Quickbooks Import QBI

[Patrick_Mathews]

I have a "feature request" - I'd like to get this module to work with Quickbooks Online edition. Something that would send each new customer and order to the quickbooks online website so that I can follow the money from end to end so to speak.

Is there any product that does this now?

Thanks
Patrick

[adam5532]

Hi,

I have a "feature request" - I'd like to get this module to work with Quickbooks Online edition. Something that would send each new customer and order to the quickbooks online website so that I can follow the money from end to end so to speak.

Is there any product that does this now?

Thanks
Patrick

I can't accept feature requests for the free version of QBI. All improvements are added to the paid version.

Quickbooks Online does not accept iif file imports, so it can't work with QBI. I don't think it will work with XML either, so I don't think it will work with any product.

My impression is that Quickbooks Online is not as full featured as the desktop versions.

- Adam

[Patrick_Mathews]

Hi,



I can't accept feature requests for the free version of QBI. All improvements are added to the paid version.

Quickbooks Online does not accept iif file imports, so it can't work with QBI. I don't think it will work with XML either, so I don't think it will work with any product.

My impression is that Quickbooks Online is not as full featured as the desktop versions.

- Adam

That is true that it is not as full featured but for my purposes, the online portion outweighs the features. I'd just like to autopopulate quickbook online so I can reconcile credit card payments with my bank account.

[greenhat]

Hi Adam,

Thank you for a very useful plugin. Im new to QB and QBI , trying to get this setup and having similar issues:

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

I did everything as described in the manual. When importing list.iff file, i selected "Item List". "Shipping Method List" and "Payment Method List". But there was nothing that looked like "Discounts and Fees" and nothing was mentioned in the manual about this list. What should i select for "Discounts and Fees" ?

On another topic, I use Google Checkout and Authorize.net merchant acount for payment processing. Should i just treat Google Checkout transactions as Paypal in QBI (since Google has special order statuses like "Google Shipped" , etc.)

Thank you for you help

[helpme]

Hi,


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".

Did you do Match Payments?

Thanks,
Adam

I did match payments but I think that is where I am doing something wrong. I am using paypal currently as my merchant, I have it set to pay w/ paypal and my paypal payment is not showing as being paid. I have created a new payment method named paypal and set it to payment type "other" in qb....is that right?

My other question is, did I need to go through and match up all of my products???? Please say no, but I am sure I do.....I have 980 on one site and probably 2000 on the other!!!

[swingandmiss]

Long time QBI user here. Up until this point, I've never needed to use atrributes because my products were distinct. That is now changing. I will be selling an item in which you can select one attribute, for example color. In Quickbooks, I have each version of the item (red item, blue item, etc...) as an individual inventory item. I'd like to be able to sell this item as one item on the site, with a user selectable attribute, and not 20 different items. Does QBI support this? I'm currently using version 3.

My other question is in reference to the newer versions of QBI. Currently, I ship with PayPal, mark products shipped in ZC, and download to QB whenever I get a chance (not necessarily when I ship). Will this change?

Also, what does "Special handling for PayPal orders" mean? I use PayPal and authorize.net together.

Adam, this module has made my life so much easier. Glad you're still supporting it.

[helpme]

I did match payments but I think that is where I am doing something wrong. I am using paypal currently as my merchant, I have it set to pay w/ paypal and my paypal payment is not showing as being paid. I have created a new payment method named paypal and set it to payment type "other" in qb....is that right?

My other question is, did I need to go through and match up all of my products???? Please say no, but I am sure I do.....I have 980 on one site and probably 2000 on the other!!!



I also want to add to this.....I am using lots of attributes to which when my products are imported to qb makes a ton of entries in my lists. Can I delete the entries for some or most of the attributes that have nothing to do with cost, i.e. size, color, text entries? QB is giving me an error that I am near my total list amount and I still haven't started putting in my customers.

[desmoworks]

After much searching (unsuccessfully) I can't figure out how to get QB to populate the sale no. field on its own how it would if you were manually entering transactions. I thought if I left the "Invoice number:" field blank on the configuration that it would, but that doesn't seem to be the case. I do orders online and via phone so I would like the sale no. of the sales receipt to be unique from the order number from Zen Cart.

Any suggestions?

I always accept payment at the time of the sale so I think a sales receipt makes more sense than doing invoices for the phone orders.

[desmoworks]

Strangely enough it is working correctly (sort of) in my QB Pro for Windows, but not QB for Mac (which is what I was using while testing this).

It is giving a correctly ordered number to each transaction in QB for Windows, but they are out of order. It is putting all of the imported orders first then the test orders I have entered by hand.

For example, this is the current order.

sale no 1: Zen order.
sale no 2: Zen order.
sale no 4: Zen order.
sale no 5: Zen order.
sale no 3: Entered by hand in QB.

[swingandmiss]

Adam, got a version question. I'm using QBI 3. I have individual items in QB and attributes in cart. The items, even after matching, import as subitems in QB. Is that the proper behavior for version 3?