Menu Close
    Searching for an experienced eCommerce & Marketplace Development Company ?

    WooCommerce QuickBook Connector

    Quickbooks is an accounting software. Using this software, one can track and manage sales and business transactions and thats why we have integrated QuickBook Connector in default WooCommerce.

    There are two versions available i.e. 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.

    Watch the video to understand the extension workflow:-

    Dooh7fHQ3V4

    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.
    • And the admin can also 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.

    installation

    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.

    installation

    Once 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.

    woocommerce quickbook connector-installation

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

    installation-install-now-3

    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.

    installation

    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.

    woocommerce quickbook connector-Quickbook login

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

    woocommerce quickbook connector-step 2 intuit Account sign-up

    3. Verification of Phone number through OTP.

    OTP verification

    4. After the verification your account will be created on QuickBooks and after that, you will see a page that has an option to choose “Quickbook Online and Payments” or “QBMS Legacy“. Tap the option – Select APIs.

    create app

    5. Now, click on the quickbooks online and payment and enter the name of the app and select a scope of it.app name

    6. 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.

    sandbox account

    7. Now, go to the “Keys & OAuth” 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.

    keys

    Note: 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/wp-admin/admin.php?page=qbook-settings

    redirect URL

    Module Configuration

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

    woocommerce quickbook connector-configuration

    Here, the admin can manage OAuth Consumer Credentials as :-

    • Key / Client ID – Enter the client Id.
    • 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.

    Connect To 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.

    woocommerce quickbook connector-quick book sign in

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

    1

    Again, click the Connect button to confirm the connection.

    2

    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.

    woocommerce quickbook connector-config2

    Now, after successful connection of WooCommerce QuickBooks Connector

    OAuth Authenticated Credentials:-

    • Token / Access Token Key – This field will be auto-filled after QuickBooks is connected successfully.
    • Secret / Refresh Token Key – This field will be auto-filled after QuickBooks is connected successfully.
    • 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.

    customers

    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.

    list

    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.

    synced

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

    woocommerce quickbook connector-synced

    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.

    import

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

    imported

    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.

    woocommerce quickbook connector-export

    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.

    export

    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.

    exported

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

    quickbook

    Import Products

    The admin can even import the products. Similar to the export option, 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.

    woocommerce quickbook connector-product

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

    woocommerce quickbook connector-products

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

    Order Sync

    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.

    order-1

    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.

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

    order-1

    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.

    If the order is placed using the POS (Point of Sale System for WooCommerce) it will display the Source of the Order as POS under the source as shown in the image below –

    order-source

    Under the order source, the customer can view the order placed on the website and order made from the POS.

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

    woocommerce quickbook connector-lists

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

    woocommerce quickbook connector-details

    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 HelpDesk System.

    Current Product Version - 1.0.2

    Supported Framework Version - Wordpress version- 5.3.x

    . . .
    Discuss on Helpdesk

    Leave a Comment

    Your email address will not be published. Required fields are marked*


    Be the first to comment.

    Back to Top

    Table of Content

    Hide Index