Quickbooks Import QBI

[manoilayans]

Hi all,

I am new to QBI, i have just now installed the latest version of QBI, into my store..

My Version of QBI is, QBI 3.21b..

Can anyone pls tell me how to register this QBI..?

Thanks
Manokaran

[Twbeebe]

The Author of the Software does not feel that it is important enough to 'fix' the registration screen for us, by sending out a mod to turn it off, or fix his website to allow us to 'register it' to turn it off ?

[sassayone]

Adam,

Thanks Adam. I had to run a SQL command to reset the download status, but now it works.

John

I need to reset the download status so i can re-download orders as "new". I made some changes to the configuration and need these orders to reflect the changes. things like the sales tax etc were not set up initially and are causing errors when i import into QB

Are you still around John? Can you (or anyone!) inform me of the SQL command i would use to reset the "previously downloaded" orders to "new orders"?

[swingandmiss]

I need to reset the download status so i can re-download orders as "new". I made some changes to the configuration and need these orders to reflect the changes. things like the sales tax etc were not set up initially and are causing errors when i import into QB

Are you still around John? Can you (or anyone!) inform me of the SQL command i would use to reset the "previously downloaded" orders to "new orders"?

Use the following SQL command to reset the status.

UPDATE orders SET qbi_imported=0 WHERE orders_id >= 0;

You can replace the "0" with any order number you want. For instance, >= 100 will reset any order 100 or above.

[njsparks]

Hello all,

I have an existing zen cart store (www.homesteadersupply.com/store) with almost 800 products, 100 customers, etc... I just bought quickbooks pro 2009 and found out about the QBI tool on a search to see if I could link the two together. As I said, my quick books install is void of data... I've just configured the chart of accounts and set up the company information. Can I import all my zen cart data into Quickbooks at this point or do I have to manually enter everything and get the two sync'd first?

I appreciate any and all help!!! accounting has never been my strong suit.. I'm more of a farming geek... hahahaha

Thanks again!

Nance Sparks

[adam5532]

Hi Adam,

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



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" ?

Item List includes discounts and fees. These items must be designated as Discount or Other Charge in QB.

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

Yes, you can do that. The PayPal setting is so that you can set up different download criteria for a particular payment method. It doesn't have to be PayPal.

Thanks,
Adam

[adam5532]

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?

Is "Import Payments" set to "Sales Receipt" in the QBI configuration?

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!!!

You only have to match if the Item Name in QB and the Product Model in Zen Cart are different. Otherwise, QBI and QB would have no way to know what QB item goes with what Zen Cart product. If the Item Name and Product Model are the same, then QBI and QB will see that and no matching is necessary.

Thanks,
Adam

[adam5532]

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.

Sorry for the delay in answering. I've been really busy and forgot to check the Zen Cart posts (I'm not getting the notification email for some reason).

Yes, QBI is designed to work with attributes. Automatic matching will occur if you use subitems in QB. For example, YourItem with Color attribute value Blue in ZC would be YourItem:Blue in QB.

If you don't want to use subitems, you can use matching. Matching in 3.21 will allow you to match products with one attribute (for example, Color is an attribute. You can have as many Attribute Values (red, green, blue) as you wish). The paid versions of QBI (3.50 and higher) allow you to match products with multiple attributes.

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?

I'm not sure what your questions is.

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

It means that you can set different download criteria for an alternate payment method. It doesn't actually have to be PayPal. For example, if your new Authorize.net orders were status Pending and your new PayPal orders were status Paid, you could set this up. This was mainly intended for the older PayPal method where the customer went off-site. You shouldn't need this feature.

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

Thanks!

- Adam

[adam5532]

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.

An important concept is the QB can NOT create items or subitems on the fly when an order is imported. The item or subitem MUST already exist in QB.

You can add them manually, or use the Products export feature of QBI. This is beneficial, because it will get the attributes in the correct order. The free version of QBI will create a correct product export file for products with up to two attributes. The paid version will do up to five attributes, and also lets you restrict attributes to the product description if you don't want to have a separate item or subitem for each attribute.

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?

You can delete the items, but QB won't let you do that until you remove them first from your invoices, or change those item lines on the invoices to something else. If you are just testing, then just delete the invoices first and then remove the erroneous products.

QB is giving me an error that I am near my total list amount and I still haven't started putting in my customers.

The max amount is separate for items and for customers. If you don't need to inventory every product attribute combination in QB, then the new features on the paid version may be helpful to you in this situation.

Thanks,
Adam

[adam5532]

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.

QB does not allow the Sale No. field to be populated by QBI. It is set automatically and sequentially by QB. QBI imports the ZC Order No. into the Sale Receipt PO Number field. You can configure your SR template in QB to have that field appear, and rename it what you want. You can also search on it, but remember to search in the PO Number field.

Thanks,
Adam