This article will explain how to import and change the item list so it reflects the item list that you have selected in each of your customer's installments. 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 Installment under the 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 and then click Item List. Find the item or items that you have recently changed. After that, 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 or class under the Installments tab.
Once we change the Item and Class here, it will change it so that the item will carry over with any new customers that you add.
Open your QuickBooks and then click List menu and then Item List. Find the updated item and then copy the item name exactly as it shows in QuickBooks.
Click File>Global Replacement>Replace Information.
Select Customer under Choose Database.
Click Fields button.
Find the field called "CU QuickBooks Item" and double click. Click "Replace With."
From here, open QuickBooks and find the item from List menu and then click Item List. Select and copy the name of the item (this way 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.
Under Step 1, select CU (Contract Customer) and double click or press enter. Under Step 2, click "Is True" or "Yes." Press enter then click "Use This Condition" towards the bottom.
Once satisfied, click "Perform Replacement."
Let us know if you need further assistance!