Quickbooks Import QBI

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Originally Posted by litepockets

Adam,

Or anyone...

First off, thank you Adam I just started with both quickbooks and this mod today. My head is spinning, but i do truely appreciate this mod.

I was curious though, for us drop-shippers.. Is there away to import the orders to Quickbooks as Purchase orders? That would prove to be so much more efficient for me..

Thanks!

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Currently no, but yes I have future plans to do that. This will be added to the commercial but not the free version.

Thanks,
Adam

Thank you Adam. I have QBI working perfectly right now it seems. I might check out the differences between the commercial and free version to see if I could benefit any more from it. Overall I am happy with this module so far.

Adam,

Curious to hear your plans moving forward with QBI with the release of ZC2? Any plans for a free QBI for use with ZC2 with the same current features?

I proceeded to export the customer, products , and orders. When trying to import to QBs the customers and products seems to work fine, however there are some fields in Quick book not getting fill, like in products the QTY is zero even though when i open the file in excel there is a value in the QNTY column and problem i am having is when i import the orders Iff file i received error:

Error on Line 11 : Can't record invalid transaction

Hit ok and get

Transaction not in balance , make sure the amounts in the detail area on the form for this transaction equals the amount at the top of the form

I get this set of errors several times. however the orders only contain the customer information.

I am using Quick book premier 2009 and zencart 1.3.8

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Originally Posted by lextechs

I proceeded to export the customer, products , and orders. When trying to import to QBs the customers and products seems to work fine, however there are some fields in Quick book not getting fill, like in products the QTY is zero even though when i open the file in excel there is a value in the QNTY column

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Currently QBI does not add inventory when you import products. Since QB is an accounting system, inventory can not be just added without a transaction taking place. Either a Purchase Order, or a stock adjustment going to some account. In order to do this, QB needs to know the cost of each item, not the selling price, and the cost is not something that Zen Cart keeps track of. In short, you are going to have to edit the descriptions and vendor information for each product anyway, so you can also add inventory at that point.

Quote:

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and problem i am having is when i import the orders Iff file i received error:

Error on Line 11 : Can't record invalid transaction

Hit ok and get

Transaction not in balance , make sure the amounts in the detail area on the form for this transaction equals the amount at the top of the form

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You have a product with no model number, tax rates not correctly entered into QBI, or discounts that you have not set up. If you look at the iif file, you'll see what it missing. Line 11 is the END of the affected transaction. Make sure you have completely set up QBI before trying to create iif files.

Thanks,
Adam

Hi,

Quote:

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Originally Posted by litepockets

Adam,

Curious to hear your plans moving forward with QBI with the release of ZC2? Any plans for a free QBI for use with ZC2 with the same current features?

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QBI commercial and free versions will definitely be made compatible with ZC2. I'm not sure yet of the feature set for the free version. It will of course be reduced from the commercial version. The code will likely be based on the commercial version, and like the commercial version it would be installed in its own directory. Until the beta of ZC2 is available, I won't know what adjustments will be needed. Since QBI 3.50+ resides in its own directory, it is only affected by the database structure and is completely unaffected by Zen Cart code.
- Adam

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Originally Posted by adam5532

Currently QBI does not add inventory when you import products. Since QB is an accounting system, inventory can not be just added without a transaction taking place. Either a Purchase Order, or a stock adjustment going to some account. In order to do this, QB needs to know the cost of each item, not the selling price, and the cost is not something that Zen Cart keeps track of. In short, you are going to have to edit the descriptions and vendor information for each product anyway, so you can also add inventory at that point.

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There is a cost profit mod for zencart where you can enter your cost and % of markup and it calculates the selling price is there a way to incorparted that mod into OBI so it can get the cost as you mention above?

Quote:

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Originally Posted by adam5532

You have a product with no model number, tax rates not correctly entered into QBI, or discounts that you have not set up. If you look at the iif file, you'll see what it missing. Line 11 is the END of the affected transaction. Make sure you have completely set up QBI before trying to create iif files.

Thanks,
Adam

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I will have to look into how quick books is set up i am fairly new at using it.

Thanks for you help

Adam, thank you very much for providing support on this wonderful mod. I am a new user to this mod and currently using ZC1.3.6 and QB2009 Pro.

Since i have been manually typing in all the orders previously, I don't want to re-import everything. How do I just import the orders that happened in the last 30 days? I did get the iif file when I create a file for all past orders. I am wondering which program I can use to truncate out the previous orders that I don't want to import. Thanks

I got another question. My item was set up to use accessories as the attribute (only one attribute). There are few values associated with the "accessory" attribute. When I tried to match the items in the QBI with quickbook import, only accessories attached with main item is showing up. Then, when I tried to export the iif file, there is no replacement of product evem though they have been set in the match. As result, those imported items are showing up in my QB pro as new service. How do I get around to fix this? Any help is greatly appreciated.

Is it possible to include the customer email address as part of the 'Customer Name' in quickbooks?

I would like to pass the name as 'Last, First - email'

Thanks