Quickbooks Import QBI

[tj1]

Sorry, I have another question.

Where else does QBI store settings?

I had installed QBI a long time when one of the very early version was released.
I never really used it more than a couple of times, but never removed the tables, all the files were deleted though.

Now I just downloaded the latest version, I dropped all the existing tables prefixed qbi_ in the database and then installed the new version. After installing and configuring, I go the Create IFF page and I see the following and was wondering where it got those records if I dropped all the tables:
-----------
New Orders
Quan: 20
No.: 2698 to 3863
Date: Jul 8, 2008 9:59 pm to Mar 5, 2009 1:34 am

Previous Batch of Orders
Quan: 2
No.: 1270 to 1271
Date: Jul 8, 2006 2:54 pm to Jul 10, 2006 12:39 am
----


Thanks

[adam5532]

Is it possible to include the customer email address as part of the 'Customer Name' in quickbooks?

I would like to pass the name as 'Last, First - email'

Thanks

No, it is not one of the template options. Never been asked for, and I don't think it would be advisable.

Adam

[adam5532]

Sorry, I have another question.

Where else does QBI store settings?

I had installed QBI a long time when one of the very early version was released.
I never really used it more than a couple of times, but never removed the tables, all the files were deleted though.

Now I just downloaded the latest version, I dropped all the existing tables prefixed qbi_ in the database and then installed the new version. After installing and configuring, I go the Create IFF page and I see the following and was wondering where it got those records if I dropped all the tables:
-----------
New Orders
Quan: 20
No.: 2698 to 3863
Date: Jul 8, 2008 9:59 pm to Mar 5, 2009 1:34 am

Previous Batch of Orders
Quan: 2
No.: 1270 to 1271
Date: Jul 8, 2006 2:54 pm to Jul 10, 2006 12:39 am
----


Thanks

One field is added to the Orders and Products tables to keep track of what has been imported. Those fields still remained.

Adam

[tj1]

Thanks for the previous replies.


One more question, where do you configure the non-taxable item name?

In quickbooks I have 'CA sales tax' as the taxable sales tax item and 'Out of state' as the non-taxable one.

When QBI imports out of state customers, the customer tax code is imported as non-taxable, but the tax item is still set to 'CA sales tax'.

[adam5532]

Thanks for the previous replies.


One more question, where do you configure the non-taxable item name?

In quickbooks I have 'CA sales tax' as the taxable sales tax item and 'Out of state' as the non-taxable one.

When QBI imports out of state customers, the customer tax code is imported as non-taxable, but the tax item is still set to 'CA sales tax'.

Currently QBI only handles one QB tax item. Your out-of-state orders will show CA Sales Tax as the tax item, but the amount will be zero. This is inconsequential as far as accounting goes - actually some people prefer it this way. It is on the feature to-do-list to add multiple tax item capability and a no-tax tax item.

Thanks,
Adam

[tj1]

Thanks again for all your help answering my questions.
No big deal about one tax item limitation. I only get 10 - 20 orders per day so I have no problem changing the correct tax item manually (I also have many customers with resale tax item)


One more question, regarding importing orders paid with GoogleCheckout. I thought I had this figured out and configured correctly, but it doesn't seem to be working.
I read in another post by you that the 'Import PayPal orders with status:' setting could be used to import orders for other payment methods with different status.
The GoogleCheckout status for new orders is 'Google New'
I've set the 'Import PayPal orders with status:' setting to 'Google New'; however, QBI is still not importing GoogleCheckout orders.

Is there some other setting I need to change?

[adam5532]

Hi,

The GoogleCheckout status for new orders is 'Google New'
I've set the 'Import PayPal orders with status:' setting to 'Google New'; however, QBI is still not importing GoogleCheckout orders.

Is there some other setting I need to change?

Yes. In Setup Payments, you need to set your Google payment method in QB to "Paid with PayPal", and then make sure that in Match Payments, your GoogleCheckout method is matched to the QB Google payment method.

- Adam

[tj1]

I have another question :)

This is regarding importing descriptions with quotation marks ( " ).
When the QBI file is imported into quickbooks quotation marks are imported as apostrophes.

Is this due to QBI or just how quickbooks imports things?
This creates a small issue for me because I use quotation marks to denote inches and I sell some products by the inch. So the imported description has the apostrophe which denotes feet and I have to change that manually.

[adam5532]

I have another question :)

This is regarding importing descriptions with quotation marks ( " ).
When the QBI file is imported into quickbooks quotation marks are imported as apostrophes.

Is this due to QBI or just how quickbooks imports things?
This creates a small issue for me because I use quotation marks to denote inches and I sell some products by the inch. So the imported description has the apostrophe which denotes feet and I have to change that manually.

Unfortunately quotation marks in the iif file can cause problems for QB. QBI changes them for this reason. Hopefully you will be able to use ft and in.

Adam

[tj1]

Adam, regarding importing GoogleCheckout orders, this is still not working for me.
This are the settings I have:

Configure>Import PayPal orders with status:
Google New

Setup>Payment>GoogleCheckout:
Paid w PayPal

Am I missing some other setting?

Thanks.