And, lets you synchronize all your order data from the Magento store to QuickBooks Desktop.<\/p>\n
Quickbooks is accounting software. Using this software, one can track and manage sales and business transactions.<\/p>\n
Moreover, sales receipts for all the synced orders will be created in QuickBooks Desktop using Quickbooks Desktop Connector for Magento 2 module.<\/p>\n
This will also synchronize the customers who have placed the orders. And sync the product for which the orders have been placed.<\/p>\n
The orders placed by guest users also synchronize to your QuickBooks Desktop. This module will streamline and manage your account information.<\/p>\n
**Note:<\/span><\/strong><\/h4>\n\n- \n
To make use of this extension <\/b>you must <\/b>already have QuickBooks Desktop<\/b> <\/b>or you can –<\/b><\/p>\n\n- \n
Purchase and <\/b>Install<\/b> <\/b>QuickBooks Desktop<\/b><\/u><\/span><\/a>. <\/span>Please refer to QuickBooks Desktop Installation here<\/a>.<\/b><\/span><\/p>\n<\/li>\n- \n
You will also need to install<\/b><\/span> Quickbook Web Connector<\/a><\/b><\/span> before using this module. <\/b><\/p>\n<\/li>\n- \n
The module will only work correctly for the SSL-certified sites.<\/b><\/p>\n<\/li>\n- \n
You need to create a company file. Please click <\/b>here<\/b><\/u><\/span><\/a> to know how to create one.<\/b><\/p>\n<\/li>\n<\/ul>\n<\/li>\n- The module supports all the QuickBooks desktop products like- <\/strong>Pro Plus 2021, Premier Plus 2021,\u00a0 and Enterprise 21.0, 22.0.<\/strong><\/li>\n
- Magento 2 QuickBooks Desktop Connector is also compatible with Enterprise version 2024.<\/strong><\/li>\n<\/ol>\n\n\n\n
Features of Quickbooks Desktop Connector for Magento 2<\/strong><\/h3>\n<\/div>\n<\/div>\n\n\n- The admin can synchronize the Magento 2 store Orders and invoice to the QuickBooks Desktop.<\/li>\n
- Select when to create Sales Receipt in Quickbooks – Order Place, Invoice Create, or Order Complete.<\/li>\n
- The admin can configure the time period for Quickbooks Scheduler.<\/li>\n
- Sync customers who have placed the orders.<\/li>\n
- Sync the product for which the orders have been placed.<\/li>\n
- The sync payment method used in placing the order and their details.<\/li>\n
- Sync Guest user orders from Magento 2 to Quickbooks Desktop.<\/li>\n
- The order invoice is exported to QB for the selected payment methods.<\/li>\n
- The customers are created with their name instead of email.<\/li>\n
- Magento Order id will be added in MEMO of QB Order.<\/li>\n
- Sync shipping options used in placing the order and their details.<\/li>\n
- Sync the tax rates, Magento Order Id, and also the custom options in the sales order receipt.<\/li>\n
- The admin can export Magento Orders according to the date range.<\/li>\n
- The payment information is synced with the sales receipt.<\/li>\n
- Customer type and customer address sync with the customer on Quickbooks.<\/li>\n
- Tax information is exported to QuickBooks with the sales receipts.<\/li>\n<\/ul>\n<\/div>\n<\/div>\n\n\n\n
Installation<\/strong><\/h3>\n<\/div>\n<\/div>\n\nCustomers will get a zip folder<\/strong> and they have to extract the contents of this zip folder on their system.<\/p>\nThe extracted folder has an\u00a0src<\/strong> folder, inside the src folder you have the\u00a0app<\/strong> folder.\u00a0<\/p>\nYou need to transfer this app<\/strong> folder\u00a0into the Magento2 root directory on the server as shown below.
![\"Installation](\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/1-3.png\" "\\"Installation")
<\/a>
After the successful installation, you have to run these commands in the\u00a0Magento 2 root directory.<\/p>\nFirst command- composer require consolibyte\/quickbooks<\/strong><\/p>\n![\"code\"](\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/01\/command-1.png\")
<\/p>\n
Second command- php bin\/magento setup:upgrade<\/strong><\/p>\n![\"Installation](\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/06\/command1-upgrade-3.png\" "\\"Installation")
<\/a><\/p>\nThird Command – php bin\/magento setup:di:compile<\/strong><\/p>\n![\"Installation](\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/06\/command2-compile-2.png\" "\\"Installation")
<\/a><\/p>\nFourth Command – php bin\/magento setup:static-content:deploy<\/strong>
![\"Installation](\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/06\/command3-deploy-1.png\" "\\"Installation")
<\/a><\/p>\nAfter running these commands, you have to flush the cache from the Magento admin panel by navigating through->System->Cache management<\/strong> as shown below.
![\"Installation](\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/4-1.png\" "\\"Installation")
<\/a><\/p>\n<\/div>\n<\/div>\n\n\n\nMulti-Lingual Configuration of Quickbooks Desktop Connector for Magento 2<\/strong><\/h3>\n<\/div>\n<\/div>\n\nFor Multilingual support, please navigate to Store>Configuration>General >Locale Options<\/strong>. And select your desired language from the Locale <\/strong>option.![\"Multi](\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Multi-Lingual.png\" "\\"Multi")
<\/a><\/div>\n<\/div>\n<\/div>\n\n\n\nLanguage Translation of Quickbooks Desktop Connector for Magento 2<\/strong><\/h3>\n<\/div>\n<\/div>\n\n\nIf you need to do the module translation, please navigate to the following path in your system.<\/p>\n
app\/code\/Webkul\/QuickbooksDesktopConnect\/i18n<\/strong>.
Open the file named en_US.CSV <\/strong>for editing as shown in the below screenshot.<\/p>\n![\"Language](\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/22-3.png\" "\\"Language")
<\/p>\n
Once you have opened the file for editing. Replace the words after the\u00a0comma(,)\u00a0<\/strong>on the right with your translated words.
![\"Language](\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/01\/CSV-file.png\" "\\"Language")
<\/a><\/p>\nAfter editing and translating the CSV file, you need to save the translated file name according to your region language and country code such as – de_DE.CSV<\/strong>.<\/p>\nThen upload the translated file to the same folder from where you have obtained it. Now your module translation is complete.<\/p>\n
![\"Language](\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/2016-05-02_16-25-34-3.png\" "\\"Language")
<\/p>\n<\/div>\n<\/div>\n<\/div>\n
\n\n\nModule Configuration of Quickbooks Desktop Connector for Magento 2<\/strong><\/h3>\n<\/div>\n<\/div>\n\nThe admin can\u00a0configure the module settings. For this, the admin will navigate to Stores -> Configuration -> Quickbooks Desktop Connect\u00a0<\/strong>as per the below image.<\/p>\n![\"quickbooks](\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/01\/GS-1.png\" "\\"Module")
<\/p>\n
Here, the admin will –<\/p>\n
GENERAL THINGS:<\/h3>\n\n- Enable<\/strong>:\u00a0Set the status<\/strong> of the module as Enable<\/strong> or Disable<\/strong>\u00a0as per the requirement.<\/li>\n
- Sales Receipt create on Quickbook<\/strong>: Set the order state as per which you want to create the Sales Receipt on Quickbooks automatically.<\/li>\n
- Here the admin has three choices to pick up as per the choice-<\/li>\n<\/ul>\n
\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0Order Place:<\/strong> As Sales order on QB.<\/p>\n\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 Invoice Create:\u00a0<\/strong> As Invoice on QB.<\/p>\n\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0Order Complete:<\/strong> As sales receipt in QB.<\/p>\n\n- Invoice Create On QB<\/strong>: The admin can select\u00a0Yes <\/strong>to export an invoice automatically on QuickBook else select NO<\/strong>.<\/li>\n
- If selected yes, then the admin will also have to select the payment method for the order invoice.<\/li>\n
- Payment method for order invoice:<\/strong> Now, when a customer will pay using the selected payment method (those payment methods which are selected by the admin previously from the multi-select options)<\/li>\n
- Then the invoice will generate automatically for the selected payment method.<\/li>\n
- \u00a0Invoice of the order will create on QB which order placed using selected payment methods and when invoice of those orders will create on Magento.<\/li>\n<\/ul>\n
\n![\"configuration\"](\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/01\/QB-configuration.png\")
<\/li>\n<\/ul>\n<\/div>\n<\/div>\n\n\n\n- User<\/strong>:\u00a0Enter the QuickBooks Web connector<\/strong> User Name <\/strong>(you can enter a username as per your requirement).<\/li>\n
- Password<\/strong>:\u00a0Set the QuickBooks Web Connector<\/strong> Password<\/strong>(you can enter a password as per your requirement and the same will be used for the app validation).<\/li>\n
- Quickbooks Scheduler<\/strong>: Enter the time duration for the web connector scheduler in one minute.<\/li>\n
- This will automatically fetch the data in the Quickbooks after every time interval the admin has configured.<\/li>\n
- \n
Do you charge sales tax<\/strong>:<\/h5>\nHere, the admin can select\u00a0Yes\u00a0<\/strong>if the admin charges the tax on sales else select NO. <\/strong><\/p>\n<\/li>\n- \n
Therefore, to enable the functioning to charge sales tax, the admin requires to enable the same on Quick Books Desktop.<\/p>\n<\/li>\n
- Support Page<\/strong>: Enter the support page for Quickbooks Web Connector.<\/li>\n<\/ul>\n
**Note<\/strong><\/span>:<\/p>\nAfter filling up all the information under the “General Settings” section, the admin needs to save the configuration first and then click on the \u201cDownload QWC File\u201d button to get the QWC file.<\/p>\n
Export Product Field –<\/strong><\/h3>\n![\"Export](\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/01\/Quick-3.png\")
<\/p>\n
\n- QB Product Name<\/strong>: The admin can select the QB Product Name <\/strong>from the drop-down menu as “Store Product SKU” or “Store Product Name”<\/strong><\/li>\n
- QB Product Description<\/strong>: The admin can select the QB Product Description <\/strong>from the drop-down menu as “Store Product Name”, “Store Product Description”, or<\/strong>\u00a0“Store Product Short Description.”<\/strong><\/li>\n<\/ul>\n
ACCOUNTS:<\/h3>\n
![\"Accounts\"](\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/01\/GS-3.png\")
<\/p>\n
\n- Income Account:<\/strong>\u00a0This account is for maintaining the record of the income in the Quickbooks and lets the admin track the business income more conveniently.<\/li>\n
- \u00a0The selected income account will also reflect on product information in QuickBooks.<\/li>\n
- Asset Account:\u00a0<\/strong>This account is for maintaining the record of all the products created in Quickbooks.<\/li>\n
- The selected asset account will also reflect product information in QuickBooks.<\/li>\n
- Expense Account:<\/strong> This account is for maintaining the record of all the expenses in Quickbooks. The selected expense account will also reflect product information in QuickBooks.<\/li>\n
- Discount Account:\u00a0<\/strong>This account in the Quickbooks is for maintaining the record of the discounts applied to the item sold.<\/li>\n
- Shipping Account:\u00a0<\/strong>This account in the Quickbooks is for maintaining the record of the shipment cost of the item involved.<\/li>\n
- Tax Vendor Account:\u00a0<\/strong>This account in Quickbooks is for maintaining the record of sales tax calculation.<\/li>\n<\/ul>\n
**Note<\/strong><\/span>:<\/p>\nInitially these accounts will get auto-configured after the first order\u00a0placed in your online store. However, if you have created the respective accounts in the Quickbooks then,<\/p>\n
you can even change these accounts as per the need.<\/p>\n
\nHow to create a “Quickbooks Web Connector App”?<\/strong><\/h3>\n<\/div>\nPlease follow the below-mentioned steps to create a Quickbooks Web Connector<\/strong><\/span> app:<\/p>\n1<\/strong>: After filling up all the information under the “General Settings” section, the admin first needs to save the configuration.<\/p>\nAnd then click on the “Download QWC File”<\/strong> button to download a wbc.qwc <\/strong>file on the system.<\/p>\n![\"download-qwc-file\"](\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/01\/download-qwc-file.png\" "\\"Module")
<\/p>\n
2<\/strong>: Now, open the QuickBooks Web Connector<\/strong> on your system<\/strong> and click the Add an Application <\/strong>button.<\/h4>\n![\"Add](\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/01\/oie_JXzSwaEUvniK.png\")
<\/p>\n
3<\/strong>: Clicking the Add an Application <\/strong>button will bring up a section to browse for the wbc.qwc<\/strong> file. Browse the file and select it.<\/p>\nAfter that you will be prompted for the access permissions, allow them to create your application. After that, you will be able to see your created application.
![\"Select](\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/12\/Select-QWC-File.png\" "\\"Select")
<\/a><\/p>\nStep 4<\/strong>: After selecting the wbc.qwc<\/strong>\u00a0 file you need to give certain permissions. The pop-up that comes up click on Ok<\/strong>.
![\"Select](\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/12\/1-10.png\" "\\"Select")
<\/a>
Step 5<\/strong>: After the above step, it will display another pop-up and ask for authorization for which you can check the options as per the requirement.<\/p>\nIf you select –<\/p>\n
\n- No – <\/strong>this will not sync the data.<\/li>\n
- Yes, Prompt each time – <\/strong>this will prompt you each time you request for data sync.<\/li>\n
- Yes, whenever this QuickBooks company file is open – <\/strong>this will sync the data only when your company file is open.<\/li>\n
- Yes, always; allow access even if QuickBooks is not running –\u00a0<\/strong>this will sync the data even when your company file is not open.<\/li>\n<\/ul>\n
Once you have selected the option hit the Continue<\/strong> button.<\/p>\n
To make use of this extension <\/b>you must <\/b>already have QuickBooks Desktop<\/b> <\/b>or you can –<\/b><\/p>\n Purchase and <\/b>Install<\/b> <\/b>QuickBooks Desktop<\/b><\/u><\/span><\/a>. <\/span>Please refer to QuickBooks Desktop Installation here<\/a>.<\/b><\/span><\/p>\n<\/li>\n You will also need to install<\/b><\/span> Quickbook Web Connector<\/a><\/b><\/span> before using this module. <\/b><\/p>\n<\/li>\n The module will only work correctly for the SSL-certified sites.<\/b><\/p>\n<\/li>\n You need to create a company file. Please click <\/b>here<\/b><\/u><\/span><\/a> to know how to create one.<\/b><\/p>\n<\/li>\n<\/ul>\n<\/li>\n Customers will get a zip folder<\/strong> and they have to extract the contents of this zip folder on their system.<\/p>\n The extracted folder has an\u00a0src<\/strong> folder, inside the src folder you have the\u00a0app<\/strong> folder.\u00a0<\/p>\n You need to transfer this app<\/strong> folder\u00a0into the Magento2 root directory on the server as shown below. First command- composer require consolibyte\/quickbooks<\/strong><\/p>\n Second command- php bin\/magento setup:upgrade<\/strong><\/p>\n Third Command – php bin\/magento setup:di:compile<\/strong><\/p>\n Fourth Command – php bin\/magento setup:static-content:deploy<\/strong> After running these commands, you have to flush the cache from the Magento admin panel by navigating through->System->Cache management<\/strong> as shown below. If you need to do the module translation, please navigate to the following path in your system.<\/p>\n app\/code\/Webkul\/QuickbooksDesktopConnect\/i18n<\/strong>. Once you have opened the file for editing. Replace the words after the\u00a0comma(,)\u00a0<\/strong>on the right with your translated words. After editing and translating the CSV file, you need to save the translated file name according to your region language and country code such as – de_DE.CSV<\/strong>.<\/p>\n Then upload the translated file to the same folder from where you have obtained it. Now your module translation is complete.<\/p>\n The admin can\u00a0configure the module settings. For this, the admin will navigate to Stores -> Configuration -> Quickbooks Desktop Connect\u00a0<\/strong>as per the below image.<\/p>\n Here, the admin will –<\/p>\n \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0Order Place:<\/strong> As Sales order on QB.<\/p>\n \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 Invoice Create:\u00a0<\/strong> As Invoice on QB.<\/p>\n \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0Order Complete:<\/strong> As sales receipt in QB.<\/p>\n Here, the admin can select\u00a0Yes\u00a0<\/strong>if the admin charges the tax on sales else select NO. <\/strong><\/p>\n<\/li>\n Therefore, to enable the functioning to charge sales tax, the admin requires to enable the same on Quick Books Desktop.<\/p>\n<\/li>\n **Note<\/strong><\/span>:<\/p>\n After filling up all the information under the “General Settings” section, the admin needs to save the configuration first and then click on the \u201cDownload QWC File\u201d button to get the QWC file.<\/p>\n **Note<\/strong><\/span>:<\/p>\n Initially these accounts will get auto-configured after the first order\u00a0placed in your online store. However, if you have created the respective accounts in the Quickbooks then,<\/p>\n you can even change these accounts as per the need.<\/p>\n Please follow the below-mentioned steps to create a Quickbooks Web Connector<\/strong><\/span> app:<\/p>\n 1<\/strong>: After filling up all the information under the “General Settings” section, the admin first needs to save the configuration.<\/p>\n And then click on the “Download QWC File”<\/strong> button to download a wbc.qwc <\/strong>file on the system.<\/p>\n 3<\/strong>: Clicking the Add an Application <\/strong>button will bring up a section to browse for the wbc.qwc<\/strong> file. Browse the file and select it.<\/p>\n After that you will be prompted for the access permissions, allow them to create your application. After that, you will be able to see your created application. Step 4<\/strong>: After selecting the wbc.qwc<\/strong>\u00a0 file you need to give certain permissions. The pop-up that comes up click on Ok<\/strong>. If you select –<\/p>\n Once you have selected the option hit the Continue<\/strong> button.<\/p>\n\n
Features of Quickbooks Desktop Connector for Magento 2<\/strong><\/h3>\n<\/div>\n<\/div>\n
\n
Installation<\/strong><\/h3>\n<\/div>\n<\/div>\n
<\/a>
After the successful installation, you have to run these commands in the\u00a0Magento 2 root directory.<\/p>\n<\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/div>\n<\/div>\nMulti-Lingual Configuration of Quickbooks Desktop Connector for Magento 2<\/strong><\/h3>\n<\/div>\n<\/div>\n
<\/a><\/div>\n<\/div>\n<\/div>\nLanguage Translation of Quickbooks Desktop Connector for Magento 2<\/strong><\/h3>\n<\/div>\n<\/div>\n
Open the file named en_US.CSV <\/strong>for editing as shown in the below screenshot.<\/p>\n<\/p>\n<\/a><\/p>\n<\/p>\n<\/div>\n<\/div>\n<\/div>\nModule Configuration of Quickbooks Desktop Connector for Magento 2<\/strong><\/h3>\n<\/div>\n<\/div>\n
<\/p>\nGENERAL THINGS:<\/h3>\n
\n
\n
\n
<\/li>\n<\/ul>\n<\/div>\n<\/div>\n\n
Do you charge sales tax<\/strong>:<\/h5>\n
Export Product Field –<\/strong><\/h3>\n
<\/p>\n\n
ACCOUNTS:<\/h3>\n
<\/p>\n\n
How to create a “Quickbooks Web Connector App”?<\/strong><\/h3>\n<\/div>\n
<\/p>\n2<\/strong>: Now, open the QuickBooks Web Connector<\/strong> on your system<\/strong> and click the Add an Application <\/strong>button.<\/h4>\n
<\/p>\n<\/a><\/p>\n<\/a>
Step 5<\/strong>: After the above step, it will display another pop-up and ask for authorization for which you can check the options as per the requirement.<\/p>\n\n
![\"Select](\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/04\/QUICKBOOKS.png\" "\\"Select")
<\/a><\/p>\n![\"Select](\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/12\/3-9.png\" "\\"Select")
<\/a>