[ic] Quickbooks installation problems - documentation changes
db at kavod.com
Mon Nov 17 14:47:57 EST 2003
* Tim Good <draco at edsd.com> [2003-11-17 13:29]:
> I just got the Quickbooks module to work and wanted to share
> imput. Within the README files there are conflicting
> I have added changes and additions to the documentation in
> it will help others in installing the Quickbooks module. I
> posting the changes as a suggested change to the
Thank you for your contribution, Tim. A patch would have been nice, but this
will do. (diff -u original new)
> usertag/import_quicken_items UserTag for importing items
> usertag/export_quicken_items UserTag for exporting items
> ** usertag/export_quicken_coa.tag UserTag for exporting
> ** usertag/get_quicken_orders.tag UserTag for exporting
> pages/admin/quickbooks/* Menu support for Interchange
> ** legacy/qb.catalog.cfg Quickbooks
Not applied. The qb.catalog.cfg is in the "legacy" directory for a reason: it's
not needed. I modified the IIF-generation scheme from one that is done at order
time (as with a Route) to one that is done via the Admin UI, anytime. I'm open
to arguments promoting the former functionality, but the latter is more flexible
in my opinion.
> ** o Add "quickbooks" order route to checkout pages.
Same as above.
> 4.3. Quick Installation Script
> ** You will need to create the script file and copy the
> ** below to the new file.
This script will install the necessary files for you. To use it, you must first
create a new file, and paste the template script (below) into it. Then, modify
the environment variables to match your environment.
> Note that if you are not using a 4.9.8+ version of
> Interchange, you
> will need to manually install the qb_safe.filter by copying
> it from
> the 4.9.8 code/Filter/qb_safe.filter into your Interchange
> ** Copy starting below here to script file.
Applied as some extra "snip" lines.
> ** # Modify these seven variables to match your
> ** # and the interchange user/group for CHOWN command
> export QB=/path/to/interchange/extensions/quickbooks
> export VENDROOT=/usr/local/interchange
> export CATROOT=/home/interch/catalogs/foundation
> ** export CP=/path/to/cp
> ** export CAT=/path/to/cat
> ** export MAKEDIR=/path/to/makedir
> ** export CHOWN=/path/to/chown
Not applied. People who don't have these basic utilities in their path need to
add them, not make the installation script uglier than it already is. :-) I'm
not beyond convincing, however.
> ** $CHOWN interch.interch $VENDROOT/code/UI_Tag/*_quicken*
Hmm... I think this is a little too environment-specific to be in the install
script (i.e. people don't always use the "interch" user).
> cd /usr/lib/interchange/ cp
> extensions/quickbooks/etc/trans_quickbooks \
> ** /var/lib/interchange/foundation/vars
Deleted. What we have here is that the "long" installation docs are out of
date. The "quick install script" is the up-to-date version.
> cd /usr/lib/interchange cp -i
> ** code/UI_Tag
> ** 4.6.1 Additional database fields -- inventory
> ** --------------------------------------------
> ** Quicken also needs an tax agency field for sales tax
> ** Add the following fields to the "state" table:
> ** account cogs_account
> ** To add the fields in MySQL, you can issue the following
> queries at the
> ** mysql prompt:
> ** alter table state add column qb_tax_agency varchar(255);
> ** Other SQL databases will have similar facilities.
> ** If you are using Interchange DBM files, just export the
> ** database, stop the Interchange server (to prevent
> corruption), add the
> ** fields on the first line by editing the state.txt file,
> ** restart Interchange.
> ** 4.8. Add quickbooks order route (Optional)
> In the Interchange UI, there is a Preferences area
> "ORDER_ROUTES". You
> should add the quickbooks route. Place it after the
> logging step, i.e.
> code ORDER_ROUTES Variable log quickbooks main copy_user
> ADVANCED, If you know Interchange Variable settings, you can
> add it
> Variable ORDER_ROUTES log quickbooks main copy_user
> Also, you can use other methods to set order routes. See the
> Interchange reference documentation.
Not applied (see above).
Again, thanks for the contribution Tim. I'm sure the QB code could use more
fine-tuning, so your patches and reports would be appreciated (feel free
to use Bugzilla if you would like).
Dan Browning, Kavod Technologies, <db at kavod.com> 360.843.4074x2176700 NE 162nd
Ave, Ste 611-210, Vancouver, WA. Random Fortune:
I cannot believe that God plays dice with the cosmos.
-- Albert Einstein, on the randomness of quantum mechanics
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