This article will explain how to import and change the item list so it reflects the item list for "Contract Customers." This will be useful if you need to change information in your QuickBooks item list and then have the change show up in CLIP for each "Contract Customer."
Note: This function is only for the QuickBooks version of CLIP called qCLIPxe.
To start, we will need to gather information from your QuickBooks item list. In QuickBooks, click on the "List" menu then click "Item List." Find the item or items that you have recently changed, and make sure you have imported that information from QuickBooks into qCLIPxe - for more information on how to import data from QuickBooks click here (https://app.intercom.io/a/apps/um1ikb9l/educate/articles/425250/show).
After you have imported your updated item list from QuickBooks, click the "Pattern Customers" icon on the main screen of CLIP.
Look through the list of "Pattern Customers," and find the one that needs the updated item under the "Installments" tab.
Once we change the item here, it will change it so that the item will change with any new customers that you add. To make sure that this item shows up for all maintenance installments in the CLIP system, open your QuickBooks and click the "List" menu then "Item List." Find the updated item and copy the item name exactly as it shows in QuickBooks.
Click File, Global Replacement, and then Replace Information.
Select "Customer" under "Choose Database."
Click the "Fields" button.
Find the field called "CU.QuickBooks item" field and double click. Click "Replace With."
From here, open QuickBooks and find the item from the "List" menu. Click "Item List." Select and copy the name of the item. Now, you can simply right click in this field and paste it in. If you manually type it in, make sure you type the exact item name that appears in QuickBooks.
When satisfied, click "Ok." Click "Choose Condition." For the condition, we will be filtering only contract customers.
Under step 1, select "CU.Contract Customer?", and double click or press enter. Under step 2, click "Is True" or "Yes."
At this point, click "Use this condition" at the bottom.
For our example, the end result should look like the screen below:
At this point, make sure the "Replacement Command" shows the correct "item name." Once you are satisfied, click "Perform Replacement."
Let us know if you need further assistance!