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EZ QuickBooks Integration Contribution


197 replies to this topic

#21 mpiscopo

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Posted 01 April 2008, 14:58

Hi Billy,

I don't believe it will give you any problems with the database as the fields/tables are unique to this contribution; however, you should always test the installation on a test version of your website (as with all programming/database changes). My site is highly modified and it worked fine. But always Test before going live.

I've never used the QuickBooks Point of Sale application. I'm using the Enterprise version of the Manufacturing and Whosale Edition of QuickBooks - this is still QuickBooks core application with some add-ons. I believe that QuickBooks Point of Sale is the same, it's just a version of QuickBooks with the POS add-ons. If so, then it should work flawlessly. But, as with website changes you should make a copy of your QuickBooks database and test against it.

Mark

View PostGoanna, on Mar 31 2008, 10:11 PM, said:

I am very interested in this contribution. Before I attempt an install I wanted to ask some questions.

First, my store is heavily modified. STS, MVS, QTpro w attributes, product weights and dimensions, Easy Populate, Custom Fields in Product Info, Username instead of email login, and a lot more. Lots of additions and changes to the database.

Will this contribution give me a problem with the DB changes my site has? Especially those in the user information and product information tables? If so are fields easily added?

Second, will this work directly with Quickbooks Point of Sale, or would I need to use Quickbooks standard as an intermediary between QBPOS and OScommerce?


#22 Goanna

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Posted 01 April 2008, 15:42

Thanks for the reply mark. I am going to give this a try. And yes, I always make changes on a test server first before uploading to the live site :D.

#23 Goanna

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Posted 01 April 2008, 19:14

I didnt get a chance to install yet but I did just think of something else.

Since I am using multiple vendors on the site, will I be able to make sure the quickbooks integration only affects one of the vendors? I would only want it to update inventory from my actual store, not from the dropshipper!

#24 mpiscopo

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Posted 02 April 2008, 13:53

Well, that's a unique twist. As it is, it'll update your quantities in QuickBooks for all the products you have in the order. If there is a product in the order which doesn't exist in QuickBooks, QuickBooks will create that product and subtract the appropriate quantities from inventory. You'll need to customize the contribution for your needs. What you need is a field added to your products table to flag whether to import that product into QuickBooks. But what I don't understand is how you are creating invoices currently. If you have an order which contains both your items and those from another vendor how do you record this in QuickBooks (do you create an invoice only for your products, or do you create one for both - if for both how do you account for their products?). The changes you need are pretty easy if you map your logic out correctly. Do you do your own programming? If not, then you can contact Bogdan - he's the programmer I hired to write this contribution and he can make the changes for you (for a very reasonable fee). He's very good with programming for osCommerce - I use him exclusively for all my changes.

Mark

View PostGoanna, on Apr 1 2008, 07:14 PM, said:

I didnt get a chance to install yet but I did just think of something else.

Since I am using multiple vendors on the site, will I be able to make sure the quickbooks integration only affects one of the vendors? I would only want it to update inventory from my actual store, not from the dropshipper!


#25 mpiscopo

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Posted 02 April 2008, 13:59

I just read that the QBI contribution isn't compatible with QuickBooks POS. If so, then this one probably isn't either as they both create pretty much the same import file for orders. If you know what the differences are, then I'm pretty sure the changes should be pretty easy.

#26 Goanna

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Posted 02 April 2008, 15:42

View Postmpiscopo, on Apr 2 2008, 01:59 PM, said:

I just read that the QBI contribution isn't compatible with QuickBooks POS. If so, then this one probably isn't either as they both create pretty much the same import file for orders. If you know what the differences are, then I'm pretty sure the changes should be pretty easy.

Yeah, I was looking over intuits site and they have different API's for quickbooks and Quickbooks POS. I think a simple workaround is to just use quickbooks as an intermediary between QB POS and osCommerce. You can set QB POS to automatically update every night with Quickbooks, and then you can do the updates from quickbooks to oscommerce.

As for the changes, I do my own programming for the most part, so I might be able to figure out a workaround to get it to work with only one vendor. The MVS contribution already specifies a Vendor ID, so I could porbably just use that to flag it.

As of now I am not using quickbooks at all to keep track of the site. The site isnt live yet either so it's not a big issue. I guess I could use quickbooks to keep track of my own orders/inventory and then for the dropship orders I will just have oscommerce keep track of them as well as the dropshipper.

#27 lyonsperf

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Posted 08 April 2008, 14:50

Hi All,
I'm new to osc and want to add this contrib. I extracted the files from the zip but don't know where to put the code_files Folder. The instructions didn't mention if they go in a new directory named code_files before the /catalog/ directory in the path, or after /catalog/. Then do all the other directories stay in the code_files folder? Or should they be inserted to the /catalog/admin/includes... structure?
Thanks in advance for your help.
If the only tool you have is a hammer, all your problems look like nails

#28 shortd81

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Posted 10 April 2008, 06:09

Very interested in this but will it work with QuickBooks Enterprise Solutions 8.0

#29 mpiscopo

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Posted 10 April 2008, 16:40

The directory called "code_files" is the name of the directory which holds the files with the php progamming code. Under that directory there is an admin directory - that admin directory matches the admin directory under your /catalog/admin. Just copy the /code_files/admin directory to /catalog/admin.

View Postlyonsperf, on Apr 8 2008, 02:50 PM, said:

Hi All,
I'm new to osc and want to add this contrib. I extracted the files from the zip but don't know where to put the code_files Folder. The instructions didn't mention if they go in a new directory named code_files before the /catalog/ directory in the path, or after /catalog/. Then do all the other directories stay in the code_files folder? Or should they be inserted to the /catalog/admin/includes... structure?
Thanks in advance for your help.


#30 mpiscopo

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Posted 10 April 2008, 16:42

I'm using it with QuickBooks Enterprise Solutions 7.0. There are no changes in the import/export files between 7.0 and 8.0, so it should work fine.

View Postshortd81, on Apr 10 2008, 06:09 AM, said:

Very interested in this but will it work with QuickBooks Enterprise Solutions 8.0


#31 bpopa

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Posted 12 April 2008, 07:14

Hi lyonsperf,

You need to place the files in folder "code_files" in the same directory structure as it placed in this contribution.
For example the "code_files/admin" goes in your "<application_install_directory>/admin" and
Same for the other one, "code_files/quickbooks goes" in "<application_install_directory>/"

Regards,
Bogdan

View Postlyonsperf, on Apr 8 2008, 02:50 PM, said:

Hi All,
I'm new to osc and want to add this contrib. I extracted the files from the zip but don't know where to put the code_files Folder. The instructions didn't mention if they go in a new directory named code_files before the /catalog/ directory in the path, or after /catalog/. Then do all the other directories stay in the code_files folder? Or should they be inserted to the /catalog/admin/includes... structure?
Thanks in advance for your help.


#32 wintecs

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Posted 22 April 2008, 13:40

Sorry to be dim but I have loaded everything as per the instructions however I am unable to export the orders - the info is drawn from the database and updated to 1(exported) but I get an error that IE cant download quickbooks_export_orders.php from......................... any ideas whether this is a problem with the contribution or my settings?

#33 bpopa

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Posted 22 April 2008, 19:46

Hi wintecs,

This i guess is a server settings issue, even if the application does not require some special settings.It work on default configuration of php.
When orders are exported it sets is_exported to 1 in orders table (as you noticed) and creates a file called orders.iif (this is the default name). The best thing can do is have a debug on "admin/quickbooks_export_orders.php" file.
This way will have know for sure what is wrong there.
Let me know if can be of more help.

Greetings,
Bogdan

View Postwintecs, on Apr 22 2008, 01:40 PM, said:

Sorry to be dim but I have loaded everything as per the instructions however I am unable to export the orders - the info is drawn from the database and updated to 1(exported) but I get an error that IE cant download quickbooks_export_orders.php from......................... any ideas whether this is a problem with the contribution or my settings?


#34 wintecs

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Posted 24 April 2008, 15:04

Thanks I'll keep looking - strange though because with Firefox - no problem. Only IE.

#35 God's Eternal Masterpiece

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Posted 27 April 2008, 04:33

Is there any code I can use so that my Quickbooks Item Name will correspond with my osCommerce product name instead of product model? It would be so much more convenient.

#36 mpiscopo

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Posted 28 April 2008, 17:46

You really should be matching part numbers as they are unique. I don't believe you can import a qbi file into QuickBookswithout part numbers - OB won't allow that.

View PostGod, on Apr 27 2008, 04:33 AM, said:

Is there any code I can use so that my Quickbooks Item Name will correspond with my osCommerce product name instead of product model? It would be so much more convenient.


#37 HowellJ

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Posted 30 April 2008, 00:01

This is an excellent add-on. I recommended and installed it for a friend. He upgraded to QuickBooks POS Pro and does not have the option to export in IIF format. (FYI, I upgraded my 2005 vers to QuickBook Simple Start 2008 which has NO export features.)

My friend is only able to export in Excel format. When he uploads the file into your add-on he gets "Page can't be found".

Is there much of a difference between these formats? Do you have a workaround for Excel files?

#38 God's Eternal Masterpiece

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Posted 01 May 2008, 22:10

:huh: When I import orders.iif into my Quickbooks, the customers are updated correctly, but no transactions or orders are recorded in Quickbooks. Why is this?

#39 mpiscopo

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Posted 07 May 2008, 16:33

You can try opening the file with Excel then saving it as a tab delimited file. The IIF file QuickBooks creates is tab delimited.

View PostHowellJ, on Apr 30 2008, 12:01 AM, said:

This is an excellent add-on. I recommended and installed it for a friend. He upgraded to QuickBooks POS Pro and does not have the option to export in IIF format. (FYI, I upgraded my 2005 vers to QuickBook Simple Start 2008 which has NO export features.)

My friend is only able to export in Excel format. When he uploads the file into your add-on he gets "Page can't be found".

Is there much of a difference between these formats? Do you have a workaround for Excel files?


#40 mpiscopo

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Posted 07 May 2008, 16:37

Jesse, Did you figure this out? If not, send me a copy of your export file so I can look at it. You can also look at your export files to see if the transactions are in them - or if there's a problem. Open it with Excell and you'll be able to see the customer information and the order information.

Mark

View PostGod, on May 1 2008, 10:10 PM, said:

:huh: When I import orders.iif into my Quickbooks, the customers are updated correctly, but no transactions or orders are recorded in Quickbooks. Why is this?