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I just purchased Quickbooks 2007 Pro for mac. I previously had hand typed all of my customer and sale information in an excel document. I was very disappointed to find out that I could not really import anything from CCP to quickbooks other than the order number and sale amount. What gives?
Also, I have gone back into my Manage Online Orders & View Invoices section in order to manually type sales and customer info into Quickbooks since I really have no other option. BUT I just now realized that CCP does not store all of my past sales... just the last 15. I need to figure out why this is, since I need to anaylze ALL past sales, and do not understand why this would be??? Whats up with this?
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There is a setting in the CCP Global Settings section that controls how long to keep orders. It is based on time, however, and not on number of orders. If you need a 'Keep Forever' option, I have a mod somewhere on the forum (Mods & Hacks section, probably) that adds that option.
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So why is the quickbooks export not working? It is advertised as a feature of CCP... I thought i'd be able to pull order details and customer information off of there into quickbooks...
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Also, if I add the keep forever mod will it bring back past orders, or are those lost forever?
Thank you for the mod. It works! And how might I apply this same feature to keeping Customer Accounts forever? I do not want to lose customer emails and info. Would like to store them forever as well...
Last edited by ellehazen (02-27-2008 17:43:19)
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You're very welcome. Unfortunately, if the orders have been purged from the database, they are simply gone. The easiest way to keep your customer accounts forever is to download a copy of your settings.csv table and look for this line:
time_period_hold_custacct,PROGRAM,Time Period To Store Customer Accounts,720,SELECT-CUSTOM,One Month:30|Two Months:60|Three Months:90|Six Months:180|One Year:360|Two Years:720,Y
Change it to this and upload the file:
time_period_hold_custacct,PROGRAM,Time Period To Store Customer Accounts,36000,SELECT-CUSTOM,One Month:30|Two Months:60|Three Months:90|Six Months:180|One Year:360|Two Years:720|One Hundred Years:36000,Y
Not as fancy as my other mod, but 100 years is effectively forever and that is a real easy change.
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As to the Quickbooks export, I can't really say... there have been a lot of posts about it on the board and I know it can work to some limited extent. But I don't use it, so I don't really know any details.
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I did this as described and it seemingly worked with no problems. However, now all of my orders stored in the system appear to be gone! I dont get it. And why wouldnt this have happened when i made the changes???!!
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Sorry, can you be more specific? When did you do the change? When did the orders disappear? This mod should only have affected the customer accounts, not the orders. Did you download a current copy of settings.csv before making the change? Are we talking about orders or customer accounts now?
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orders. I did both mods (to customer accounts and orders/invoices). The orders disappeared I guess after I installed the mod. And the one order that I got since then was there yesterday (the first time when I checked it) and when I just went back in, it was gone...! So for some reason after I look at them once the order disappears, which is the opposite of what I wanted. Yes, I believe I do have the original settings.csv
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Could you please download a current copy of settings.csv and post the line that looks like this:
time_period_hold_tracking,PROGRAM,Time Period To Store Orders,0,SELECT-CUSTOM,Three Months:91|Six Months:183|One Year:365|Two Years:730|Five Years:1825|Keep Forever:0,Y
I have a hunch there is a typo or some sort of mistake in that line. If not there, the problem must be in cron.pl. You might want to also post the portion of the code that looks about like this:
######### ######### Get the tracking numbers for rows that we're going ######### to delete from the tracking table. ######### if($time_period_hold_tracking > 0) { $date_diff = "$time_period_hold_tracking"; $date_diff = ($date_diff * 60 * 60 * 24); $date_diff = ($epoch_seconds - $date_diff); $sql_statement = " SELECT tracking_id FROM tracking WHERE tracking_epoch<'$date_diff' "; my @tracking = database_call('tracking','SELECT',$sql_statement); ########## ########## Loop through the returned rows and delete the ########## associated rows from the trackitem table. ########## foreach $row(@tracking) { ($tracking_id) = @$row; $trackitem_delete_string .= "trackitem_tracknum='$tracking_id' OR "; } ######### End of foreach statement. @tracking = (); if ($trackitem_delete_string ne "") { chop($trackitem_delete_string); chop($trackitem_delete_string); chop($trackitem_delete_string); chop($trackitem_delete_string); $sql_statement = " DELETE FROM trackitem WHERE $trackitem_delete_string "; &database_call('trackitem','DELETE',$sql_statement); } ######### End of if statement. ######### ######### Now, delete all of the rows from the tracking ######### table that were identified as old. ######### $sql_statement = " DELETE FROM tracking WHERE tracking_epoch<'$date_diff' "; &database_call('tracking','DELETE',$sql_statement); } #### End of if statement
Hopefully with that information, I'll be able to help you diagnose the problem.
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settings.csv
time_period_hold_tracking PROGRAM Time Period To Store Orders 360 SELECT-CUSTOM One Month:30|Two Months:60|Three Months:90|Six Months:180|One Year:360|Two Years:730|Five Years:1825|Keep Forever:0 Y
cron.pl
######### ######### Get the tracking numbers for rows that we're going ######### to delete from the tracking table. ######### if($time_period_hold_tracking > 0) { $date_diff = "$time_period_hold_tracking"; $date_diff = ($date_diff * 60 * 60 * 24); $date_diff = ($epoch_seconds - $date_diff); $sql_statement = " SELECT tracking_id FROM tracking WHERE tracking_epoch<'$date_diff' "; my @tracking = database_call('tracking','SELECT',$sql_statement); ########## ########## Loop through the returned rows and delete the ########## associated rows from the trackitem table. ########## foreach $row(@tracking) { ($tracking_id) = @$row; $trackitem_delete_string .= "trackitem_tracknum='$tracking_id' OR "; } ######### End of foreach statement. @tracking = (); if ($trackitem_delete_string ne "") { chop($trackitem_delete_string); chop($trackitem_delete_string); chop($trackitem_delete_string); chop($trackitem_delete_string); $sql_statement = " DELETE FROM trackitem WHERE $trackitem_delete_string "; &database_call('trackitem','DELETE',$sql_statement); } ######### End of if statement. ######### ######### Now, delete all of the rows from the tracking ######### table that were identified as old. ######### $sql_statement = " DELETE FROM tracking WHERE tracking_epoch<'$date_diff' "; &database_call('tracking','DELETE',$sql_statement); } #### End of if statement
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Well, it looks right from here. According to what you've posted, it should be keeping orders for one year. Did the system time on your server change unexpectedly?
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what does that mean?
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From what you've posted, it should be keeping orders for one year (the '360' in the line from settings.csv). The only thing I can see that would make it otherwise would be if someone changed the time on your server (advanced it a year) so that the order seemed to be a year old.
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Rachel,
I think whatever I did here is affecting my site. I have not had any orders at all which is wierd, and when I just went into my reports section in admin> daily activity report, it stopped logging traffic completely on 03/26/2008... why would this be???
Michelle
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If you post the URL, I can go place an order for you to see if its working. Not sure why a minor change to the time period to store orders would keep anything from working on your site... unless perhaps settings.csv was uploaded in the wrong transfer mode (ascii instead of binary). But you'd probably know it if something like that had happened... you'd see nothing but 500 errors on the site.
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