Quickbooks Import QBI aims to be the ultimate tool for tranferring you osC sales into Quickbooks.
The contribution is at:
http://www.oscommerce.com/community/contributions,2773
Support is at:
http://forums.oscommerce.com/index.php?showtopic=127893
Features:
a) Imports new invoices and new customers in one iif file
b ) Imports payments with invoices or as sales receipts
c) Can go back and reimport previous invoices
d) Can import all customers or products
e) Converts osC products to QB item groups
f) Converts osC products with attributes to separate QB items
g) Converts osC products with attributes to QB sub-items
h) Converts any osC product to a QB item with a different name
i) Converts osC shipping methods to QB shipping names
j) Configurable for QB with sales tax turned on or off
k) Creates unique QB customer names
l) Almost no alteration of osC files
m) Multilingual interface
n) Invoice description language options
o) Converts essential data to default store language
p) No file editing needed -- all settings done in a graphical interface
q) Configuration saved in a database table making upgrades easy
r) Table creation is automatic after installation
s) Table updates are automatic when new versions are installed
t) Sanitizes data to avoid iif file errors
u) Strips blank lines and line feeds in addresses for proper importing to different QB versions
v) Shows country name only for foreign orders (option)
w) Changes state/province names to postal codes (option)
x) Adds customer comments to invoices (option)
y) Updates status and sends emails to customers (option)
z) Deletes credit card numbers (option)
- Adam Liberman
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This is a re-upload of 2.10b by the author of QBI, Adam Liberman, to help avoid confusion. The code is the same as 2.10b. Some updates have been made to the manuals to clarify QBI versions and support.
No file attached.
"Somebody updated and uploaded a new version of QBI that has a bug. Assemblies was added to the code, however they neglected to modify the SQL to match. The upload also contains some extraneous files. This is why, as I have stressed before, I greatly prefer that people let me do the updates to maintain the quality of QBI.
Please install version 2.10b instead, which is the last official version of QBI that is free, and the only free osC contribution version of QBI that I can support. To reinstall, recopy all the files included with version 2.10b, delete all the database tables that begin with qbi_, and delete the qbi_imported column from the orders and products tables. When you start it for the first time, it will reinstall the tables."
- Adam Liberman
Added ability to match inventory assemblies. Not necessary to upgrade if you don't use them.
Complete package. Ignore last upload since it had old files.
This corrects a sales tax rounding bug found in v 2.10. If you already have version 2.10, you only need to replace the file "catalog/admin/includes/qbi_engine_orders.php"
Or, make the fix described in post #574 in the QBI forum topic. If you have already made this fix, you do not need to upgrade to 2.10b, as this is the only change.
New Features:
1. Product export can be set as inventory, non-inventory, or services.
2. Product export supports up to 2 levels of attributes.
3. Products export includes inventory quantity.
4. Added products export for all, previous, or new products.
5. Option added to not export inactive products.
6. Non-inventory and services matching added.
7. Discounts and other charges can now be matched.
8. Discounts and other charges can now be included in Quickbooks groups.
9. Default item option.
10. Setup screens now give name of iif file found.
11. Added customer's fax number and option to import as Alt Phone.
12. Added logging option.
13. Moved menu system to separate file.
14. Added css classes and improved interface styling.
15. Converted some parts to object oriented design.
Fixes:
16. Discounts were being added instead of subtracted.
17. Rounding errors corrected that occasionally caused out-of-balance condition.
18. Top level of a product with attributes would import as a service.
19. Eliminated "not an array" errors on set-up pages.
20. If setup fails to find items in the iif, a failure instead of a success message is now given.
21. Apostrophes in product attribute values no longer cause an SQL error.
22. "All Previous Orders" was erroneously including "Previous Batch" in the count.
23. Hidden Quickbooks items are no longer imported.
24. Improved handling of Quickbooks groups.
25. Customer iif was repeating headers for each customer.
Corrects an erroneous SQL command that was causing the new qbi_disc table to not be added when upgrading from previous versions. No other changes.
- Adam
Version 2.02 corrects some bugs that were found in 2.00 and 2.01. Also, a few additions have been made to the manual, and both Word and PDF versions are included.
Instructions for upgrading from version 1.00, 1.01, 2.00, or 2.01 are provided.
If you have already made all the fixes posted in the ongoing forum discussion, then you don't need to upgrade from 2.01 to 2.02.
2.02 1/27/05
1. Added missing semicolon in documentation for qbi_payosc table definition.
2. Removed incorrect quotations in SQL file for v1 to v2 upgrade.
3. Array error for product model and name was generated under some conditions, fixed.
4. Incorrect field name for a discount table field fixed.
5. Negative sign was missing on price for non-group items.
A minor problem in v2.00 was preventing the database from installing. This v2.01 corrects that. This is a full version of the program. However, if you have already tried to install v2.00, you only need to replace the qbi_functions.php and qbi_0-00_2-00.sql files, as the rest have not changed.
- Adam
For anyone who can not open the .doc files here are a quicl PDF of the files.
This improved version of QBI includes many of the asked for features!
2.00 1/23/05
New Features:
1. Support for discounts, coupons, and fees
2. Automatic detection of installed payment, shipping, and discount modules in osC
3. Automatic database installation and upgrading
4. Support for products with multiple attributes (pass-through only, no matching yet)
5. Option to only import orders with a specific status (to support PayPal IPN)
6. Payment method matching to Quickbooks
7. Indicate which payment methods are prepaid and which aren’t
8. User configurable customer numbers
9. User configurable Invoice and PO numbers
10. Adjustable products dropdown width
11. Create and Utilities pages combined
12. New menu system
13. Added blank line before shipping charges on invoice
14. Confirmation message when updating shipping and product matches
15. Option to maintain proper address label creation with ShipRush
16. Iif creation 5 – 10 times faster
17. Simplified payment import options
18. Numerous new and clearer configuration options
Fixes:
19. All customers were sent a status email when importing old orders if “send email” was checked
20. The last setup iif input file would be processed instead of the first that was found
21. Product descriptions could be blank in some configurations
22. Setting customer limit to zero would set limit to $0 instead of no limit
23. Corrected directory names in manual from qbi_import/qbi_export to qbi_input/qbi_output, added permissions
24. Products match would go back page one after updating instead of staying on the same page
25. Previous and Next weren’t translating on matching pages
26. A few other text items weren’t translating
27. Expanded manual with more information and explanations of all options
28. General code cleanup and improvement, moved all page headers and footers into includes
This update fixes one problem with the database configuration in the initial release. There are other minor fixes as well.
Quickbooks Import QBI aims to be the ultimate tool for tranferring you osC sales into Quickbooks.
The contribution is at:
http://www.oscommerce.com/community/contributions,2773
Support is at:
http://forums.oscommerce.com/index.php?showtopic=127893
Features:
a) Imports new invoices and new customers in one iif file
b ) Imports payments with invoices or as sales receipts
c) Can go back and reimport previous invoices
d) Can import all customers or products
e) Converts osC products to QB item groups
f) Converts osC products with attributes to separate QB items
g) Converts osC products with attributes to QB sub-items
h) Converts any osC product to a QB item with a different name
i) Converts osC shipping methods to QB shipping names
j) Configurable for QB with sales tax turned on or off
k) Creates unique QB customer names
l) Almost no alteration of osC files
m) Multilingual interface
n) Invoice description language options
o) Converts essential data to default store language
p) No file editing needed -- all settings done in a graphical interface
q) Configuration saved in a database table making upgrades easy
r) Table creation is automatic after installation
s) Table updates are automatic when new versions are installed
t) Sanitizes data to avoid iif file errors
u) Strips blank lines and line feeds in addresses for proper importing to different QB versions
v) Shows country name only for foreign orders (option)
w) Changes state/province names to postal codes (option)
x) Adds customer comments to invoices (option)
y) Updates status and sends emails to customers (option)
z) Deletes credit card numbers (option)
- Adam Liberman