Quickbook Sync

bpryor:

BTW, I still cannot figure out how to determine exactly what a shipping method's name is in QB, so it's turning out to be almost impossible to get Zencart and QB to match.

You can forget this post too. I got it working. All my issues were matching issues. I was confused about what I was mapping the shipping method too. I thought I had to map the method to one of the shipping methods in QB invoices, but I needed to map it to a item I had to create in QB to accept the shipping charges.

I'm still unable to get this working. I'm in the UK so my sales taxes are actually VAT. Any users in the UK got this to work?

pglock:

I'm still unable to get this working. I'm in the UK so my sales taxes are actually VAT. Any users in the UK got this to work?

Hi pglock,

I would assume this would just be a matching issue too. You need to have a item created in QB that links to your VAT account, then in ZC you match in QB Sync -Sales Tax the name of the QB item to the sales tax item coming from ZC.

I've read through several pages of this thread and have a few questions that I didn't understand from the description.

We have a new Zen-Cart install (10/01/2009) and have populated the database with about 1,000 items.

We are using Quickbooks Pro 2009 and maintaining 2 seperate databases. Zen-Cart and Quickbooks Register Pro. We want to drop Register Pro and create all our invoices, estimates, packing slips etc in Quickbooks.

Which items databse is the master? Zen-Cart or Quickbooks?
Do we make changes to price, add or delete items from Zen-Cart or Quickbooks?
If we change items in Quickbooks does it update Zen or (Visa Vi) Make changes in Zen and it updates Quickbooks? or both or either?

Thanks for your answers, hope I didn't get too confused. Thanks for all your hard work :clap:
JOhn ><>

OK, I read back a few more pages and found your Release of Version 2
http://www.zen-cart.com/forum/showpost.php?p=771489&postcount=82

Answered allot of questions.
Thanks
JOhn ><>

V2.01 is now available.

To Upgrade from v2.0:

Replace file quickbooksSync/qbClass.php with the new one.

No other changes are necessary.

Changelog for v2.01:

• Fixed issue when no manufacturer is specified for products.
• Fixed issue with colons in customer names.
• Fixed tag error in Quickbooks Web Connector example file.

FYI - I've also noticed a problem with the Google Checkout mod. I don't consider it a bug, as much as I consider it an incompatibility with Quickbooks, so I'm not planning on fixing this. When a Google Checkout order is refunded, it shows up in the order total lines. This causes the final order amount to drop to $0. Quickbooks won't import orders without a positive total, so you'll get an error. The workaround is -- every time you encounter an order with Google Checkout that has been refunded you'll need to export it to Quickbooks manually and then mark it as done in Zen Cart QBSync. To do this, you'll need to go to Tools-Install SQL Patch and then run the following patch:

UPDATE `orders` SET quickbooks = 1 WHERE orders_id=1234; 

Be sure to change 1234 to whatever the order number is for the Google Checkout order you manually exported to Quickbooks.

BTW - I'm not sure if the_ancient still visits this thread, but if you do, I'd sure love to get this to recognize the Company File Name. This would allow the company file to be updated without the Quickbooks file being open in QB. There appears to be some legacy code that does just this, but I don't understand how this code works, so I don't know how to implement this. Any advice on this would be greatly appreciated!

Hi I am taking things one step at a time and first want this script to download customers into my quickbooks. I have uploaded the files to my server, and have ran the sql statements. I cannot find where to go to have this script talk to my quickbooks. I am confused.

You need to run QB Web Connector on your computer. Edit QWCExample file to fit your needs and then open it using Quickbooks Web Connector. You should find Quickbooks Web Connector is installed with most Quickbooks installations, but if not, there is a link in the documentation to download it.

I want to try this mod, but first I want to know it does what I want.

I only want to import new orders. I don't want to import existing customers, existing products or past orders.
Can I do this with this mod or does it always import everything?

Thanks.

I'm running into a problem. It looks like I'm not the first one, but the proposed solution doesn't seem to match my root cause.

When I run the web connector, I get the following error:

Version:
Not provided by service

Message:
Authentication failed

Description:
QBWC1012: Authentication failed due to following error message.
Client found response content type of 'text/html; charset=iso-8859-1', but expected 'text/xml'.
The request failed with the error message:

<SOAP-ENV:Envelope xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope/" xmlns:ns1="http://developer.intuit.com/" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">SOAP-ENV:Bodyns1:authenticateResponsens1:authenticateResultns1:string38e7d35ce6a58f545f1f0ef74595ff90</ns1:string><ns1:string xsi:nil="true"/></ns1:authenticateResult></ns1:authenticateResponse></SOAP-ENV:Body></SOAP-ENV:Envelope>
<br />
<b>Notice</b>: Object of class queryFactoryResult could not be converted to int in <b>Unknown</b> on line <b>0</b><br />

--. See QWCLog for more details. Remember to turn logging on

I have verified that I have PHP 5.2.11, and soap is enabled (--enable-soap).

I've checked the logs, there's no error logs in apache and nothing of interest in QWCLog. Thanks for any help!

What else can I try, or provide to you to help me out?

Thanks!
TJ

foteek -- It seems that this error is related to a possible bug in Zen Cart. Read through this thread here. The advice may help you:

http://www.zen-cart.com/forum/showthread.php?t=122683

tj1 -- Well, yes, you can do this. But it won't work out too well for you. What if an old customer places a new order? Then, your customer won't be in Quickbooks, so it won't be able to export the order to Quickbooks. Every invoice, sales order, or sales receipt in Quickbooks must be associated with a QB Customer. Plus, your products need to be in Quickbooks in case someone orders them. I really am confused about why you would want to do this....but...

If you still decide to do this, just make sure the value quickbooks is set to 1 for all orders, products, and customers that you already have when running the SQL patch to install the mod. Setting it to 1 will tell the mod to ignore the customers, products, and orders you already have. There are instructions about how to do this in the manual.

Thanks for your help, unfortunately the fix didn't help me.

I'm brand new to quickbooks, in fact I just bought it today. Is there anything I need to do to prepare it before I can connect? All I did was set up a "company" as a retail store, and left it at that. I haven't set up anything else, I was hoping this import would fill in a bunch of things for me...

Thanks again for your help!

I really hate when people answer by saying read the manual. But honestly, you need to read the manual. It will explain all -- that is simply too broad of a question! :)

Fair enough. But are you talking about the qb sync manual (the pdf in your zip)? Because I've read that multiple times, and frankly I don't understand the first paragraph well.

If I do understand it, I thought I could just leave all the sync match variables blank, and it would pass through the ZC names into QB. If you're talking about a different manual, by all means let me know and I'll start reading!

Thanks!

Yes. That is correct. If you leave everything blank they should transfer through using the ZC names.

If your QB names are different from your ZC names, you need to match the ZC names to the QB names. Go to Admin->Tools->Quickbooks Sync Match to do so.

srturner47:

tj1 -- Well, yes, you can do this. But it won't work out too well for you. What if an old customer places a new order? Then, your customer won't be in Quickbooks, so it won't be able to export the order to Quickbooks. Every invoice, sales order, or sales receipt in Quickbooks must be associated with a QB Customer. Plus, your products need to be in Quickbooks in case someone orders them. I really am confused about why you would want to do this....but...

If you still decide to do this, just make sure the value quickbooks is set to 1 for all orders, products, and customers that you already have when running the SQL patch to install the mod. Setting it to 1 will tell the mod to ignore the customers, products, and orders you already have. There are instructions about how to do this in the manual.

Sorry, I don't think I explained correctly.

The reason why I don't want to export past customers/orders/products to QB is because I have already imported them before. I currently use the other mod QBI, but it's a bit restricted and lacks some features Quickbooks Sync has.
If I export everything initially with Quickbooks Sync I would most likely create duplicates, correct?

Does this mod have a setting to allow to import orders with certain order status, for example import only orders with 'pending' status?

Thanks.

If an order, product, or customer already exists, QBsync can do two things:

1. This mod has a matching feature. Just turn on MATCH customers, products, and orders. Its the last three options in Admin->Configuration->QBSync. Then, anytime a customer, order, or product already exists in Quickbooks, it will figure this out and store the match in your database.

2. You don't have to use match, but without it, you can't use some of the more advanced features of QBSync like continuing sync. See the manual for more details. If you don't use match, QBSync will automatically ignore any duplicates.

Either way, just make sure that your naming convention for orders and customers is the same as it was with QBI. If they don't match exactly, it can't determine that it already exists in Quickbooks.

You should also consider very carefully when installing the SQL patch whether or not you want to mark quickbooks as 1 or 0 for products, customers, and orders. Anything marked as 1 will be completely ignored. No matching or exporting will take place.

It sounds to me like your best bet is to turn matching on for products and customers and mark quickbooks as 0 for these in the SQL patch. Then, turn matching off for orders and mark quickbooks as 1 in the SQL patch for all orders. This will ignore orders. Matching them is less important as orders can't really change anyway. However, matching products and customers can be very useful, especially if you choose to use continuing sync. This will only effect old orders, new ones should still export just fine.

I am trying this again, I think I was doing it wrong before...how do I import the QWC file? I tried adding it to Quickbooks but I can't get it o import.
I am not extremely knowledgable with QB.
thanks for any help....I REALLY need this to start working!
Happy New Year!

Sorry to come back yet again. I'm still unable to get any transactions to sync. Just to recap, I'm in the UK, using UK VAT as the tax. The tax codes in QB are 'S' for standard (now 17.5%) and '0' for zero rated. I have set up the Sales Tax QB sync page as shown in the attached screen grab. When I try to sync I get the error message in the notification email:

Errors are Listed Below:
Error:There is an invalid reference to QuickBooks SalesReceiptLine
SalesTaxCode "TAX" in the SalesReceipt line.  QuickBooks error message:
Invalid argument.  The specified record does not exist in the list.

Any idea what I'm doing wrong?

helpme -- you don't import or export the QWC file, you run it. It doesn't run from Quickbooks, it runs from Quickbooks Web Connector. You need to download and install Quickbooks Web Connector. Get it here: http://marketplace.intuit.com/webconnector/

pglock -- Not sure what a tax code is. You just need to put the name of the tax here. If you can click on Items and Records (top right hand corner in QB Home) in QB and take a screenshot of the page with the sales tax items on it I can tell you what you need change.