Quickbooks Import QBI

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Originally Posted by swingandmiss

I'll give it a go on my test site soon. Thanks for the answer.

Sales Tax Question: As the year has ended and I'm trying to prepare my sales tax return, I've run into an issue. When I import the QBI iif file, it sets each item to non-taxable for out of state orders. While this isn't a huge problem, as the resulting sales tax is still calculated correctly, my sales tax report is more complicated than need be (as I typically set a complete order as non-taxable rather than individual items for orders inputed by hand). Is this how QBI is supposed to work, or did I mess up a setting?

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Hi,

You had me worried here, but I double checked the behavior of Quickbooks, and QBI is working as it should.

The tax status of the order follows the tax status of the customer. There isn't a true way to set an order as taxable or non-taxable (there actually is a field in the iif file, but it is supposed to match the customer's tax status, and on the Invoice template inside of Quickbooks there is no way to control the overall tax status of an order).

If you create a new order from within QB, using a taxable (in-state) customer, and add items to it, you'll see that items that are taxable will show "Taxable" in the Tax column. However, if you create a new order from within QB using a non-taxable (out-of-state) customer, you'll see that when you add those same items, they now show as "Non-taxable" in the tax column. So, on an order to a non-taxable customer, every item is always set to 'Non-Taxable', and QBI is properly setting this in the iif file.

Thanks,
Adam

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Originally Posted by psr racing

Without reading through 63 pages of posts I just need to know, will this addon give me the ability to quicky produce a total $ value of all orders between 2 dates and also the tax component of those orders? I need this to do my quarterly BAS statement (Australia) but dont really need to send all orders and customers and stuff to quickbooks, just need to be able to extract those totals. Kind of surprised something that isn't built into zencart.

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QBI imports orders from Zen Cart into Quickbooks. Once they are in Quickbooks, you can run a Quickbooks report to get your financial information. Quickbooks is the financial software. QBI is an advanced transfer utility and does not do any kind of financial reports. QBI currently only works with US versions of QB. Support for non-US versions is under development.

Thanks,
Adam

Thanks, have been informed the 'Sales Report' addon should be what I'm after.

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Originally Posted by adam5532

Hi,

You had me worried here, but I double checked the behavior of Quickbooks, and QBI is working as it should.

The tax status of the order follows the tax status of the customer. There isn't a true way to set an order as taxable or non-taxable (there actually is a field in the iif file, but it is supposed to match the customer's tax status, and on the Invoice template inside of Quickbooks there is no way to control the overall tax status of an order).

If you create a new order from within QB, using a taxable (in-state) customer, and add items to it, you'll see that items that are taxable will show "Taxable" in the Tax column. However, if you create a new order from within QB using a non-taxable (out-of-state) customer, you'll see that when you add those same items, they now show as "Non-taxable" in the tax column. So, on an order to a non-taxable customer, every item is always set to 'Non-Taxable', and QBI is properly setting this in the iif file.

Thanks,
Adam

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Adam, that's not how it works in Quickbooks for me. If I create an invoice for a customer that is out of state, it keeps the taxable items as taxable and marks the entire order as "Out of State" with a zero percent tax rate. It's odd that Quickbooks behaves differently. I wonder if I changed a setting to make it behave this way, but I honestly can't think of it. What version are you using? I'm using 2007 Premier.

hello adam. thank you for your contribution. i'm using zen cart 1.3.7.1, qbi 3.2.1 and qb 2008 pro. when i import my qbi iif file into quick books, it adds all of my products (noninventory items) as service items and i'm unable to change them from service to noninventory (grayed out). i uploaded my item list and went through setup and matching for my products, but it still does the same thing. as a result, my income account is not picking up the payment information. i've been through the manual several times. right now i have nothing checked for "match types" (it does the same thing). i've tried it with noninventory checked. perhaps i'm looking in the wrong place. any help would be greatly appreciated. thanks.

THank you for this add on as well. I have tried to find posts that were similar but got lost around page 20... :blush:
BUt

I was able to import my customers and my products with no errors. and 1 new order again no errors.

But when I try to import my history of orders it errrors every time and now its says there is duplicates.

It says something to the effective error on line ### blank line and error on line ### for another reason. I was trying to get a screen shot but could not get it work. it will go about 1/2 way through the import and then quickbooks closes...

the 2nd import showed duplicates so some of the items obviously imported but I don't know what I am doing wrong..

Any help is appreciated my accountant wants my qb file w/in 7 days and i have 11 months to enter :) I switched accounting programs in nov and nothing carried over :oops:

On a side note I have it set to import as sales receipts and it came as invoices :) ???

i think i figured this out. i changed my config settings so that i am not matching types or using default item. i ensured that all my product names and attributes were setup in my item list EXACTLY as they are in my cart (by looking at the names/formats used for the products that were imported and assigned to the wrong type (service)). i had to re-enter everything. once i was certain the name (in qb) and model (in cart) were identical, i disabled product matching and everything imported in perfectly! :clap:

Ok Thanks DeepWater- I got my products fixed with that. BUT my import still won't work......(for previous sales I mean :) )

How do I register QBI? Is this needed at all? Is there value to purchasing QBI ver3.6 from the website? I have more questions, but thought I'd make sure this is done first. Thanks!