Quickbooks Import QBI

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Originally Posted by ctcentralinfo

Do you have to format your store in Quick Books before you export and upload List Item, Shipping Method List, and Payment Method. I uploaded the iif per instructions and in set up I get prompted to process the iif, but I don't get the the match/payment and fields like in chart 15-1 in the configuration manual. I made sure the default was set for configuration in QBI.

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You need to have payment and shipping methods already set up in QB, or there's nothing to export from QB and upload into QBI. If you are just starting with QB, see the QB manual.

Thanks,
Adam

I am getting this error message when I try to download a iif file:

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Warning: fopen(/home/wwwcool/public_html/admin/qbi_output/qbi_orders.iif) [function.fopen]: failed to open stream: Permission denied in /home/wwwcool/public_html/admin/includes/classes/qbi_classes.php on line 2371
Unable to create or open output file for writing. Check that the qbi_output directory is set to CHMOD 777.

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According to the hosting company I am currently using the permissions for qbi_output/qbi_orders.iif are correct. I also recently upgraded to 1.3.8 maybe the new upgrade might be causing issues?

Would the moderator remove the username that I added to my post by mistake. It would help if you would increase the time you can edit a post possibly give members 30 minutes.

The issue was with the way that the module creates new files ( not a dig adam )
When the system creates new files in the output folder its gives them to nobody:nobody this is not a problem unless you are running php as cgi,

It would be a good idea to add a sniffer to see if php is cgi and if so add files to username:username

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It would be a good idea to add a sniffer to see if php is cgi and if so add files to username:username

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And how would I go about doing this, I have no idea what a sniffer is.

That comment was to the author,

we manually set tyhe correct group and user for your files

Alright I have another question, for payment types in setup/payments I have:

American Express
Cash
Check
Debit Card
Discover
Gift Card
MasterCard
Visa

But I don't have Check/money order, or Credit card online, listed . Is their something I left out?

My bad, I realize that this info is probably from my store in Quick Books. I ran through the basic setup feature and I will have to go in and add them in Quick Books myself.

How can I go about fixing this?

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Warning: A product is missing the model name! Correct this issue before creating iif files!

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Never mind, I found the product with the missing product number.

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Originally Posted by Merlinpa1969

The issue was with the way that the module creates new files ( not a dig adam )
When the system creates new files in the output folder its gives them to nobody:nobody this is not a problem unless you are running php as cgi,

It would be a good idea to add a sniffer to see if php is cgi and if so add files to username:username

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Thanks for the suggestion. Please pm me with more details about this, and why PHP as a cgi does this vs PHP as an Apache module.

Thanks,
Adam

Hi Adam,

I was wondering if you have an estimated date for the QBI 4.0 release (UK market support),

Does it have the same features as the Datalink software?
http://www.datalinkuk.com/products-s...or-quickbooks/

Fully automated order download
Offline catalogue maintenance
Fully automated catalogue upload
Minute, hourly, daily or weekly data transfer scheduling
Secure data transfer
Automatic customer account creation in QuickBooks
Downloads UNLIMITED orders
Synchronises stock levels between QuickBooks and the Online Store
Maintains extensive logs
Automatic notification of system updates.

Please let me know the main difference between the two.

Many thanks,
Ed

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Originally Posted by ed0607

Hi Adam,

I was wondering if you have an estimated date for the QBI 4.0 release (UK market support),

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I'm working on it. No estimated date yet.

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Does it have the same features as the Datalink software?

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I haven't used Datalink. From looking at their website and user manual, it looks like a very simple transfer utility. QBI has far more features and flexibility, and the latest version has extensive attribute handling options. You can see the QBI feature list, and keep up on its development at the QBI website, http://www.qbisoftware.com

Thanks,
Adam

Hi Adam,

Thank you very much for your quick reply
Keep the good work.

Happy New year..:clap:

Ed

Hi,

Sorry if this question has been asked before, but is this mod available for the UK and which versions of Quickbook does it work with?

Thanks

Regards

Adam

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Originally Posted by JOKESBYPOST

Hi,

Sorry if this question has been asked before, but is this mod available for the UK and which versions of Quickbook does it work with?

Thanks

Regards

Adam

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Please look at post #614 above.
Thanks,
Adam

Hi Adam, Had a long year away with my mom ill and am just getting my head back into QBI for our year end stuff.

Previously I had a problem with the status changing on shipped orders to processing and I realize now I must have uploaded an iif file unintentionally.

On two new concerns,

1. I noticed that many customers are missing in a created iif and the commonality they seem to have is having registered without ordering.

2. Also orders placed before the calendar year, possibly since we ran an accountants report for our 2006 filing, those orders don't import but the customer does showing "0" order history.

Is this the way it is supposed to work?

Hi Adam again....another problem...

In post 508 you say to follow the uninstall guidlines for QBI but I can't find any. So...I just removed all the files from the server as it seemed to be overloading something, according to my tech support.....he asked if I had compressed my databases??

Well I just can't see to load the zen admin very well...takes forever and everything els on the site works find. THis is after working with the config and trying to create iif files that made sence to me. Now, I have QBI in the menu but of course no QBI installed. How do I get it out of the menu???

My ultimate goal is to do a clean install I guess...but my admin load problems are not cured.

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Originally Posted by athena

Hi Adam, Had a long year away with my mom ill and am just getting my head back into QBI for our year end stuff.

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Hope you mom is doing better.

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Previously I had a problem with the status changing on shipped orders to processing and I realize now I must have uploaded an iif file unintentionally.

On two new concerns,

1. I noticed that many customers are missing in a created iif and the commonality they seem to have is having registered without ordering.

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QBI does not import customers who have not placed orders. The reason is because due to the way the address book works (from the osC original), there is no separate billing and shipping addresses for those people, and hence their complete information is unknown. However, I will be adding an option in future versions to import those customers as well, and use their address for both billing and shipping.

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2. Also orders placed before the calendar year, possibly since we ran an accountants report for our 2006 filing, those orders don't import but the customer does showing "0" order history.

Is this the way it is supposed to work?

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QBI does not look at the date. It only checks the 'order status' and the 'QBI imported status.' So, if an order is not showing up, it is not meeting those criteria. Doesn't sound like a QBI issue.

Thanks,
Adam

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Originally Posted by athena

Hi Adam again....another problem...

In post 508 you say to follow the uninstall guidlines for QBI but I can't find any. So...I just removed all the files from the server as it seemed to be overloading something, according to my tech support.....he asked if I had compressed my databases??

Well I just can't see to load the zen admin very well...takes forever and everything els on the site works find. THis is after working with the config and trying to create iif files that made sence to me. Now, I have QBI in the menu but of course no QBI installed. How do I get it out of the menu???

My ultimate goal is to do a clean install I guess...but my admin load problems are not cured.

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I don' think your slow admin has anything to do with QBI. To uninstall QBI 3.21b completely, just download it from the Zen Cart contributions section if you don't still have the download. Follow the installation instructions in reverse, and remove all the files. You can locate those files by opening up the file tree in the download - you'll find the file that adds the menu items there -- you didn't remove it.

If you have 3.21 (without the b), then download the older version for the instructions on how to remove the menu item.

Thanks,
Adam

Thanks so much for responding on ny eve...(Happy?). I will check the manual as since my post a reinstall now has me showing two QBI in the drop down menu both accessing the new installed files.

Am more convinced that the slow admin is another mod's problem and am in dialogue with the author.

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Originally Posted by athena

Thanks so much for responding on ny eve...(Happy?). I will check the manual as since my post a reinstall now has me showing two QBI in the drop down menu both accessing the new installed files.

Am more convinced that the slow admin is another mod's problem and am in dialogue with the author.

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Remove the menus by reversing the 3.21 (not 3.21b) instructions and you will have one menu item remaining.

Thanks,
Adam

Hi, I'm sorry if this has been asked already, I tried several searches on this thread for "sales order", but I couldn't find the answer.

I need to know if this mod can import orders as sales orders
The reason why I ask is that many times I don't have all ordered products in stock and a sales order allows me to keep track and fulfill backorders. A regular invoice or sales receipt won't do this.

I use QB Premier 2006.

Thanks.

P.S. Actually, I did ask this a long time ago. The answer was yes, but I really never saw a way to do this. Just checking again to see if this has been updated.

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Originally Posted by tj1

Hi, I'm sorry if this has been asked already, I tried several searches on this thread for "sales order", but I couldn't find the answer.

I need to know if this mod can import orders as sales orders
The reason why I ask is that many times I don't have all ordered products in stock and a sales order allows me to keep track and fulfill backorders. A regular invoice or sales receipt won't do this.

I use QB Premier 2006.

Thanks.

P.S. Actually, I did ask this a long time ago. The answer was yes, but I really never saw a way to do this. Just checking again to see if this has been updated.

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QBI can produce Invoices, Invoices with Payments, and Sales Receipts. It can not produce Sales Orders. This is on the wish list and I plan to add this to version 4.0.

Thanks,
Adam

Thanks for the info Adam, that's good to know.

I guess you know what my next question would be :)
Do you have an estimated time when v4 will be ready?

Is QBI compatable with 1.3.8a? I've been using QBI 3 since last summer without any problems and don't want to break anything right now.

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Originally Posted by swingandmiss

Is QBI compatable with 1.3.8a? I've been using QBI 3 since last summer without any problems and don't want to break anything right now.

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I have not heard of any problems using QBI with 1.3.8a. QBI is almost completely independent of the Zen Cart code, so it is pretty much unaffected.

Thanks,
Adam

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Originally Posted by adam5532

I have not heard of any problems using QBI with 1.3.8a. QBI is almost completely independent of the Zen Cart code, so it is pretty much unaffected.

Thanks,
Adam

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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?

Is there any discount code floating around for those of us who would like to buy QBI Version 3.60? Thanks!

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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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!

I just my upgrade to 1.3.8 and QBI carried through fine without having to reinstall or reconfigure. There is one little issue and that's the drop down text says "BOX_CUSTOMERS_QBI". If you click on it, you go to the QBI page, so it works, it just doesn't say the correct menu text. Do you have an idea of what I missed and how to fix it?

Hi

Where can I download the latest Quickbooks Import Addon?

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Originally Posted by swingandmiss

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.

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Don't see any setting that would change this. I'm using 2008 Premier, but I'm pretty sure it was the same for me with 2007 Premier and 2006 Pro, as that's why I set QBI to follow this behavior. No-one has commented about this issue before. Not sure why yours is working differently. I'd think this would be best anyway, because you'd want sales to out-of-state customers to be recorded as non-taxable product sales. On your sales tax return, you can use the taxable product sales only, or take the total product sales and subtract the non-taxable product sales, depending on how your return works.

Thanks,
Adam

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Originally Posted by deepwatersdotinfo

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.

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Unless you are using Matching in QBI, your Product Model in Zen Cart must exactly match the Item Name in Quickbooks. If you import an order that contains a product that does not already exist in QB, it will create a new one as a Service.

Open your iif file in Excel and look at it to determine what is happening. Maybe one of your matches is not getting converted.

- Adam

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Originally Posted by luvingmamma

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:

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Importing old orders can cause problems for the following reasons:
1) A product in the orders has been deleted from Zen Cart (never delete products - just deactivate them).
2) You charge sales tax and the tax rate has changed
3) An order contains a discount coupon or low order fee that has not been set up in QBI.

Resolving these issues can be time consuming. You will need to track down the errors. Open the iif file in Excel. The line number in the QB error message is the last line of the order in which there's a problem.

The duplicate order message is because you've tried to import the same iif file multiple times. The order without problems will import again each time and you'll get duplicates.

Thanks,
Adam

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Originally Posted by luvingmamma

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

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Make sure that the payment method you are using is configured in QBI, Setup Payments and Match Payments.

Thanks,
Adam

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Originally Posted by swingandmiss

I just my upgrade to 1.3.8 and QBI carried through fine without having to reinstall or reconfigure. There is one little issue and that's the drop down text says "BOX_CUSTOMERS_QBI". If you click on it, you go to the QBI page, so it works, it just doesn't say the correct menu text. Do you have an idea of what I missed and how to fix it?

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You are missing the file /catalog/admin/includes/languages/english/extra_definitions/qbi_box_customers.php

Thanks,
Adam

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Originally Posted by thoward

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!

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Registration is not needed. Some time when I have time I will restore registration for the free version. It does not affect operation of the software.

I'm not allowed to discuss the non-free version here. Please post your questions about that on the qbisoftware website.

Thanks,
Adam

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Originally Posted by adam5532

Don't see any setting that would change this. I'm using 2008 Premier, but I'm pretty sure it was the same for me with 2007 Premier and 2006 Pro, as that's why I set QBI to follow this behavior. No-one has commented about this issue before. Not sure why yours is working differently. I'd think this would be best anyway, because you'd want sales to out-of-state customers to be recorded as non-taxable product sales. On your sales tax return, you can use the taxable product sales only, or take the total product sales and subtract the non-taxable product sales, depending on how your return works.

Thanks,
Adam

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Well, it's not a big really. My accountant understands the way it displays in the report, and Quickbooks calculates it correctly.

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Originally Posted by adam5532

You are missing the file /catalog/admin/includes/languages/english/extra_definitions/qbi_box_customers.php

Thanks,
Adam

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Thanks!

I have tried for 2 days to get this working and I don't know what I am doing wrong!

I followed all the instructions. I just installed a clean copy of QB Premier 2007. I installed QBI and updated the configure with defaults. I uploaded the lists.iif file from QB and then did the setup tab in QBI. I downloaded new products, customers, previous orders and imported into QB.

Everything imported fine, all my products, customers, but the orders.iif WILL NOT import. I keep getting this error that the transaction is not in balance.

Sales tax is setup. I don't know where to check the shipping and income accounts in QB to see if those entries in QBI are giving me the issue.

Please help!!!

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Originally Posted by simetra

I have tried for 2 days to get this working and I don't know what I am doing wrong!

I followed all the instructions. I just installed a clean copy of QB Premier 2007. I installed QBI and updated the configure with defaults. I uploaded the lists.iif file from QB and then did the setup tab in QBI. I downloaded new products, customers, previous orders and imported into QB.

Everything imported fine, all my products, customers, but the orders.iif WILL NOT import. I keep getting this error that the transaction is not in balance.

Sales tax is setup. I don't know where to check the shipping and income accounts in QB to see if those entries in QBI are giving me the issue.

Please help!!!

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Open the iif file in Excel. Look at the order -- the error message in QB will give you the line number for the last line of the order with the problem.

Compare the order in the iif file to the order Invoice in Zen Cart. You will see the problem because a line item will be missing or have the wrong amount -- missing item, incorrect sales tax, discount coupon or low order fee not configured in QBI, etc.

Thanks,
Adam

It shows line 11.

When I look at the excel file line 11 only shows:
ENDTRNS

any ideas?

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Originally Posted by simetra

It shows line 11.

When I look at the excel file line 11 only shows:
ENDTRNS

any ideas?

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Read again:

"Look at the order -- the error message in QB will give you the line number for the last line of the order with the problem."

Thanks,
Adam

I deleted all those lines out and it worked!

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Originally Posted by simetra

I deleted all those lines out and it worked!

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The point wasn't to delete the lines. The point was to look at them to determine what the problem was, so that it could be corrected and not happen in the future. By deleting the lines, you are in exactly the same place you were before -- the order has not been imported.

- Adam

You are right. It shows that the import was successful but no orders show.
The ones with errors are blank rows with just ENDTRS in one cell. I don't understand how to figure out what is wrong with the line. Does it stand for end of transaction? There is no item or anything there, just that one word and then a blank row....

Any ideas on how i can tell what part of the transaction is causing the issue?

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Originally Posted by simetra

Any ideas on how i can tell what part of the transaction is causing the issue?

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The transaction is in the lines above ENDTRNS.
Compare those line items to the receipt in Zen Cart.
You'll have a line for each product purchased, and lines for discounts and sales tax, if you use them. If the line doesn't match the invoice, then you know where the problem is.
If you charge sales tax, make sure that you have set it up properly in QBI. Discounts and Low Order fee must be set up. And, all products must have a Model.

Thanks,
Adam

Adam,
I have been through the configuration manual and all related threads here. I cannot get QBI to import as a sales receipt. Payment methods have been setup and matched as you describe. Is it possible that I have an issue because all of my products are actually services in Quickbooks?
Thanks,
Barry

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Originally Posted by barrys

Adam,
I have been through the configuration manual and all related threads here. I cannot get QBI to import as a sales receipt. Payment methods have been setup and matched as you describe.

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What payment module are you using?

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Is it possible that I have an issue because all of my products are actually services in Quickbooks?
Thanks,
Barry

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This is unrelated. But, your products should not be set up as services in Quickbooks. I'm not sure if you mean that you did that on purpose, or they got created when you imported orders. Products must be set up in QB before importing orders. If they are not, they will incorrectly be created as services.

Thanks,
Adam

Thanks for the reply Adam. I am using the Payflow Pro module as well as Paypal Express.

Everything is set up as services because I do not sell actual products. I am using Zen cart for convention registrations.

Hi Adam,

This looks like a great contribution and one that would save hours of time but unfortunately i am located in the UK running a UK version of quickbooks. Do you have any plans to release a UK version? This is something I would gladly pay for if it was available.

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Originally Posted by asphole

Hi Adam,

This looks like a great contribution and one that would save hours of time but unfortunately i am located in the UK running a UK version of quickbooks. Do you have any plans to release a UK version? This is something I would gladly pay for if it was available.

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Yes, UK and Canadian versions are coming. No release date yet. Watch the qbisoftware site for updates.

Thanks,
Adam

I'm using Quickbooks Premiere 2006. I have imported customers and products to QB fine, but when I try and import orders, I get the following error:

Error on Line 6: Imported record has an invalid date. It should be MM/DD/YY.

the line number changes for each order.

I don't see a config option either in QBI or Quickbooks to allow/set the date format. Help?

Quote:

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Originally Posted by rmccown

I'm using Quickbooks Premiere 2006. I have imported customers and products to QB fine, but when I try and import orders, I get the following error:

Error on Line 6: Imported record has an invalid date. It should be MM/DD/YY.

the line number changes for each order.

I don't see a config option either in QBI or Quickbooks to allow/set the date format. Help?

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In Quickbooks, under Edit: Preferences: General: Company Preferences, try checking "Always show years as 4 digits".

Thanks,
Adam

Quote:

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Originally Posted by adam5532

In Quickbooks, under Edit: Preferences: General: Company Preferences, try checking "Always show years as 4 digits".

Thanks,
Adam

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I looked at that option, and it was already checked.

I hand-edited the iif file, to make the date on the TRSN line of each transaction mm/dd/yy (ex 02/03/08), but keep the rest of the lines 02/03/2008, and it imports fine.

Odd

Quote:

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Originally Posted by rmccown

I looked at that option, and it was already checked.

I hand-edited the iif file, to make the date on the TRSN line of each transaction mm/dd/yy (ex 02/03/08), but keep the rest of the lines 02/03/2008, and it imports fine.

Odd

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There must be a setting somewhere in your Windows or Quickbooks affecting this, because it hasn't come up before in 3 years and 10's of thousands of users!

- Adam

Strange. Basic QB install, and XP Professional. US English, nothing fancy.

Just FYI, too, this is exporting previous orders.

Quote:

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Originally Posted by rmccown

Just FYI, too, this is exporting previous orders.

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If you export current orders, do you not get this problem?

Thanks,
Adam

What I am looking to do is this.

Take pre Orders from my customers.

But charge them months later when the item becomes available.

Can this be done by exporting the information to quickbooks.

Then when the item gets shipped out charge the customer through Quickbooks and my merchant??

Quote:

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Originally Posted by milobloom

What I am looking to do is this.

Take pre Orders from my customers.

But charge them months later when the item becomes available.

Can this be done by exporting the information to quickbooks.

Then when the item gets shipped out charge the customer through Quickbooks and my merchant??

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Yes, this is no problem for QBI. The order would be imported as an Invoice. Once it is in Quickbooks, it is just like any other Invoice in QB, and you can charge them whenever you wish using the built-in Quickbooks Merchant Service or whatever system you have. Note however that the credit card information is not imported (the iif format doesn't allow this), although there is a way to modify the QBI template so that it imports as a comment on the invoice.

Thanks,
Adam

Adam I posted a bug report some time back in post 476 where QBI does not match an item with one attribute in Zen with a group in Quick Books. I posted another follow up in post 581 where you said that you had forgotten all about it and would take a look at it. I haven't heard anything more on this bug. I have not been able to use QBI because almost all of my items are in groups in QB. Do you have a code fix for it yet?

Thanks

Adam,
It appears you are the person to ask.
Does the QBI work with Quickbooks POS or just PRO?

Quote:

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Originally Posted by djstern

Adam I posted a bug report some time back in post 476 where QBI does not match an item with one attribute in Zen with a group in Quick Books. I posted another follow up in post 581 where you said that you had forgotten all about it and would take a look at it. I haven't heard anything more on this bug. I have not been able to use QBI because almost all of my items are in groups in QB. Do you have a code fix for it yet?

Thanks

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Hi,

I have not had any other reports of this problem. I don't know if it is something particular to your server or your products. I would probably need to look at your QBI to see the issue and reproduce it. But, I don't provide that level of support for the free version of QBI, nor do I plan on bug fixes (it is already essentially bug free), nor do I currently have it installed, as it is one year old and has long been superseded by later versions. If the free version does not meet your needs, you might consider the non-free version. I may offer an updated free version when 4.0 is released.

Thanks,
Adam

Quote:

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Originally Posted by guynumber6

Adam,
It appears you are the person to ask.
Does the QBI work with Quickbooks POS or just PRO?

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Just US versions of Pro, Premier, or Enterprise. POS and non-US capability is planned for the future.

- Adam

Quote:

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Originally Posted by adam5532

Hi,

I have not had any other reports of this problem. I don't know if it is something particular to your server or your products. I would probably need to look at your QBI to see the issue and reproduce it. But, I don't provide that level of support for the free version of QBI, nor do I plan on bug fixes (it is already essentially bug free), nor do I currently have it installed, as it is one year old and has long been superseded by later versions. If the free version does not meet your needs, you might consider the non-free version. I may offer an updated free version when 4.0 is released.

Thanks,
Adam

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Actually, in your earlier reply to my post on this issue when I first reported it, you did indicate that it was a bug and would be fixed. When I later brought it up again after a considerable amount of time had passed you admitted that it had fallen through the cracks and that you would look at it and that it had been assigned issue #21. So far I have not been able to use QBI at all because of it's inability to handle groups in QB. I had hoped that after all this time it would finally be fixed.

Ok I downloaded this contribution to try it before I go with the paid version and I must be overlooking something very important but be darned if I can find it!!!

I installed the catalog into my main shoppping cart directory (just downloaded it today). But when I go to the customers menu there is nothing there. So I tried to run the qbi_install.php for the heck of it (figuring I have the back up can't do much harm). Well when I do that I get a missing file error message...
Warning: main(includes/application_top.php) [function.main]: failed to open stream: No such file or directory in *****store/catalog/admin/qbi_install.php on line 22

Warning: main(includes/application_top.php) [function.main]: failed to open stream: No such file or directory in *****store/catalog/admin/qbi_install.php on line 22

Warning: main(includes/application_top.php) [function.main]: failed to open stream: No such file or directory in *****store/catalog/admin/qbi_install.php on line 22

Fatal error: main() [function.require]: Failed opening required 'includes/application_top.php' (include_path='.:/usr/lib/php:/usr/local/lib/php') in *****store/catalog/admin/qbi_install.php on line 22

(Note *** replaces the file structure for security...)

Now where the heck is this application_top.php file? I redownloaded this this 3 times... any help please?

Rich

Wow what an idiot i am... nevermind I found what I did wrong... sorry!!!

Rich

I might of missed in earlier posts it but If we have part #'s with different colors, Will this import into quickbooks as an attribute?

Thanks,

Ben

Quote:

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Originally Posted by ncmx1

I might of missed in earlier posts it but If we have part #'s with different colors, Will this import into quickbooks as an attribute?

Thanks,

Ben

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Yes, attributes will become sub-items in Quickbooks.
- Adam

Thanks!

I am looking forward to using this.

I am bad need of an accounting program and it looks as if QB is the best solution.
My question for all of you that use this, what verision do I need to get? I am running Vista if that makes a difference.
Thanks for any help or ideas!

Quote:

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Originally Posted by helpme

I am bad need of an accounting program and it looks as if QB is the best solution.
My question for all of you that use this, what verision do I need to get? I am running Vista if that makes a difference.
Thanks for any help or ideas!

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To use it with QBI, you need US versions of Quickbooks Pro, Premier, or Enterprise. QBI works with all years, including 2008.

Thanks,
Adam

Hi there,

I am using the quickbooks import and am very impressed. Well done.

I have a slight problem though with the way the addresses are formatted in Excel.

I have the box unticked in the configuration for the "Limit addr to 3 lines", but in the excel sheet, most of the address (the city, county, and postal code) is contained within one cell labelled "BADDR4".

It is taking ages to seperate them in Excel. I wonder if it is possible to have these fields seperated into 3 fields automatically?

Many thanks.

Hi,

Quote:

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Originally Posted by chris parker

Hi there,

I am using the quickbooks import and am very impressed. Well done.

I have a slight problem though with the way the addresses are formatted in Excel.

I have the box unticked in the configuration for the "Limit addr to 3 lines", but in the excel sheet, most of the address (the city, county, and postal code) is contained within one cell labelled "BADDR4".

It is taking ages to seperate them in Excel. I wonder if it is possible to have these fields seperated into 3 fields automatically?

Many thanks.

---

From your use of "unticked" instead of "unchecked," I suspect you are in the UK? QBI 3.21 only works with US versions of Quickbooks. For US addresses, City, State, and Postal Code all go on one line -- this is as it should be, to conform with address format standards in the US. QBI will put it on the 3rd or 4th line, depending on whether the address includes a company name or just a personal name.

The checkbox is for very old versions of Quickbooks, which only support a maximum of 3 address lines instead of 5. In this case, QBI will put everything on 3 lines, combining the company and personal names on one line if necessary. Since no-one should be using a version of QB that is that old, this feature has little usefulness any more and will likely be dropped in the future.

Unfortunately, the iif format only supports address lines. There are no separate fields for Company, Name, Address, City, State, Postal Code, and Country (actually, there are fields for Company and Name, but these are used elsewhere and not for the address block). The fields that it has are for the 5 billing and shipping address lines, so QBI has to construct the address, using US addressing conventions. Quickbooks parses these back out again in the background after the customer and order are imported.

QBI 4.x is planned to include support for Canadian and UK Quickbooks, with the appropriate address formatting.

Thanks,
Adam

Hi Adam, Any word on a version for Australia yet? desperately needed?
What did other Aussies do in the interim?

Quote:

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Originally Posted by jazzah

Hi Adam, Any word on a version for Australia yet? desperately needed?
What did other Aussies do in the interim?

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I can't give a time for completion yet. My current priorities are supporting current users, rewriting the manuals, eliminating any bugs, and completely automating the installation procedure. Following that, continuing on adding support for multiple tax zones, xml output, and UK and Canadian support, which will result in the release of 4.0. After that, I will look at other nationality versions of QB.

Thanks,
Adam

I just did an install of QBI Quickbooks Import V3.21b. When I go to admin and click on Quickbooks Import QBI I get the following server error:
Internal Server Error
The server encountered an internal error or misconfiguration and was unable to complete your request.

Please contact the server administrator, [email protected] and inform them of the time the error occurred, and anything you might have done that may have caused the error.

More information about this error may be available in the server error log.

Additionally, a 404 Not Found error was encountered while trying to use an ErrorDocument to handle the request.
:shocking:

I have renamed my admin folder for security reasons, but I'm pretty sure I placed the QBI Quickbooks Import files from admin into the correct places. I'm wondering if one of the QBI files has a hard reference to the admin folder which is causing this. I tried searching through the files without any luck. Does anyone have any possible solutions? I have not experienced any similar errors from my server prior to the install, which makes me think its QBI related rather than a server configuration issue.

Thanks! Clive

To add to my previous post -
I'm getting a "Premature end of script headers:" error in my server log.

Also, I have another test cart on the same server without renamed admin and QBI seems to work OK. 404 Not Found error is just due to a missing 500 error shtml file.

Clive,

Quote:

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Originally Posted by Stamper

I just did an install of QBI Quickbooks Import V3.21b. When I go to admin and click on Quickbooks Import QBI I get the following server error:
Internal Server Error
The server encountered an internal error or misconfiguration and was unable to complete your request.

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QBI does not care what name you have for your admin directory. But, make sure that your settings are correct in the Zen Cart configure.php file to reflect this.

Navigate directly to QBI by entering in your browser:
https://www.mywebsite.com/store/admin/qbi_create.php
(substituting your website and your correct store and admin directories).

If it opens, then there is an error in your menu link.

If you get a 404 error, then the file is likely not in that directory, and you need to check that you didn't upload QBI to the wrong place.

Thanks,
Adam

I get the same error with direct navigation.

I am also getting the same error on direct try. I guess I do not understand which directory it needs to be downloaded to. I have moved it around and still unsuccessful. Also, was I supposed to put one of the files direct into the zen php file?
Yes, I know you can tell, I am not proficient at this stuff. But I continue to try.
Thanks

Coffee1
Are you using an FTP program to add files to your store? If so, make sure its set to retain directory structures when copying files. Just open up the admin folder inside the unzipped QBI file in your FTP client and select everything in there (don't select the admin folder itself!). Locate the admin folder in your Zen Cart installation on your server. Drag and drop the contents from your local computer onto the admin folder on the server. They files should automatically be placed in the correct locations.
Its harder without an FTP client, as you have to look at each folder within the QBI unzipped file and place their contents manually into the equivalent folder in the Zen Cart install.

I resolved my problem with the 500 error after installing QBI. My hosting company servers run phpsuexec and it did not like some of the permissions. Futzing with the file permissions solved the problem. I think setting the qbi_output and qbi_input files to 777 as indicated in the Installation Manual (rather than 755) may have been the problem.

Hope this helps someone else with the same issue! :wink:

Thank you. Unfortunately for me, my web is frontpage based, so I guess I have alot of work to do.
Again, thanks.

Adam,

Long time QBI user here and love it. I recently added a second payment option to my site and am wondering if you can set QBI up to deposit into two different sales receipts accounts. My paypal payments should be deposited into my paypal account, which it does correctly, and my authorize.net payments should be deposited into my bank account, which it doesn't do correctly. Right now everything is shown as deposited into my paypal account. Anyway to fix this?

Thanks!

Quote:

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Originally Posted by swingandmiss

Adam,

Long time QBI user here and love it. I recently added a second payment option to my site and am wondering if you can set QBI up to deposit into two different sales receipts accounts. My paypal payments should be deposited into my paypal account, which it does correctly, and my authorize.net payments should be deposited into my bank account, which it doesn't do correctly. Right now everything is shown as deposited into my paypal account. Anyway to fix this?

Thanks!

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Hi,

I don't understand your question. Because, QBI creates Sales Receipts. All your income goes into the Undeposited Funds account and is shown in the "Payments to Deposit" window, and you can deposit them into different bank accounts when you reconcile.

Thanks,
Adam

Quote:

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Originally Posted by adam5532

Hi,

I don't understand your question. Because, QBI creates Sales Receipts. All your income goes into the Undeposited Funds account and is shown in the "Payments to Deposit" window, and you can deposit them into different bank accounts when you reconcile.

Thanks,
Adam

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Actually, the way I have it set up, it deposits everything into my "PayPal" account. With one payment option, such as PayPal, it works superb and is quite quick and easy. However, that doesn't work when you have two payment options.

To change it to the Undeposited Funds account, would that be the "Sales Receipt account" under configuration? And when you use this type of setup, do you have to deposit each individual transaction into the appropriate bank account?

Quote:

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Originally Posted by swingandmiss

Actually, the way I have it set up, it deposits everything into my "PayPal" account. With one payment option, such as PayPal, it works superb and is quite quick and easy. However, that doesn't work when you have two payment options.

To change it to the Undeposited Funds account, would that be the "Sales Receipt account" under configuration? And when you use this type of setup, do you have to deposit each individual transaction into the appropriate bank account?

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Yes, you would set "Sales Receipt Account" to "Undeposited Funds".

You need to do this anyway for Authorize.net, because your deposits are going to be grouped by what settled that day, so if you deposit sales individually, it won't match your bank statement for reconciliation. So, if you have sales of $35, $75, and $50 from 2 days ago, maybe $35 and $50 ($80) will go through one day, and $75 might go through with something else the next.

Thanks,
Adam