Quickbooks Import QBI

[adam5532]

Hi,

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.

You also need to do Match>Payments and match Google Checkout to Google New.

- Adam

[tj1]

For Match>Payments, I have:
GoogleCheckout (googlecheckout): GoogleCheckout

There's no 'Google New' here.

[iscatech]

Hi Adam,

I'm using Zencart 1.3.8 and QBI.

I am receiving a message "error on line 12" when importing orders. I have verified that all my items have model #'s and I am pretty sure this is because I am using a low order fee.

I uploaded my iif files to QBI and I went to Match the low order fee to my Handling Charge which is used in Quickbooks, but it is not in the list. In our Quickbooks, the handling fee is listed under Sales:Services. How can I direct the low order fee to this account?

Thanks!

[adam5532]

For Match>Payments, I have:
GoogleCheckout (googlecheckout): GoogleCheckout

There's no 'Google New' here.

Yes, that's what I meant. Google New was an error.

Adam

[adam5532]

Hi Adam,

I'm using Zencart 1.3.8 and QBI.

I am receiving a message "error on line 12" when importing orders. I have verified that all my items have model #'s and I am pretty sure this is because I am using a low order fee.

I uploaded my iif files to QBI and I went to Match the low order fee to my Handling Charge which is used in Quickbooks, but it is not in the list. In our Quickbooks, the handling fee is listed under Sales:Services. How can I direct the low order fee to this account?

Thanks!

Handling Charge must be item type "Other Charge" in QB to show up on the matching list. Or else create a new item in QB called Low Order Fee of type Other Charge, and upload your lists again into QBI.

Adam

[seattleannie]

I want to install QBI Quickbooks Import for a client who just upgraded to Quickbooks 2009. The module documentation states "Quickbooks Pro 2004 – 2007 (US Version) (versions back to 1998 should work also but are not supported)". Will it work with Quickbooks 2009?

~anne

[srturner47]

I've been using the paid version of QBI for awhile now, and I love it, but I still have a few issues:

Is there any way to account for different tax rates? Our state requires one tax rate for the county you live in, but if you sell to a different county, you just need to pay the base tax rate for the state -- no county taxes included. So, my site uses a mod that checks by zip code to see if you are in LA County. If you are, we charge a higher tax rate. If you are in another county, we charge a lower tax rate. And, if you aren't in California, we don't charge any tax at all. The problem is that when it comes time to pay our sales taxes, the Board of Equalization wants us to break our taxes down into two categories -- in our county or not in our county. We can't seem to do this as QBI is setup now to assign all taxes, no matter what rate they are at or name they are, to one tax type in Quickbooks. Even if we could find some workaround where we could separate taxes by rate instead of name, that would solve our problem. Any ideas? Can QBI do this? If not, can Quickbooks somehow differentiate between two different tax rates that are assigned to the same tax type?

Lastly, and this isn't really a problem with QBI as it is an issue with credit card processing and quickbooks, has anyone figured out how to deal with batches of credit card transactions? It's been very time consuming to match up the batch deposits with transactions. If there were some way to automate this so that each batch gets deposited automatically, that would be so much easier. Authorize.net has a QBI export function, but as far as I can tell, all it does is what QBI does. I'd somehow need it to export batch information and then match that up with sales receipts to automatically make the batch credit card deposits for us. That would be SO much easier. Anyone ever figure out a way to do this?

Thanks for the help in advance!

[adam5532]

I want to install QBI Quickbooks Import for a client who just upgraded to Quickbooks 2009. The module documentation states "Quickbooks Pro 2004 – 2007 (US Version) (versions back to 1998 should work also but are not supported)". Will it work with Quickbooks 2009?

~anne

Yes, it also works with QB Pro 2008 and 2009.

- Adam

[adam5532]

I've been using the paid version of QBI for awhile now, and I love it, but I still have a few issues:

Issues for the paid version of QBI need to be submitted as a support ticket at http://www.qbisoftware.com/support.

But I'll briefly answer, since this applies to both versions:

Is there any way to account for different tax rates? ... Can QBI do this? If not, can Quickbooks somehow differentiate between two different tax rates that are assigned to the same tax type?

QBI currently only handles one tax rate (plus none for out-of-state). Multiple tax rates are planned for a future release. There is no work-around that I can think of. The tax rate in QBI must match the rate in QB or the orders won't import.

Lastly, and this isn't really a problem with QBI as it is an issue with credit card processing and quickbooks, has anyone figured out how to deal with batches of credit card transactions?

There's nothing much you can do, as batching is up to the bank and out of your control. The best thing is to reconcile daily, so that it is evident what sales are grouped by the amount. If you get stuck, you can examine the records at authorize.net and at your merchant card services, which will break down the sales in each batch.

- Adam

[tj1]

Has anyone been able to successfully download orders for two different order status? If so, what settings do you have?


I need to download GoogleCheckout orders, which have the 'Google New' status in addition to regular orders with 'pending' status. I seem to have the correct settings, but QBI is not importing this orders.

Thanks for any info on this.