Expansion Packs

We provide from time to time expansion packs for Q-Import to easily import transactions via predefined templates. Currently two expansion pack are available:
Import Authorize.Net transactions
Import PayPal transactions

You can download the packages from our download area. For the installation a password is required which is displayed and emailed to you after the purchase is done.

PayPal Expansion Pack
The PayPal expansion Pack is a set of templates that import the most common PayPal transactions into QuickBooks. It contains two templates:

initPayPal.xslt Initialize items and accounts (one time use)
paypal.xslt Import PayPal transactions

How it works:

1. Creation of a customer or a vendor depending on the PayPal transaction type.
Transaction with 'Purchase' or 'Payment sent' will create a new Vendor. The vendor creation will include Name, City, Address, Zip, Country, Phone number and Email address. For all other transaction a customer will be created with the same data plus applicable Tax codes. See also --> Change of Sales Tax.

2. Import of Transactions Transactions will be imported for all activities in PayPal that are marked 'Completed'.

a. For Payments Received a sales receipt is created with the following data:

Customer name,
Transaction Id used as check number,
Sales Tax if applicable
Sales receipt line with
'Uncategorized Item'
Description,
Quantity,
Rate,
Net Amount,
Service Date
Sales receipt line with the PayPal Fee
Sales receipt line with Shipping Cost (if applicable)
Sales receipt line with PayPal insurance (if applicable)

b. Dividends from PayPal Money Market are treated as deposits to the PayPal account.

c. Refunds are imported as credit memos with practically the same data as described for the sales receipts.

3. Change of Sales Tax. Customers are declared as taxable when their billing address is in a specific state. To change the state, please do the following: Open paypal.xslt with Notepad. Search for the following line <xsl:when test="State = 'XX'"> and replace XX with the state abbreviation and save the file. For Florida i.e. the line reads <xsl:when test="State = 'FL'">

4. Using the PayPal Expansion Pack.

a. Make sure that you have at least Q-Import 3.0.50.
b. Download your transaction file from PayPal and use as file type 'Comma Delimited - All Activity'. The next step is one-time only. It will create the account and items necessary to use the pack.

c. From your template please select initPayPal.xslt.

d. Select your downloaded PayPal transaction file.

e. Import. Now you can use the PayPal template.

f. From your template please select PayPal.xslt.

g. Select your downloaded PayPal transaction file.

h. Import.

Authorize.Net Expansion Pack

The Authorize.Net expansion Pack is a set of templates that import the most common Authorize.Net transactions into QuickBooks. It contains two templates:

initANet.xslt Initialize items and accounts (one time use)
ANetComplete.xslt Import Authorize.Net transactions

It operates as follows:

1. Creation of a customer.
The customer creation will include Name, Company name, Billing and Shipping Address with City, Address, Zip, Country, as well as Phone number, Fax and Email address. For all other transaction a customer will be created with the same data plus applicable Tax codes.
See also --> Change of Sales Tax.

2. Import of Transactions Transactions will be imported for all activities in Authorize.Net that are marked 'Settled Successfully' or 'Credited' .

a. For Payments Received a sales receipt is created with the following data:

Customer name,
Billing Address,
Transaction Id used as check number,
Transaction Date,
Sales Tax if applicable
Sales receipt line with
'Uncategorized Item'
Description,
Quantity,
Rate,
Net Amount (Total amount - Tax - Freight)
Service Date
Sales receipt line with Shipping Cost (if applicable)

b. Refunds are imported as credit memos with practically the same data as described for the sales receipts.

3. Change of Sales Tax.
Customers are declared as taxable when their billing address is in a specific state. To change the state, please do the following:

Open ANetComplete.xslt with Notepad.
Search for the line <xsl:when test="State = 'XX'"> and replace XX with the state abbreviation and save the file. For Florida i.e. the line reads <xsl:when test="State = 'FL'">

4. Using the Authorize.Net Expansion Pack.

a. Make sure that you have at least Q-Import 3.0.50.
b. Download your transaction file from Authorize.Net and use as file type 'Expanded Fields/Comma Separated' and mark the checkbox 'Include Column Headings' The next step is one-time only. It will create the account and items necessary to use the pack.

c. From your template please select initAnetl.xslt.

d. Select your downloaded Authorize.Net transaction file.

e. Import. Now you can use the Authorize.Net template

f. From your template please select completeANet.xslt.

g. Select your downloaded Authorize.Net transaction file.

h. Import.