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If we import each order as an invoice, they have to eventually be "paid" in QB. This is where perhaps I don't understand something about the SM to QB interface...

If we export each order into QB, don't we then need to enter each payment manually into QB in order for it to post to the correct invoice? It looks like the batch export is just a total figure, it doesn't apply payments to individual invoices.

We are charging all of our orders directly through SM. The Payment event shows in each order record, but does not seem to be linking properly in the batch entry. it is kind of strange because the batch entry in quickbooks shows the proper allocation between credit card types, so I don;t understand what "card event" the batch is unable to find...

I am sorry to be so dense, but I am really confused.

If I have to import every order into Quckbooks individually (like we used to do) in order to maintain inventory levels, do I then have to revert to manually paying those invoices individually?

A couple of other things that I don;t understand...

It is not just a couple of orders in the batch that have that "unable to find card event for entry xxxx" it is ALL of the orders in the batch. What am I doing wrong?

Secondly, I still am not clear with the batch processing how I get the Paypal payments in to QB...

Okay, so I performed my first accounting exports. I got lines of the same message...
Batch 02181: Unable to find card event for entry '19814'.

But...the Batch status is okay and seemed to export the $$ correctly into my undeposited funds account. I am note sure what the above message means...

Also, I need to have each order exported separately so I can track my inventory levels in QB. I had changed my order export to "Sales Receipts", but what I got was a single Sales figure without any inventory sales detail.

If I change back to export orders as invoices, will that still work with the accounting export feature...and how will the invoices show as pais in QB? I guess I am a little confused...

Also, How do I account for the Paypal transactions into QB to match against invoices when I use the accounting export?

Thanks again for the !

Good Morning all!

Before we had SM, we entered every Yahoo Store order into QB individually and entered every customer payment individually.

When we got SM, we stayed with that same method of exporting each order into QB and manually entering every payment into QB.

Now, a year later, our business has grown to the point (no complaints!) where is has become too bulky (in many ways!) to enter everything individually. I would like to change my method of export from individual invoices to daily sales receipts and then upload the CC bathces and Paypal paymeents from SM.

My question is...what do I need to do to change the methodology in SM and how can I accomplish this new process with as little disruption to the accounting system as possible...

Thanks for your advice!

Aha!  Thanks

...if it has been accidentally deleted?

Thanks David!

That info helped a lot!  Thanks Roz.

One question... When I run the P&L and filter it for the time period...and for taxable sales, I get ALL of the taxable sales. Now how do I filter out the sales that were Out of State sales? ...maybe there is an additional set up I missed in SM for OOS sales?

okay thanks. I will have all e-mails sent to me for awahile to see if i can pin down the problem more accurately.

I have an odd situation that I am not sure how to resolve...

When we enter tracking numbers in to SM we go through Shipments>Enter Tracking IDS. I enter the tracking number and click on OK. I always get a window that asks if I want to send the tracking info to Yahoo and I click on Yes.

The problem is that not all of the tracking numbers seem to go through. I can;t find a pattern to what goes through and what does not. We get quite a few calls from customers wanting to know when their package is going to ship. I have the info in SM, but when I log into the Yahoo Store Manager the info is nowhere to be found in the customer order. Most go through, but many do not.  Any thoughts?

-Michele
Top Notch Gift

I went to print out my sales tax liability report today to fill out the quarterly return and send in. The information I got out of the report makes no sense, so I have apparently not set something up correctly so the tax liability is not showing up correctly.

I have attached a PDF of my sales tax liability report. If I pull out the detail on the "Tax Reference" line, there are multiple orders in there on which tax was collected, but it is not showing up the the "tax Collected" column. The 7.75% tax item is calculated correctly, but the CA Sales Tax item is WAY high for the sales figures shown.

I am confused!...and in a bind, since I waited until last minute to file my return. I have never had a problem before so I didn't even contemplate this sort of situation!

Can you help?

Thanks

-Michele
Top Notch Gift

Ah...  I get it. Very slick!

Thanks David!

[don't]

Good Morning!

I have just downloaded the new version of Sm and really like the new functionality features you have added!

One problem though...

We have been using a packing slip template for our orders that includes the "bill_custom" variable to insert our gift message. (We can't use the Yahoo Merchant "Gift Message feature because it is tied to a gift wrap option that we do not provide). In the new version of SM, instead of the gift message coming up there is a line that reads "BAD-ADDRESS-CUSTOM-TAG". Is there a new variable I should be using in my HTML to pull the gift message?

Also, we have recently added an "Opt-In" field in Yahoo Merchant that is showing up in the Custom Fields in SM. We don't want the Opt-in field to show on our packing slips.

Any ideas?

-Michele
Top Notch Gift

I have attempted to upload a manual order into my Yahoo store and I keep getting a ButtonClick Failed (error 1000) message.

What would cause this?

Thanks for your help!

-Michele
Top Notch Gift

Yes, I am using "ship_custom", but text does not print out.

When I use "order_gift_message" I can get the message to print out as long as I copy it from my custom field tab in SM to the Gift Message Tab, but I would like to find a way for it to print rather than having to copy and paste each time.

-Michele