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    Prestashop QuickBooks Connector

    Prestashop Quickbook Connector :- PrestaShop QuickBooks Connector module help admin to synchronize QuickBooks with their prestashop store. Using the Prestashop QuickBooks Connector you will be able to create sales receipt, invoice, and estimate of your store orders on the QuickBooks – Manually and Automatically. All the information related to customer (such as customer name, email address, items ordered, billing address, etc), products and orders is synchronized with your QuickBooks account.

    Check the overview of the plugin in the video mentioned-below –

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    Features

    GENERAL :

    • Generate sales receipt, invoice, and estimate on QuickBooks for prestashop orders.
    • Synchronize the prestashop products to QuickBooks or vice-versa.
    • Synchronise customers on QuickBooks and prestashop.
    • Synchronise taxes and payment methods on QuickBooks and prestashop.
    • Synchronize QuickBooks Orders to prestashop.
    • Admin can use the module for any QuickBooks company by selecting the country of their Quickbook company shop.
    • Admin can select default shipping method for imported product on prestashop.
    • Admin can map product categories and also can set default product category for product from QuickBooks with no category.

    IMPORT :

    • Admin can import products, customers and orders(sales receipt, ivoice, and estimate) from QuickBooks on prestashop.
    • Admin can import particular products from QuickBooks or import/update all the QuickBooks products.
    • Admin can import particular customers, new customers or import/update all customers from QuickBooks.
    • Admin can import only active products and customers from QuickBooks on prestashop.
    • During import order, if sales receipt have a discount then a default voucher(cart rule) will create with name “QuickBooks SalesReceipt” (if not created) and will be applied. If cart rule is already created then it will update according to current order configuration and will be applied on this order.
    • Admin can import all orders to prestashop or can import products to prestashop using sales receipt number on QuickBooks.
    • Admin can set the default payment method, shipping method and order status while importing product from QuickBooks to prestashop.

    EXPORT :

    • Admin can export products, customers and orders on prestashop to QuickBooks.
    • Admin can export particular or all products and customers to QuickBooks.
    • Admin can export order from prestashop to QuickBooks by selecting order status and date.
    • While export products with combination to QuickBooks, separate product with different QuickBooks product ID will be created at the QuickBooks end.
    • QuickBooks can hold upto two addresses for a customer at its end.
    • While exporting products to QuickBooks, product on QuickBooks are created with base price for that product.
    • If no category for an exported product is mapped then it will be created at QuickBooks end with no category.
    • Admin can enable automatic export of customer to QuickBooks on its creation on prestashop.
    • Admin can select the default Payment method and deposit account for product to be exported to QuickBooks.
    • Automatically export products on QuickBooks when created on Prestashop.

    UPDATE :

    • Admin can update the exported and imported products on QuickBooks all together.
    • Admin can enable the updation of sparse fields(changed fields) for a product and customer.
    • Admin can update the exported and imported products on QuickBooks all together.
    • Admin can enable auto update of customer under “sync customer settings”.
    • Admin can also enable update of customer’s address during update of customer on QuickBooks.

    INACTIVE :

    • Admin can inactive(delete) a single or multiple products from prestashop end to Quicbooks.
    • Admin can inactive(delete) a single or multiple customers from prestashop end to Quicbooks.
    • QuickBooks company holder can inactive products and customers on QuickBooks end.

    ORDERS :

    •  Admin can import orders using sales receipt number or all orders at once from QuickBooks to prestashop.
    • Admin can export orders to QuickBooks from prestashop by selecting particular order statuses or all the status along with the dates.
    • Admin can also exports elected orders to QuickBooks or all order on a single click to QuickBooks.
    • Admin can select the default Deposit account for exported orders to QuickBooks.
    • Admin can also select the default Quickbook payment method for exported orders.
    • Automatically export orders on QuickBooks when created on Prestashop.
    • Admin can choose to add Prestashop order invoice on QuickBooks during order export from Prestashop.
    • Map Prestashop order status with QuickBooks sell type.

    Note: Click here to view the list of countries in which service of QuickBooks is available.

    Installation

    Note : In order to install this module you need to first install/enable the Oauth libraries on your Prestashop server.

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    To install the module on prestashop, admin has to follow the steps-

    1. Go to the back office->modules->add a new module.
    2. Upload zip file of Prestashop QuickBooks connector module.
    3. The module will automatically get install and can be configured from here.

    image image image

    Module is installed ! 

    Quickbook Process

    Quickbook site login
    User first need to create an account on QuickBooks site. Once the account is created, use the same credentials to
    login to user’s QuickBooks Company account.

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    How to get Quickbook API credentials
    Before you do module configuration, you will need to get the client ID and client 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.

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    2. Now, enter the details required for registration and then click the “Create Account” option on the registration page.

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    3. After clicking the Create Account option your account will be created on QuickBooks and after that, you will be redirected to a “My Apps” page where you can click on “create new app” to create your own application.

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    4. After that, on “My App” page there is an option to choose “Choose an App” or “Select APIs“. Tap the option – Select APIs.

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    5. Now 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.

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    6. Now, go to the “Keys” menu option. Here you will find your – Client ID, and client Secret key. 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.

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    Configuration

    After successful installation, admin has to configure the module.

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    Note: Before configuring “Quickbook connector Configuration” admin need to create QuickBooks account and QuickBooks developer account and update redirect URL in QuickBooks developer account’s apps key section. Admin can use the Quickbook account credentials for QuickBooks developer account.

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    Admin can update the redirect URL by copying the redirect URL from here and pasting it into the redirect URL field under apps “Key” section.

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    General Settings:
    Admin needs to configure the general settings of module for proper functioning of the module.
    Mode: Admin can decide on whether the mode for building the application will be Development or Production.
    Client ID and Secret: If admin is using application in the sandbox mode then you he make use of Development keys. If using the application in the Live mode then he can make use of the Production keys.
    Scope: Scope for the company is by default “accounting” and cannot be changed.
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    Clicking on the “connect” button admin can connect its prestashop QuickBooks connector account to Intuit account.

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    Once the connection is done between prestashop and Quickbook, admin will be redirected to configuration page in the back office.
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    Note: It is mandatory to save these details to sync your store to your company.

    Customer Sync Setting:
    Admin can automatically manage the customer synchronisation between QuickBooks and prestashop using “Customer Sync Settings”.
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    Auto synchronise new customer:
    Admin can automatically synchronise or export its customer to QuickBooks on creation from prestashop.
    Auto update Customer:
    Customer information will automatically update on QuickBooks on customers creation from prestashop.
    On update customer, update address:
    On updation of customer information customer address will also be updated. Upto two addresses for a customer can be updated on QuickBooks.
    Sparse update:
    Using sparse update only changed fields of customer information will be updated.
    Default customer password:
    Admin can either set random password or customised password as default customer password for creation of QuickBooks customer on prestashop.

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    If admin has selected custom password then he can either enter custom password in the field “enter password” or can auto generate password by clicking on “generate password” button.
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    Product Sync Setting:
    Admin can automatically manage the product synchronisation between QuickBooks and prestashop using “Product Sync Settings”.
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    Auto export new products on QuickBooks: If enabled, then whenever the product gets create on Prestashop it will automatically export on QuickBooks.

    Sparse update: Using sparse update, only changed fields of product information will be updated.
    Default product category:
    If enabled product will be created with selected category else product will not be created at prestashop end.
    Account setting:
    Admin can select the following account setting for the products on QuickBooks.

    • Asset Account
      Select the account for the products created in the QuickBooks. The selection made here for the asset account will reflect at 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 will reflect at 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
      Select the account for the products created in the QuickBooks. The selection made here for the expense account will reflect at 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.

    Note: There is one to one mapping between prestashop and QuickBooks. While syncing products with from prestashop to QuickBooks no combination at Quickbook end will be generated. All combination for the product will be created as a separate product.
    Note:
    Products on QuickBooks can be without category.

    Order Sync Settings:
    Admin can automatically manage the order synchronisation between QuickBooks and prestashop using “Order Sync Settings”.
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    Auto export new order on QuickBooks: Enable option to automatically export orders on QuickBooks when created on Prestashop.

    Create tax rule on QuickBooks:Tax rule will create on QuickBooks during order export from prestashop if enabled.
    Note: If no and that tax does not exist on Quickbook, order will not be exported from prestashop.

    Attach Prestashop Order Invoice on QuickBooks: Enable this option to add Prestashop order invoice on QuickBooks during order export from Prestashop.
    Default Prestashop Payment method: 
    Admin can select default prestashop payment method while importing order from Quickooks to prestashop.
    Default Prestashop order status: 
    Admin can select default prestashop order status while importing order from Quickooks to prestashop.
    Default Prestashop shipping method: 
    Admin can select default prestashop shipping method while importing order from Quickooks to prestashop.
    Default QuickBooks Payment method:
    Admin can select the default Quicksbook payment method while exporting order from prestashop to QuickBooks.

    Import/Export/Update Products

    After successful installation admin will have five new tabs under “QuickBooks Connector” tab.

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    We shall discuss each of these tabs in details and see how do they work.

    Sync Products and Category

    From here Admin can sync products and category from Prestashop store to QuickBooks and vice-versa.

    Sync Category-
    Go to QuickBooks Connector -> Sync products and category-> Sync category
    Admin can sync or map categories from prestashop store to QuickBooks and vice-versa under “Sync Category” tab.

    • Admin can decide on which category on prestashop to be mapped with which particular category on QuickBooks. Before mapping admin needs to download the QuickBooks categories first.
      Note: For our module there is one to one mapping of categories on prestashop and QuickBooks.
      While importing product from QuickBooks if that product does not fall under any category then default prestashop category will be assigned to that product, if configuration is set else product will not be imported.
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    Admin can refresh the categories he has downloaded from QuickBooks by clicking on the refresh button. 

    Suppose admin has downloaded the QuickBooks categories. If some new categories get added on QuickBooks, then those categories will be downloaded in Prestashop by clicking on the refresh button.


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    Sync product-
    Go to QuickBooks Connector -> Sync products and category-> Sync product

    • Admin can sync or map products from prestashop store to QuickBooks and vice-versa under “Sync product” tab.
      Note: Before mapping the products save the “Sync Product Setting” configuration.
      Before mapping products, product categories should be mapped.
      Product will be created in the default currency of the dependent platform with the same price.
    • Admin can export and update product from prestashop to QuickBooks.
    • Admin can import and update product from QuickBooks to prestashop.
    • Admin can inactive products on QuickBooks or export inactive products under export products.

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    Export products-
    Admin can export and update product from prestashop to QuickBooks.
    Admin can export a single or multiple products at a time.
    Admin can also export all products on a single click to QuickBooks.
    Admin can update selected or all products on QuickBooks at a time.
    Admin can inactive selected or all products on QuickBooks at a time.
    Note:
    Only active product combination will export to QuickBooks.
    On QuickBooks product will be created using base price.
    If product category is not mapped then product will not have any category while export to QuickBooks.

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    List of exported products on QuickBooks can be seen and edited on product and services page under sales tab.

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    Admin can edit a particular product detail at QuickBooks end from here;

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    Once product has been exported admin can see the exported product log. Also admin can see the status of exported product on QuickBooks under “message” column.
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    Admin can similarly update and inactive selected products or all products at a time and can also see the log for all the updated products to QuickBooks and inactive products on QuickBooks.
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    Import products-
    Admin can import and update product from QuickBooks to perestashop.
    Admin can import a single product at a time.
    Admin can import/update all products from QuickBooks on prestashop.
    Admin can also import all new products from QuickBooks to prestashop.

    Note:
    Only active product combination will be created on prestashop.
    If product category is not mapped then product create with default product category, selected in product sync configuration.

    Admin can enter the product name here to be imported from QuickBooks on prestashop. Also admin can see the log for all the imported products by click on the link below import product field and can see the status of the imported product in the “message” column of the log.
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    Once product has be imported then on reloading the page, option for “Import new products from QuickBooks” will also be visible.
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    Admin can see the list of all the imported and exported products on “Sync Product” page.

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    Map Product

    Admin can map Prestashop product with QuickBooks product by clicking on map product button.

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    SYNC CUSTOMER

    Admin can sync customer on prestashop and Quickbook from sync customer tab.
    Sync Customer -> 
    Go to QuickBooks Connector -> Sync customer
    • Admin can sync or map customers from prestashop store to QuickBooks and vice-versa under “Sync customer” tab.
      Note: Before mapping the products save the “Customer Sync” configuration.
      During import, if customer email id do not match on quickBooks then it will not create on prestashop.
      During import, if customer name do not follow the pretashop customer name validation rule then name of customer in pretashop will be “quickBookscustomer”.
    • Admin can import and export customers on prestashop and QuickBooks.
    • Admin can update customers on QuickBooks.
    • Admin can import new customers from QuickBooks to prestashop.
    • Admin can Inactive customers on QuickBooks from prestashop end.

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    Export customer-
    Admin can export selected or all customers at a time. Also admin can see the log of exported customer. Admin can see the status of the exported customer in “message” column.
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    Exported customer to QuickBooks can be seen on the “customers” page under “Sales” tab.

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    Once customers are exported to QuickBooks, admin can update customer to QuickBooks and inactive customer on QuickBooks anytime from back office.
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    Import customer-
    Admin can import a single or all customers at a time. Also admin can see the log of imported customer on prestashop. Admin can see the status of the imported customer in “message” column.

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    Enter the name of the customer to be imported on prestashop in the field “import particular customer from quickBooks” and click on “GO” for importing. Admin can import and update all customer
    from QuickBooks. Admin can also import new customers from QuickBooks.
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    Admin can view the list of all customer imported and exported on “sync customer” page.
    Note: Two rows for a customer with same customer id are generated, since there can be two addresses for the same customer on QuickBooks.
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    Sync taxes, payment methods and orders

    Admin can sync or map taxes on products, payment method on products and product orders on prestashop from QuickBooks and vice-versa.
    Sync taxes-
    Admin can syn taxes to be applied on products from prestashop and QuickBooks while import and export.

    • Note: Before mapping the taxes save the  tax settings in “Sync Order Setting” configuration. It is necessary for order sync.
      During order export from prestashop to QuickBooks if “Create tax rule on quickBooks” is enabled then tax rule will create on QuickBooks during order export else if disabled and no such tax rule exist on QuickBooks, then order will not be created on QuickBooks.

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    Admin first need to download the taxes from QuickBooks.

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    Now, admin can map Prestashop tax with QuickBooks tax.

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    Admin can create the tax on Quicbooks as follows:
    Go to Taxes -> Add / edit tax rates and agencies -> New

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    Sync Payments-
    Admin can sync / map payment methods on prestashop and QuickBooks.
    Admin can select the default payment method on prestashop for the products imported from QuickBooks.
    Admin can also select default payment method on QuickBooks for products exported from prestashop.

    Note:
    Payment method mapping is necessary for order sync.
    If payment method mapping does not exists then default QuickBooks payment will be apply. You can set the default QuickBooks payment method from Order Sync settings tab in Set up QuickBooks option.

    Before mapping, admin needs to download the QuickBooks payment methods.

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    Admin can refresh the payment methods he has downloaded from QuickBooks by clicking on the refresh button.

    Suppose admin has downloaded the QuickBooks payment methods. If some new payment methods get added on QuickBooks, then these payment methods will be downloaded in Prestashop by clicking on the refresh button.

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    Sync orders-
    Admin can syn orders on prestashop and QuickBooks using prestashop Quickbooks connector.
    Admin can export prestashop orders on QuickBooks.
    Admin can also import QuickBooks orders(sales receipt) on prestashop.
    Note:

    • If ordered currency does not exist during import/order on depending platform then action will not be performed.
    • Address country must be active on prestashop.
    • Sales receipt can only be create with customer selected currency on quickBooks.
    • If ordered products are not mapped by you, it will be automatically export/import while creating sales receipt o QuickBooks or adding order on prestashop.
    • During creation sales receipt on QuickBooks, if ordered products map does not exists and also product does not exist on prestashop then that order will not export to QuickBooks.
    • Customer details will also be automatically add while creating sales receipt in Map Customer list.
    • During creating sales receipt on QuickBooks, if customer map does not exists and also customer does not exist on prestashop then that order will not export to QuickBooks.
    • During import order, if sales receipt have a discount then a default voucher(cart rule) will create with name “QuickBooks SalesReceipt” (if not created) and will be applied. If cart rule is already created then it will update according to current order configuration and will be applied on this order.

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    Import orders-
    Admin can import orders on prestashop from QuickBooks by entering the order sales receipt number from QuickBooks.
    Admin can also import all orders to prestashop on a single click.
    Note: While importing order to prestashop from QuickBooks, if customer and product does not exist for that order they will be create at prestashop end.
    Also during creation of product on prestashop the default shipping will be applied. And product price and tax will be applied as on prestashop product.
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    Export Orders-
    Admin can export orders to QuickBooks from prestashop by selecting particular order statuses or all the status along with the dates.
    Admin can also export all order on a single click to QuickBooks.
    Admin can also export selected orders to QuickBooks.
    Admin can select the default Deposit account for exported orders to QuickBooks.
    Admin can also select the default Quickbook payment method for exported

    orders.
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    Admin can view a list of exported orders on QuickBooks under Sales tab.

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    Sales-Receipt

    Map Order Status

    Under Map Order Status, admin can select the QuickBooks Sell Type to map it with Prestashop order status.

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    This option lets admin decide the type of order he wants to generate on QuickBooks. Suppose admin has selected invoice for delivered status, then on QuickBooks sales receipt will be generated.

    This is how the sync order functionality of our Module works.

    Support

    For any kind of technical assistance, just raise a ticket at : http://webkul.uvdesk.com/ and for any doubt contact us at [email protected]

    Current Product Version - 4.1.0

    Supported Framework Version - 1.7.x.x

    Blog Version - 1.7.x.x
    • Version 1.7.x.x
    • Version 1.6.x.x
    . . .
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