QuickBooks Import Wizard

Help Version: 2.12
Last Update: 08/04/2004

 

Setting up the Plug-in in QuikStore

Setting up the import program is only half of the setup for this program. Don't worry, the rest is pretty easy to do. When you installed the plug-in into QuikStore, it modified one file and inserted 2 new files into the "server_files/cgi-bin/plug-ins" directory in your local QuikStore installation.

The order_logs.pl was replaced with a new version which tells it to use the quickbooks.xml.pl plug-in routines to save the data.

The 2 new files are:

  1. quickbooks.xml.pl     (the plug-in program file)
  2. quickbooks.xml.ini    (a configuration file for this plug-in)

The only file you need to be concerned about is the quickbooks.xml.ini configuration file. This file has several entries in it that may need to be modified for your specific needs. NOTE: You should edit this file using a "text only" editor, like notepad.

The entries in this file look like this below. Each entry is commented to explain its' usage.


[GENERAL CONFIG]
# # debug=1 allows you to see the actual xml that's saved # when an order is processed. Used to debug problem # xml files. #
# Debug (0 = no, 1 = yes)
#
debug=0
# # Is this the Canadian Version of Quickbooks? If so, # should we use GST and PST? # use_canadian_taxes=no #
# What is the name of the file to save the data to?
#
# You should use ORDERNUM in the file name. This way the # QuikStore order number will be substituted into the file # name when it's saved, making it unique.
#
xml_file_name=order.ORDERNUM.xml
#
# Should we encrypt the xml file before saving it to the
# orders directory?
#
encrypt_xml_file=no
#
# Should we email the file?
#
email_xml_file=no
#
# What email address do you want to send it to?
#
email_to_address=
#
# For security reasons, should we delete the file
# from the server after we email it?
#
delete_after_email_send=yes
#
# Transaction type. #
# INVOICE -or- CASH SALE (for a sales receipt)
#
transaction_type=INVOICE
#
# SALES TAX:
#
# Taxable sales tax code in QuickBooks. Usually "Tax".
#
sales_tax_code=Tax
#
# SHIPPING ITEMS:
#
# What is the name of your QuickBooks "Shipping" item.
#
qb_shipping_item=Shipping
#
# Should we apply tax to shipping?
#
shipping_is_taxable=no
#
# DISCOUNT ITEMS:
#
# What is the description you want to use for a
# discount line item. Shows up in the invoice or
# sales receipt if applicable.
#
qb_discount_desc=Coupon Discount
#
# The sales_rep entry below is used when there is no
# affiliate_id available. The affiliate_id will always
# override this setting when it's available.
# 5 Characters long, maximum.
#
sales_rep=
#
# The format of the customer name used in QuickBooks:
# NOTE: The customer name is used as the key when the
# order is imported. So, it must be an exact match or
# a new customer will be created for the order. That's
# why it's important that this format match your existing
# customer entry format.
#
# Last_Name,First_Name
# - or -
# First_Name Last_Name
#
customer_name_format=Last_Name,First_Name
#
#

Just make your changes and be sure to save the file as "Text Only". Then publish your files using the QuikStore Publishing Wizard (Step 7 on the QuikStore Main Menu.)

 

 

 

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