Menu Close
    Start a Project Request quote Reading list Switch to dark mode
    magento-marketplace-mod

    Magento 2 QuickBooks Connector

    Using the Magento 2 QuickBooks Connector you can create sales receipt for your store orders on the QuickBooks – Manually or Automatically.

    Therefore, all the information that is related to the orders such as customer name, email address, items ordered, billing address, etc gets synchronized with your QuickBooks account.

    Please Note:

    1. You need to create API credentials – OAuth Consumer Key, OAuth Token Secret, and OAuth Consumer Secret.
    2. At the moment this extension supports one-way synchronization from Magento 2 to QuickBooks.
    3. Magento 2 QuickBooks is fully compatible with QuickBooks Online.

    Features Of QuickBooks Connector

    • One can place Auto-Sync Orders from the Magento 2 Store to the QuickBooks.
    • The admin can manually synchronize the Magento 2 store – Orders.
    • Select when to create Sales Receipt in QuickBooks – Order Place, Invoice Create, or Order Complete.
    • Select which orders to sync with QuickBooks – Pending, Processing, or Complete.
    • The admin can set the QB product name & description to get export as per the name, SKU, short or long description respectively.
    • The QuickBooks sales receipt number is same as Magento 2 order/invoice number.
    • Sync customer name, email, billing address, order date, product name, quantity, rate, amount.
    • The extension helps in Syncing the TAX details to QuickBooks with orders.
    • Sync the already placed orders within your store that were not synced with QuickBooks before as well.
    • Appealing Export orders in process window with an detailed execution message with the number of orders to synchronize.
    • The sales receipt of Magento 2 order is exported to QuickBooks with payment method description.
    • Downloadable products are created as a Non-Inventory product in QuickBooks.
    • Sync Guest customer orders from Magento 2 to QuickBooks.

    Installation

    Customers gets a zip folder. Then they have to extract the contents of this zip folder on their system. The extracted folder is having an src folder, inside the src folder you have the app folder.

    You need to transfer this app folder into the Magento2 root directory on the server as shown below.

    After that, you have to run these commands in the Magento2 root directory.

    First command – php bin/magento setup:upgrade

    Second command –  php bin/magento setup:di:compile

    Third Command – php bin/magento setup:static-content:deploy

    Fourth Command – composer require quickbooks/v3-php-sdk

    On compliting the running commands, you have to flush the cache from the Magento admin panel by navigating through System -> Cache management as shown below.

    Multi-Lingual Configuration

    For Multilingual support, please navigate to Store>Configuration>General >Locale Options. And select your desired language from the Locale option.

    Language Translation

    In order, to translate the module language, navigate through app/code/Webkul/QuickbooksConnect/i18n and edit the en_US.csv file.

    Thereafter, rename the CSV as “en_SA.csv” and translate all right side content after the comma in the Arabic language. After editing the CSV, save it.

    Then upload it to the path app/code/Webkul/QuickbooksConnect/i18n where the Magento2 is installed on the server. The module gets translated into the Arabic Language. It supports both RTL and LTR languages.

    How to get QuickBooks API Credentials – Oauth & OAuth2

    For OAuth:

    Before you do module configuration, you need to get the OAuth Consumer Key, OAuth Token Secret, and OAuth Consumer Secret. Please follow the link – https://developer.intuit.com/

      1. On the Sign-in page click “Create an account” to create a new account. Or, Sign In with your existing account.
      2. Now, enter the details required for registration and then click the “Create Account” option on the registration page.
      3. After clicking the Create Account option your account gets created on QuickBooks and after that, you see a page that is having an option to choose “Choose an App” or “Select APIs“. Tap the option – Select APIs.
      4. You will see a pop-up on your screen. Check the check-box option- Accounting and click the option Create app on the bottom right-hand side.
      5. Now, go to the Settings menu option and rename your new app and click the Save button to save the changes. It’s just that you can recognize your app easily.
      6. After that, go to the “Keys” menu option. Here you can find your – App Token, Oauth Consumer key, and Oauth Consumer Secret. Copy these keys to the module configuration part in the admin panel.

    For OAuth2:

    1. In order, to get the Client Id and Client Secret for the OAuth2 authentication navigate to https://developer.intuit.com/. Now, create a new account even if you already have an account by clicking the SignUp button.
    2. Now, enter the details required for registration and then click the “Create Account” option on the registration page.

      3. On clicking the Create Account option your account gets created on QuickBooks. After that, you see a page that is having an option to choose “Choose an App” or “Select APIs“. Tap the option – Select APIs.
      4. Go to the Settings menu option and rename your new app and click the Save button to save the changes. It’s just that you can recognize your app easily.
      5. After that, go to the “Keys” menu option to find your – Client ID and Client Secret. Copy these keys to the module configuration part in the admin panel while using the OAuth2.

    Note:
    1. You must set the redirect URL. To set the redirect URL click the Add URL link, enter the redirect URL and click the save button after that. As shown below, example.com is your site URL.

    https:/example.com/quickbooksconnect/oauth/oauth2

    2. If you are using the application in the sandbox mode then you can make use of Development keys.

    But if, you are using the application in the Live mode then you can make use of the Production keys.

    Configuration

    Finally, after the successful installation of the Magento 2 QuickBooks Connector, you can see the configuration panel under Store -> Configuration -> Webkul -> Magento QuickBooks Connect.

    General Settings:-

    1. Enable: From here the admin can enable or disable the module.
    2. Sales Receipt Create on Quickbooks: Select one of the options from – Order place, Invoice Create, or Order Complete to automatically generate the receipts in QuickBooks.
    3. Initial Order Status for Sales Receipt: Select one of the options from – Pending, Processing, and Complete to set the order statuses that should be synchronized with the QuickBooks when synchronizing manually to create the sales receipt on QuickBooks.
    4. QuickBooks US Store: Select ” Yes” If you are using USA QuickBooks account else ” No”
    5. Quickbook App Integrates With Select the OAuth Authorization type as – OAuth 2.0 or OAuth 1.0
    6. Select the Account Type as – Development or Production as required.
    7. Enter the Client Id and Client Secret.
    8. Now click the option “Connect” for Authorizing Intuit to securely share your data.

    After setting up the general settings the admin needs to save the configuration then tap on option “Connect“.

    Set Up Extension To Connect With QuickBooks

    For instance, you can see a window pop up from where you select the company to set up with Magento 2 & then click on next button.

    On the next screen to authorize the Magento module with QuickBooks app. Click on Connect button to allow Magento 2 Connect to view and update your QuickBooks Online data

    Now after clicking on the connect button on the next screen, a pop-up appears with an account successfully authorize message & notification to refresh the window.

    Finally, you get redirected back to the admin configuration settings for the module.

    Afterwards, refresh the page and you find that you are now connected and authorize as per the below screenshot.

    In addition, after the authorisation process a disconnect button appears whose work is to disconnect the connection between the extension & QuickBooks if clicked.

    Accounts For Inventory

    Inventory Other Asset Account

    Now from here select the account for the products created in the QuickBooks. The selection made here for the asset account gets reflect on product information in QuickBooks.

    It’s an account to which a product belongs to so that it allows for an easy management at a later time.

    Income Account

    Select the account for the products created in the QuickBooks. The selection made here for the income account gets reflect on product information in QuickBooks.

    It’s an account to which a product belongs to so that it allows for an easy management at a later time.

    Expense Account

    Here, select the account for the products created in the QuickBooks. The selection made here for the expense account gets reflect on product information in QuickBooks.

    It’s an account to which a product belongs to so that it allows for an easy management at a later time.

    Export Product Field

    From here the admin can set:-

    • The QB Product Name which gets export to QuickBooks end as per the options available as Store Product SKU or Store Product Name.
    • QB Product Description which gets export to QuickBooks end as per the options available as Store Product Name, Store Product Description or Store Product Short Description  .

    Notification for Sync the Tax Rates

    The admin needs to create the same tax rates on Quickbooks end for sync tax details with orders.

    You can add the different name of tax rate but the tax rate must be the same on Quickbooks as well.

    How to Synchronize Orders Manually & automatically

    Sale Receipt Created Automatically

    In the case of automatic synchronization, it depends on what the admin have selected in the module configuration settings.

    If the admin selects the option of “Sales Receipt Create On QuickBooks” as “Order Place“, then all the orders when placed in your store gets synchronize with the QuickBooks automatically.

    Similarly, if the admin selects – “Invoice Create” then when the admin creates the invoice for the orders, the orders gets synchronized automatically.

    Same is the case if the admin selects -“Order Complete” the orders get synchronized with the QuickBooks when the status of the order turns to “Order Complete” i.e invoice and shipping have  generated.

    For Example:

    If the admin has selected the option “Sales Receipt Create On QuickBooks” as “Order Place“, then whenever an order gets place on your store, be it a guest or a registered user it will automatically gets synchronize with your QuickBooks account.

    Sale Receipt Created Manually

    Using the manual sync, you can also sync the already placed orders within your store that were not synced with QuickBooks before as well.

    To add the orders in QuickBooks manually, the admin needs to navigate to the Sales -> Orders.

    On the Orders page the admin finds the complete list in a grid view of Orders placed on the Website with different order status like pending, closed, etc.

    Now to manually synchronize this data, the admin selects the desired order, tap on the Action option and select the Export QB option.

    At this time all the orders that are selected get synchronized with the QuickBooks.

    After clicking the “Export on QB option you see a execution message with the number of orders to synchronize.

    The admin finds Mapped orders and Configuration menu item QuickBooks Connect, under the admin panel as per the screenshot below.

    By clicking on ” the Configuration” menu option, the admin redirect to the same QuickBooks configuration page. Similarly as shown above.

    After clicking the menu option – “Mapped Orders“, you’ll see a complete list of synced/Map orders of your store with the QuickBooks as shown below in the snapshot.

    Map Orders

    Using the map orders, you can sync the already placed orders within your store that were placed before installing the extension as well, the admin can also delete the Order Map Record if required.

    To check the order details for any particular order just click on the View Order link.

    Manual Synchronize Of Data

    Now to manually synchronize this data, you will tap on the option “Export Orders as Sales Receipt “.

    At this time all the orders that have the status (As selected during configuration) will get synchronized with the QuickBooks.

    In addition, you can change the settings in the module back-end if you want to choose a different order status to be synchronized.

    You can select from three order statuses – PendingProcessing, and Complete.

    If you select pending status then all the orders with the status “Pending” will get synchronized. Similar is the case with the other two statuses.

    After clicking the “Export Orders As Sales Receipt” option you see a execution message with the number of orders to synchronize.

    Check The Order Details:

    In order, to check the order details navigate to QuickBooks Connect-> Map Order.

    Now, tap on the “View Order” link for the respective order for which you want to check the order details.

    Tap the “View Order” link, the order details will appear as shown below.

    Check the Synchronized Order Details on QuickBooks

    Go to your QuickBooks account and navigate to the Sales section and then tap the same order number.

    Tap on the Order Number, you can see the complete order details that are synchronized as shown below in the snapshot.

    At Quickbooks online go to the products and services tab under the sales menu.

    After clicking the Edit link for a product, you can see the various accounts that are related to this product under the product/service information section as per the snapshot below.

    How to add Tax rates in the QuickBooks?

    First, you need to click on Taxes option as shown below image –

    After that, click on “Add/Edit Tax Rates and Agencies ” under Related Tasks as shown below image –

    Now, you can add new tax rates and edit/ deactivate already created tax rates –

    1. How it works with the special prices?

    Special Price: For example, you have a product for $30, that has special price applicable of $20.

    Now, when the order gets purchased and the sales receipt created at QuickBooks end the receipt has $20 visible on the receipt of the product.

    2. How it sync payment methods?

    The payment methods which is used at the store end for making the payment, that gets reflected.

    3. Does it creates sales receipt for bundle products?

    However, for the bundle product, all of the constituent products are created as individual products within the sales receipt.

    In conclusion, that’s all for the Magento 2 QuickBooks Connector if you still have any issue feel free to add a ticket and let us know your views to make the module better at webkul.uvdesk.com.

    Current Product Version - 3.0.2

    Supported Framework Version - 2.0.x, 2.1.x, 2.2.x, 2.3.x

    . . .

    Comments (2)

    Add Your Comment

  • Andrew Huang
    You said “Using the Magento 2 QuickBooks Connector you can create sales receipt for your store orders on the QuickBooks – Manually or Automatically.” Does sale receipt here mean invoice on Quickbooks?
    I currently use my Magento website for my clients to place orders. I have to manually type in and make invoice on Quickbooks for each order placed on our Magento 2 website. Am I able to use your Magento 2 Quickbooks Connector to generate invoice automatically on my Quickbooks every time when my client place an order on our Magento 2 website? If your answer is yes, I will buy one.

    Looking forward to your reply,
    Thanks!

    • Archana Tiwari
      Hello Andrew,
      Currently in this module, only sales receipts are created on QuickBooks not invoices.
      If you want us to implement the required feature then this will require extra efforts from our end.
      You can drop us a mail at support@webkul.com in case of further queries.
      Thanks
  • Back to Top
    css.php
    Hire Us!
    Brief us about your requirements and we'll get back to you.
    Woo! Hooy!
    We have just recieved your project brief and our expert will contact you shortly.
    Send Again
    Close

    Table of Content

    Hide Index