Re: Quickbooks Import QBI
great now working but when i go to upload it on to quickbooks 2008 pro it states "the transaction is not in balance. make sure the amounts in the detail area on the form for this transaction equal the amount at the top of the form" im guessing this is also a mistake in my configuration but struggled to follow the instructions as i am not very technical in nature:(
Re: Quickbooks Import QBI
Quote:
Originally Posted by
adam5532
You (not QBI) did something to your database. Upload the lists.iif file again.
Thanks,
Adam
I tried that and it does not work, nothing comes up after I process the file as far as drop downs. I have reuploaded all the files since this problem and still nothing. I was so happy this was finally working and now it's not. Whether it was something I did or not, I just want it fixed. However the only thing I have done since it was working is to add a few new products, receive and ship sales. I have not added or modified any other files.
See here:
<LI class=inactive>qbi_create.php Create iif[/URL]<LI class=active>qbi_disc.php Set up
- qbi_disc.php"]Discounts/Fees
- qbi_pay.php"]Payment
- qbi_products.php"]Products
- qbi_ship.php"]Shipping
<LI class=inactive>Match<LI class=inactive>Configure<LI class=inactive>Support
Quickbooks Discounts and Fees
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Please go to www.libermansound.com/qbi to register this copy, and then click the support tab on the QBI menu above to enter your registration into QBI.
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QBI 3 for Zen-Cart Copyright ©2004, 2005, 2006 by Adam Liberman
Distributed under the terms of version 2 or later of the GNU General Public License
Re: Quickbooks Import QBI
Quote:
Originally Posted by
helpme
I tried that and it does not work, nothing comes up after I process the file as far as drop downs. I have reuploaded all the files since this problem and still nothing. I was so happy this was finally working and now it's not. Whether it was something I did or not, I just want it fixed. However the only thing I have done since it was working is to add a few new products, receive and ship sales. I have not added or modified any other files.
This isn't something that is a typical issue, or easily solvable in a couple of posts. There's some issue with your site, and I'd have to look at it to get any further. That level of support is only available for the paid version of QBI, not the free version.
- Adam
Re: Quickbooks Import QBI
Quote:
Originally Posted by
Xbox Memberships
great now working but when i go to upload it on to quickbooks 2008 pro it states "the transaction is not in balance. make sure the amounts in the detail area on the form for this transaction equal the amount at the top of the form" im guessing this is also a mistake in my configuration but struggled to follow the instructions as i am not very technical in nature:(
Check these things:
All your store products must have a Product Model.
If you use discounts/coupons/gift card, or have extra charges, they must be set up in QBI.
If you are trying to download older orders, and they contain Products that you've deleted in Zen Cart, you'll get errors. Never delete products (just set them as inactive). QB does not let you delete items that are used, but unfortunately Zen Cart lacks the logic to do this.
If you charge sales tax, and you are downloading old orders that do not have the current sales tax rate, you'll get errors because the tax calculation will be wrong.
Thanks,
Adam
Re: Quickbooks Import QBI
right ok i will check these things out. i do use the reward points module as well how would i enter the calculations in for this? i set that module to give 5 points per £1 spent and each point equals 1p.
trust me make it awkward for myself!! lol
Re: Quickbooks Import QBI
right so i found how to add discounts and have added the dicount coupon code that was used and the amount and it still won't work so then i added a discount named "reward points" and set that at 5% as should be and still nothing. I keep getting the previously mentioned error followed by "data succesfully imported, error on line 10" ?? I have checked and still nothing imported over?:(
Re: Quickbooks Import QBI
I am almost positive that I have configured something wrong but I cannot figure out what it is.
When I import my paypal orders into Quickbooks, they import as invoices instead of sales receipts that are paid online. No payments import at all. They are not even in Undeposited Funds.
Here is what I have configured for PayPal. In Quickbooks Premier 2010, I set up a PayPal "Terms" and a PayPal "Payment Method" as other payment type.
In QBI Configure,
Invoices:
Invoice account: Accounts Receivable
Sales Receipt account: Undeposited Funds
Invoice number: %I
Invoice/Sales Receipt 'PO Number': %I
Invoice to print:
Invoice terms paid online: PayPal
Invoice terms not prepaid: Check
Payments:
Imports Payments: As Sales Receipt
Setup: Payment:
PayPal: Paid w PayPal
Match: Payment:
Purchase (paypal): PayPal
Everything else is working great! What am I missing? Thanks for any help!
Re: Quickbooks Import QBI
I've been trying to figure this out by process of elimination and I have realized that if I change the Match: Payment: Check/Money Order (moneyorder) to PayPal, the orders and payments will import correctly into Quickbooks but not on the Purchase (paypal) Shopping Cart under Match: Payment.
Re: Quickbooks Import QBI
it does really seem like a great module to have it's just getting it set up right to work with your version of quick books. im at the same stage as you. only problem i have is my orders that need entering into quickbooks is very slowly getting to the point of being a very looooong list lol.
Re: Quickbooks Import QBI
Finally found my answer here:
http://www.zen-cart.com/forum/showpo...&postcount=485
Except where Adam has "PayPal IPN", I used "PayPal".