Changes in QuickBooks sales tax export

A change has been made in how Teapplix represent sales tax when exporting to QuickBooks.

Starting from 3/8/2011, all exports to QuickBooks that are "taxable" will have the "customer taxable" bit turned on. Orders with no tax will have "Customer taxable" bit turned off.

Before 3/8/2011, Teapplix exports orders by choosing among 2 different sales tax items: one with your state rate, the other with 0 tax rate. If an order has 0 tax, then Teapplix chooses the 0 tax rate item.

This old method requires you to configure a sales tax item with 0 rate. This actually triggers an warning when you do tax related reports in QuickBooks.

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Shipping insurance and notifications

Teapplix has made a change in how we handle packages that carries thirdparty shipping insurance.

Teapplix use to put a line on packing list and email notifications that states the package is covered by thirdparty shipping insurance, and some details about what to do when damaged.

We have revised this policy and no longer put any special notations on if a package is insured or not.

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Duplicate orders in QuickBooks

If you notice that sometimes, you are getting duplicate orders exported to QuickBooks, please check your Internet connection and make sure the export completes without error.

The way Teapplix export orders to QuickBooks:

1) send a batch of orders to QB for export
2) receive from QB confirm that these orders are exported, with sales number
3) record that these orders are exported

Under one scenario, Internet connection is lost between QuickBooks and Teapplix after 1). When this happens, QuickBooks tries to send confirm to Teapplix for a few minutes, and then gives up.

This will cause Teapplix to not know that this batch of orders (up to 100) is alreay exported. Next time, Teapplix will re-export the same orders, even though during the first try these orders have already been exported.

To avoid this, make sure your internet connection is solid. If you are exporting orders to QuickBooks for shipping, it's best to watch the export complete and make sure no error happens. If you run into an error that cause an order to be in QuickBooks but still in "Unexported orders" queue in Teapplix, you should remove that order from Teapplix export queue.

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USPS new terminology

Starting Feb 11th, USPS "Delivery Confirmation Numbers" are no longer called that. It is now called "USPS Tracking #". Same for signature confirmation.

See our Endicia partner site for details

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What version of QuickBooks does your software support

As per Intuit:

Web-based software applications that can be used with QuickBooks Web Connector have been designed to communicate with some or all of the following QuickBooks products:

• U.S. editions of QuickBooks Financial Software products
• QuickBooks Enterprise Solutions
• QuickBooks Premier (2002 or later)
• QuickBooks Pro (2002 or later)
• QuickBooks Simple Start (2006 or later)
• QuickBooks Point of Sale (v.4.0 or later)
• Canadian editions of QuickBooks (2003-2009)
• UK editions of QuickBooks (2003-2008)

Purchasing QuickBooks
Teapplix alllows you to purchase latest QuickBooks products directly from Intuit with a 20% discount:
http://www.teapplix.com/blog/supplies-store/

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Buy.com import options

We now have an option to control buy.com import. This option allows you to choose whether to import item name from buy.com, or ReferenceId which is the SKU.

This setting currently is not visible in our web interface. If you would like to change import options please use the contact us link.

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QuickBooks order export changes

1) on "Un-exported orders" page, you can now remove orders from export queue. Once done, these orders will never be exported to QuickBooks.

2) We changed the numbering system for orders. Order number will not be assigned by QuickBooks no matter where the order comes from. The only exception to this rule is for Teapplix TConnect version of our application. TConnect is eBay only and uses eBay Sales Record Number.

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Create Inventory Items in QuickBooks

Teapplix can map the items you sell to the right inventory. To do that you need to create inventory items in your QuickBooks.

To create an inventory item, follow these steps:



If you sell "kits", and you have QuickBooks Premier or above, you can create InventoryAssembly to represent a kit sold together with a single price:



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Exporting Orders

To export orders from Teapplix to QuickBooks, start your WebConnector program. With your QuickBooks company file open, click on the "Update Selected" button on WebConnector to export up to 100 orders:

QuickBooks WebConnector

If you leave your QuickBooks company file open, and leave WebConnector running, WebConnector by default performs an "Update Selected" once every day. You can also change the interval by typing a different number into the WebConnector "Every_Min" field.

Debugging Order Export

If you have orders in "Unexported orders" list that are not exporting after the above steps, follow these steps for some initial debugging steps:

  1. Review the Teapplix "Integration Setup" links and make sure your setup is complete. Make sure no entries is "Not Selected"
  2. Orders without item name, non 0 quantity and price will not export. Click on the "update" link to fix them and they will export next time.
  3. If you setup Teapplix to skip orders without matching QuickBooks inventory item, review your "no matching item" link to make sure there is no entry on that screen. You may need to create some inventory items in QuickBooks, and perform a "Update Selected" in WebConnector to populate the drop down on this screen.
  4. On Teapplix QuickBooks tab, click on View Log link and check for error messages
  5. On your WebConnector, is there any red error messages after you press "Update Selected"? If so your setup may not be complete.
  6. Is the order paid with PayPal and very recent? If so Teapplix won't export it until matching eBay info comes in. This wait could be up to a few hours. (This does not apply to Teapplix TConnect application)
  7. (No applicable to TConnect) If you have orders not even in Teapplix, you need to review your "Setup" tab to make sure you have integrated your order source to Teapplix properly. For example, Teapplix require you to setup both PayPal and eBay integration to get eBay orders.
  8. If all else fails, please contact Teapplix Support for help
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Creating “Discount” items to represent fees

To optionally track eBay, PayPal and Amazon fees, create items of the type "Discount". These discount items will be synced to Teapplix the next time you run "Update Selected" on WebConnector. After that, you will see these items in the Teapplix QuickBooks Integration Setup under the "Fees" section.

Create PayPal Fees:



Create Amazon Fees:



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