Quickbooks Import QBI

[adam5532]

I have read most of this thread and found, invoice instead of sales receipt issues, but most of them deal with Paypal and I do not use Paypal. We are using Authorize.net, the config is set to sales receipt but everything is going in as an invoice. We are importing any status. Is there some basic setting or status setting or such that I am missing? If someone could help me walk through this I will be in your debt. I am a PHP5 programmer and will owe you a favor :) Thanks!

Make sure that Set Up and Match Payments has been done properly. Walking you through the steps is not provided with the free version of QBI.
- Adam

[adam5532]

Does this version of "Quickbooks Import QBI" work with Quickbooks Pro 2011?

Yes. The iif format has not changed for many years, so it will work with any current or previous QB Pro, Premier, or Enterprise (US only) on the PC. The old free version is not tested with PHP5 though.
- Adam

[gazag]

Will this work with Quick Books Premier Nonprofit Edition 2009??

[gokeypa]

installed the qbi file and everything is working, with two odd exceptions.

I am using zencart 1.3.9 and the free version of QBI.

My product, and shipping tabs are not showing all the options.

I am using one product with two attributes. Color: white, black. Size: S, M, L, X-L. I will be adding more but I want to make sure everything is working first.

On the Match tab then products tab, I do not see all the attributes for my product.

It shows only: small, medium, large, x-large, black, white.

Then on the Match tab then shipping tab it shows the usps options, but does not show the fedex options that I have installed in the cart as a mod.

I checked the create iif tab then went to the All previous Products download file button and I can see in that file that all the attributes are showing. Small:White, Small:Black, Medium:White, Medium:Black , Large:White, Large:Black, X-Large:White, X-Large:Black

Please help, PS I am NOT a programer, so I will most likely be lost if you tell me code to look at.

[simpledomaining]

reading the manual from top to bottom and back didn't help, asking the software vendor for help got no responds via emails, or tickets, so have to ask here. help me please. I am using paid latest version of qbi import with 1.3.9h zen-cart and quickbooks 11 enterprice. when i am importing orders it is importing only orders that not have any shipping charges or sales tax charges. Any order that has sales tax charges or shipping charges shows error: "The transaction is not in balance. Make sure the amount in the detail area on the form for this transaction equals the amount at the top of the form" and then saying can't record invalid transaction. i have matched sales tax, shipping, items, payments. only thing is missing i dont know how to match discounts and fees. we are running 20% 30% 10% discounts online sometimes and we charge a handling fee for shipping. could this be the problem? if yes how you match these? do i need to create a new item in quickbooks as discount for 20% for example?
Also i think there is a rounding issue between qb and zen-cart. zen is rounding discounted items totals this way (i.e 34,37 + 34,37 = 68,73). can this be the issue for my qb error?

[lunabug]

I've been using this add-on for several months and aside from a few minor issues has worked flawlessly, until today.

When I exported my orders there is one missing, I've looked at the data, the qbi_imported field is set to 0 in the orders table. Does anyone know what other fields are in the query and what they need to be set to to show as a new order?

Thanks for your help!

Leslie

[adam5532]

reading the manual from top to bottom and back didn't help, asking the software vendor for help got no responds via emails, or tickets, so have to ask here.

Please do not post requests for help with the paid version of QBI here. The code/features are different and no-one here can help you. This forum is for the free version of QBI only (this issue has since been resolved off-line).
Thanks,
Adam

[adam5532]

Hi,

I've been using this add-on for several months and aside from a few minor issues has worked flawlessly, until today.

When I exported my orders there is one missing, I've looked at the data, the qbi_imported field is set to 0 in the orders table. Does anyone know what other fields are in the query and what they need to be set to to show as a new order?

The qbi_imported field is set to:
2 for new orders
1 right after an order is exported with QBI
0 after the next batch is exported with QBI

For orders to show as new, they must:
1) never have been exported by QBI (qbi_imported=2)
2) meet the criteria on the QBI Options page for "Export orders with status:"

In order for qbi_imported to be set to 0, the order had to have been exported (unless you just installed QBI for the first time, where all existing orders are set to 0).

It is possible that the order was previously exported, but there was an error in it that prevented it from being imported into QB. But in this case, you would normally get an error message in QB while importing the iif file.

Also, check both Sales Receipts and Invoices in QB for the order. In a normal setup using a payment gateway, orders will import as Sales Receipts. But, if you allow checks or money orders to be sent, then that order would have imported as an Invoice.

For now, you can reset qbi_imported to 2 for that order, and try again and see what happens.

Thanks,
Adam (QBI developer)

[adam5532]

Will this work with Quick Books Premier Nonprofit Edition 2009??

QBI will work with any version of QB Pro, Premier, or Enterprise on the PC. However, the free version is five years old, so I can't assure you how well it will work with the latest PHP (although I haven't heard of any problems).
- Adam

[adam5532]

installed the qbi file and everything is working, with two odd exceptions.

I am using zencart 1.3.9 and the free version of QBI.

My product, and shipping tabs are not showing all the options.

I am using one product with two attributes. Color: white, black. Size: S, M, L, X-L. I will be adding more but I want to make sure everything is working first.

On the Match tab then products tab, I do not see all the attributes for my product.

It shows only: small, medium, large, x-large, black, white.

Then on the Match tab then shipping tab it shows the usps options, but does not show the fedex options that I have installed in the cart as a mod.

I checked the create iif tab then went to the All previous Products download file button and I can see in that file that all the attributes are showing. Small:White, Small:Black, Medium:White, Medium:Black , Large:White, Large:Black, X-Large:White, X-Large:Black

Please help, PS I am NOT a programer, so I will most likely be lost if you tell me code to look at.

I give limited help with the free version. I'm not sure why you are having the issue with Attributes (are you using any contributions that might affect this?). One way around it is that you follow the instructions and just make your QB Item and Subitem Names the same as your ZC Products and Attributes. Then you don't need to do matching. You can easily set this up by exporting the products from QBI and importing them into QB.

For the shipping modules, this version of QBI automatically detects shipping modules and shipping methods. However, the implementation of the shipping modules is very inconsistent, so sometimes this doesn't work. You can get around this by disabling the automatic detection and entering them manually into the appropriate QBI table. I've given instructions for doing this quite a few times in the forum, so if you search you should find it (if they were handy, I'd repost them now).

Thanks,
Adam