Re: Quickbooks Import QBI
Hmmm, well I'm still working through this, but thought I'd ask here in case anyone else had come across this.
I have Sales Tax turned on in QB. I have 3 sales tax codes, in state tax, out of state tax, and p/u tax. Configuration in QBI gives only one option for entering Sales Tax info. My orders are importing w/ the correct figures, but the sales tax codes are always the one that is entered in QBI.
I only have one Sales Tax setup in Zen Cart, in state tax. By default, everyone else is not charged sales tax.
If I setup a 0% Out of State Sales Tax in Zen Cart will my sales tax codes import correctly? I don't see how since configuration is only asking for values for one. Or will configuration then ask me for 2?
I would just test this out, but I have a lot of orders ready to export. I really want to iron out the bugs in my configuration before I do my next export.
Probably not related, but, of note, I am using one default customer.
:smile:
Audra
PS Adam, I am planning to get back to you re: the Paypal issue, just been away from things.
Re: Quickbooks Import QBI
No it did not and when I had inside sale in my store it follow the last number I got from Zen
What I did for now until I figure it out is clear the section where it say invoice number in QBI and I use the P.O number in quick book for this number,
Re: Quickbooks Import QBI
In regard the sales Tax , I use 1 sales tax in both so I don’t have any issue with this one
Now an issue I don’t know how to handle is something you should know in advance
First make sure you back up your quick book before you do any import
Than you can go and test it while changing the configuration,
My problem now is I do have category in quick book, and I could not figure out how the item I import will use the item in my category, what it dose he create me all new list of item
If any one had that issue with solution please post it here, if I get it solve I post it too
Ty
Re: Quickbooks Import QBI
Quote:
Originally Posted by
motti
hi again
i got new order and i want to import only the new order, but it show "new orders" o,
please advice
ty
p.s it dose show all my previus orders customers and items, and i am not planing to import tham to quick book , as i already did it as the came
I'm not sure that I am understanding your problem. I originally thought that you were saying that you have a new order in Zen Cart, but QBI shows that there are zero orders to export. Is this correct?
Audra
Re: Quickbooks Import QBI
That was from April 23rd , don’t remember what I done , but it is all ok now, as I told you earlier I made backup and I kept testing and changing the configuration and testing again and again that the way I made it that far :smile:
Was kind busy with other thinks, but soon I go back of playing with it more, I am sure I get it to work even better
Re: Quickbooks Import QBI
Quote:
Originally Posted by
audradh
Hmmm, well I'm still working through this, but thought I'd ask here in case anyone else had come across this.
I have Sales Tax turned on in QB. I have 3 sales tax codes, in state tax, out of state tax, and p/u tax. Configuration in QBI gives only one option for entering Sales Tax info. My orders are importing w/ the correct figures, but the sales tax codes are always the one that is entered in QBI.
I only have one Sales Tax setup in Zen Cart, in state tax. By default, everyone else is not charged sales tax.
If I setup a 0% Out of State Sales Tax in Zen Cart will my sales tax codes import correctly? I don't see how since configuration is only asking for values for one. Or will configuration then ask me for 2?
I would just test this out, but I have a lot of orders ready to export. I really want to iron out the bugs in my configuration before I do my next export.
Probably not related, but, of note, I am using one default customer.
:smile:
Audra
PS Adam, I am planning to get back to you re: the Paypal issue, just been away from things.
Hi Everyone!
Sorry for the delay. Actually, for some reason the post notifications did not get to me (maybe they got automatically deleted as spam, as I have pretty aggressive filtering set up due to getting about 1000 spams a day), and I forgot to check the board here. I am around and answering QBI questions every day, so if I forget to check the Zen Cart board you can also reach me on the QBI forum at www.libermansound.com/qbi and by phone and email (these are in the QBI manual).
It is correct, on non-taxable orders you will see your state sales tax district on the order, even though the tax amount is zero and the customer is correctly marked as non-taxable. There is currently no way around that, as QB requires a taxing district to be on that line if sales tax is globally turned on in QB, even for non-taxable customers.
Currently, QBI can only support one tax district. In QBI 4.0, which I am working on, I plan to add support for multiple tax districts. In this case, you'd be able to make one for No Tax.
Thanks,
Adam
Re: Quickbooks Import QBI
Quote:
Originally Posted by
motti
No it did not and when I had inside sale in my store it follow the last number I got from Zen
What I did for now until I figure it out is clear the section where it say invoice number in QBI and I use the P.O number in quick book for this number,
The instructions for handling this are explained in the QBI manual. In the QBI config, leave "Invoice number:" blank and for "Invoice/Sales Receipt 'PO Number': put %I. But read the manual to understand this better.
Thanks,
Adam
Re: Quickbooks Import QBI
Quote:
Originally Posted by
motti
That was from April 23rd , don’t remember what I done , but it is all ok now, as I told you earlier I made backup and I kept testing and changing the configuration and testing again and again that the way I made it that far :smile:
Was kind busy with other thinks, but soon I go back of playing with it more, I am sure I get it to work even better
Let me know if you still have any problems.
Thanks,
Adam
Re: Quickbooks Import QBI
[FONT=Times New Roman]I got the new 2007 pro and I got a few questions, for any one who can help on this [/FONT]
[FONT=Times New Roman][/FONT]
[FONT=Times New Roman]In my quick book I got my items listed in to a categories, can I import my orders and have it go directly to the item category?[/FONT]
[FONT=Times New Roman][/FONT]
[FONT=Times New Roman]Same issue I have abut my customers, the are divided in to few categories, like installers, General Contractor, and more.[/FONT]
[FONT=Times New Roman][/FONT]
[FONT=Times New Roman]Other than that it working well, [/FONT]
[FONT=Times New Roman][/FONT]
[FONT=Times New Roman]Thank you Adam for that mod[/FONT]
Re: Quickbooks Import QBI
Quote:
Originally Posted by
motti
[FONT=Times New Roman]I got the new 2007 pro and I got a few questions, for any one who can help on this [/FONT]
[FONT=Times New Roman][/FONT]
[FONT=Times New Roman]In my quick book I got my items listed in to a categories, can I import my orders and have it go directly to the item category?[/FONT]
I don't quite understand the question. You can set the class in QBI, but it is the same for all items.
Quote:
[FONT=Times New Roman][/FONT]
[FONT=Times New Roman]Same issue I have abut my customers, the are divided in to few categories, like installers, General Contractor, and more.[/FONT]
If you mean the Customer Type, yes this can be set in the QBI configuration. It would be the same for all customers though. Maybe in the future I will add a feature to flow through the Customer Group if you have this mod.
Thanks,
Adam