Quickbooks Import QBI

[adam5532]

Thank you. Yes, I did check the configuration and played around with it. I'm puzzled that producing an iif file actually changed the status in zencart on that one occasion but not on any other attempt. It changed all shipped orders to processing in zencart's admin. So i tried this with no results:

Orders:  
Import orders with status:  Processing 
Update status:   yes
     Change CC order status to:  Shipped      
     Change check/mo status to: Shipped

Please help.

I'm not quite clear what problem is remaining. If you had set Import orders with status: to "Any", and had Update Status set to "Yes," then it indeed would do what you described. Most people don't change the status to Shipped until the orders are imported into QB, and they process the order and do shipping after it is in QB. If you do all your order processing in Zen Cart and just import the orders into QB to update your accounting, then you probably should uncheck "Update Status" so QBI doesn't affect it.

Thanks,
Adam

[adam5532]

Any idea why there would be 2 links for "Quickbooks Import QBI" in admin/customers? Is that an indication that something went wrong with the install? I haven't tried using it yet, but noticed this and want to address it if there's a problem before spending time configuring the mod.

Thanks!

Matt

Matt,

QBI now automatically adds the menu item by adding some extra files that are in 3.21b. If you previously installed an earlier version of QBI and manually edited files to add the menu item, then you will indeed have it twice. It won't hurt anything, but if you want to remove it, you can reverse the steps you did in the earlier version to remove the duplicate.

Thanks,
Adam

[adam5532]

New Zenner - Thanks for this mod. I am looking forward to using it. I am having trouble getting it installed. As far as I can tell I followed the install, but after install step 2, when I try to access the admin, I get this error:


What did I do wrong here? Thanks in advance for your help.

Make sure that you are using QBI 3.21b, and that you copied the file qbi_tables_filenames.php into the directory /catalog/admin/includes/extra_datafiles/
when you installed it. It looks like it is missing.

Thanks,
Adam

[adam5532]

Is there a way to reset my orders for creating iif files? I am not simply looking to re-download the last group of orders, I would like to create a file from a specific date (1/1/06), although I would settle for being able to recreate all orders if necessary. I'm guessing that there is probably some table data that can be wiped out to make this happen, but I don't know the specifics. If I am right, an SQL query to locate only the dates I'm looking for would be much appreciated

Thanks!
Audra

Audra,

The ability to select dates has been requested before, and I will add this to a future version of QBI. In the meantime, go into your MySQL adminstrator and find the orders table. There is a column qbi_imported. Set the value as desired:
0 = new orders (not imported)
1 = previous batch
2 = imported (prior batches)
3 or greater = order is ignored by QBI
If you know some SQL, you can write a statement to change orders between certain dates.

Keep in mind some cautions when trying to import old orders, and determine if it will work for you, or it is better to start fresh (or at January 2007):
1) If the old orders contain store products that you have deleted, this will cause errors importing those orders (always set discontinued products to Inactive instead of deleting them).
2) If these are Inventory items, the inventory count in QB will decrement when orders are imported. This will cause negative inventory, unless you also enter all you PO's for the year.
3) If you charge sales tax, and the sales tax rate has changed, these orders will cause errors (unless you carefully limit the dates and adjust the sales tax rate in the QBI config for each date range that you import).

Thanks,
Adam

[adam5532]

Is there a way to reset my orders for creating iif files? I am not simply looking to re-download the last group of orders, I would like to create a file from a specific date (1/1/06), although I would settle for being able to recreate all orders if necessary. I'm guessing that there is probably some table data that can be wiped out to make this happen, but I don't know the specifics. If I am right, an SQL query to locate only the dates I'm looking for would be much appreciated

Thanks!
Audra

Forgot to add the SQL in my previous reply:

UPDATE orders SET qbi_imported=3 WHERE date_purchased<'2006-01-01'

This will exclude all orders before 2006 from the "All previous orders" iif download.

Thanks,
Adam

[lankeeyankee]

Matt,

QBI now automatically adds the menu item by adding some extra files that are in 3.21b. If you previously installed an earlier version of QBI and manually edited files to add the menu item, then you will indeed have it twice. It won't hurt anything, but if you want to remove it, you can reverse the steps you did in the earlier version to remove the duplicate.

Thanks,
Adam

Hi Adam,

Thanks for the reply. This was the first time installing QBI, but it still added the double links. I won't worry about it if it's no biggie, I just wanted to make sure that it wasn't some type of corruption that would make me have to reload everything before I start to use it.

Thanks so much for making this available! I have been looking for a way to integrate my website with QB.

Matt

[SophWise.com]

Hi All,

Many thanks to Adam for this very useful contrib!

This post is slightly on and off topic, but I posted it here for the sake of those that are QB folks.

If any of you have been looking to upgrade to QB Pro or Premier 2007, I found a discount code online for Amazon.com that is $50 off for Premiere (which I just bought), and $20 off for the Pro version.

If my memory serves me correctly you enter the discount code during checkout or while looking at your cart contents. I don't remember exactly.

QuickBooks Premier Edition 2007 ($259.99 after $50 off)
URL: http://tinyurl.com/39bomv
Discount Code: FYY8A9IS

QuickBooks Pro 2007 for Windows ($149.99 after $20 off)
URL: http://tinyurl.com/2zu9sd
Discount Code: AM34HX96

QuickBooks Pro 2007 for Mac ($149.99 after $20 off)
URL: http://tinyurl.com/33jddh
Discount Code: AM34HX96

And for those of you using the multi-user versions:

QuickBooks Pro 2007 - 3 User Multi-Pack ($339.99 after $50 off)
URL: http://tinyurl.com/3yx4ws
Discount Code: FYY8A9IS

QuickBooks Premier 2007 - 5 User Multi-Pack ($1134.99 after $50 off)
URL: http://tinyurl.com/3ydc9u
Discount Code: FYY8A9IS

Though I think its like a big whoopie-doo for the $50 off if you're getting that 5-User pack. They should have offered like $200 off or something.

Anyhow, Pro will most likely work for most people if you're just doing Zen Cart sales, but I do business consulting and programming services too so the Premier is more for me. Plus it has better reporting and forecasting features than Pro.

Of course if you're not in the market for a Pay-Software accounting, WebERP is a really awesome free web based accounting package that does have some direct integration possibility for Zen Cart. WebERP can be found at: http://www.weberp.org. I used to use that, but it was a bit more than I needed. Its more just plain hard core (but easy to use) accounting. I like the bells and whistles in QB, and that it exports info to TurboTax during "that time of the year", oh not to mention direct download/import of bank statements.

HTH,

Wes

[audradh]

Hi All,
I'm looking for feedback about how others handle orders that require some type of edit, refunds, partial backorders, etc, particularly those not importing orders immediately but rather after the fact simply for bookeeping or inventory management, . Looking at the way QBI is set up I cannot come up w/ any solution other than that those orders will need to be manually editted within QB and also within Zen Cart (where possible based upon functionality.) Doing it manually is not the problem. The problem is making sure that we remember to do it. Once you streamline order importation any part of the process that is not streamlined runs the risk of falling through the cracks. Just wondering if anybody was using a system that is working well for them.

Best,
Audra

[audradh]

Hi All,
I'm looking for feedback about how others handle orders that require some type of edit, refunds, partial backorders, etc, particularly those not importing orders immediately but rather after the fact simply for bookeeping or inventory management, . Looking at the way QBI is set up I cannot come up w/ any solution other than that those orders will need to be manually editted within QB and also within Zen Cart (where possible based upon functionality.) Doing it manually is not the problem. The problem is making sure that we remember to do it. Once you streamline order importation any part of the process that is not streamlined runs the risk of falling through the cracks. Just wondering if anybody was using a system that is working well for them.

As an aside, here is what got me thinking about this. I am importing old orders. Some of the old orders were editted using an old version of Super Orders (when editting was still a functionality); coupons added, backordered items split off to another order, etc. I am editting my qbi_orders file in a spreadsheet to work out these out of balance orders. Discounts added after the fact are not recognized. I'm guessing Super Orders created an entirely new field for them. Those I simply added in. Same thing with refunds. With the refunds I have a choice, enter a line in the qbi_orders file for a refund or edit the total back to the original amount, import the order, then issue a credit memo inside QB. I don't honestly think it matters which way I go for these old orders, but it got me thinking about handling these issues as we go forward.

Any thoughts?

(Hey Adam,
"Discounts added after the fact are not recognized. I'm guessing Super Orders created an entirely new field for them."
Any chance you might look into this for the future? Super Orders is a fairly popular module. It would be great not to have to manually edit these orders. I'm off to the Super Orders thread to see if Frank can tell me more about these discounts.)

Best,
Audra

[adam5532]

Discounts added after the fact are not recognized. I'm guessing Super Orders created an entirely new field for them. Those I simply added in. Same thing with refunds.

Audra,

There should be no need to manually edit the qbi_orders.iif file. All discounts and extra charges need to be matched in QBI (upload your QB lists, do Set Up: Discounts and Match: Discounts) according to the instructions, and then QBI will include them in the orders.

Thanks,
Adam