Quickbooks Import QBI

[swingandmiss]

I just my upgrade to 1.3.8 and QBI carried through fine without having to reinstall or reconfigure. There is one little issue and that's the drop down text says "BOX_CUSTOMERS_QBI". If you click on it, you go to the QBI page, so it works, it just doesn't say the correct menu text. Do you have an idea of what I missed and how to fix it?

[SoftDux]

Hi

Where can I download the latest Quickbooks Import Addon?

[adam5532]

Adam, that's not how it works in Quickbooks for me. If I create an invoice for a customer that is out of state, it keeps the taxable items as taxable and marks the entire order as "Out of State" with a zero percent tax rate. It's odd that Quickbooks behaves differently. I wonder if I changed a setting to make it behave this way, but I honestly can't think of it. What version are you using? I'm using 2007 Premier.

Don't see any setting that would change this. I'm using 2008 Premier, but I'm pretty sure it was the same for me with 2007 Premier and 2006 Pro, as that's why I set QBI to follow this behavior. No-one has commented about this issue before. Not sure why yours is working differently. I'd think this would be best anyway, because you'd want sales to out-of-state customers to be recorded as non-taxable product sales. On your sales tax return, you can use the taxable product sales only, or take the total product sales and subtract the non-taxable product sales, depending on how your return works.

Thanks,
Adam

[adam5532]

hello adam. thank you for your contribution. i'm using zen cart 1.3.7.1, qbi 3.2.1 and qb 2008 pro. when i import my qbi iif file into quick books, it adds all of my products (noninventory items) as service items and i'm unable to change them from service to noninventory (grayed out). i uploaded my item list and went through setup and matching for my products, but it still does the same thing. as a result, my income account is not picking up the payment information. i've been through the manual several times. right now i have nothing checked for "match types" (it does the same thing). i've tried it with noninventory checked. perhaps i'm looking in the wrong place. any help would be greatly appreciated. thanks.

Unless you are using Matching in QBI, your Product Model in Zen Cart must exactly match the Item Name in Quickbooks. If you import an order that contains a product that does not already exist in QB, it will create a new one as a Service.

Open your iif file in Excel and look at it to determine what is happening. Maybe one of your matches is not getting converted.

- Adam

[adam5532]

THank you for this add on as well. I have tried to find posts that were similar but got lost around page 20...
BUt

I was able to import my customers and my products with no errors. and 1 new order again no errors.

But when I try to import my history of orders it errrors every time and now its says there is duplicates.

It says something to the effective error on line ### blank line and error on line ### for another reason. I was trying to get a screen shot but could not get it work. it will go about 1/2 way through the import and then quickbooks closes...

the 2nd import showed duplicates so some of the items obviously imported but I don't know what I am doing wrong..

Any help is appreciated my accountant wants my qb file w/in 7 days and i have 11 months to enter :) I switched accounting programs in nov and nothing carried over

Importing old orders can cause problems for the following reasons:
1) A product in the orders has been deleted from Zen Cart (never delete products - just deactivate them).
2) You charge sales tax and the tax rate has changed
3) An order contains a discount coupon or low order fee that has not been set up in QBI.

Resolving these issues can be time consuming. You will need to track down the errors. Open the iif file in Excel. The line number in the QB error message is the last line of the order in which there's a problem.

The duplicate order message is because you've tried to import the same iif file multiple times. The order without problems will import again each time and you'll get duplicates.

Thanks,
Adam

[adam5532]

On a side note I have it set to import as sales receipts and it came as invoices :) ???

Make sure that the payment method you are using is configured in QBI, Setup Payments and Match Payments.

Thanks,
Adam

[adam5532]

I just my upgrade to 1.3.8 and QBI carried through fine without having to reinstall or reconfigure. There is one little issue and that's the drop down text says "BOX_CUSTOMERS_QBI". If you click on it, you go to the QBI page, so it works, it just doesn't say the correct menu text. Do you have an idea of what I missed and how to fix it?

You are missing the file /catalog/admin/includes/languages/english/extra_definitions/qbi_box_customers.php

Thanks,
Adam

[adam5532]

How do I register QBI? Is this needed at all? Is there value to purchasing QBI ver3.6 from the website? I have more questions, but thought I'd make sure this is done first. Thanks!

Registration is not needed. Some time when I have time I will restore registration for the free version. It does not affect operation of the software.

I'm not allowed to discuss the non-free version here. Please post your questions about that on the qbisoftware website.

Thanks,
Adam

[swingandmiss]

Don't see any setting that would change this. I'm using 2008 Premier, but I'm pretty sure it was the same for me with 2007 Premier and 2006 Pro, as that's why I set QBI to follow this behavior. No-one has commented about this issue before. Not sure why yours is working differently. I'd think this would be best anyway, because you'd want sales to out-of-state customers to be recorded as non-taxable product sales. On your sales tax return, you can use the taxable product sales only, or take the total product sales and subtract the non-taxable product sales, depending on how your return works.

Thanks,
Adam

Well, it's not a big really. My accountant understands the way it displays in the report, and Quickbooks calculates it correctly.

You are missing the file /catalog/admin/includes/languages/english/extra_definitions/qbi_box_customers.php

Thanks,
Adam

Thanks!

[simetra]

I have tried for 2 days to get this working and I don't know what I am doing wrong!

I followed all the instructions. I just installed a clean copy of QB Premier 2007. I installed QBI and updated the configure with defaults. I uploaded the lists.iif file from QB and then did the setup tab in QBI. I downloaded new products, customers, previous orders and imported into QB.

Everything imported fine, all my products, customers, but the orders.iif WILL NOT import. I keep getting this error that the transaction is not in balance.

Sales tax is setup. I don't know where to check the shipping and income accounts in QB to see if those entries in QBI are giving me the issue.

Please help!!!