Quickbooks Import QBI

[nonfinite]

I should also mention that getting shipping to work correctly is a bit of a nightmare currently. Since I don't know how to pull exact names from the zen cart code for my shipping options, (and I have a lot of options,) I'll have to get it to work by doing matches...

And even that presents a problem. Nobody has explained how to add a shipping option to Quickbooks. Even Google falls short here.

So, again, for the people out there who are having/will have the same problem in the future:

Go to
lists -> customer and vendor profile lists -> ship via

From there you can add shipping methods such as USPS priority, USPS express mail, etc., which you can then use to recompile that iif. Send it on over to QBI, then match them up.

[nonfinite]

Crap. Populating shipping cart methods doesn't provide options for international types through USPS. I suppose it's not an issue since you can know if it's international by simply looking at the address provided on the invoice, but still.

[nonfinite]

Is there no way to mark invoices as shipped?

[tj1]

How do I configure QBI so that imported invoices follow the sequential numbering for invoices in quckbooks?

I tried leaving the field blank in QBI configuration, but the invoice number just appears blank in quickbooks too.

I would like for invoices to have the same behaviour as sales receipts regarding the sequential numbering.

Is this possible?

Another issue I've seen is that international shipping methods for USPS are not avaible in QBI configuration for matching.
Only domestic USPS options are listed.

Thanks.

[adam5532]

Is there no way to mark invoices as shipped?

1) You've just made 14 posts in a row, which must be against the forum rules, and if it isn't it should be. This is a forum, not a blog. Making one post and waiting for an answer would I think be more appropriate.
2) I can't possibly begin to read and respond to all your questions. If you need this level of support, that's what the paid version of QBI and paid support is for.

Good luck.

Thanks,
Adam

[adam5532]

Hi,

How do I configure QBI so that imported invoices follow the sequential numbering for invoices in quckbooks?

I tried leaving the field blank in QBI configuration, but the invoice number just appears blank in quickbooks too.

I would like for invoices to have the same behaviour as sales receipts regarding the sequential numbering.

Is this possible?

1) You shouldn't need to use Invoices if you accept payment online through a gateway. If you accept cash or process credit cards manually then you would.

2) In QB, the Invoice Number and Sales Receipt Number have different behavior. The Invoice number field will get replaced by what is in the QBI config when you import an Invoice, so if you leave it blank it will be blank. On the other hand, the Sales Receipt number is automatically incremented in QB and can not be set by QBI.

3) If you want to import the ZC order number, it will appear in the Check Number or PO Number field in the Invoice or Sales Receipt respectively (with Invoice/Sales Receipt 'PO Number': set to %I in the QBI config). You may need to use the Form Designer in QB to make these fields show.

4) You can set Invoice number: to %I, which will bring the Zen Cart order number in. But then you can't do off-line sales, because QB will start numbering by adding 1 to the last number entered, so after ZC order 1000 would be off-line order 1001. Now, import ZC order 1001 and you have duplicate numbers.

Another issue I've seen is that international shipping methods for USPS are not avaible in QBI configuration for matching.
Only domestic USPS options are listed.

Thanks.

QBI automatically detects the shipping methods, based on the shipping modules you have. Unfortunately, these modules are not implemented consistently, and sometimes QBI can't automatically find all the methods (they can be added manually if necessary). But, the fact that you see domestic options and not international makes me think that this isn't the issue. Does the USPS module you are using have international options, and are they enabled?

Thanks,
Adam

[tj1]

Adam, thanks so much for the quick reply.

The USPS module does have international options enabled, for domestic and international it has enabled 1st-class, priority and express. However, only the domestic option show up for matching. This is not much of an issue since all international orders are reviewed manually and we can easily change it in QB.


The issue I see is with the invoice numbering as I do off-line orders and I have to import all orders as invoices because CC is processed manually. This is another limitation of the .IFF format correct, will sequential number of invoices work with WebConnect and the next version of QBI?

Unfortunately, as it is right now, I don't neither the free nor the commercial versions work for my needs.

[nonfinite]

Sorry, Adam. It turns out I fixed most of my problems through trial and error, and was left with just one question: how to handle shipping in Quickbooks in an organized manner.

14 posts, partially on account of a complete lack of activity in the thread from anyone but myself for approx. 24 hours, partially from my utter confusion at configuration of your module, and partially due to the 7 minute limit on editing posts. Were that limit not there, it would have been one post. Hopefully newcomers with similar issues will be able to extract some information from some of it, as your manual covers the zen cart portion of setup extensively, but might leave the less experienced Quickbooks user a bit baffled about things like adding shipping options.

[nonfinite]

Argh, the 7 minute limit strikes again.

Can I request you consider adding something to your manual about getting out of balance errors from orders that have products that are no longer available on your shop? I know this is probably an obvious one for some, but I spent a good amount of time trying to figure out that the issue wasn't discount coupons and low payment fees like you stated in multiple e-commerce forums located elsewhere.

[adam5532]

Hi,

Adam, thanks so much for the quick reply.

The USPS module does have international options enabled, for domestic and international it has enabled 1st-class, priority and express. However, only the domestic option show up for matching. This is not much of an issue since all international orders are reviewed manually and we can easily change it in QB.

OK. You can add them to the QBI db manually -- basically, you'd find the shipping text used in the order_totals table for ot_shipping and that's what QBI needs to match against. I should try to make a kb article on this soon, so I don't keep explaining the procedure. If you want this let me know off-forum (I'll make it available to all when I get it written up).

The issue I see is with the invoice numbering as I do off-line orders and I have to import all orders as invoices because CC is processed manually. This is another limitation of the .IFF format correct, will sequential number of invoices work with WebConnect and the next version of QBI?

Unfortunately, as it is right now, I don't neither the free nor the commercial versions work for my needs.

I don't know if Web Connect will solve this yet, but I will look into it.

Thanks,
Adam