[ic] Need Quickbooks Import Help Pls

Jon prtyof5 at attglobal.net
Sun Jul 27 09:31:44 EDT 2003

> Anyone out there got some real expertise with tweaking
> the trans_quickbooks for import into quickbooks.  I've
> modified it a bit to fit some of my needs (and it is
> working for the import) but I have a few changes I
> still need to make and can't figure them out.

   I've performed a fair amount of modification because the
default version didn't seem to fit an all options scenario.
Modifying the existing files or creating new files for
exporting isn't the issue for me. The problem I have is
knowing what to import to; in other words exactly what data
is required for each file to be imported into QB such as the
transactions, item definition, and inventory update/create.
I think more of a QB understanding is my primary weakness here.

> First, it seems that when you have a quotation mark in
> the item description, it messes up the import into QB.
>  Say  57" Windsock.  I tried escaping it with  57\"
> Windsock and that didn't work.  In the import I get
> the SPLID in the quantity field as a negative quantity
> and the date in the sku field when I have something
> like this.  If I take the " out, then it works fine.
> Any ideas?

   What I've done for cases like this is I've used a little
perl to clean up unwanted characters such as

$value =~ s/\"//g;         # of course not tested

> Second, I'm exporting the affiliate id and the type of
> payment used (ie Credit Card (visa)) to go into terms
> and rep, respectively.
> The payment type seems to get entered in the customer
> record under the additional info tab, but it's not
> showing up on the invoice in quickbooks under terms.
> And in some instances Credit Card (discover) has the
> last two characters cut off.

  From what I can see the CC info should be in column
payment_method of the transaction table.

> The affiliate sorta shows up in the customer record,
> actually only the first character of the affiliate
> code shows up there (initials), and it too doesn't
> show up on the invoice, so I can't report on sales by
> rep/affiliate.
> Also I'm using [data session id] to record the session
> id into the memo field, but for some reason it's
> cutting off the domain part so instead of something
> like mF24dZxb:yahoo.com it's just showing mF24dZxb
> And finally, is there any way in quickbooks to work
> with partial shipments like there is in IC, I'm not
> finding it anywhere I search.

Haven't looked into these at all so can't offer anything; sorry.

> If anyone has solved these issues or can point me in
> the right direction I'd be most appreciative.  And if
> there are any good quickbooks community sites where I
> can ask about stuff more specific to quickbooks,
> please let me know.  Thx.

       There is news group/message board


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