{"id":217309,"date":"2020-01-03T13:35:41","date_gmt":"2020-01-03T13:35:41","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=217309"},"modified":"2025-10-27T07:24:35","modified_gmt":"2025-10-27T07:24:35","slug":"magento2-connect","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/magento2-connect\/","title":{"rendered":"User Guide of Magento 2 Connect Extension"},"content":{"rendered":"\n<p>With <a href=\"https:\/\/store.webkul.com\/magento2-qbo-connect.html\" target=\"_blank\" rel=\"noreferrer noopener\">Magento 2 Connect<\/a>, you can connect your Magento 2 store with your accounting software i.e QuickBooks.<\/p>\n\n\n\n<p>Also, helps to synchronize information that is related to the orders such as customer name, email address, items ordered, billing address, etc. <\/p>\n\n\n\n<p>Therefore, you can better manage the store accounting data more effectively. One of the most advanced characteristics of Magento 2 Connect extension is you will be able to create sales receipts of your store orders. Sales receipts gets created on the QuickBooks \u2013 Manually and Automatically.<\/p>\n\n\n\n<p><strong>Please Note:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>You need to generate API credentials \u2013 OAuth Consumer Key, OAuth Token Secret, and OAuth Consumer Secret.<\/li>\n\n\n\n<li>At the moment this extension supports one-way synchronization from Magento 2 to QuickBooks.<\/li>\n\n\n\n<li>Magento 2 Connect is fully compatible with QuickBooks Online app.<\/li>\n<\/ol>\n\n\n\n<p>Further watch the below video tutorial to understand the extension workflow:<\/p>\n\n\n\n<div class=\"wp-block-wk-block-youtube-video wk-block--yt-video\"><div class=\"wk-block--yt-video-frame\"><div class=\"wk-block--yt-video-frame-request\" data-plyr-provider=\"youtube\" data-plyr-embed-id=\"5HacJdTj5WI\"><\/div><\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Features<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Once can place Auto-Sync Orders from the Magento 2 Store to the QuickBooks.<\/li>\n\n\n\n<li>The admin can manually synchronize the Magento 2 store \u2013 Orders.<\/li>\n\n\n\n<li>Admin can disconnect the account from the Magento end.<\/li>\n\n\n\n<li>The admin can export orders to QuickBooks using mass action from the Magento order grid.<\/li>\n\n\n\n<li>Select when to create Sales Receipt in QuickBooks \u2013 Order Place, Invoice Create, or Order Complete.<\/li>\n\n\n\n<li>Select which orders to sync with QuickBooks \u2013 Pending, Processing, or Complete.<\/li>\n\n\n\n<li>Admin has options for select QuickBooks item SKU and Name from Magento product attributes.<\/li>\n\n\n\n<li>The QuickBooks sales receipt number is the same as Magento 2 order\/invoice number.<\/li>\n\n\n\n<li>Sync customer name, email, billing address, order date, product name, quantity, rate, amount.<\/li>\n\n\n\n<li>The sales receipt of the Magento 2 order is exported to QuickBooks with payment method description.<\/li>\n\n\n\n<li>Downloadable products are created as a Non-Inventory product in QuickBooks.<\/li>\n\n\n\n<li>Sync Guest customer orders from Magento 2 to QuickBooks.<\/li>\n\n\n\n<li>Enjoy the persistence connection between the Magento 2 &amp; QuickBooks store.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Installation<\/h2>\n\n\n\n<p>Customers will get a&nbsp;<strong>zip folder.&nbsp;<\/strong>Then&nbsp;they have to extract the contents of this zip folder on their system. The extracted folder has an&nbsp;<strong>src<\/strong>&nbsp;folder, inside the src folder you have the&nbsp;<strong>app<\/strong>&nbsp;folder.You need to transfer this&nbsp;<strong>app<\/strong>&nbsp;folder&nbsp;into the Magento2 root directory on the server as shown below.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/1-9.png\" alt=\"INSTALLATION\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>Thus, After the successful installation, you have to run these commands in the&nbsp;Magento2 root directory.<\/p>\n\n\n\n<p><strong>First command \u2013 php bin\/magento setup:upgrade<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/07\/cmd1.png\" alt=\"cmd1\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p><strong>Second command \u2013&nbsp; php bin\/magento setup:di:compile<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/07\/cmd2.png\" alt=\"cmd2\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p><strong>Third Command \u2013&nbsp;php&nbsp;bin\/magento&nbsp;setup:static-content:deploy<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/07\/cmd3.png\" alt=\"cmd3\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p><strong>Fourth Command \u2013 composer require quickbooks\/v3-php-sdk<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/command.png\" alt=\"cmd\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>After running the commands, you have to flush the cache from the Magento admin panel by navigating through&nbsp;<strong>System -&gt; Cache management<\/strong>&nbsp;as shown below.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/4-11.png\" alt=\"INSTALLATION\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>Thus, in this way, you can install the module.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Multi-Lingual Configuration<\/h2>\n\n\n\n<p>For Multilingual support, please navigate to&nbsp;<strong>Store&gt;Configuration&gt;General &gt;Locale Options<\/strong>. And select your desired language from the&nbsp;<strong>Locale&nbsp;<\/strong>option.<br><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Multi-Lingual.png\"><img decoding=\"async\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Multi-Lingual.png\" alt=\"change language-magento 2 locale\" loading=\"lazy\" \/><\/a><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\">Language Translation<\/h2>\n\n\n\n<p>For translating the module language, navigate through&nbsp;<strong>app\/code\/Webkul\/QuickbooksConnect\/i18n<\/strong>and edit the&nbsp;<strong>en_US.csv<\/strong>&nbsp;file.<\/p>\n\n\n\n<p>Thereafter, rename the CSV as \u201cen_SA.csv\u201d and translate all right side content after the comma in the Arabic language. After editing the CSV, save it.<\/p>\n\n\n\n<p>Then upload it to the path&nbsp;<strong>app\/code\/Webkul\/QuickbooksConnect\/i18n<\/strong>&nbsp;where the Magento2 is installed on the server. The module gets translated into the Arabic Language. It supports both&nbsp;<strong>RTL&nbsp;<\/strong>and&nbsp;<strong>LTR&nbsp;<\/strong>languages.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/04\/webkul-magento2-paytabs-sadad-payment-multilingual-2.png\" alt=\"webkul-magento2-paytabs-sadad-payment-multilingual\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>Thus, in this way, you can translate the module.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How To Get QuickBooks API Credentials \u2013OAuth2<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">For OAuth2:-<\/h3>\n\n\n\n<p>Before you do module configuration, you will need to get the&nbsp;<strong>OAuth Consumer Key<\/strong>,&nbsp;<strong>OAuth Token Secret<\/strong>, and&nbsp;<strong>OAuth Consumer Secret<\/strong>. Please follow the link \u2013&nbsp;<a rel=\"noreferrer noopener\" href=\"https:\/\/developer.intuit.com\/\" target=\"_blank\">https:\/\/developer.intuit.com<\/a><\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Step 1<\/h4>\n\n\n\n<p>On the&nbsp;Intuit landing page, click on the <strong>Sign-up<\/strong>&nbsp;page to create a new account. Or, Sign In with your existing account. Now, enter the details required for registration and then click the \u201c<strong>Create Account<\/strong>\u201d option on the registration page.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" width=\"483\" height=\"998\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/Intuit-Accounts-Sign-Up-1.png\" alt=\"Intuit-Accounts-Sign-Up-1\" class=\"wp-image-217795\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/Intuit-Accounts-Sign-Up-1.png 483w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/Intuit-Accounts-Sign-Up-1-145x300.png 145w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/Intuit-Accounts-Sign-Up-1-121x249.png 121w\" sizes=\"(max-width: 483px) 100vw, 483px\" loading=\"lazy\" \/><\/figure>\n<\/div>\n\n\n<h4 class=\"wp-block-heading\">Step 2<\/h4>\n\n\n\n<p>After clicking the&nbsp;<strong>Create Account<\/strong>&nbsp;option your account will be created on QuickBooks. After that, you will see on the header an option of &#8220;<strong>My Apps<\/strong>&#8221; now Tap the option.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"566\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/image-4-1200x566.png\" alt=\"image-4\" class=\"wp-image-217812\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/image-4-1200x566.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/image-4-300x141.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/image-4-250x118.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/image-4-768x362.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/image-4.png 1283w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Step 3<\/h4>\n\n\n\n<p>Now on next screen, you will see an&nbsp;option on the header to create the app, click the option&nbsp;<strong>Create app<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"243\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/image-5-1200x243.png\" alt=\"image-5\" class=\"wp-image-217816\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/image-5-1200x243.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/image-5-300x61.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/image-5-250x51.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/image-5-768x156.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/image-5.png 1288w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Step 4<\/h4>\n\n\n\n<p>Now you will see a&nbsp;<strong>pop-up<\/strong>&nbsp;on your screen to create an app. Select the <strong>QuickBooks Online and Payments<\/strong> platform you want to develop.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"933\" height=\"529\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/image-6.png\" alt=\"image-6\" class=\"wp-image-217819\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/image-6.png 933w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/image-6-300x170.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/image-6-250x142.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/image-6-768x435.png 768w\" sizes=\"(max-width: 933px) 100vw, 933px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Step 5<\/h4>\n\n\n\n<p>Now after selecting the platform, give your app a <strong>name<\/strong> &amp; select the scope of application as &#8220;<strong>Accounting<\/strong>&#8221; &amp; click on create the app.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1040\" height=\"582\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/image-7.png\" alt=\"image-7\" class=\"wp-image-217823\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/image-7.png 1040w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/image-7-300x168.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/image-7-250x140.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/image-7-768x430.png 768w\" sizes=\"(max-width: 1040px) 100vw, 1040px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Step 6<\/h4>\n\n\n\n<p>After creating the application you can find on the left-hand side of the application page the keys for the development mode &amp; the production mode.<\/p>\n\n\n\n<p>If you are using the application in the&nbsp;<strong>sandbox mode<\/strong>, then you can make use of&nbsp;<strong>Development<\/strong>&nbsp;keys. If you are using the application in the&nbsp;<strong>Live<\/strong>&nbsp;mode, then you can make use of the&nbsp;<strong>Production<\/strong>&nbsp;keys. And configure the keys with your Magento 2 website.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"556\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/image-8-1200x556.png\" alt=\"image-8\" class=\"wp-image-217841\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/image-8-1200x556.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/image-8-300x139.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/image-8-250x116.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/image-8-768x356.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/image-8.png 1286w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p><br><\/p>\n\n\n\n<p>Select the desired mode &amp; go to the \u201c<strong>Keys<\/strong>\u201d menu option to find your \u2013<strong>&nbsp;Client ID and Client Secret<\/strong>. Copy these keys to the module configuration part in the admin panel while using the OAuth2.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1035\" height=\"508\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/image-9.png\" alt=\"image-9\" class=\"wp-image-217842\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/image-9.png 1035w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/image-9-300x147.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/image-9-250x123.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/image-9-768x377.png 768w\" sizes=\"(max-width: 1035px) 100vw, 1035px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Note:<\/strong><\/h4>\n\n\n\n<p><strong>1<\/strong>. You must set the&nbsp;<strong>redirect URL<\/strong>. To set the redirect URL click the&nbsp;<strong>Add URL<\/strong>&nbsp;link. After that, enter the redirect URL, and click the&nbsp;<strong>save<\/strong>&nbsp;button after that. As shown below, example.com is your site URL.<\/p>\n\n\n\n<p><strong>https:\/example.com\/quickbooksconnect\/oauth\/oauth2<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1032\" height=\"553\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/image-11.png\" alt=\"image-11\" class=\"wp-image-217879\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/image-11.png 1032w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/image-11-300x161.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/image-11-250x134.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/image-11-768x412.png 768w\" sizes=\"(max-width: 1032px) 100vw, 1032px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">Module Configuration<\/h3>\n<\/div><\/div>\n\n\n\n<p>After the successful installation of the&nbsp;<strong>Magento 2 Connect<\/strong>&nbsp;module, you will be able to see the configuration panel. Under&nbsp;<strong>Store&nbsp;<\/strong>-&gt;&nbsp;<strong>Configuration<\/strong>&nbsp;-&gt;&nbsp;<strong>Webkul&nbsp;<\/strong>-&gt;&nbsp;<strong>Magento 2 Connect<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"754\" height=\"1024\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/image-12-754x1024.png\" alt=\"image-12\" class=\"wp-image-217887\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/image-12-754x1024.png 754w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/image-12-221x300.png 221w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/image-12-183x249.png 183w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/image-12-768x1043.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/image-12-1131x1536.png 1131w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/image-12.png 1201w\" sizes=\"(max-width: 754px) 100vw, 754px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>After the successful installation of the&nbsp;<strong>Magento 2 Connec<\/strong>t&nbsp;module, you will be able to see the configuration panel. Under&nbsp;<strong>Store&nbsp;<\/strong>-&gt;&nbsp;<strong>Configuration<\/strong>&nbsp;-&gt;&nbsp;<strong>Webkul&nbsp;<\/strong>-&gt;&nbsp;<strong>Magento 2 Connect<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"848\" height=\"564\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/Configuration-Settings-Stores-Magento-Admin.png\" alt=\"Configuration-Settings-Stores-Magento-Admin\" class=\"wp-image-218374\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/Configuration-Settings-Stores-Magento-Admin.png 848w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/Configuration-Settings-Stores-Magento-Admin-300x200.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/Configuration-Settings-Stores-Magento-Admin-250x166.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/Configuration-Settings-Stores-Magento-Admin-768x511.png 768w\" sizes=\"(max-width: 848px) 100vw, 848px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>General Settings<\/strong><\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Enable<\/strong>: Here the admin will&nbsp;<strong>enable<\/strong>&nbsp;or&nbsp;<strong>disable<\/strong>&nbsp;the module. <\/li>\n\n\n\n<li><strong>Sales Receipt Create on QuickBooks:&nbsp;<\/strong>Select one of the options from \u2013 Order place, Invoice Create, or Order Complete to automatically generate the receipts in QuickBooks.<\/li>\n\n\n\n<li><strong>Initial Order Status for Sales Receipt:&nbsp;<\/strong>Select one of the options from \u2013 Pending, Processing, and Complete to set the order statuses that should be synchronized with the QuickBooks when synchronizing manually to create the sales receipt on QuickBooks.<\/li>\n\n\n\n<li><strong>QuickBooks US Store:&nbsp;<\/strong>Select \u201d Yes\u201d If you are using USA QuickBooks account else \u201d No\u201d<\/li>\n\n\n\n<li><strong>Quickbook App Integrates With<\/strong> Select the OAuth Authorization type as \u2013 OAuth 2.0 or OAuth 1.0<\/li>\n\n\n\n<li>Select the&nbsp;<strong>Account Type<\/strong>&nbsp;as \u2013 Development or Production as required.<\/li>\n\n\n\n<li>Enter the&nbsp;<strong>Client Id<\/strong>&nbsp;and&nbsp;<strong>Client Secret<\/strong>.<\/li>\n\n\n\n<li>Now click the option \u201c<strong>Connect<\/strong>\u201d for Authorizing Intuit to securely share your data.<\/li>\n<\/ol>\n\n\n\n<p>After setting up the general settings the admin needs to save the configuration. And then tap the option \u201cConnect\u201c, you will see a window pop up. Here you have to first select the company to set up with Magento 2. After that, click on the next button.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"796\" height=\"586\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/Screenshot-from-2019-12-31-15-19-49.png\" alt=\"Screenshot-from-2019-12-31-15-19-49\" class=\"wp-image-218432\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/Screenshot-from-2019-12-31-15-19-49.png 796w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/Screenshot-from-2019-12-31-15-19-49-300x221.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/Screenshot-from-2019-12-31-15-19-49-250x184.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/Screenshot-from-2019-12-31-15-19-49-768x565.png 768w\" sizes=\"(max-width: 796px) 100vw, 796px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>Now on the next screen to authorize the Magento module with QuickBooks app. Click on Connect  button to allow Magento 2 Connect to view and update your QuickBooks Online data<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"806\" height=\"592\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/Screenshot-from-2019-12-31-15-29-13.png\" alt=\"Screenshot-from-2019-12-31-15-29-13\" class=\"wp-image-218440\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/Screenshot-from-2019-12-31-15-29-13.png 806w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/Screenshot-from-2019-12-31-15-29-13-300x220.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/Screenshot-from-2019-12-31-15-29-13-250x184.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/Screenshot-from-2019-12-31-15-29-13-768x564.png 768w\" sizes=\"(max-width: 806px) 100vw, 806px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>Now after clicking on the connect button on the next screen a pop-up will appear. It contains: an account successfully authorize message &amp; notification to refresh the window.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"792\" height=\"704\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/Screenshot-from-2019-12-31-15-23-00.png\" alt=\"Screenshot-from-2019-12-31-15-23-00\" class=\"wp-image-218445\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/Screenshot-from-2019-12-31-15-23-00.png 792w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/Screenshot-from-2019-12-31-15-23-00-300x267.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/Screenshot-from-2019-12-31-15-23-00-250x222.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/Screenshot-from-2019-12-31-15-23-00-768x683.png 768w\" sizes=\"(max-width: 792px) 100vw, 792px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>Finally, you will be redirected back to the admin configuration settings for the module.<\/p>\n\n\n\n<p>Here,&nbsp;Just refresh the page&nbsp;and you find that you are now&nbsp;<strong>connected<\/strong>&nbsp;and&nbsp;<strong>authorized&nbsp;<\/strong>as per the below screenshot. Now click the&nbsp;<strong>Save Config<\/strong>&nbsp;button to save the configuration settings.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"840\" height=\"516\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/Screenshot-4.png\" alt=\"Screenshot-4\" class=\"wp-image-218456\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/Screenshot-4.png 840w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/Screenshot-4-300x184.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/Screenshot-4-250x154.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/Screenshot-4-768x472.png 768w\" sizes=\"(max-width: 840px) 100vw, 840px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">Accounts For Inventory<\/h3>\n<\/div><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"841\" height=\"480\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/Screenshot-1-2.png\" alt=\"Screenshot-1-2\" class=\"wp-image-218459\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/Screenshot-1-2.png 841w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/Screenshot-1-2-300x171.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/Screenshot-1-2-250x143.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/Screenshot-1-2-768x438.png 768w\" sizes=\"(max-width: 841px) 100vw, 841px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Inventory Other Asset Account<\/strong>&nbsp;<\/h4>\n\n\n\n<p>Select the account for the products created in the QuickBooks. The selection made here for the asset account will reflect on product information in QuickBooks. It\u2019s an account to which a product belongs to so that it allows for easy management at a later time.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Income Account&nbsp;<\/strong><\/h4>\n\n\n\n<p>Select the account for the products created in the QuickBooks. The selection made here for the income account will reflect on product information in QuickBooks. It\u2019s an account to which a product belongs to so that it allows for easy management at a later time.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Expense Account&nbsp;<\/strong><\/h4>\n\n\n\n<p>Select the account for the products created in the QuickBooks. The selection made here for the expense account will reflect on product information in QuickBooks. It\u2019s an account to which a product belongs to so that it allows for easy management at a later time.<\/p>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\"><strong>Notification For Sync The Tax Rates<\/strong><\/h3>\n<\/div><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"866\" height=\"501\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/Screenshot-2-1.png\" alt=\"Screenshot-2-1\" class=\"wp-image-218463\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/Screenshot-2-1.png 866w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/Screenshot-2-1-300x174.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/Screenshot-2-1-250x145.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/Screenshot-2-1-768x444.png 768w\" sizes=\"(max-width: 866px) 100vw, 866px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>The admin needs to create the same tax rates on QuickBooks end to sync tax details with orders. You can add the different names of tax rate but the tax rate must be the same on QuickBooks as well.<\/p>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">How to Synchronize Orders Manually &amp; automatically<\/h3>\n<\/div><\/div>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Sale Receipt Created Automatically<\/strong><\/h3>\n\n\n\n<p>In the case of&nbsp;<strong>automatic synchronization<\/strong>, it will depend on what the admin has selected in the module configuration settings.<\/p>\n\n\n\n<p>If the admin has selected the option \u201c<strong>Sales Receipt Create On QuickBooks<\/strong>\u201d as \u201c<strong>Order<\/strong>&nbsp;<strong>Place<\/strong>\u201c. Then, all the orders when placed in your store will get synchronized with the QuickBooks automatically.<\/p>\n\n\n\n<p>Similarly, if the admin has selected \u2013 \u201c<strong>Invoice Create<\/strong>\u201d. When the admin creates the invoice for the orders, the orders will get synchronized automatically.<\/p>\n\n\n\n<p>The same is the case if the admin has selected -\u201c<strong>Order Complete<\/strong>\u201d the orders will get synchronized with the QuickBooks. When the status of the order turns to \u201cOrder Complete\u201d i.e invoice and shipping have been generated.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>For Example:<\/strong><\/h4>\n\n\n\n<p>If the admin has selected the option \u201c<strong>Sales Receipt Create On QuickBooks<\/strong>\u201d as \u201c<strong>Order<\/strong>&nbsp;<strong>Place<\/strong>\u201c. Then whenever an order is placed on your store, be it a&nbsp;<strong>guest<\/strong>&nbsp;or a&nbsp;<strong>registered<\/strong>&nbsp;<strong>user<\/strong>.&nbsp;It will&nbsp;<strong>automatically<\/strong>&nbsp;be&nbsp;<strong>synchronized<\/strong>&nbsp;with your&nbsp;<strong>QuickBooks<\/strong>&nbsp;account.<\/p>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\"><strong>Sale Receipt Created Manually<\/strong><\/h3>\n<\/div><\/div>\n\n\n\n<p>Using the manual sync, you can also sync the already placed orders within your store that were not synced with QuickBooks before as well.<\/p>\n\n\n\n<p>To add the orders in QuickBooks manually, the admin needs to navigate to the <strong>Sales -&gt; Orders<\/strong>.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p>Then on the Orders page, the admin will find the complete list in a grid view with different order status like pending, closed, etc.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1195\" height=\"662\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Screenshot-5.png\" alt=\"Screenshot-5\" class=\"wp-image-218893\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Screenshot-5.png 1195w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Screenshot-5-300x166.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Screenshot-5-250x138.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Screenshot-5-768x425.png 768w\" sizes=\"(max-width: 1195px) 100vw, 1195px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>Now to&nbsp;<strong>manually synchronize<\/strong>&nbsp;this data, the admin will select the desired order tap on the <strong>Action<\/strong> option and will select the Export QuickBooks option. <\/p>\n\n\n\n<p>At this time all the orders that are selected will get synchronized with the QuickBooks.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1191\" height=\"617\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Orders-Operations-Sales-Magento-Admin.png\" alt=\"Orders-Operations-Sales-Magento-Admin\" class=\"wp-image-218894\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Orders-Operations-Sales-Magento-Admin.png 1191w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Orders-Operations-Sales-Magento-Admin-300x155.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Orders-Operations-Sales-Magento-Admin-250x130.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Orders-Operations-Sales-Magento-Admin-768x398.png 768w\" sizes=\"(max-width: 1191px) 100vw, 1191px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>Thus, After clicking the \u201c<strong>Export on QuickBooks<\/strong> option you will see the execution message with the number of orders to synchronize.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1158\" height=\"496\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Screenshot-6.png\" alt=\"Screenshot-6\" class=\"wp-image-218913\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Screenshot-6.png 1158w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Screenshot-6-300x128.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Screenshot-6-250x107.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Screenshot-6-768x329.png 768w\" sizes=\"(max-width: 1158px) 100vw, 1158px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>Now, The admin will find&nbsp;<strong>Map orders and Configuration<\/strong> menu item&nbsp;<strong>QuickBooks Connect<\/strong>,&nbsp;under the admin panel as per the screenshot below.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/Screenshot-3-2.png\" alt=\"Screenshot-3-2\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>Thus, By clicking on \u201d&nbsp;the <strong>Configuration<\/strong>\u201d menu option, the admin will redirect to the same QuickBooks configuration page.<\/p>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">Map Order<\/h3>\n<\/div><\/div>\n\n\n\n<p>After clicking the menu option \u2013 \u201c<strong>Map Orders<\/strong>\u201c, you will see a complete list of synced\/Map orders with the QuickBooks.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"918\" height=\"1024\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Map-Orders-Magento-Admin-918x1024.png\" alt=\"Map-Orders-Magento-Admin\" class=\"wp-image-218925\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Map-Orders-Magento-Admin-918x1024.png 918w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Map-Orders-Magento-Admin-269x300.png 269w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Map-Orders-Magento-Admin-223x249.png 223w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Map-Orders-Magento-Admin-768x856.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Map-Orders-Magento-Admin.png 1198w\" sizes=\"(max-width: 918px) 100vw, 918px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>Moreover, using the map orders, you can also sync the already placed orders within your store that were placed before installing the extension as well.&nbsp;this the admin can also&nbsp;<strong>delete<\/strong>&nbsp;the&nbsp;<strong>Order Map Record<\/strong>&nbsp;if required.<\/p>\n\n\n\n<p>Thus, To check the&nbsp;<strong>order details<\/strong>&nbsp;for any particular order just click on the&nbsp;<strong>View<\/strong>&nbsp;<strong>Order<\/strong>&nbsp;link.<\/p>\n\n\n\n<p>Now to&nbsp;<strong>manually synchronize<\/strong>&nbsp;this data, you will tap on the option \u201c<strong>Export Orders as Sales Receipt <\/strong>\u201c. At this time all the orders that have the status (<strong>As selected during configuration<\/strong>) will get synchronized with the QuickBooks.<\/p>\n\n\n\n<p>Thus, You can change the settings in the module back-end if you want to choose a different order status to be synchronized.<\/p>\n\n\n\n<p>You can select from three order statuses \u2013&nbsp;<strong>Pending<\/strong>,&nbsp;<strong>Processing<\/strong>, and&nbsp;<strong>Complete<\/strong>.<\/p>\n\n\n\n<p>If you select&nbsp;<strong>pending<\/strong>&nbsp;then all the orders with the status \u201c<strong>Pending<\/strong>\u201d will be synchronized. Similar is the case with the other two statuses.<\/p>\n\n\n\n<p>Thus, After clicking the \u201c<strong>Export Orders As Sales Receipt<\/strong>\u201d option you will see the execution message with the number of orders to synchronize.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Exporting-Orders.png\"><img decoding=\"async\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Exporting-Orders.png\" alt=\"How to Synchronize Orders Manually &amp; automatically\" loading=\"lazy\" \/><\/a><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Check&nbsp;<\/strong>The<strong>&nbsp;Order Details:<\/strong><\/h3>\n\n\n\n<p>Thus, To check the order details navigate to&nbsp;<strong>QuickBooks Connect<\/strong>-&gt;&nbsp;<strong>Map Order<\/strong>. Now, tap on the \u201c<strong>View Order<\/strong>\u201d link for the respective order for which you want to check the order details.<\/p>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-1 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1169\" height=\"649\" data-id=\"218939\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Map-Orders-Magento-Admin-1-1.png\" alt=\"Map-Orders-Magento-Admin-1-1\" class=\"wp-image-218939\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Map-Orders-Magento-Admin-1-1.png 1169w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Map-Orders-Magento-Admin-1-1-300x167.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Map-Orders-Magento-Admin-1-1-250x139.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Map-Orders-Magento-Admin-1-1-768x426.png 768w\" sizes=\"(max-width: 1169px) 100vw, 1169px\" loading=\"lazy\" \/><\/figure>\n<\/figure>\n\n\n\n<p>Thus on tapping the \u201c<strong>View Order<\/strong>\u201d link, the&nbsp;<strong>order details<\/strong>&nbsp;will appear as shown below.<br><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"610\" height=\"1024\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/000000029-Orders-Operations-Sales-Magento-Admin-610x1024.png\" alt=\"000000029-Orders-Operations-Sales-Magento-Admin\" class=\"wp-image-218945\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/000000029-Orders-Operations-Sales-Magento-Admin-610x1024.png 610w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/000000029-Orders-Operations-Sales-Magento-Admin-179x300.png 179w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/000000029-Orders-Operations-Sales-Magento-Admin-148x249.png 148w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/000000029-Orders-Operations-Sales-Magento-Admin-768x1289.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/000000029-Orders-Operations-Sales-Magento-Admin-915x1536.png 915w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/000000029-Orders-Operations-Sales-Magento-Admin.png 1189w\" sizes=\"(max-width: 610px) 100vw, 610px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">Check The&nbsp;<strong>Synchronized Order Details&nbsp;<\/strong>On<strong>&nbsp;QuickBooks<\/strong><\/h3>\n<\/div><\/div>\n\n\n\n<p>Go to your&nbsp;<strong>QuickBooks&nbsp;<\/strong>account and navigate to the&nbsp;<strong>Sales<\/strong>&nbsp;section and then&nbsp;<strong>tap<\/strong>&nbsp;the same order number.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"620\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Screenshot-8-1200x620.png\" alt=\"Screenshot-8\" class=\"wp-image-218946\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Screenshot-8-1200x620.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Screenshot-8-300x155.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Screenshot-8-250x129.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Screenshot-8-768x397.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Screenshot-8.png 1266w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>Thus, after tapping on the&nbsp;<strong>Order Number<\/strong>, you can see the complete&nbsp;<strong>order details that are synchronized<\/strong>.<br><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"450\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Sales-Receipt-1200x450.png\" alt=\"Sales-Receipt\" class=\"wp-image-218960\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Sales-Receipt-1200x450.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Sales-Receipt-300x112.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Sales-Receipt-250x94.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Sales-Receipt-768x288.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Sales-Receipt.png 1299w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>Thus, The order details &amp; taxes levied over the product.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"619\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Screenshot-9-1200x619.png\" alt=\"Screenshot-9\" class=\"wp-image-218963\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Screenshot-9-1200x619.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Screenshot-9-300x155.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Screenshot-9-250x129.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Screenshot-9-768x396.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Screenshot-9.png 1295w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\"><strong>How To Add Tax Rates In The QuickBooks?<\/strong><\/h3>\n<\/div><\/div>\n\n\n\n<p>First, you need to click on&nbsp;<strong>Taxes<\/strong>&nbsp;option then navigate to the Add\/edit tax rates &amp; agencies as shown below image, you can add new tax rates and edit\/ deactivate already created tax rates \u2013<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"593\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Screenshot-10-1200x593.png\" alt=\"Screenshot-10\" class=\"wp-image-218978\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Screenshot-10-1200x593.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Screenshot-10-300x148.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Screenshot-10-250x123.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Screenshot-10-768x379.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Screenshot-10.png 1298w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">1.&nbsp;<strong>How It Works With The Special Prices?<\/strong><\/h4>\n\n\n\n<p><strong>Special Price<\/strong>: For example, you have a product for&nbsp;<strong>$30<\/strong>, which has a special price applicable of&nbsp;$20. Now, when the order gets purchased and the sales receipt created at the QuickBooks ends the receipt has $20 visible on the receipt of the product.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">2.&nbsp;<strong>How it sync payment methods<\/strong>?<\/h4>\n\n\n\n<p>Whichever payment method is used at the store end for making the payment, that will be reflected.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">3.&nbsp;<strong>How It Creates Sales Receipt For Bundle Product<\/strong>?<\/h4>\n\n\n\n<p>For the bundle product, all of the constituent products are created as individual products within the sales receipt.<\/p>\n\n\n\n<p>Thus, that\u2019s all for the&nbsp;<strong>Magento 2 Connect <\/strong>if you still have any issue feel free to add a ticket and let us know your views to make the module better at&nbsp;<a href=\"http:\/\/webkul.uvdesk.com\/\">webkul.uvdesk.com<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>With Magento 2 Connect, you can connect your Magento 2 store with your accounting software i.e QuickBooks. Also, helps to synchronize information that is related to the orders such as customer name, email address, items ordered, billing address, etc. Therefore, you can better manage the store accounting data more effectively. One of the most advanced <a href=\"https:\/\/webkul.com\/blog\/magento2-connect\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":216,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9121],"tags":[4528,4529,4439],"class_list":["post-217309","post","type-post","status-publish","format-standard","hentry","category-magento-2","tag-magento2-quickbooks-connector","tag-quickbooks","tag-quickbooks-connector"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>User Guide of Magento 2 Connect Integration Extension<\/title>\n<meta name=\"description\" content=\"Connect Magento 2 store with QuickBooks accounting software. Auto-Synchronize sales orders from Magento 2 to QuickBooks sales receipt.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/webkul.com\/blog\/magento2-connect\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"User Guide of Magento 2 Connect Integration Extension\" \/>\n<meta property=\"og:description\" content=\"Connect Magento 2 store with QuickBooks accounting software. Auto-Synchronize sales orders from Magento 2 to QuickBooks sales receipt.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/webkul.com\/blog\/magento2-connect\/\" \/>\n<meta property=\"og:site_name\" content=\"Webkul Blog\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/webkul\/\" \/>\n<meta property=\"article:published_time\" content=\"2020-01-03T13:35:41+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-10-27T07:24:35+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/webkul.com\/blog\/wp-content\/uploads\/2017\/07\/1-9.png\" \/>\n<meta name=\"author\" content=\"Goldy Bhargava\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@webkul\" \/>\n<meta name=\"twitter:site\" content=\"@webkul\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Goldy Bhargava\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"17 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/webkul.com\/blog\/magento2-connect\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/webkul.com\/blog\/magento2-connect\/\"},\"author\":{\"name\":\"Goldy Bhargava\",\"@id\":\"https:\/\/webkul.com\/blog\/#\/schema\/person\/938cb1423687f058cc47f248c33f228a\"},\"headline\":\"User Guide of Magento 2 Connect Extension\",\"datePublished\":\"2020-01-03T13:35:41+00:00\",\"dateModified\":\"2025-10-27T07:24:35+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/webkul.com\/blog\/magento2-connect\/\"},\"wordCount\":2383,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/webkul.com\/blog\/#organization\"},\"image\":{\"@id\":\"https:\/\/webkul.com\/blog\/magento2-connect\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/webkul.com\/blog\/wp-content\/uploads\/2017\/07\/1-9.png\",\"keywords\":[\"Magento2 QuickBooks Connector\",\"QuickBooks\",\"quickbooks connector\"],\"articleSection\":[\"Magento 2\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/webkul.com\/blog\/magento2-connect\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/webkul.com\/blog\/magento2-connect\/\",\"url\":\"https:\/\/webkul.com\/blog\/magento2-connect\/\",\"name\":\"User Guide of Magento 2 Connect Integration Extension\",\"isPartOf\":{\"@id\":\"https:\/\/webkul.com\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/webkul.com\/blog\/magento2-connect\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/webkul.com\/blog\/magento2-connect\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/webkul.com\/blog\/wp-content\/uploads\/2017\/07\/1-9.png\",\"datePublished\":\"2020-01-03T13:35:41+00:00\",\"dateModified\":\"2025-10-27T07:24:35+00:00\",\"description\":\"Connect Magento 2 store with QuickBooks accounting software. 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