Quickbooks Import QBI

Any ideas why it gives a parse error when adding

define('FILENAME_QBI', 'qbi_create.php');

to the filenames.php in 1.3.5?

using v.3.0.2

NVM fixed, left out code '

Hi I am a newbie, Hacking away at this.

WhenI try to import my orders

I get this:

Transaction not in balance , make sure the amounts in the detail area on the form for this transaction equals the amount at the top of the form

Any suggestions? Was I supposed to do something first?
I saw in a prior post about missing product numbers. Checked that. Its not the case.

Hi,

milobloom:

Hi I am a newbie, Hacking away at this.

WhenI try to import my orders

I get this:

Transaction not in balance , make sure the amounts in the detail area on the form for this transaction equals the amount at the top of the form

Any suggestions? Was I supposed to do something first?
I saw in a prior post about missing product numbers. Checked that. Its not the case.
This almost always is because of one of the following:
Sales tax is not set up properly in QBI to match QB
Low order fee is used and not set up in QBI
Discount coupons are used and not set up in QBI
Some products in the store do not have model numbers
(rare random failures) rounding patch suggested in manual has not been applied to authorize.net payment module

If you open the iif file in Excel you will be able to compare the order line items to the invoice in Zen-Cart and will right away see which item is missing or has the incorrect dollar amount.

Thanks,
Adam

I suppose it goes without saying that I should fully understand and configure the quickbooks side before importing data,,,, :lookaroun

milobloom:

I suppose it goes without saying that I should fully understand and configure the quickbooks side before importing data,,,, :lookaroun
Yup, QB has to be fully set up and functional, and then in QBI all the configuration settings in red have to be set properly, and the payments and discounts set up and matched as needed. Don't skip any steps in the QBI manual, and then it will all work great!

Thanks,
Adam

Ok.

Its going to be a crash course.
My site has been getting alot of traffic lately.
I cant manualy enter all this data anymore.

Hi, Quick questions as I am not a quick books user but looking for an accounting package that will integrate with Zencart.

Does this mod allow the import/export of and can Quickbooks cope with stock by attributes?

Thanks

MG

MikeyG:

Hi, Quick questions as I am not a quick books user but looking for an accounting package that will integrate with Zencart.

Does this mod allow the import/export of and can Quickbooks cope with stock by attributes?

Thanks

MG
Quickbooks does keep track of stock by attributes -- in QB attributes are Sub Items. QBI imports Zen-Cart attributes as QB Sub Items. If you want stock by attributes in Zen-Cart, you have to install the StockAttributes contribution. Since QB keeps its own inventory, it does not matter if the contribution is installed in Zen-Cart -- this only affects whether your customers are notified if the attribute is in stock.

Thanks,
Adam

Adam,

thanks for the reply.

If I have a red tshirt in sizes how then do I get the stock for size 0-3 and size 3-6 for that t-shirt. If I have gift wrap as an attribute so people can select a paper to gift wrap but for which I don't hold stock (i.e I have a red t-shirt 0-3 which can be gift wrapped in ballon paper) the current stock by attribute module will keep a record of the product as red t-shirt 0-3 gift wrapped in blue paper.

I want to be able to keep track of a red t-shirt 0-3 only whether it is wrapped in blue or pink paper.

Hope this is explained okay can I map these to the same red t-shirt 0-3 and will Quickbooks keep stock for me.

If so this is very exciting and a solution I am desperate to find.

I have not got quickbooks so need to know the answers before spending £300 pound on it (Which version do you recommend/ is the minimum that this will work with)

Thanks

MG

MikeyG:

Adam,

thanks for the reply.

If I have a red tshirt in sizes how then do I get the stock for size 0-3 and size 3-6 for that t-shirt. If I have gift wrap as an attribute so people can select a paper to gift wrap but for which I don't hold stock (i.e I have a red t-shirt 0-3 which can be gift wrapped in ballon paper) the current stock by attribute module will keep a record of the product as red t-shirt 0-3 gift wrapped in blue paper.

I want to be able to keep track of a red t-shirt 0-3 only whether it is wrapped in blue or pink paper.

Hope this is explained okay can I map these to the same red t-shirt 0-3 and will Quickbooks keep stock for me.

If so this is very exciting and a solution I am desperate to find.

I have not got quickbooks so need to know the answers before spending £300 pound on it (Which version do you recommend/ is the minimum that this will work with)

Thanks

MG
Hi MG,

First, QBI does not yet work with UK versions of QB. I am working on that, but it will be a little longer. Second, I don't know which version to recommend, because non-US versions are sold differently. For US versions, you need QB Pro or higher. These versions will import iif files.

I understand what you are asking on inventory. QBI lets you manually map products, so if the number of products you have is managable, you can map both blue and red gift-wrapped items to the same product. However, currently QBI can only map to products with two attributes or less.

Thanks,
Adam

I have been trying to get QBI working. When I import orders into QB 2 new bank accounts are being created:

one corresponds to the basic sales income account and the other corresponds to the Sales: S&H income account.

Why is this happenning? I can see the text in the qbi_orders.iif file that matches the names of the bank accounts being created.

Thx:smile:
Audra

audradh:

I have been trying to get QBI working. When I import orders into QB 2 new bank accounts are being created:

one corresponds to the basic sales income account and the other corresponds to the Sales: S&H income account.

Why is this happenning? I can see the text in the qbi_orders.iif file that matches the names of the bank accounts being created.

Thx:smile:
Audra
The accounts that you put into the QBI configuration page MUST exactly match QB accounts that already exist. Make sure to read and follow the manual exactly, and refer to the screen shots that show where in QB to find the accounts for each configuration option. If QB is creating new accounts, then you've put accounts that don't yet exist into the configuration page. This can cause unpredicable results.

Thanks,
Adam

adam5532:

Version 3.03 is basically done now. I do need to do some final testing, and make some updates to the manual as a few additional configuration options have been added. I will try to get it out in the next few days if possible -- by next weekend at the latest.

Thanks,
Adam

I'm curious , what are the expected changes ?

snarkys:

I'm curious , what are the expected changes ?
Nothing major.

Adjustments to the CSS to make the menus apear the proper size in IE.
Following the sort order for attributes.
Ability to specify column widths on the matching pages.
25 bug fixes and improvements, mostly minor

Still working on it! It will now be called 3.10, not 3.03.

Thanks,
Adam

Adam,

I have spoken to Quickbooks in the UK and there seems to be a difference between the UK and US versions.

The info they gave me suggested that you could not import order detail via an iif file in the UK version. IS this you understanding? and who are you gettin the QBI od to work with it if this is the case?

Would love to test but difficult to with out a copy of quick books obviously. Can you confirm if you are aware of this import problem and is there a soluton.

Thank you.

MG

MikeyG:

Adam,

I have spoken to Quickbooks in the UK and there seems to be a difference between the UK and US versions.

The info they gave me suggested that you could not import order detail via an iif file in the UK version. IS this you understanding? and who are you gettin the QBI od to work with it if this is the case?

Would love to test but difficult to with out a copy of quick books obviously. Can you confirm if you are aware of this import problem and is there a soluton.

Thank you.

MG
I can't confirm if it is possible, but it should be. The UK versions are different -- tax is handled differently (your prices include VAT, US prices don't include tax), and the iif column headings are different. If there is a menu choice under the File menu to Import IIF File, then it should be possible. If someone has a recent UK version, and it does have iif import, please contact me via private message. I would love to get a copy so that I can do testing with it. Same goes for other non-US versions.

Thanks,
Adam

Would someone be willing to explain invoice terms to me? In the QBI user manual Adam breaks it down into items paid online and those not paid online. The QB defaults include the "check" term, but not anything that would correspond to paid online.

I'm not familiar with the invoice terms in QB, so I'm not sure how I want to handle this. My instinct is that I would want 3 terms: check, credit card, and Paypal. I don't know how these terms are then used in QB, so I don't know if that is overkill. And, even if it is not, it seems that QBI will only allow 2 terms?

To complicate my already confused self, I am using sales receipts for my internet sales, so I am not sure if I even need to set this up in QBI.

Sorry to seem so dense on a seemingly trivial issue, but I am trying to set up QB at the same time I am setting up QBI. So many decisions to be made:smile:

Thanks,
Audra

Audra,

audradh:

Would someone be willing to explain invoice terms to me? In the QBI user manual Adam breaks it down into items paid online and those not paid online. The QB defaults include the "check" term, but not anything that would correspond to paid online.

I'm not familiar with the invoice terms in QB, so I'm not sure how I want to handle this. My instinct is that I would want 3 terms: check, credit card, and Paypal. I don't know how these terms are then used in QB, so I don't know if that is overkill. And, even if it is not, it seems that QBI will only allow 2 terms?
One thing that can be a little confusing is that in QB there are both Payment Methods and Payment Terms. QBI accepts unlimited Payment Methods, and with the Set Up and Match feature you can match QB methods to ZenCart methods.

There have been few requests for more Payment Terms, because orders online are nearly always either credit card or check. However, I know that I need to make some improvements in QBI for handling PayPal, and that will be done soon -- either in 3.10 (formerly 3.03) which really really will be released shortly, or the next version.

To complicate my already confused self, I am using sales receipts for my internet sales, so I am not sure if I even need to set this up in QBI.
Yes, you need to set it up. QBI needs to know which orders are paid online, so that it knows which orders should be sales receipts. Make sure to read all the instructions in the manual for setting this up. You need to upload your payment methods to QBI, import them into Set Up | Payments, match in Match | Payments, and set the Sales Receipt option in the configuration.

Thanks,
Adam

Thanks Adam!

I am receiving an error when I try to import iif file at Setup->Products:

Fatal error: Using $this when not in object context in /home/naturew/public_html/store_v1302/admin/qbi_products.php on line 51

I have compared line 51 of the above mentioned file w/ QBI currently listed in the downloads section, they match. Here is the code:```php
$infile->parse_delete(TABLE_QBI_ITEMSQB,$this->refnum_items,$subtype);

Assuming that I get past this error, is there a way to download only one order so that I can test this out without reaking havoc on my QB if I have done something incorrectly? I have already had to scrap my previous company file, but learned a lot in the process. I'm not looking forward to doing that again:shocking: 

Thx! Off to scour this thread more closely in case I missed this same error somewhere earlier.

Audra