Quickbooks Import QBI

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Originally Posted by ctcentralinfo

When I upload orders iif files to Quick Books, I get the following warning:




I then get an error message about my files not being able to being uploaded. What could I be doing to fix this?

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You do not have the Item accounts set up correctly on the QBI Configure page. They must all be filled in, and match your QB accounts. More details are in the QBI manual.

Thanks,
Adam

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Originally Posted by canemasters

I'm really looking forward to using this mod, but there is one problem that is stopping me.

I can not have this mod creating my order numbers for me. I need quick books to assign all order numbers. I currently use a format of "0709123" Year, month, order number basically. We get phone orders all the time, which means that I input orders manually sometimes into quick books.

I guess I basically want to turn off the order number feature that QBI it trying to create, and let quick books keep my order number format when importing orders. Is this possible?

Thank you!

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QBI can't create your order number with the date in it like you have above. There is a way to avoid conflicts with manually entered orders -- the instructions for setting up QBI this way are in the users' manual.

Thanks,
Adam

Hi i was wondering if this addon would be suitable for me.

I have a client who uses Quickbooks. She has a database on Quickbooks of all the products in her store. I was wondering if QBI allows for the importing of that database of products to the online store?

I guess the main problem right now is that we have a large list of products on Quickbooks but we don't want to type in the products one by one onto the zen-cart admin panel. Wanted to see if QBI would allow a direct transfer of quickbook products into a list of products on the online store?

A second question I have is, if the products on quickbooks are in Chinese language, will I run into any problems with QBI?

Thanks for the help!!

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Originally Posted by col301

Hi i was wondering if this addon would be suitable for me.

I have a client who uses Quickbooks. She has a database on Quickbooks of all the products in her store. I was wondering if QBI allows for the importing of that database of products to the online store?

I guess the main problem right now is that we have a large list of products on Quickbooks but we don't want to type in the products one by one onto the zen-cart admin panel. Wanted to see if QBI would allow a direct transfer of quickbook products into a list of products on the online store?

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No. QBI will export your Zen Cart products into Quickbooks, but not the other way around. This capability is planned for QBI 4.x.

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A second question I have is, if the products on quickbooks are in Chinese language, will I run into any problems with QBI?

Thanks for the help!!

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I don't think it will work, as I don't think the iif text file format will support extended character sets. Maybe I'll add that to QBI 4.x, but I haven't looked into this issue yet (never has been asked before!).

Thanks,
Adam

Saw in a previous post that this should be in the next version... any ballpark on when that might be around? I have a potential install and I'm either going to cut them lose or tell them it can be done, but if the next version won't be out for a year I don't think I can delay him that long!

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Originally Posted by avansant

Saw in a previous post that this should be in the next version... any ballpark on when that might be around? I have a potential install and I'm either going to cut them lose or tell them it can be done, but if the next version won't be out for a year I don't think I can delay him that long!

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There was a big delay due to moving from the San Francisco Bay Area to Portland Oregon, but now I am working on it daily. It won't be a year -- I know I keep saying two more months, but that's a ballpark. When I get closer I will let everyone know. But I am working on it every day. New features I'm working on right now include (optional) automatic conversion of attributes into separate line items, and intelligent PO creation (ability to split by manufacturer, and ability to group all orders of the day for each manufacturer on a PO, and to split by manufacturer and customer for drop shipment). Also planning on inventory updating from QB to Zen. And of course UK and Canada support. The more advanced features will not be in the free version.

Thanks,
Adam

Thanks for the update!

sorry for barging in here with a noob question. but, there's better things i can do with my time than reading 55 pages worth of posts ;)

hopefully someone who's been following along can answer this quickly for me. will this QBI allow me to easily syncronize my Quickbooks premier 2007 inventory (which is what we do our purchasing and receiving with) with Zencart 1.3.7?

if not, is there a tool that will?

if so, is this a big chore that should only be performed at large intervals? or is this something simple enough to run daily when we close out quickbooks for the night?

and, what happens with new inventory that has never been created in ZC? does it create new products with the available info? skip altogether? something else?

thanks for any help.

Actually, your question has been asked many times throughout this forum. Adam is working on a new version that will resolve updating QBI to ZC. I provided a possible workaround to use in the meantime in this post.

Thank you so much for this contribution, Adam. I have a question regarding inventory quantities. I have a brand new website. I read through the user manual and completed the configuration and set-up. I successfully downloaded all of my products from zen cart to a new QuickBooks file that I just set up (it had no products listed yet). The IIF file transferred smoothly, but it did not import any quantities of my products into QuickBooks. The product quantities are listed correctly in zen cart. I did some research and it sounds like inventory is supposed to transfer from Zen Cart and update automatically in QuickBooks. I've looked through the manual and the config page and can't seem to figure this out. Am I doing something wrong? Do I need to enter my initial inventory manually into QuickBooks?