Quickbooks Import QBI

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Originally Posted by antieuclid

I'm trying to get this all set up, but I can't seem to get the inventory information working. The iif shows the proper inventory levels when I open it in a ext editor, but when I import the iif into QB, it still says I have 0 of everything. I'm using 2007 for the Mac, if that makes a difference.

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QBI 3.x does not actually transfer the inventory numbers into QB, even though they are present in the iif file, because QB ignores them. To do that, QBI would also have to also create an inventory adjustment transaction to keep your accounting straight. You will need to adjust your starting inventories in Quickbooks yourself, by creating inventory adjustments or POs. I am looking at adding this ability to QBI 4.x.

Thanks,
Adam

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Originally Posted by swingandmiss

Aha! I've been looking through the iif file and I've found that in the TERMS column, it's listing everything as "check" instead of "paypal". Might this be the problem with everything being imported as an invoice instead of a sales receipt?

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I will contact you privately, as at this point I'll need to see it to observe if you have not set it up correctly or if this is a QBI issue.

Thanks,
Adam

I tried it and it didn't work. It does show up as a sales receipt this time, but it still doesn't follow the matching. It is creating a service item using the stores item code. Also, my shipping method is not showing up. The test item I used has no dash, underscore, or space either in QB or QBI.

I have been through the matching of products, shipping and payment numerous times. Everything looks good to me. I can't for the life of me figure it out.

Adam, after a little more experimenting with item/attribute combinations, it would seem that if the store item does not have an attribute, it can go through to QB with no problems. If the store item does have an attribute then QBI is ignoring the match settings and creating a service item in my items list instead.

I have spent most of the day working on this and think that I may have found a bug in QBI.

If I have a Zen product with an attribute and match it to a group in QB it does not match and creates a service item in QB instead, putting it onto a invoice and not a sales receipt.

If I take exactly the same Zen product with the same attribute and match it to an item:subitem in QB it goes through exactly as it should.

An Zen product with no attribute will also match to a group in QB. The problem of not matching only happens when I match a product with an attribute to a group in QB.

I think there may be a problem with QBI matching zen products with an attribute to QB groups.

Unfortunately, almost my entire QB inventory has to be based on groups in order to track inventory.

Any help on this matter would be very greatly appreciated.
Thanks in advance.

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Originally Posted by adam5532

I will contact you privately, as at this point I'll need to see it to observe if you have not set it up correctly or if this is a QBI issue.

Thanks,
Adam

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Most appreciated. Shoot me a PM when you get a chance.

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Originally Posted by djstern

I have spent most of the day working on this and think that I may have found a bug in QBI.

If I have a Zen product with an attribute and match it to a group in QB it does not match and creates a service item in QB instead, putting it onto a invoice and not a sales receipt.

...

Any help on this matter would be very greatly appreciated.
Thanks in advance.

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Thanks for tracking this down. I have completely rewritten the matching system in the latest development version to allow for matching Zen products with many attributes (and not just one, as in the current version). I will check if this bug still exists, but likely it works properly now. This feature is going to be part of QBI 4 and probably will not released before then, but I will test this issue and get back to you.

Thanks,
Adam

Adam, I'm not sure if you might have misunderstood me. I am not using multiple attributes. I am only using one attribute on my product. I know that QBI can't work with multiple attributes yet, but I was surprised to find the problem with just one attribute.

I've downloaded the Innovative module to attempt the Quickbooks Importer w/ their merchant service... It has a /catalog/ before the /includes/ with no /admin/ folder. Do I put this into the admin folder, configure it, then copy to the regular /includes/ folder?

Please bare with me, I'm an accountant by day...

I also have the Inuit / Innovative API packages, if that helps anyone msg me.