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WooCommerce QuickBook Connector

Quickbooks is accounting software. Using this software, one can track and manage sales and business transactions. There are two versions available such as QuickBooks Online and QuickBooks Desktop.

Using the WooCommerce QuickBooks Connector, the admin will be able to sync the WooCommerce store orders on the QuickBooks. All the information that is related to the orders such as customer name, email address, items ordered, billing address, etc is synchronized with the QuickBooks account.

This will also synchronize the customers who have placed the orders. And sync the product for which the orders have been placed. This module will streamline and manage account information.

Please Note –

  • You need to create API credentials – OAuth Consumer Key, OAuth Token Secret, and OAuth Consumer Secret.
  • The WooCommerce QuickBooks Connector module supports the QuickBooks Online.

Features

  • Easy syncing of orders placed from the WooCommerce store to the QuickBooks.
  • The admin can manually synchronize the WooCommerce store orders.
  • The admin can export and import customers.
  • The admin can export and import the products.
  • Select one of the options from – Sales Receipt, Invoice, Estimate or Credit Memo to map the orders in QuickBooks.
  • Sync customer details like name, email, company name, phone number, billing & shipping address.
  • Sync product details like name, SKU, price, stock, and active/inactive status.
  • The order information which will be synced – customer info, product, info, payment method, shipping method, WooCommerce order Id and taxes.
  • The module will sync the orders of registered customers only.

Installation 

The user will get a zip file which he has to upload in the “Add New” menu option in the WordPress admin panel. For this login to WordPress Admin Panel and Under the Dashboard hover your mouse over the “Plugins” menu option which brings out a Sub-Menu and then select the “Add New” option.

After this, you will see an option on the top of your page that is “Upload Plugin”, click the option to upload the zip file.

After clicking on the “Upload Plugin” option, below that you will see a button “Choose File” click on the button to browse for the zip file as per the snapshot below.

After browsing the file, click the “Install Now” button to install the plugin as per the snapshot.

Now when the plugin is installed correctly, you will see the success message and an option to activate the plugin. Click on “Activate Plugin” to activate the installed plugin.

How to get QuickBooks API Credentials – OAuth2

For OAuth2:

  1. 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. 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, 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. Now, 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/admin/quickbooksconnect/oauth/oauth2/

2. 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.

Module Configuration

After the module installation, the admin will configure the module settings. For this, the admin will navigate to Quick Books Connector -> Settings as per the below image.

Here, the admin can:

  • OAuth Consumer Key / Client ID – Enter the client Id.
  • OAuth Consumer Secret / Client Secret – Enter the client secret.
  • Mode – Select the account type as – Sandbox/Development or Live/Production as required.
  • Authentication Mode – Select the OAuth Authorization type as – OAuth 2.0
  • Order Mapping On QuickBooks – Select one of the options from – Sales Receipt, Invoice, Estimate or Credit Memo to map the orders in QuickBooks.

Now, tap the option Connect To QuickBooks available in the bottom. This will display a pop-up window where the admin has to first login to the QuickBooks account to proceed further.

After, select the company the admin wants to connect with and click the Connect button as shown below.

Again click the Connect button to confirm the connection.

Finally, the admin will be redirected back to the admin configuration settings for the module. Here, Just refresh the page and you find that you are now connected and authorized as per the below screenshot.

Now, after successful connection –

  • OAuth Authenticated Token / Access Token Key – This field will be auto-filled after QuickBooks is connected successfully.
  • OAuth Authenticated Secret / Refresh Token Key – This field will be auto-filled after QuickBooks is connected successfully.
  • OAuth Authenticated RealmId / Company Id – This field will be auto-filled after QuickBooks is connected successfully.
  • Asset Account – This account is for maintaining the record of all the products created in the Quickbooks. The selected asset account will also reflect on product information in QuickBooks.
  • Expense Account –  This account is for maintaining the record of all the expense in the Quickbooks. The selected expense account will also reflect on product information in QuickBooks.
  • Income Account – This account is for maintaining the record of the income in the Quickbooks and lets the admin track the business income more conveniently. The selected income account will also reflect on product information in QuickBooks.
  • Tax Code –  Select the tax code in which the tax amount will be synced.
  • Sync Slot Number – Set the Sync Slot number which is used to set the number of records that will be synced at a time. It should be between 3 to 50.

Now click the Save Account button to save the configuration settings.

Sync Customers

Now, the admin will sync the customers by navigating to the QuickBooks Connector-> Customers as shown below.

This will navigate the admin to the Customer List page which will display the complete list of the existing customers of the WooCommerce store. Here, the admin can –

  • Export Customers
  • Import Customers

Export Customers

At the top, the admin will have an Export Customer button using which the admin can export the WooCommerce customers to the QuickBooks.

For this, the admin will-

  • First selects the customers from the list which the admin wants to export.
  • And then hit the Export Customer button.

The admin can check the exported customer in the QuickBooks by logging into it and navigate to Sales -> Customers as shown below.

Import Customers

The admin can even import the customers. At the top, the admin will have an Import Customer button using which the admin can import the customers which are there in the Quickbook to the WooCommerce.

For this, the admin will simply hit the Import Customer button.

Note: The customer information which synced will be – name, email, company name, phone number, billing & shipping address.

Sync Products

The admin will also sync the products by navigating to the QuickBooks Connector-> Products as shown below.

This will navigate the admin to the Product List page which will display the complete list of the existing products of the WooCommerce store. Here, the admin can –

  • Export Products
  • Import Products

Export Products

At the top, the admin will have an Export Products button using which the admin can export the WooCommerce products to the QuickBooks.

For this, the admin will-

  • First selects the products from the list which the admin wants to export.
  • And then hit the Export Product button.

The admin can check the exported products in the QuickBooks by logging into it and navigate to Sales -> Products and Services as shown below.

Import Products

The admin can even import the products. At the top, the admin will have an Import Products button using which the admin can import the products which are there in the Quickbook to the WooCommerce.

For this, the admin will simply hit the Import Products button.

Note: The product information which synced will be – name, SKU, price, stock, and active/inactive status.

Order Sync

Note: If the WooCommerce customers and products are not exported to QuickBooks. Then, the WooCommerce orders of those customers or products will be exported to the QuickBooks.

After syncing the customers and products, the admin will export the WooCommerce orders by navigating to the QuickBooks Connector-> Orders as shown below.

This will navigate the admin to the Order List page which will display the complete list of the existing orders of the WooCommerce store. Here, the admin can export the orders.

At the top, the admin will have an Export Order button using which the admin can export the WooCommerce orders to the QuickBooks as shown below.

For this, the admin will-

  • First selects the orders from the list which the admin wants to export.
  • And then hit the Export Order button.

The admin can check the exported orders in the QuickBooks by logging into it and navigate to Sales -> All Sales as shown below.

Note: The order information which will be synced – customer info, product, info, payment method, shipping method, WooCommerce order Id and taxes.

That’s all for the WordPress WooCommerce QuickBooks Connector module. Still, have any issue, feel free to add a ticket and let us know your views at webkul.uvdesk.com.

Current Product Version - 1.0.0

Supported Framework Version - wordpress version- 5.0.* woocommerce version- 3.5.*

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