Quickbooks Import QBI

Mike,

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Originally Posted by mike177

Thanks djstern,
... I can ask a zen guru to download the latest SDK from QuickBooks Merchant Services (v 6.0) and go at it to make the two speak.... or (as I was hoping) I can find some person or product who has done this particular integration before and the whole zen-to-QB_Merchant_Service implementation would be a whole lot easier (and cheaper).

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QBI is currently the result of about 1,000 hours of work. It is not likely that you could pay someone to make something just for you at any affordable price and with the feature set that QBI has.

Currently the best way to integrate QBI is to use a payment gateway like authorize.net that handles the card payment directly in Zen Cart. If you wish to process credit cards manually and not in real-time, you should be able to set it up to do an authorization only and then capture it later. For most people, charging in real-time is the best way, unless you have products that you can not ship immediately.

If you want to charge cards from within QB, QBI can not currently do that because the iif file import format does not support credit card numbers. QBI 4.x will support qbXML and will make this possible. However, if you do it this way, you are going to have to call your customers each time their card gets declined. With a real-time online system, the customer knows immediately and can make corrections or use another card.

Feel free to post here or contact me if you have further questions, or contact me directly if you need help implementing QBI.

As far as a comparison with T-HUB, I believe from looking at their website that QBI has many more features. But some time in the future I will install their trial version so that I can make a feature comparison chart.

Thanks,
Adam

Hi Adam

Do you have an idea on my earlier psot?

In my quickbook it is all sorted, and in QBI i did not touch any of the setting from day one i set it up

Thank you

Quote:

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Originally Posted by motti

Hi Adam

Do you have an idea on my earlier psot?

In my quickbook it is all sorted, and in QBI i did not touch any of the setting from day one i set it up

Thank you

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I'm not quite understanding your issue. Please call me Thursday afternoon.

Thanks,
Adam

Hi All,

I am in the middle of moving from California to Oregon, selling one house and buying another, and packing. So, I apologize for any delays in QBI support during this time. It also means some delay in completion of QBI 4.x, but I have made a lot of progress on it and will devote a lot of hours to it as soon as I can.

Thanks,
Adam

Hi Adam

It is not emergency , it can wait untill you Finish your move.

Good luck to you.

Adam,

In the Configuration and User Manual, in the Set up section (13a), it states to select "Paid w PayPal" when using PayPal IPN. I use PPEC (PayPal Express Checkout). Will QBI work with both, or is that my problem with getting orders to import as receipts instead of invoices?

Thanks,
John

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Originally Posted by swingandmiss

Adam,

In the Configuration and User Manual, in the Set up section (13a), it states to select "Paid w PayPal" when using PayPal IPN. I use PPEC (PayPal Express Checkout). Will QBI work with both, or is that my problem with getting orders to import as receipts instead of invoices?

Thanks,
John

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Make sure to look at my fix for PayPal on message page 49 of this thread. I haven't tested with PayPal Express Checkout yet. If the PayPal method you use is invisible to the customer, choose "Paid Online" instead of "Paid w PayPal." "Paid with PayPal" is only if your customer has to go off-site to the PayPal site to pay.

Thanks,
Adam

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Originally Posted by adam5532

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

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Do you have an idea when this release will occur? I'm setting up a new store, and multiple attributes are a major feature of my sales process.

By the way, the registration form is down on your site.

Thanks for a great contrib! You're a genius. :smartalec:

Adam,

The fix on page 49 of this thread did the job, as we discussed. However, something weird is happening as some of the orders are missing. This is the case before the iif is ever downloaded. For instance, in the QBI download section it says:

Quan: 336
No.: 6 to 703

However, there are 697 orders. It just skips some. And the issue shows up in the iif file as well. At one point it skips from order 420 to 506, and many other similar examples. Any idea on why it would do this?

Thanks,
John

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Originally Posted by adam5532

First, are you using Invoices or Sales Receipts? If you are using Invoices as you say, then I will assume that you do not have a payment gateway and do not process payments online -- otherwise, you should be using Sales Receipts.

You can not create Invoice numbers AND use the sequential QB invoice number - they are mutually exclusive options, as it can't be both at once. If you use Sales Receipts, then you have to use the sequential QB numbers. In either case, the Zen Cart order number goes into the PO Number field, which you can place on the Invoice or Sales Receipt using the QB templates.

Let me know if this is still unclear.

Thanks,
Adam

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Thank you for replying, I understand what you are saying, but I may need clarification on how to remedy this for our setup.

Our QuickBooks system uses invoices, and our site does not have payment processing. Currently, most of our orders are placed by fax and phone.

If the quickbooks sequential invoice number cannot be used with my setup, when the orders are imported do I have to manually enter the invoice number in quickbooks? I do not want to have random invoice numbers with web codes attached to them, but if that is my only option I can deal with it.