Quickbooks Import QBI

[adam5532]

Using QB 2009 Pro, Zencart 1.3.9d, QBI 3.21. I have been using QB for a couple of years, but just changing to Zencart and QBI. If an existing customer registers on zencart, can I merge their "new" account in QB with their "old" account, so I can see their order history in QB, or do they need to keep 2 seperate accounts?

QBI needs to use some kind of logical consistent system for naming customer accounts, whereas you may use some human creativity in doing it yourself. Accounts also need to be guaranteed to be unique, so QBI can't just name John Smith as SMITH. If your human system is haphazard and doesn't fit a definable pattern, then QBI will not be able to duplicate it. QBI's default is to use the Last Name, then a dash, and then the Customer Record Number from Zen Cart. QBI has a flexible template system that lets you define how the QB Customer Name is defined.

So, in short, it is likely that QBI will have no way to guess your human assigned Customer Names, and you will end up creating new accounts when you import into QB. Inside of QB, you can merge the existing Customer Name into the new Customer Name, so you won't have two accounts for the same customer, but you'll have to do this manually. Again, this isn't due to any limitation of QBI, but is a result of how you've likely been assigning Customer Names in the past before using QBI.

Thanks,
Adam

[SPembleton]

I'm not sure what you mean by not importing. Have you set up the correct Status that you want for new orders on the QBI config page? Do the orders show up under New Orders? Does the iif file get created? Does QB say that the import was successful? Have you checked for the orders under both Invoices and Sales Receipts?

Thanks,
Adam

Thanks for your response. I beleive it is set up properly on the config page, the file is created, QB says it is imported, but it does not show up anywhere. I also look in the customers file, and see nothing,

[adam5532]

Thanks for your response. I beleive it is set up properly on the config page, the file is created, QB says it is imported, but it does not show up anywhere. I also look in the customers file, and see nothing,

How many orders does QBI say it is downloading?

Open the .iif file in Excel. Is it empty, or does it contain orders?

Thanks,
Adam

[SPembleton]

How many orders does QBI say it is downloading?

Open the .iif file in Excel. Is it empty, or does it contain orders?

Thanks,
Adam

Nothing in the file. I only gave 2 orders in the system now. Configuration set to import with "Any" status

[SPembleton]

Nothing in the file. I only gave 2 orders in the system now. Configuration set to import with "Any" status

I also exported a full set of iif files. I noticed that customers, products etc, when there are no entries the column headers do show up. When I try to export the orders, there are not headers either. the file is totally empty.

Btw - I also have reinstalled the software - not change.

[adam5532]

I also exported a full set of iif files. I noticed that customers, products etc, when there are no entries the column headers do show up. When I try to export the orders, there are not headers either. the file is totally empty.

Btw - I also have reinstalled the software - not change.

You didn't answer how many orders QBI says are New. When you install QBI for the first time, there will be NO new orders. Only orders created after it is installed can be marked as new. Those orders will be marked as new only if a) they are the correct Status, and b) have never been downloaded before by QBI.

You will likely get your orders if you download "All Previous Orders" instead of "New Orders."

Also, you are going to a lot of effort troubleshooting QBI when you only have two orders in your system. I suggest you do more testing to verify that you have Zen Cart set up correctly. After you are sure that everything is working correctly in Zen Cart, then worry about QBI. Two orders is not enough to verify that you have Zen Cart working yet.

You'll also need to place some test orders in Zen Cart after QBI is installed, so that you'll have some new orders to download with QBI.

Thanks,
Adam

[SPembleton]

You didn't answer how many orders QBI says are New. When you install QBI for the first time, there will be NO new orders. Only orders created after it is installed can be marked as new. Those orders will be marked as new only if a) they are the correct Status, and b) have never been downloaded before by QBI.

You will likely get your orders if you download "All Previous Orders" instead of "New Orders."

Also, you are going to a lot of effort troubleshooting QBI when you only have two orders in your system. I suggest you do more testing to verify that you have Zen Cart set up correctly. After you are sure that everything is working correctly in Zen Cart, then worry about QBI. Two orders is not enough to verify that you have Zen Cart working yet.

You'll also need to place some test orders in Zen Cart after QBI is installed, so that you'll have some new orders to download with QBI.

Thanks,
Adam

I have created a number of dummy orders, and I now also have one real order. I have created files using using both "All Previous Orders" and "New Orders", but again, nothing in the file, not even the column headers. I have no reason to believe that zencart is not set up properly. I you really think it will make a diffeence, I will launch the site and wait a few weeks. By then I will probably have 10 or so real orders.

[helpme]

Can you use this mod with an inventory scanner and keep track of both inventory and off line sales? I have the paid version of this mod.

[adam5532]

I have created a number of dummy orders, and I now also have one real order. I have created files using using both "All Previous Orders" and "New Orders", but again, nothing in the file, not even the column headers. I have no reason to believe that zencart is not set up properly. I you really think it will make a diffeence, I will launch the site and wait a few weeks. By then I will probably have 10 or so real orders.

At this point we've covered the obvious issues, and it is hard to know without seeing your site. I keep asking, but you have not answered my question of how many orders it says are New (and Previous, and All), which would be useful information for troubleshooting. It is likely something that can easily be resolved by seeing your site, but that's part of the service included with the paid version and beyond the scope of my limited support for the free version. It is unlikely a bug in QBI -- I haven't had this issue reported before, and there are 10's of thousands of people using QBI.

Thanks,
Adam

[adam5532]

Can you use this mod with an inventory scanner and keep track of both inventory and off line sales? I have the paid version of this mod.

If you have the paid version, then please submit a support ticket at qbisoftware.com.

Thanks,
Adam