Quickbooks Import QBI

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Originally Posted by ouxly40

I knew it was a stupid question! I did not check the box : Tax is on" in QBI. No more errors.

So, Do I need to download new products first and import them to QB or will it just make a new product? I have not manually entered products in QB (there is 2300 of them).

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You must already have the products in QB, or use the products export in QBI to add them to QB.

If you do it on the fly, they will erroneously be added Services.

- Adam

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Originally Posted by Twbeebe

I have 4 customers that I am testing with. I looked at the IIF file and the header block is there, but not the Customers ? I cannot even proceed with modding the file for import, until I have something to mod ? Any suggestions ?

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QBI will only export customers who have placed orders.

Also, there is no reason to export customers, except for historical reasons. New customers will always be added when they place orders, and previous ones will be updated.

Thanks,
Adam

I have imported into QB all products (1613 of them). I have imported new customers (12 of them). When I try to import orders - QB always crashes. I have been tring some different setting in the config and it always causes a crash. I had to create 2 accounts ( undeposited funds, paypal), and still I just get a ncrash. There must be something simple I am overlooking. I have already made this work on my test store flawlessly.

Quote:

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Originally Posted by ouxly40

I have imported into QB all products (1613 of them). I have imported new customers (12 of them). When I try to import orders - QB always crashes. I have been tring some different setting in the config and it always causes a crash. I had to create 2 accounts ( undeposited funds, paypal), and still I just get a ncrash. There must be something simple I am overlooking. I have already made this work on my test store flawlessly.

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First, if you are using QB on a Mac, it can be prone to crashing when importing files.

Do some of the orders import? What's the order number of the last order that gets imported? That should tell you which order (probably the next one) may have a problem. Make sure you don't have any special characters in any product models, descriptions, or customer comments (symbols, quotes, etc) that could cause parsing problems for QB.

You can also split the iif file up to zero in on the order that is causing the problem. Make sure to only split between orders: They'll begin with !CUST and end with ENDTRANS.

- Adam

Yes, I am on Mac. I removed all but the first order and it still did. I set up QBI on a test ZenCart installation with a few products and 2 customers and it worked fine. Then I installed it on the real cart and now it crashes. I looked over the products, the customer info, checked that all accounts were entered exactly as in QB,,,

Quote:

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Originally Posted by ouxly40

Yes, I am on Mac. I removed all but the first order and it still did. I set up QBI on a test ZenCart installation with a few products and 2 customers and it worked fine. Then I installed it on the real cart and now it crashes. I looked over the products, the customer info, checked that all accounts were entered exactly as in QB,,,

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You may also have trouble uploading iif files into QBI. The paid version is able to parse Mac line returns, but this version doesn't.

However, I'm not sure what the problem is importing iif files into QB Mac. It may also have to do with line return formatting. Where you able to import iif files of customers and products? Then the line returns would not be an issue.

Unfortunately, QB Mac seems to crash when it isn't happy, instead of giving an error message. Very few people use QB on the Mac, and I don't have one, so that has made tracking down crashing problems difficult.

Maybe try editing the iif so that you aren't including the first order. Also, make sure that all the detail lines add up to the inverse of the transaction total.

- Adam

Are you saying that if I buy the upgrade this issue will go away? Well, that makes it a no-brainer,,,,, Who wouldn't think it's worth that amount of money to save save an hour (or more) a day.

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Originally Posted by ouxly40

Are you saying that if I buy the upgrade this issue will go away? Well, that makes it a no-brainer,,,,, Who wouldn't think it's worth that amount of money to save save an hour (or more) a day.

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Unfortunately, that's not what I'm saying. The paid version does not have a problem uploading iif files made from QB Mac -- that's where you export an iif file from QB and import it into QBI so you can do matching.

But creating iif files of orders with QBI and importing them into QB Mac can still sometimes cause crashes, even with the latest paid version. I'm not sure if there is something specific that is causing a problem for QB Mac, or if it is a common configuration or setup issue, and QB Mac just crashes instead of telling you what line caused the error.

We can discuss your options re the paid version outside of the Zen Cart forum.

Thanks,
Adam

I am using qb 2008 pro and 1.3.8a zc. I imported the customers without a problem but when trying to import the products or orders it keeps shutting qb down.
I have checked all of the red boxes are filled in in the config. section. What am I doing wrong? Oh and I'm not on a mac

Thanks!

Okay, I have gotten slightly farther but still can not get past 2% on my orders import. I have created discounts as such:
ot_shipping (for free shipping over $50) and ot_coupon for various coupons used. I have not put any amount or percent for the discount as each time it is different. Yet I know the order I am stuck on used both a discount coupon and received free shipping. Can someone tell me what I am doing wrong, please?

Thanks!