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    Opencart QuickBooks Connector

    Using the Opencart QuickBooks Connector you will be able to sync your Opencart Store – Customer, Product, and Order details with the QuickBooks. Also, when a new user registers, or you add a new product, and when an order is placed by customers all of this data is automatically synchronized with your QuickBooks account. The admin is also able to import products/customers from QuickBooks to the Opencart Store. Also, whenever a customer/product information is edited at Opencart it is auto updated at Quickbooks as well.

    For integrating QuickBooks Desktop with OpenCart, then please check out OpenCart QuickBooks Desktop Connector module.

    Features- Opencart QuickBooks Connector

    • Admin can manually synchronize the Opencart store – Customers, Products, and Orders with the QuickBooks.
    • Auto-Sync New Customer Registration from the Opencart Store to the QuickBooks.
    • Newly Added Products will be Auto- Sync From the Opencart Store to the QuickBooks.
    • Auto-Sync Orders placed from the Opencart Store to the QuickBooks.
    • The Guest Order can also be synchronized from OpenCart to QuickBooks.
    • Auto edit Customer information at QuickBooks when edited at Opencart Store.
    • Auto edit Product information at QuickBooks when edited at Opencart Store.
    • Import Customers from QuickBooks to your Opencart store.
    • Import Products from QuickBooks to your Opencart store.
    • Batch processing in order to reduce the data sync time.

    Installation

    Customers will get a zip folder and they have to extract the contents of this zip folder on their system according to their Opencart version. The extracted folder has – admin, catalog, ocmod, system, and wk_qbo folders. You need to transfer the admin, catalog, system and, wk_qbo folders into the Opencart root directory on the server as shown below.

    Now, you will navigate to Extension Installer and upload the file wkqboc.ocmod.xml which you will find inside the ocmod folder.

    Then navigate to ->Extensions->Modifications and click refresh on the top right-hand side as shown below.

    After that, navigate to System -> Users -> User Group and edit the administrator and select all for “Access Permission” and “Modify Permission” as per the snapshot below.

    Module Translation

    As this Opencart QuickBooks Connector module supports multiple languages so this section will describe how to make the module work in different languages. Please check this link for language translation.

    Configuration

    Once you have performed above steps you can now see the module under Extensions->Modules->Webkul QuickBook Online Connector from here you can install and edit it.

    Click the edit option to configure the module, this brings up another page as per the below screenshot.

     

    Here the admin will –

    • Enable or Disable the module.
    • Select Order Mapping on QuickBooks – Orders will be mapped on the selected transaction type(Sales receipt, Invoice, Estimate, and Credit Memo). This will be reflected in your QuickBooks online account as shown below in the snapshot.

    • Select the Mode as Sandbox(testing mode) or Development(Live mode) as required.
    • Select the Authentication Mode as OAuth or OAuth2.
    • Enter the Oauth Consumer
      • key/Client ID.
      • Secret/Client Secret.
    • Enter the Oauth Authentication
      • Token/Access Token Key.
      • Secret/Refresh Token Key.
      • Realm ID/Company ID.
    • Set the Sync Slot number(It should be between 3 to 50. It’s used to set the number of records that will be synced at a time).
    • Select the Categories for the Imported products from QuickBooks.

    Lastly, save the configuration by clicking the Save button at the top right-hand corner.

    **Note: Before using this module, please install the Oauth on your server. For Oauth installation you may follow the blog: https://webkul.com/blog/ubuntu-oauth-installation/

    How to get the QuickBooks Keys

    1. You need to go here https://developer.intuit.com/ and then click on the Sign In option on the top right-hand side to bring up the Sign-in page. On the Sign-in page click “Create an account” to create a new 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 will be created on QuickBooks and after that, you will see a page that has an option to choose “Choose an App” or “Select APIs“. Tap the option – Select APIs.
    4. Now you will see a pop-up on your screen, check both the options – AccountingPayments and click the option at the bottom right-hand side that says – Create app.
    5. After creating the app, go to the Keys section and under the Redirect URl add another redirect URL for oAuth2.
      You can add the redirect URL as – siteurl/index.php?route=account/validateoauth

      After above step, you will now navigate to Settings and select Company Settings option.


      The section that comes up click on the Sale and then edit the Sales from content section as shown below in the snapshot.

      Lastly, check the shipping check-box and click the save button. If this shipping option is disabled then the orders will not sync.
    6. After the above step, go to the Setting menu option and just click the app name to rename your new app. Now, click the Save button to save the configuration.
    7. Now, go to the “Keys” menu option. Here you will find your – OAuth Consumer key, and OAuth Consumer Secret. Copy these keys to the module configuration part in the admin panel.
      **Note: If you are using the application in the sandbox mode then you can make use of Development keys. If you are using the application in the Live mode then you can make use of the Production keys.
    8. To get the rest of the keys – Access Token, Access Token Secret, and RealmId you have two options to choose from:

      8
      (a) Click the Connect to QuickBooks button at the bottom end of the module configuration page as shown below –After clicking the Connect to Quickbooks button, a pop-up window will appear. You need to enter your Email or User Id and Password for the same. After that, click the Sign In button as shown below in the snapshot.
      After this, you will select your company to proceed further.This brings up the pop-up to authenticate the app. Click Authorize to authenticate, after this you will find the required fields auto filled.
      8(b) Or you can also click the ‘key‘ option after which you will be redirected to another page.
      Here, enter the already generated keys from the above step and enter the Access Token Duration – to set the minimum seconds before it expires. Lastly, tap the option – Connect to QuickBooks.
      **Note: After going through the above steps, depending upon the selection for Authentication mode as OAuth or OAuth2 in the admin back-end setting you can proceed further for receiving respective keys.For receiving the keys for the OAuth

    A) After clicking the ‘key‘ option in the above snapshot you will be redirected to another page. Here, enter the already generated keys from the previous step and enter the Access Token Duration – to set the minimum seconds before it expires. Lastly, tap the option – Connect to QuickBooks.

    1. Now a pop-up appears where you have to authorize your application to submit data on your behalf. Click “Authorize” to allow the application.
    2. Finally, you will now get the rest of the keys – Access Token, Access Token Secret, and RealmId.

          For receiving the keys for the OAuth2 –

    B). After clicking the ‘key‘ option in step 7 you will be redirected to the below page(If the authentication mode is selected as OAuth2).

    Now, select your application from the drop-down, select scopes as “Accounting” and “Payments” and then click the “Get Authorization Code“.

    2. Now a pop-up will appear wherein you have to tap the “Authorize” button.

    3. After this, you will receive the Realm ID. Copy this into the module configuration section in the admin backend and after that you will have to click on the “Get Token” button.

    4. Now, you will have the “Realm ID” and the “Access Token“. Click Get company info.

    5. lastly, you will get the Access Token and the Refresh Token.

    How To SynchronizeCustomers, Orders, and Products

    Syncing your Opencart Customers to the QuickBooks

    The admin will navigate under dashboard -> QuickBooks ->Customers. Here the admin has two option to select from – All Customers or Only Enabled Customers. If the admin selects ‘All Customers’ then all of the customers of the Opencart will be synchronized to the QuickBooks otherwise ‘Only Enabled Customers’ will be synchronized.

    To export the customers from Opencart to Quickbooks the admin will tap the – Export Customer button. Similarly, clicking the Import Customer button, the admin can import the customers from the QuickBooks to the Opencart Store. Whenever any new customer registers himself at your Opencart store they will be automatically synchronized with the QuickBooks.

    Here, the admin can also filter the customers using various filter options like -Opencart Customer Id, Customer Name, Quickbook Customer Id, email.

    Syncing your Opencart Products to the QuickBooks

    The admin will navigate under dashboard -> QuickBooks ->Products. Here the admin has two option to select from – All Products or Only Enabled Products. If the admin selects ‘All Products’ then all of the products of the Opencart will be synchronized to the QuickBooks otherwise ‘Only Enabled Products’ will be synchronized.

    To export the products from Opencart to Quickbooks the admin will tap the – Export Product button. Similarly, clicking the Import Product button, the admin can import the products from the QuickBooks to the Opencart Store. Also, whenever the admin adds a new product to his Opencart Store it will automatically be synchronized with the QuickBooks.

    Here, the admin can filter the products using various filter options like – Product Id, Name, Quickbook ProductId and the Model.

    Syncing your Opencart Orders to the QuickBooks

    The admin will navigate under dashboard -> QuickBooks ->Orders. Here the admin can easily synchronize the orders by simply tapping the “Export Orders” option after which all the Opencart store Orders will be synced with the QuickBooks. Whenever a new order is placed on your Opencart store it will automatically be synchronized with the Quick Books. The admin can filter the Orders using the Order Id and the Quickbook Order Id.

    To check all of the synchronized data, the admin can login to his own QuickBooks account(Online) to view the Customers, Orders & the Products via –

    Sandbox Environment –  https://sandbox.qbo.intuit.com/qbo50/login

    Production Environment https://qbo.intuit.com/

    How to create a Live/Production QuickBooks account:

    **Note: For using a production account your site must have SSl.

    Step 1: Go to developer.intuit.com . If you do not already have an account follow this link to create one.

    Step 2: Now, select your app and then go to your keys section and scroll to the bottom. Here, you have to complete both the points to get your production keys.

    Step 3: Click on Complete your account profile option and another page will open up. Enter all the information on this page and select the QuickBooks platform as QuickBooks Online and lastly save the configuration.

    Step 4: Now, complete the 2nd point – Provide EULA & Privacy Policy URl’s in Settings. Now, after taping the save button in the above step, you need to navigate to the settings section. Here, enter the links under the Terms of Service links and then save the configuration by clicking the save button.

    Step 5: Now, go to the keys section to see the generated Production keysClient Id and Client Secret.

    **Note:

    1. You can add the redirect URL as – siteurl/index.php?route=account/validateoauth
      Site URl
      is your website name. Example –  https://webkul.com/index.php..

    Step 6: Now, Go to your Production keys section and to it’s right click on Manage Companies.

    Step 7: This brings up another page. Here, click on the second link.

    Step 8: Clicking the Link in the above step will bring the section to choose a plan. Select a plan according to your needs but the one that provides the below-stated permissions

    • Customer
    • Product(Item)
    • Sales Receipt(Orders)
    • Account


    Step 9: We have selected the free trial account. Selecting a paid account will also bring up the same page to confirm your account. Here, click Yes, that’s correct button.

    Step 10:  Now, a pop-up will appear. Make selection as per need to proceed further.

    Step 11: The section that comes up, enter your company name and choose an option for how long have you been in business and then click Next.

     

    Step 12: Select all under “What would you like to do in QuickBooks” and click All Set.

    Step 13: Lastly, keep using the trial(30 Days) or click the Subscribe now link to continue using the services.

    Customers

    Products

    Orders

    Sales Receipt

    Here, you can see the details regarding the order that have synced like – Shipped via, Payment method used, Reference No(Opencart Order ID) and the Shipping Cost.

    Synchronization of Guest Order

    Whenever a Guest Customer places an order, the default customer gets created in the QuickBooks.

    configuration

    All the order details of a guest customer will be synchronized from OpenCart to the default customer in QuickBooks.

    configuration at quickbooks

    On clicking the Guest Customer’s Order, you can see the order details of the order including Guest Customer’s email id, billing address, shipping address, payment method, subtotal etc.

    configuration

    That’s all for Opencart QuickBooks Connector module 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 - 3.1.1.1

    Supported Framework Version - 2.x.x.x, 3.x.x.x

    . . .

    Comments (8)

    Add Your Comment

  • Muhammad Afzal Hingoro
    This is really great thanks for the complete detailed information
    • Nishad Bhan
      Hi Muhammad Afzal Hinoro, Thanks for reaching back to us and reading out the product’s descriptive information. Hope this blog helped you out. For any doubts or suggestions kindly drop us a mail at support@webkul.com
    • abhishek oberoi
      Hello Muhammad,
      Greetings for the day!
      Thanks for the appreciation. If you have any issue then please mail us at support@webkul.com so that we can assist you in better terms.
      Thanks
  • Smith roy
    You are write their a amazing and very knowledgeable blog which is necessary for every newer businessman OR new user’s of Quickbooks. Into your blog i have not feel bore which is often see into longer blog post. So that is nice and very easy in understanding the matter.
    • Webkul Support
      Thanks, Smith. If you have any query or doubt please email at support@webkul.com. thanks
  • Cindy Bezuidenhout
    What versions of Quickbooks does this support? We use Quickbooks Premier Pro here in South Africa.
    • Reg V
      We have Quickbooks Enterprise. We are also looking for an answer to this question.
    • Webkul Support
      This module will support Quickbook Online only. Still have any query please email at support@webkul.com. thanks
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