Quickbooks Import QBI

[adam5532]

I know there was some work still needed to be done w/ Paypal, but haven't been able to figure out where this stands. Is it possible to download orders paid with Paypal as Sales Receipts?

I am using Sales Receipts, have matched Paypal IPN with my QB Paypal payment item, and these orders are downloading as invoices while cc orders are downloading as Sales Receipts.

Thanks!
Audra

And in Setup: Payment you set that QB payment item as type PayPal?

Please contact me privately - I may need to take a look at your site to see what is happening.

Thanks,
Adam

[audradh]

"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

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

I have found what is happening. When a discount is added through the admin, using Super Orders, it adds to the orders_total table as a new line w/ a corresponding class of ot_custom. I don't know where the qbi_disccart table pulls its values from or the values are pre-defined, but it does not contain ot_custom, therefore, it cannot be matched and any order with an ot_custom line is out of balance.

Audra

[adam5532]

I have found what is happening. When a discount is added through the admin, using Super Orders, it adds to the orders_total table as a new line w/ a corresponding class of ot_custom. I don't know where the qbi_disccart table pulls its values from or the values are pre-defined, but it does not contain ot_custom, therefore, it cannot be matched and any order with an ot_custom line is out of balance.

Audra

Audra,

QBI is not finding it because it is not actually a discount module. To add it manually, open your table qbi_disccart and add a row with the following fields filled in:

qbi_disccart_mod: ot_custom
language_id: 1
qbi_disccart_text: Super Orders Discount

If you use any languages in addition to English, add them as well.

Now, go into QBI and on the page Match: Discounts, you will now be able to match Super Orders Discount to a discount item in QB. After that, your orders should import correctly.

Thanks,
Adam

[stellarweb]

I have installed the latest version of QBI to a Zencart V1.2.5 with PHP version 5.05.

Install was done according to instructions with appropriate folders chmodded to 777, etc.

When clicking on any of the buttons like match/setup/support, etc - I get a 404 error message saying the file is not found.

I noticed that the file it is LOOKING for does not include the sub-directory of the store - it is seeking the file in the root directory and admin folder. For Example:

/admin/qbi_config.php was not found on this server.

The file is in the root/shop/admin/ directory.

Can someone tell me what file(s) that I need to edit that will make the script start looking in the shop directory? I have tried several different things and so far no luck

THANKS!

[adam5532]

I noticed that the file it is LOOKING for does not include the sub-directory of the store - it is seeking the file in the root directory and admin folder. For Example:

/admin/qbi_config.php was not found on this server.

The file is in the root/shop/admin/ directory.

Can someone tell me what file(s) that I need to edit that will make the script start looking in the shop directory? I have tried several different things and so far no luck

Hi,

QBI does not set the admin directory itself -- it just reads your Zen Cart setup, so you should check that Zen Cart is set up correctly (there are the constants DIR_WS_ADMIN and DIR_FS_ADMIN).

If you really need to set the QBI directories separately, you can do so in the file /admin/includes/qbi_app_top.php by replacing the DIR_WS_ADMIN and DIR_FS_ADMIN constants, but again you shouldn't need to if Zen Cart is set up correctly, so you should check how these constants are set in Zen Cart first.

// QBI location
define('DIR_QBI_WS', DIR_WS_ADMIN); // (full web path from www root)
define('DIR_QBI_FS', DIR_FS_ADMIN); // (full virtual file path)

Thanks,
Adam

[stellarweb]

Adam,

Thanks for your speedy response - and for such a great program too!

That did the trick! I did not do the install on this site - just picking up where another web designer took off .... so I looked in the includes/configure.php file and the admin/includes/configure.php file - and the information there was pretty wacky! So .... I changed it all the way it should be... and VIOLA! it works now!

Thanks again!

[djstern]

I've got a shipping question. In Match/Shipping QBI has different category's for each shipping method I use (Overnight, Next Day Air, Next Day Early AM, Ground etc). Do I need to create each shipping category that I use in Quick Books as well to have it show up on the sales receipt so I know what shipping method to use for each order? I need to be able to look at the sales receipt, fill a order and ship it by the method that my customer paid for.

Thanks.

[adam5532]

I've got a shipping question. In Match/Shipping QBI has different category's for each shipping method I use (Overnight, Next Day Air, Next Day Early AM, Ground etc). Do I need to create each shipping category that I use in Quick Books as well to have it show up on the sales receipt so I know what shipping method to use for each order? I need to be able to look at the sales receipt, fill a order and ship it by the method that my customer paid for.

Thanks.

Yes, to have the Shipping Method properly appear on the top of the Invoice or Sales Order, you need to follow all the instructions in the QBI manual -- import your QB lists into QBI, process the list in Setup:Shipping, and match methods in Match:Shipping. QBI has none of its own catagories -- what you see are the shipping methods that QBI has detected in the shipping modules you have installed in Zen Cart, and the shipping methods you have defined in QB.

The reason this is required is because unfortunately Zen Cart (and osC, which it came from) does not store any reference ID for the shipping method with the order. It just stores a long text string that includes the shipping method, weight, and other text. So QBI parses out the shipping method, and then matches it according to what you've configured.

Thanks,
Adam

[ladysaat]

hey Adam! Installation was flawless. However, I am slightly confused about the registration thing? I clicked on the link that showed up in my zen cart admin, but it takes me to a description of QBI and link to buy it for oscommerce or creloaded. Don't know where to register or if I have to? It's telling me to on the bottom of all the pages LOL.

Besides that, I'm just unscrewing my quickbooks on the main PC, then I can put two and two together and iron out any quirks. Great mod man! I sent a donation to you also. Big thanks!

[djstern]

Not all of my shipping methods are showing up in QBI. I have a number of shipping methods available in the Zen shipping module and many of them are not in the QBI match-shipping configuration settings such as USPS First Class.

These are the Zen shipping options and below that are the QBI shipping options that show. I am using the shipping modules that are a part of Zen and other than normal configurations, have not made any changes to Zen shipping. I did click on the "Populate Cart Shipping Methods" button with no avail.

Also, a number of shipping methods that I don't even have enabled are showing up in QBI such as "flat rate" and "per item" among others. Those don't really bother me so much as not having the shipping methods that I do offer. I need to know what my customer has paid for.

Thanks in advance

USPS Options

Domestic Shipping Methods

Express
Priority
First Class
Parcel
Media
BPM
Library

Int'l Shipping Methods

GXG Document
GXG Non-Document
Express
Priority Lg
Priority Sm
Priority Var
Airmail Letter
Airmail Parcel
Surface Letter
Surface Post

Shopping Cart	Quickbooks
Flat Rate (Best Way)	
Free Shipping Options (Free Shipping)	
FREE SHIPPING! (Free Shipping Only)	
Per Item (Best Way)	
Per Unit (Best Way)	
Store Pickup (Walk In)	
Table Rate (Best Way)	
United Parcel Service (2nd Day Air Early AM)	
United Parcel Service (3 Day Select)	
United Parcel Service (Canada Standard)	
United Parcel Service (Ground)	
United Parcel Service (Next Day Air)	
United Parcel Service (Next Day Air Early AM)	
United Parcel Service (Next Day Air Saver)	
United Parcel Service (UPS Ground)	
United Parcel Service (Worldwide Expedited)	
United Parcel Service (Worldwide Express)	
United Parcel Service (Worldwide Express Plus)	
United States Postal Service (Express Mail)	
United States Postal Service (Parcel Post)	
United States Postal Service (Priority Mail)	
Zone Rates (Shipping to)