Quickbooks Import QBI

[dcrosbie]

I know that the Canadian version of QBI is not ready yet. In the mean time, what would happen if I tried to use the US version of QBI with Canadian Quickbooks? Would it still work but just with a few bugs? Just wondering if it's still a workable alternative until the 4.x version of QBI comes out?

[Mark Kidd]

I originally posted this message in the General Questions forum, but it was suggested I bring it here:

I was wondering which Quickbooks edition provides the best interoperability. I see that the QBI module does not support Quickbooks POS, seeming to leave Quickbooks Pro and Quickbooks Premier Edition.

Is one of these better than another? Are there any versions of either that should be avoided?

[slowawake]

I installed this mod for a client, and he's now wanting me to find another solution because it doesn't output the following:

- credit card digits (or last 4)
- shipping method
- payment method

Can this mod be modified to handle these? Or is there another solution?

Thanks!

[blackjm75]

Adam,

Do we have an idea of when v 4.x will be available? We desperately need it to support UK versions although preferably also the simplestart version of QB rather than just pro and premier as pro costs £300 in the UK and simplestart is only £50.

J

[adam5532]

Hi Adam, I posted this question a while back, just checking again to know if this feature has already been added.

I did a search only on this thread for "sales order" and for "sales orders", but the seach function in this forum kind of sucks and doesn't return accurate results.

Anyway, I would like to know if if orders can be imported as 'sales orders'. You mentioned this would be added, just checking if it has been added already so I can finally use this mod.

Thanks

Sales Orders are planned for 4.0. Sales Receipts are supported in 3.x

Thanks,
Adam

[adam5532]

Rather than iff file I should have requested a sample store file. This would be a useful asset to help us quickbooks newbies

Tom

QBI can not help you set up your accounting system. For that, Quickbooks has sample files and options when you create a QB company.

QBI can export all your Zen Cart products into Quickbooks.

- Adam

[adam5532]

I know that the Canadian version of QBI is not ready yet. In the mean time, what would happen if I tried to use the US version of QBI with Canadian Quickbooks? Would it still work but just with a few bugs? Just wondering if it's still a workable alternative until the 4.x version of QBI comes out?

It will not work with 3.x. The taxation system and iif file columns are different.

Thanks,
Adam

[adam5532]

I originally posted this message in the General Questions forum, but it was suggested I bring it here:

I was wondering which Quickbooks edition provides the best interoperability. I see that the QBI module does not support Quickbooks POS, seeming to leave Quickbooks Pro and Quickbooks Premier Edition.

Is one of these better than another? Are there any versions of either that should be avoided?

QB POS is a totally different thing. Support for it may be added to QBI 4.x.

Choose QB Pro, Premier, or Enterprise according to your accounting needs, desired features, and budget. All work equally well with QBI.

- Adam

[adam5532]

I installed this mod for a client, and he's now wanting me to find another solution because it doesn't output the following:

- credit card digits (or last 4)
- shipping method
- payment method

Can this mod be modified to handle these? Or is there another solution?

Thanks!

Hi,

Credit card is not transferred, as the iif format does not provide a field for this. It can be done however by a simple modification to the QBI iif template file.

Your client, however, might consider an online payment gateway like authorize.net. It is a vastly better solution, if you keep inventory and can normally ship within 24 hours, or your items are pre-paid special orders. See the various credit card merchant agreements for the exact rules. QBI works well with a gateway.

Shipping method is output. If it isn't on your Invoice or Sales Receipt, you probably haven't set it up properly in QBI. You need to do Setup and Match Shipping.

Payment method is output. If it isn't on your Invoice or Sales Receipt, you probably haven't set it up properly in QBI. You need to do Setup and Match Payments.

Sometimes a shipping or payment method may not work, and has to be manually put in the database. This is due to inconsistencies in the Zen Cart modules. For this reason, QBI 3.50+ pre-enters shipping and payment methods and no longer uses the auto-detection system.

Thanks,
Adam

[adam5532]

Adam,

Do we have an idea of when v 4.x will be available? We desperately need it to support UK versions although preferably also the simplestart version of QB rather than just pro and premier as pro costs £300 in the UK and simplestart is only £50.

J

Sorry, no eta on 4.0 yet. I'm not sure that Simplestart can be supported -- I don't think it supports iif, nor the more advanced connection methods that 4.0 will use.

Thanks,
Adam