michael Greenwald replied to Al Gordon's discussion 'Trouble Searching for Some China Patterns'
Hi Al, We'll look into the search as all of a pattern's items should display.  In the meantime, after typing "Homer Seville," hit <enter>, you'll see all of the results you're looking for.
Nov 24, 2011
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Michael Greenwald replied to Spencer Revenson's discussion 'Problems sorting by Net'
Hi Spencer- We don't for a second minimize the importance of the sorting functionality you describe and we are working on it.   The whole issue of net prices displaying in 360 has been a complicated one.  In AQNet,  AQ data…
Nov 4, 2011
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Michael Greenwald replied to Bob Mathias's discussion 'AutoQuotes and Quickbooks for beginners'
Hi Bob- You can export an AutoQuotes project into QuickBooks but not a specific report, such as purchase orders.  Reports in AutoQuotes, like purchase orders, are not stored like traditional documents (Word or Excel files). …
Oct 28, 2011
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Michael Greenwald replied to Anji Martinez's discussion 'Cutsheet book & markups'
Hi Anji- Unfortunately, there is no mechanism to mark-up cut sheets in AutoQuotes.  That is really a PDF editing kind of function....something for the full version of adobe or the equivalent.  Cut sheet annotations have to be handled…
Oct 28, 2011
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Michael Greenwald replied to Julie Salmon's discussion 'Manufacturer / Model #'
Your associate who suggested inactivating items before exporting projects to QuickBooks is smart & is onto something important.  I can tell you from my dealer days, where I worked for the first dealer to link SAP & AQ (much in the same…
Oct 24, 2011
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Michael Greenwald replied to Julie Salmon's discussion 'Manufacturer / Model #'
Hi Julie- We can indeed separate the model # from the manuf name.  The reason we've kept them together is because model numbers, by themselves, are not always unique. But when combined with the manuf name, they are more…
Oct 24, 2011
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Michael Greenwald replied to Bryant Peasdale's discussion 'Warranty Books -- How Can We Print One?'
Hi Bryant- We'll take a look at this. The issue might be simply how many of these we have. The warranty sheet is just one of the many "linked documents" that manufacturers provide although we traditionally haven't requested it…
Oct 22, 2011
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Michael Greenwald replied to Nick Morelli's discussion '"Columns"'
Thanks Mary Ann
Oct 20, 2011
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Michael Greenwald replied to Josephine Lockett's discussion 'MFR SETUP'
Hi Jo- You know I understand this.  That was my Z-table.  ;~}   I know exactly what you mean.  Let me talk to our programmers about this & see what I can do.  It might however, not be possible for AQNet & 360 to spit…
Oct 20, 2011
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Michael Greenwald replied to evey339's discussion 'CRASHING'
Appreciate everyone's patience today. Sorry about any inconvenience. Thank you!!!
Oct 12, 2011
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Michael Greenwald replied to Michelle Sharp's discussion 'catalog blank & can't search'
Appreciate everyone's patience today.  Sorry about any inconvenience.  Thank you!!!
Oct 12, 2011
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Michael Greenwald replied to Al Alderman's discussion 'Project name search criteria'
Why not just type the project name into the search bar on the project list before starting a new project.  That makes a lot more sense for what you are actually trying to achieve.  Project names are searchable there & if you find that…
Oct 10, 2011
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Michael Greenwald replied to Al Alderman's discussion 'Project name search criteria'
Hi Al- You might not realize it, but many (if not most) users, in their haste to get quotes started, don't initially name their quotes.  In fact, some never do.  It was because of constant user requests (remember dealers constitute…
Oct 10, 2011

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