##### INSTRUCTIONS #####

set up a new quickbooks company, skip the assistant, don't create accounts, don't track inventory or time, don't set up taxes, so do as little configuration as possible, then import the file initial_import.iif, it will create the accounts necessary, the payment methods, and the shipping options. you can open the file with excel and change shipping options and/or tax rate, the set up is configured for california taxes.

then adjust the three files orders_controller.rb, order.rb, and list.rhtml as described below:

##### controllers/admin/orders_controller.rb line 277-343 #####

def download
  @orders = Order.find(params[:ids])
  case params[:format]
   when 'iif'
      content = Order.get_qb_for_orders(@orders)
    when 'xml'
      content = Order.get_xml_for_orders(@orders)
    when 'csv'
      content = Order.get_csv_for_orders(@orders)
  end
  
  directory = File.join(RAILS_ROOT, "public/assets/order_files")
  file_name = Time.now.strftime("%m_%d_%Y_%H-%M")
  file = "#{file_name}.#{params[:format]}"
  save_to = "#{directory}/#{file}"
  
  # make sure we have the directory to write these files to
  if Dir[directory].empty?
    FileUtils.mkdir_p(directory)
  end    
  
  # write the file
  File.open(save_to, "w") { |f| f.write(content)  }
  
  send_file(save_to, :type => "text/#{params[:format]}")
end

def download_all
  @list_options = @@list_options.clone
  
  @viewing_by = params[:key]
  
  case @viewing_by
    when @list_options[0]
      conditions = 'order_status_code_id = 5'
    when @list_options[2]
      conditions = 'order_status_code_id = 5
                    OR order_status_code_id = 6
                    OR order_status_code_id = 7'
  end
  
  @orders = Order.find(:all, :conditions => conditions, :order => 'created_on DESC')
  
  case params[:format]
   when 'iif'
      content = Order.get_qb_for_orders(@orders)
    when 'xml'
      content = Order.get_xml_for_orders(@orders)
    when 'csv'
      content = Order.get_csv_for_orders(@orders)
  end
  
  directory = File.join(RAILS_ROOT, "public/assets/order_files")
  file_name = Time.now.strftime("%m_%d_%Y_%H-%M")
  file = "#{file_name}.#{params[:format]}"
  save_to = "#{directory}/#{file}"
  
  # make sure we have the directory to write these files to
  if Dir[directory].empty?
    FileUtils.mkdir_p(directory)
  end    
  
  # write the file
  File.open(save_to, "w") { |f| f.write(content)  }
  
  send_file(save_to, :type => "text/#{params[:format]}")
end

##### models/order.rb line 226-268 quickbooks export #####

def self.get_qb_for_orders(order_list)
  @inventory = Item.find(:all)
  iif = "!INVITEM\tNAME\tINVITEMTYPE\tDESC\tPURCHASEDESC\tACCNT\tASSETACCNT\tCOGSACCNT\tQNTY\tQNTY\tPRICE\tCOST\tTAXABLE\tSALESTAXCODE\tPAYMETH\tTAXVEND\tPREFVEND\tREORDERPOINT\tEXTRA\tCUSTFLD1\tCUSTFLD2\tCUSTFLD3\tCUSTFLD4\tCUSTFLD5\tDEP_TYPE\tISPASSEDTHRU\tHIDDEN\tDELCOUNT\tUSEID\tISNEW\tPO_NUM\tSERIALNUM\tWARRANTY\tLOCATION\tVENDOR\tASSETDESC\tSALEDATE\tSALEEXPENSE\tNOTES\tASSETNUM\tCOSTBASIS\tACCUMDEPR\tUNRECBASIS\tPURCHASEDATE\r\n"
  for qbitem in @inventory
    iif << "INVITEM\t#{qbitem.code}\tINVENTORY\t#{qbitem.name}\t\tIncome Account\t\t\t\t\t#{qbitem.price}\t\tY\tTax\t\t\t\t\t\t\t\t\t\t\t0\tN\tN\t0\tN\tY\t\t\t\t\t\t\t\t0\t\t\t0\t0\t0\r\n"
  end
  iif << "!CUST\tNAME\tBADDR1\tBADDR2\tBADDR3\tBADDR4\tBADDR5\tSADDR1\tSADDR2\tSADDR3\tSADDR4\tSADDR5\tPHONE1\tEMAIL\tFIRSTNAME\tLASTNAME\r\n"
  for order in order_list
    saddress = order.shipping_address
    baddress = order.billing_address
    logger.error "#{order.id}"
    logger.error "#{order.order_number}"
    iif << "CUST\t#{baddress.first_name} #{baddress.last_name}\t#{baddress.address}\t#{baddress.city}\t#{baddress.state}\t#{baddress.zip}\t#{baddress.country.name}\t#{saddress.address}\t#{saddress.city}\t#{saddress.state}\t#{saddress.zip}\t#{saddress.country.name}\t#{baddress.telephone}\t#{order.order_account.order_user.email_address}\t#{baddress.first_name}\t#{baddress.last_name}\r\n"
  end
  iif << "!TRNS\tTRNSID\tTRNSTYPE\tDATE\tACCNT\tNAME\tCLASS\tAMOUNT\tDOCNUM\tMEMO\tCLEAR\tTOPRINT\tNAMEISTAXABLE\tADDR1\tADDR2\tADDR3\tADDR4\tADDR5\tPAID\tSADDR1\tSADDR2\tSADDR3\tSADDR4\tSADDR5\r\n"
  iif << "!SPL\tSPLID\tTRNSTYPE\tDATE\tACCNT\tNAME\tCLASS\tAMOUNT\tDOCNUM\tMEMO\tCLEAR\tQNTY\tPRICE\tINVITEM\tPAYMETH\tTAXABLE\tVALADJ\tREIMBEXP\tEXTRA\r\n"
  iif << "!ENDTRNS\r\n"
  for order in order_list
    saddress = order.shipping_address
    baddress = order.billing_address
    if order.tax_cost != 0
      istaxable = "Y"
    else
      istaxable = "N"
    end
    iif << "TRNS\t\tINVOICE\t#{order.created_on.strftime('%m/%d/%y')}\tAccounts Receivable\t#{baddress.first_name} #{baddress.last_name}\t\t#{'%.2f' % order.total}\t#{order.order_number}\t\tN\tY\t#{istaxable}\t#{baddress.address}\t#{baddress.city}\t#{baddress.state}\t#{baddress.zip}\t#{baddress.country.name}\tN\t#{saddress.address}\t#{saddress.city}\t#{saddress.state}\t#{saddress.zip}\t#{saddress.country.name}\r\n"
    for oitem in order.order_line_items
      if Item.find(oitem.item_id)
        logger.error "#{order.id}"
  	    logger.error "#{order.order_number}"
        iif << "SPL\t\tINVOICE\t#{order.created_on.strftime('%m/%d/%y')}\tIncome Account\t\t\t-#{oitem.unit_price * oitem.quantity}\t\t#{oitem.name}\tN\t-#{oitem.quantity}\t#{oitem.unit_price}\t#{Item.find(oitem.item_id).code}\t\t#{istaxable}\tN\tNOTHING\r\n"
        logger.error "#{order.id}"
  	    logger.error "#{order.order_number}"
      end
    end
    iif << "SPL\t\tINVOICE\t#{order.created_on.strftime('%m/%d/%y')}\tPostage and Delivery\t\t\t-#{order.shipping_cost}\t\t\tN\t\t\tShipping\t\t#{istaxable}\tN\tNOTHING\r\n"
    if order.tax_cost != 0
	    iif << "SPL\t\tINVOICE\t#{order.created_on.strftime('%m/%d/%y')}\tSales Tax Payable\tTaxAgencyVendor\t\t-#{'%.2f' % order.tax_cost}\t\t\tN\t\t7.75%\tSales Tax\t\tN\tN\tNOTHING\t\t\t\tAUTOSTAX\r\n"
	  end
    iif << "ENDTRNS\r\n"
  end
  return iif
end

##### models/order.rb line 270-321 dazzle export #####

# Returns an XML string for each order in the order list.
# This format is for sending orders to Tony's Fine Foods
def self.get_xml_for_orders(order_list)
	# xml = "<?xml version=\"1.0\" encoding=\"UTF-8\"?>\n"
	xml = "<DAZzle Start='PRINTING' Prompt='YES' AutoClose='NO' OutputFile='c:\\mailout.xml' Test='YES'>\n"
	# xml << "<orders>\n"
	for order in order_list
	  if order.order_shipping_type
	    shipping_type = order.order_shipping_type.code
	  else
	    shipping_type = ''
    end
	  pretty_date = order.created_on.strftime("%m/%d/%y")
	  xml << "	<Package ID=\"#{order.order_number}\">\n"
	  xml << "    <MailClass>PRIORITY</MailClass>\n"
    xml << "    <PackageType>RECTPARCEL</PackageType>\n"
    # xml << "    <WeightOz></WeightOz>"
		# xml << "		<date>#{pretty_date}</date>\n"
		# xml << "		<shippingCode>#{shipping_type}</shippingCode>\n"
		xml << "		<Description>#{order.order_number}</Description>\n"
    # Shipping address
    address = order.shipping_address
    # xml << "		<shippingAddress>\n"
		xml << "		<ToName>#{address.first_name} #{address.last_name}</ToName>\n"
		# xml << "			<lastName>#{address.last_name}</lastName>\n"
		xml << "		<ToAddress1>#{address.address}</ToAddress1>\n"
		# xml << "			<address2></address2>\n"
		xml << "		<ToCity>#{address.city}</ToCity>\n"
		xml << "		<ToState>#{address.state}</ToState>\n"
		xml << "		<ToPostalCode>#{address.zip}</ToPostalCode>\n"
		xml << "		<ToCountry>#{address.country.fedex_code}</ToCountry>\n"
		xml << "		<ToPhone>#{address.telephone}</ToPhone>\n"
		xml << "		<ToEMail>#{order.order_user.email_address}</ToEMail>\n"
		# xml << "		</shippingAddress>\n"
		# Items
		# xml << "		<items>\n"
		  # for item in order.order_line_items
		  # xml << "			<item>\n"
  		# xml << "				<name>#{item.product.name}</name>\n"
  		# xml << "				<id>#{item.product.code}</id>\n"
  		# xml << "				<quantity>#{item.quantity}</quantity>\n"
  		# xml << "			</item>\n"
	    # end
		# xml << "		</items>\n"
		# End
    xml << "	</Package>\n"
  end
  # End orders
  # xml << "</orders>\n"
  xml << "</DAZzle>"
  return xml
end

##### views/admin/oders/list.rhtml line 73-101 #####

<!-- DOWNLOAD ORDERS -->
<p style="margin-top:10px;">
  <% if params[:key] == "Ready To Ship" || params[:key] == "Completed" then %>
    <%= link_to "Download (current page): IIF", 
					{ :action => 'download',
	          :ids => @orders.collect{|o| o.id},
	 					:format => 'iif' }, 
					:class => 'action' 
		%>
		<%= link_to "Download (all pages): IIF", 
					{ :action => 'download_all',
	 					:format => 'iif',
	 					:key => params[:key]}, 
					:class => 'action' 
		%>
  <% end %>
	<%= link_to "Download (current page): XML", 
				{ :action => 'download',
          :ids => @orders.collect{|o| o.id},
 					:format => 'xml' }, 
				:class => 'action' 
	%>
	<%= link_to "Download (current page): CSV", 
				{ :action => 'download',
          :ids => @orders.collect{|o| o.id},
 					:format => 'csv' }, 
				:class => 'action' 
	%>
</p>

##### END #####