Quickbooks Import QBI

[adam5532]

Hi,

Make sure that:

1) ALL your Zen Cart products have a Model. If it is missing, you need to add it. The Model is like a SKU or part number. If you make it equal to the QB Item Name, you will not need to do any matching.

2) Read the manual completely and do not skip doing the configuration and set-up/match as needed. Just like Zen Cart and Quickbooks, you must fully configure QBI before trying to use it.

3) Make sure that any discount coupons or gift vouchers have been set up properly in QBI.

4) Open the iif file in Excel. You will be able to see what product or products are missing from each order. The transaction is likely not in balance because one of the line items is missing.

Thanks,
Adam

[M B Walker]

Thanks for your reply. As far as I can tell, all is set up properly. I have matched all of my products to the products in Quickbooks using the Product Match feature in QBI. I went through the manual twice before I posted here, but saw nothing unusual. There are no discounts/gift vouchers. The iif file doesn't show any products whatsoever, only the total and the shipping information.

QBI was working fine until I installed a secure certificate in order to change my credit card processing mechanism. The problem started after the certificate was installed. That may be a coincidence, but the problem did emerge at about the time I installed the certificate. I have no problems with any other cart features.

Thanks again for your time.

[fusionsp]

Everything seems to be working fine. But I have one question...

When I import items into quickbooks, it does not bring over the manufacture info to the vendor list for each item. That spot is left empty and for me, we use 3 different vendors.

Is there an entry I can change that will allow that info to also be included??

[adam5532]

Everything seems to be working fine. But I have one question...

When I import items into quickbooks, it does not bring over the manufacture info to the vendor list for each item. That spot is left empty and for me, we use 3 different vendors.

Is there an entry I can change that will allow that info to also be included??

QBI can only bring in information that already exists in Zen Cart. Certain fields like Vendor don't exist in Zen Cart, so you will have to update that yourself in Quickbooks.

Adam

[fusionsp]

QBI can only bring in information that already exists in Zen Cart. Certain fields like Vendor don't exist in Zen Cart, so you will have to update that yourself in Quickbooks.

Adam

hmmm, ok with that being said. Quickbooks has the option to add custom fields. Would it then be possible to create a field that is titled "manufacture" and it then update auto??

[fatbird]

I see this thread is still active, so I assume Quickbooks QBI is still actively maintained. What is the status of the module wrt 1.3.8? The module page says 1.3.7.

[Dygerati]

I'm curious, would this modification be at all useful in the process of migrating an existing Quickbooks database into a newly designed Zencart site?

I have an upcoming client that would like to get away from quickbooks entirely and store all of his information in the eCommerce store.

Also, may I ask, what use do you find that quickbooks provides for you that you couldn't do through Zencart itself? Does it simply provide offline product management?

[fusionsp]

I'm curious, would this modification be at all useful in the process of migrating an existing Quickbooks database into a newly designed Zencart site?

I have an upcoming client that would like to get away from quickbooks entirely and store all of his information in the eCommerce store.

Also, may I ask, what use do you find that quickbooks provides for you that you couldn't do through Zencart itself? Does it simply provide offline product management?

Yes it would, but it takes a bit of work. To merge your products into the database you will have to upload the iif file and do the product match section for each product i believe. Once completed though, you should only do it from one direction.

We use quickbooks as an accounting tool. For bank records, taxes, etc. Sadly, zencart still does not offer some options that quickbooks does...like the ability to show the entire list of products and sort them in any manor. But you can do that through php.

So its up to you. This addon works very well.

[adam5532]

Hi,

I'm curious, would this modification be at all useful in the process of migrating an existing Quickbooks database into a newly designed Zencart site?

QBI is not designed for that purpose. I suggest you look at Easy Populate to populate your site.

Also, may I ask, what use do you find that quickbooks provides for you that you couldn't do through Zencart itself? Does it simply provide offline product management?

Quickbooks is a complete accounting system, with purchasing, accounts, bank accounts, inventory, etc. Zen Cart has none of that -- it is not an accounting system. Your client still needs some way to keep their books.

- Adam

[adam5532]

Hi,

I see this thread is still active, so I assume Quickbooks QBI is still actively maintained. What is the status of the module wrt 1.3.8? The module page says 1.3.7.

QBI works fine with 1.3.8.

The current commercial version of QBI is 3.80, and it is the version in active development which is updated at least every few months, and sometimes even every few weeks. The free download is a much older version, 3.21. When I release 4.0, I may do an update to the free version.

Thanks,
Adam