Quickbooks Import QBI

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Originally Posted by MikeyG

Okay I am really having a battle with this.

If I don't have a model number I can seem to export the product and so a the moment I only have product withg any model info (not many as I have not really been using this field.)

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I don't know why Zen-Cart doesn't enforce mandatory use of this field. It is pretty much universal in inventory systems for every item to have a stock number or UPC. QuickBooks requires it -- that's the item 'Name'. If I didn't enforce this, and used the products_id instead, the item Name in QB would import as a meaningless integer.

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I am also cconfused about how to get the product to list in the drop downs under the Match in order to do the mapping properly. I seem to be in a catch 22. Want to get the product into quick books (which is empty at moent) I have 6000+ combinations with attributes and don't want to retype but I can get them into quick books to then get them back out to map them for the purposes of stock control.

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I think you are misunderstanding how QBI works. If you currently have no products in QB, then make an iif of all Products from the QBI Creat IIF page and import this into QB. Then no matching is required! And, all your attributes (up to 5 options and unlimited option values) will be imported as sub-items, with complete inventory control in QB.

Note that all items will import as zero stock, even though the iif contains stock quantities for products (not attributes, as this is a limitation of Zen-Cart). This is because QB can not create stock without knowing where the stock came from! In other words, you will need to do a stock adjustment in QB, or create PO's in QB to account for these items. Since it is an accounting system, if it imported stock but didn't know how it was purchased, that stock would have no value!

Once you set up the stock levels in QB, then even though Zen-Cart can not track attribute stock, you will have complete inventory control of each option value combination in QB!

Thanks,
Adam

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Originally Posted by audradh

I'll have to do a little more testing to be sure what QBI does w/ single attributes.

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Note that while matching currently only works with a limited number of attributes, if you don't need to use matching, you can import products and orders with up to 5 levels of attributes using QBI! I doubt that more than 5 levels is needed -- with 3 values each, that would be 243 versions of one product -- with 5 values each, 3125 versions!

- Adam

Tried to search for references to this program working with MYOB accounting software but did not find anything discussed. We sell music downloads and product and accept credit cards and paypal and need to get sales data from Zen Cart to MYOB.

Thanks for any info and sorry if it has been discussed.

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Originally Posted by drc2100

Tried to search for references to this program working with MYOB accounting software but did not find anything discussed. We sell music downloads and product and accept credit cards and paypal and need to get sales data from Zen Cart to MYOB.

Thanks for any info and sorry if it has been discussed.

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QBI only works with Quickbooks. Each accounting system has its own data format. I have a lot of features to add to QBI, including non-US support, so it is unlikely that I will add compatability with any other accounting system for quite some time, if at all. You might consider converting to Quickbooks!

Thanks,
Adam

Thanks for your prompt reply. We all work on Macs here and the accountants I work with prefer MYOB for many reasons and we are entrenched at this point. We were able to import easily form Pay Pal before we upgraded to our Zen Cart in April and added standard credit cards thru authorize.net. I am sure we wil eventually find a work around.

Given what we went through to make the music store sell individual track and album downloads this should be just a matter of time and effort.

Thanks again

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Originally Posted by drc2100

Thanks for your prompt reply. We all work on Macs here and the accountants I work with prefer MYOB for many reasons and we are entrenched at this point. We were able to import easily form Pay Pal before we upgraded to our Zen Cart in April and added standard credit cards thru authorize.net. I am sure we wil eventually find a work around.

Given what we went through to make the music store sell individual track and album downloads this should be just a matter of time and effort.

Thanks again

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It does look like MYOB will accept tab delimited files, like QB. The format has some differences. I took a look at their support site, and it provided some information but it wasn't complete. It doesn't show how the headers are set up, and how totals are listed on the sales order. If you are able to get a sample text file of a sales order and a customer record in the proper format for import into MYOB, please send it to me and I'll take a look.
Thanks,
Adam

Thanks for suggesting that possible solution. I will try to get the text forms and send them to you. It would be awesome if this worked and I am sure there are other MYOB fans out there that would appreciate it.

Thanks again -

Doug

I am trying to export my shopping cart and I am getting this error:

Fatal error: Call to undefined function: create_product_header() in /home/scouting/public_html/admin/includes/classes/qbi_classes_output.php on line 322

What can I do to fix this?

Mike

I figured out the issue with the error code. Now what is happening is that my client is using QB 2006 with Merchant Services. The way I understood QBI, is that the order, including the credit card info, will be downloaded into Quickbooks using the orders.iif file and then that order could be processed using Quickbooks and Quickbooks Merchant Services.

Well, the credit card info is not downloading. Did I misunderstand QBI? If so, what do I need to fix the issue?


Mike

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Originally Posted by mikecrane

I figured out the issue with the error code. Now what is happening is that my client is using QB 2006 with Merchant Services. The way I understood QBI, is that the order, including the credit card info, will be downloaded into Quickbooks using the orders.iif file and then that order could be processed using Quickbooks and Quickbooks Merchant Services.

Well, the credit card info is not downloading. Did I misunderstand QBI? If so, what do I need to fix the issue?


Mike

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Mike,
In the future, QBI will directly interface to QB in order to support additional features such as this, but right now using the iif file format it can not import credit card numbers. The iif format does not even have any fields for the credit card information. QBI works with merchant services that are integrated directly into the shopping cart, and for most people this is a much better solution anyway. When it is integrated into the cart in real time, you do not have to do any additional steps later to charge the card, and you do not have to waste time contacting the customer if it is declined, because the customer can make corrections or try another card immediately. Also, for customer security, it is best not to even store the numbers in QB, since they are not needed once the sale is completed.

I believe that there may be a contribution that allows you to link to the QB merchant services in real time from the cart. You may also consider using Authorize.net instead, which is quite popular and used by many people, and it works perfectly with QBI.

QBI does know that the card has been charged, and does import the payment as an invoice/payment, or as a sales receipt (preferrable configuration). Because the card has already been charged online, there is no need to import any credit card information.

Thanks,
Adam