Quickbooks Import QBI

[helpme]

Is anyone using the version of this from the downloads section successfully. I can not register it, there isnt a place I can find to register it and therefore I can not go any further. I just spent money on QB being advised on here that I could use it zc and now I find I have to spend more money to have it maybe work???
Some one please help, I am really getting frustrated with this!

[adam5532]

Hi,

Is anyone using the version of this from the downloads section successfully.

Yes, many thousands of people use it.

I can not register it, there isnt a place I can find to register it and therefore I can not go any further.

I have not gotten the registration system set up. Not registering your copy in no way affects its operation.

I just spent money on QB being advised on here that I could use it zc and now I find I have to spend more money to have it maybe work???

You do not have to spend more money. The paid version has many improvements, but the free version works fine for many people. It depends on the features, code quality, ease of installation, and support level that you want.

Some one please help, I am really getting frustrated with this!

Please have some patience. I usually reply to forum messages in the evening.

If you open the qbi_orders.iif file in Excel, you will see a section for each order. The TRANS line will have the order total. The SPL lines will have all the line items -- the total of all the line items is the inverse of the total.

The free shipping should not need to be set up. ot_shipping is added to all orders if it exists. I suspect that either you did not do Setup and Match Discounts, or the discount amount is being added instead of being subtracted (actually. opposite in the iif because all the line items are inverse). If an item is missing, then you may have the Product Model missing for that item. All items must have the Product Model field filled in.

Thanks,
Adam

[helpme]

Thanks for your reply, sorry I am seeing double because I can't get this to work...

I am wondering if something did not go right when I installed it because when I go to set up: discounts and fees, it just says I need to register (hence why I thought I had to pay.) I will reread the manual tomorrow, but am I missing something? I usually am pretty good at this kind of stuff.

Thanks!

[adam5532]

Thanks for your reply, sorry I am seeing double because I can't get this to work...

I am wondering if something did not go right when I installed it because when I go to set up: discounts and fees, it just says I need to register (hence why I thought I had to pay.) I will reread the manual tomorrow, but am I missing something? I usually am pretty good at this kind of stuff.

Thanks!

Setup Discounts and Fees shows your discount and fee items that you have in Quickbooks. If it shows nothing, then it sounds like you have not yet uploaded the lists.iif file into QBI. See the manual for instructions. Once you do Setup Discounts, you need to do Match Discounts.

- Adam

[helpme]

Thank you Adam, I have decided to not import previous orders due to my mistake of deleting products as I was installing QB!
I have gotten much further, however I am having 2 problems:

When I receive a new order, only some of the time is it showing up as a new order to download in QBI. What am I doing wrong?

Also when I imported my products the first time not all of them imported, so imported them again and they all showed up. However now when I do a backup it errors saying there are multiple matching lists (or something to that effect) I have already gone through and unactivated the duplicated products. what else do I need to do?

Lastly, I currently only have this installed on one of my websites. How can I add my second website without over riding my customers and orders? Also how do I import my products without duplicating some of them yet again (some products are listed on both websites.) Is it better to just set up a different company in QB to avoid these problems? They are both ran under one parent company for taxes.

Thanks so much!!!!!!

[adam5532]

Hi,

Thank you Adam, I have decided to not import previous orders due to my mistake of deleting products as I was installing QB!
I have gotten much further, however I am having 2 problems:

When I receive a new order, only some of the time is it showing up as a new order to download in QBI. What am I doing wrong?

Check the order status, and the status that you have set in the QBI config for exporting orders.

Also when I imported my products the first time not all of them imported, so imported them again and they all showed up. However now when I do a backup it errors saying there are multiple matching lists (or something to that effect)

A backup in what?

I have already gone through and unactivated the duplicated products. what else do I need to do?

You should delete any duplicates. But, you really shouldn't have any duplicates, because QB will overwrite a product with the same name.

Lastly, I currently only have this installed on one of my websites. How can I add my second website without over riding my customers and orders? Also how do I import my products without duplicating some of them yet again (some products are listed on both websites.)

I don't think this should be a problem, see above.

Is it better to just set up a different company in QB to avoid these problems? They are both ran under one parent company for taxes.

There shouldn't be a problem as far as QBI is concerned. You can use one of the fields, like REP, to differentiate the sites. I'm not an accountant so I can't answer which way is better for you.

Thanks,
Adam

[iraweissman]

Hi Adam. I've been searching the forum for a solution to my problem. The closest thing I've found was you telling a user named "Swingandamiss" that you'd contact him privately (this was over a year ago). This was a problem with Paypal payments being exported as invoices and not sales receipts. Did you ever solve the problem? If so, can you please publish the solution?

[adam5532]

Hi,

Hi Adam. I've been searching the forum for a solution to my problem. The closest thing I've found was you telling a user named "Swingandamiss" that you'd contact him privately (this was over a year ago). This was a problem with Paypal payments being exported as invoices and not sales receipts. Did you ever solve the problem? If so, can you please publish the solution?

I ask people to contact me privately if their problem would be best solved by the paid version of QBI, they ask a question about the paid version, and/or the level of support they need exceeds what I am willing to do here on the forum.

You should not have a problem with PayPal. Are you using another payment method that is importing as a Sales Receipt?

Make sure "Import payments as" is set to Sales Receipts in the config, that you have done Setup and Match Payments, that the matched QB payment method is set as "Paid with Paypal", and that in the config "Import PayPal orders with status" is set to match the status of your PayPal orders after payment has gone through.

Note that the PayPal feature is only really needed if people go off-site to pay. If you are using the newer PayPal methods that work just like any other payment gateway, then you do not need to use the special PayPal features.

- Adam

[helpme]

Okay, maybe I am doing something wrong. When I receive an order, before I do anything with it....ie change the status, do I have to export it to qb? I received several orders over the weekend and have already shipped most of them, but now when I go to my create .iif there are 0 new orders and none in the batch either.
What am I doing wrong?

I also have noticed on the orders that I have exported to qb, they are still showing up as an invoice and not as a receipt. I have the config set to sales receipt and the payments set to paid w/ paypal.

Thanks!

[adam5532]

Hi,

Okay, maybe I am doing something wrong. When I receive an order, before I do anything with it....ie change the status, do I have to export it to qb? I received several orders over the weekend and have already shipped most of them, but now when I go to my create .iif there are 0 new orders and none in the batch either.
What am I doing wrong?

Most people export new orders, and then ship from QB. But you can do it either way. If you ship from Zen Cart, then you need to make sure that QBI is set to export new orders with status "Shipped".

I also have noticed on the orders that I have exported to qb, they are still showing up as an invoice and not as a receipt. I have the config set to sales receipt and the payments set to paid w/ paypal.

Thanks!

Did you do Match Payments?

Thanks,
Adam