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mpiscopo
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Posts posted by mpiscopo
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mpiscopo, I have taken on board your advise and have looked at purchasing quickbooks but there are so many different models, can you suggest which model I should get?
My inventory is about 3,000 parts.
Thanks.
QuickBooks Professional is fine for single user instances. I use Enterprise version because I have multiple people accessing QuickBooks at the same time. That's pretty much the difference between the two versions.
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Do you know if this will work with MYOB?
QuickBooks and MYOB are structured differently; it won't work with MYOB. I haven't used MYOB in years, so I'm not knowledgable with the import and export features of it.
I switched from MYOB to QuickBooks about 5 years ago because there was so little support for MYOB (technical integration along with accountants and bookkeepers). You might want to consider the pros and cons of migrating...
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Hi,
I just found out about this forum and this contribution. I want to clear up one apparent misunderstanding about QBI.
QBI works exactly the same way. Matching is completely automatic. osC Product Model = QB Item Name. Manual matching is an added optional feature for when you want to associate a Model and Name that aren't the same.
Thanks,
Adam
QBI Author
www.qbisoftware.com
The automatic matching of QBI only works if you don't use categories in QuickBooks. If you have your products categorized in QuickBooks then the part number you import needs to include the category name as a part of the number. Therefore, I had to manually match all my products in QBI. I paid Adam for use of his QBI and it served me well, but eventually I had to hire a programmer to create a new version which removed the manual matching of products.
In the spirit of true open source, I had the programmer package it as a contribution and made it available for others to make use of as they need - free of charge.
Mark
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Paul,
I looked at the iif file you sent. You have bold tags in the order total field. Open the file with excel and you'll see the <b> and </b> tags. Check your database to see if the tags are in the database or whether you're inserting them in your PHP code.
Mark
Getting the following error when importing into QB's"The transaction is not in balance. Make sure the amounts in the detail area on the form for this transaction equal the amount at the top of the form."
I am at a loss as to how to resolve this...I can see all the data in the Orders.IIF file.
Anyone got any ideas?
Paul
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Lynn,
It looks like you're missing the items in the export file - everything else seems to be there. I'll look at it closer today. Did you doublecheck your log files to see that the import matched products in QB to those items?
I copied the text from my export file and sent it to you. Let me know if you have any problems with it. Thanks for your help! -
Hi Lynn,
1) I don't know how the Inventory Assemblies works, so I can't answer that.
2) No, it doesn't work with product attributes as I don't use this in osCommerce and am not familiar the use of that feature.
3) Does each unique piece of artwork have its own part number? If so, then it's the same as any other inventory item and should work.
The programmer who created this contribution for me is in this forum (Bogdan) and can be hired to add other features. He does a great job and is very reasonable in his pricing. Many of these features I don't use so I really can't work with him on them - since I wouldn't be able to define the requirements accurately and test the resulting program.
Mark
Looks potentially great!!! I have been avoiding upgrading my website until I could find something that dealt with the QB Integration problem. Couple questions:1) Does it work with Inventory assemblies in QB Premier Manufacturing & Wholesale (I have 2006). I assemble some of my products.
2) Does it work with product attributes such as color or size?
3) Can it deal with unique items such as artwork?
Thanks! Appreciate any suggestions to make it work.
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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
: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? -
You can try opening the file with Excel then saving it as a tab delimited file. The IIF file QuickBooks creates is tab delimited.
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?
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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.
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. -
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.
Very interested in this but will it work with QuickBooks Enterprise Solutions 8.0 -
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.
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.
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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.
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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
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!
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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
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?
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I run a cron job to backup my entire database - it works nicely as I've restored my entire site to my development server using that database (nothing was missing). I'm not sure of the contribution name; however, the actual backup file the cron job runs is cron_backup.php. If you can't find it in the contributions, I can email you the file I'm using. This would save you a lot of work in the future should you have a problem with your database.
The reason I thought it would be beneficial would be for future updates, and to simplify the first upload. Since I had to start a new install I lost all of my previously uploaded products. I backed up the database, but the products just don't come back. I thought it would be simpler to export from Quickbooks and open it in Excell. There I can add the image references in bulk, since I have a lot of items that require the same images. Then I could upload that file and restore that item list to Quickbooks in case the database should be lost, for some reason.Thanks for the help.
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If you use the Froogle exporter you can open the export file in MS Excel and print from there (remove the unwanted columns though). If you don't have that contribution installed I highly recommend that you do and get your products listed in Froogle. It's free and I get sales from there quite often. Otherwise, I don't know of a way to do a quick print of item descriptions and categories.
Another thing I am interested in is: is there a way to 'simply' add a 'Printer Friendly Version' button to print of item descriptions and categories. This doesn't have much to do with the Quickbooks add-in but I thought I could ask. Thanks -
Matthew,
The QuickBooks export will not create the products on your website which you have in QuickBooks. This is because there are often many more products in QuickBooks than the website - for instance discontinued items cannot be deleted from QuickBooks as there are transactions against them so QuickBooks just marks them as inactive, but these products will still be in the export file from QuickBooks.
What this application does is to match the products in QuickBooks to the same products on your website according to the part number. You'll need to create your products in osCommerce by hand. Or, there is a contribution called easy populate which can import a file into osCommerce for you; however, you'll need to create your import file first (including all the osCommerce properties such as image file, etc).
The image name and category ID will not import into QuickBooks with this contribution. You might be able to use the frugal exporter, or similar contribution, to create an export of your products then edit the file to create an IIF to import to QuickBooks. But my real question is why would you want to put image names and osCommerce categories into a custom field in QuickBooks? I don't see that it would be beneficial. You can organize your products in QuickBooks by putting them into categories and subcategories, but this is independent of osCommerce as you can have products in multiple categories in osCommerce.
Mark
Dear Bogdan, Thanks for your help. What I ended up doing was skipping the "i) admin/includes/application_top.php"edit and did the rest of the editing, then came back and did the first again. This eliminated the error that was being created. I'm not sure if I was just doing something wrong or what but that solved that problem.
I am also having a problem getting the items from my Quickbooks file to show up on my OsCommerce catalog. They just aren't showing up at all.
Another question I have is: If after I get my Quickbooks Products to show properly on my web store, could I export an item list from OsCommerce and import it into Quickbooks and have the image source and category ID or name saved as a custom field.
I like what I have seen so far and am very excited about this contribution. Thanks for the help.
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Michael,
The tax item should match what you have in QuickBooks. For instance, I charge sales tax for the state of Maryland so I have "Comptroller of Maryland - SUT" in the TaxItemDescription field. Let me know if this works for you.
I'm getting an error trying to import the order.IIf file into QB. It says the top line doesn't match the order. I think it is a problem with the config in osc. What needs to go into the tax option in the config area? -
The integration is based on QuickBooks IIF files so it should work fine unless there is a difference in IIF file field names in the Australian version - however, I would think these are the same. You would want to try it on a development version of your website first - which is standard practice for installing any osCommerce contributions (or least should be if you don't).
As far as osCommerce versions, I'm using both v2.2 RC1 and an older version I installed years ago (I believe it's 1.4).
Mark
great stuff!! i was waiting for this type of contribution for long...had a look at QB Import but doesn't appeal me that much...before i try this contrib, can i know if this contrib for QB is for any particular quickbooks version? i'm using Quickbooks Premier 2006/07 and is Australian based software...will this work?
anyhow, cheers to you!
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Hi Andrea,
The biggest difference is that you don't need to manually match the products within osCommerce. Adams version is very good and I used it for years; however, my store had grown and doing the manual match between the QuickBooks items and osCommerce items was taking a lot of time and was the source of many error as people who were entering the new products were making mistakes in matching. With this version you just upload your items.iif into osCommerce and then osCommerce will automatically match the products based on part numbers - even if you're using categories in QuickBooks (which has always been a pain to match).
I also had my programmer add a few options which I needed for my store such as matching custom fields from QuickBooks to a field in osCommerce (I use a custom field in QuickBooks to identify a products location in the warehouse - then osCommerce includes this location in the packing slip). It also updates quantities from QuickBooks to osCommerce as I'm selling from multiple osCommerce stores.
Adams version is more mature, so it includes features which this one doesn't. I just had my programmer include the features I needed for my stores.
Mark
Seems sweet!But what is the difference between this one and Quickbooks Import QBI from Adam Liberman??
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Hi Ethan,
There are six options for naming accounts - it works in the same way as the QBI version.
1 - Last Name, First Name
2 - Last Name, First Name and osCommerce Account Number
3 - First Name Last Name
4 - First Name Last Name and osCommerce Account Number
5 - Company Name
6 - Company Name and osCommerce Account Number
No, it doesn't handle items with attributes. I haven't used this in my website so I'm not familiar of the functionality. It may be good to add that in a future version.
Yes, when you import from osCommerce your QuickBooks inventory is adjusted. No need to sync back unless you have multiple websites selling from the same inventory. For example, if you sell from both your website and Amazon or Ebay you can update your website with new inventory counts after you sell from other stores. I use this option because I have two osCommerce stores selling from the same inventory.
Mark
WOW!! This contribution looks GREATT!!Can you answer some questions about it?
1) What is used to match customers from OSC to Customers in QB and how does it prevent duplicate customers?
2) Does it handle items in OSC with attributes (like sizes) to Quickbooks itmes which are all different SKUs?
3) I am assuming that once I import the orders from OSC, it will reduce inventory in QB, then its simply a matter of syncing back the other way? (if I also took offline orders that day)
4) This is awesome!!!! Thanks!
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This is a new contribution for integrating QuickBooks with osCommerce. This contribution makes integration with QuickBooks easy as there is no manual matching of inventory products in osCommerce and has some other features I needed.
Features Include:
1) Completely Automated matching of products between QuickBooks and osCommerce (no need to manually match products - handles
matching products in osCommerce with products which are in categories in QuickBooks). Products are matched according to Product Model (osCommerce)
and Item Name/Number (QuickBooks).
2) Updates inventory quantities in osCommerce with quantities from QuickBooks (option not to update included). This ensures that QuickBooks is the master
inventory record and allows you to sell from multiple websites and keep inventory quantities updated on all sites.
3) Imports orders into QuickBooks, creates account in QuickBooks if it doesn't exist.
4) Options for different account naming formats when creating new accounts in QuickBooks (6 options).
5) Sales tax configuration option.
6) Invoice Memo configuration option (custom memo such as Thank You for Shopping Acme Products).
7) Log file retention time is configurable.
8) Ability to update values from Custom Fields in QuickBooks to product values in osCommerce.
Contribution Link:
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I added a Trade Mark symbol (raised TM) to one of my category pages and to several products pages. Now I'm getting a strange charactor in the URL (?). How can I get rid of this? Is there a place I can put in if the TM symbol is read not to include it in the URL?
Here is what the link looks like:
http://www.mywebsite.com/giorbello-mosai...s-c-23_155.html
Thanks in advance,
Mark
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Airolg,
The site you were referencing is mine. Here is the part in my product_info.php which calls the contribution:
<?php // ################ begin added ask a question ############ ?>
<tr>
<td width = "150" align="center" class="smallText">
<?php echo '<br><br> <a href="ask_a_question.php?products_id=' . $product_info['products_id'] . '">' . tep_image_button('button_ask_a_question.gif', TEXT_QUESTION) . '<br>Ask a question about<br>' . $product_info['products_name'] . '</a>'; ?>
</td>
</tr>
<?php // ################ end added ask a question ############ ?>
Hope this helps.
Mark
Linkpoint API Problems
in Other
Posted
I've been using this API for a long time; however, Discover cards have never worked. The user gets the following message when using a Discover card:
"SGS-002000: The server encountered an error: Unsupported credit card type.”
Has anyone experienced this problem?
Thanks,
Mark