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Hi Mike,

I went through the initial steps and the date did not appear - there was a check mark next to Auth but not next to Charge and no date.  I went through steps a-c and there was a check next to Charge; however, no date.  I went ahead and exported to QB and the date was 12/31/1969.

I just imported new batches and the orders do not appear under any of the tabs.  Remote help would be great.  Thanks!

That is what I did.  I just tried it again - Clicked "Get Batches" from View/Admin (and at the bottom it notes that  "Imported x batches") and the orders are not in the  View/Orders "Cosed" tab or any of the other tabs.

And Thank you...!!!

Thanks David.  You are right, I didn't want to submit the batches but now I know...

I just tried this again - In View/Admin I clicked the "Get Batches" button and 58 batches displayed.  I entered the order # I wanted to test and clicked "SuperFind".  That displayed the 1 batch with that order and all the other batches "disappeared" from this screen. 

I then went to View/Orders and there were no orders.  I must be missing a step??  I'm not sure what to do once I "Get Batches".

My mistake.  I thought I could put the order# and click SuperFind to bring up the admin/batch. 

I clicked "Get Batches", entered the order I wanted and clicked the SuperFind button, which brought up the batch I wanted.  I clicked "Submit Batches" and now I'm not sure what to do.  I'm really not sure what happened when I submitted the batches and where they went...  Help!

The "SuperFind!" button does not seem to work (I am using the Lite version - still in trial period).  I want to capture only one account/batch to test.

I installed 1.1.6.7 and did have to run a QB runtime update (QBFC 5.0).  Under "View" | "Program Settings..." | "XML Exchange Formats" | "QuickBooks"
I selected "Date Funds Were Received" under Transaction Date.  My Sales Receipt dates came through as 12/31/1969.  Did I select the correct options?  Bug?

Thanks!

I am using QB Pro 2006.  So you have heard that it works for some users???

Do the entries in the Sales Tax Payable register sound correct?

I am in trial period of SM Lite and noticed that when I "get new order" the shipping status doesn't seem to come across and I have to Update From Yahoo in order for it to show as shipped.  Is it possible to pull this information directly without having to go through a second step?

Is the option to import with charge date versus order date available?

I have imported 2 test orders into QB ($71.00 is taxable and $113.00 is non-taxable). 

I have set up an Item, Sales Tax with 0% Tax Rate and Tax Agency as Commonwealth of Massachusetts.  And Tax Reference, with 0% Tax Rate and no Tax Agency.

I'm not sure why, but the Sales Tax Liability report does match what the COA has for Sales Tax Payable (other current liability). 

1.  On the Sales Tax Liability report, under "Commonwealth of Massachusetts", Sales Tax is listed and Total Sales, Taxable Sales, Tax Collected and Sales Tax Payable  all appear to be accurate.

2.  Tax Reference is listed under "No Tax Vendor" and both orders show under Total Sales and Taxable Sales - Tax Collected and Sales Tax Payable is $0.00. 

3.  And there is a line "Multiple taxes from different vendors" and it is $-71.00 for Total Sales and Taxable Sales.

The "Total" seems accurate.

I'm not sure I have the accounts and items set up properly.

When I double click on the Sales Tax Payable account the register shows 3 entries; 2 for the taxable order and 1 for the non-taxable order.  The taxable order lists Vendor Commonwealth of Massachusetts with the 5% tax due and also lists the customer's name as the Vendor with $0.00.  The non-taxable order just lists that customer's name as Vendor.

Hope this makes sense.  Thanks!

I am confused about the Sales Tax Liability report in QB.  Does it work when using SuperManager?  A posting on 1/302007 says it doesn't yet one on 5/30/2006 says it does.  I am using SuperManager Lite.  Thanks!