{"id":237388,"date":"2020-03-16T13:19:43","date_gmt":"2020-03-16T13:19:43","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=237388"},"modified":"2024-12-26T11:34:04","modified_gmt":"2024-12-26T11:34:04","slug":"magento2-quickbooks-multi-user-connector","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/magento2-quickbooks-multi-user-connector\/","title":{"rendered":"Magento 2 Quickbooks Multi-User Connector"},"content":{"rendered":"\n<p><a href=\"https:\/\/store.webkul.com\/magento2-multi-account-quickbook.html\" target=\"_blank\" rel=\"noreferrer noopener\">Magento 2 Multi QuickBooks Connector<\/a>:<strong> <\/strong>Quickbooks is one of the most reliable financial accounting software for small or mid-sized businesses. <\/p>\n\n\n\n<p>Such businesses use<strong> Quickbooks<\/strong> to manage financial aspects such as expense management, income management, tax management, etc. <\/p>\n\n\n\n<p>Quickbooks Multi-User Connector integrates the features of Quickbooks. <\/p>\n\n\n\n<p>This extension facilitates the admin to create multiple accounts and link each account with the respective store view. <\/p>\n\n\n\n<p>Moreover, the admin can create sales receipts for events such as Order Place, Invoice Create, Order Complete, configure the inventory asset account, income\/ asset accounts, etc. <\/p>\n\n\n\n<p>The main feature of this extension is order export and credit memo export. In a few easy steps, the store admin can export the order and credit memos on QuickBooks.<\/p>\n\n\n\n<p>The admin can access the data on Quickbooks conveniently, whenever there is a need, and track the sales and various financial activities effectively. <\/p>\n\n\n\n<p><strong>Note- <\/strong>For using the Tax rate the user must create same rates at both Magento end and at Quickbook end as well, else it won&#8217;t work properly.<\/p>\n\n\n\n<div class=\"wp-block-wk-block-youtube-video wp-block-wk-block--yt-video components-placeholder\"><div class=\"wk-block--yt-video-frame\"><div class=\"wk-block--yt-video-frame-request\" data-plyr-provider=\"youtube\" data-plyr-embed-id=\"6BNg3SOqKL8\"><div class=\"components-placeholder__instructions\">6BNg3SOqKL8<\/div><\/div><\/div><\/div>\n\n\n<div class=\"wk-index-wrap\">\n<div class=\"wk-index-wrap\">\n<h3 class=\"index-title\">Features<\/h3>\n<\/div>\n<\/div>\n<ul>\n<li>The store admin can manually import credit memo from store on Quickbooks with products and customer.<\/li>\n<li>Multiple accounts can be created and the admin can assign a store to each account.<\/li>\n<li>After account creation, the account is authorized with Quickbooks.\u00a0<\/li>\n<li>It facilitates order export feature to QB.\u00a0<\/li>\n<li>Downloadable products create on Quickbooks as a Non-Inventory product.<\/li>\n<li>Works for Quickbooks Oauth2 authentication.<\/li>\n<li>It even supports etickets type products.<\/li>\n<li>The store admin can manually import sales receipt of store&#8217;s order on Quickbooks with products and customer.<\/li>\n<li>The admin can view the store&#8217;s sales receipt of order export on Quickbooks along with payment method description.<\/li>\n<li>Auto-creation of sales receipt on Quickbooks when order placed, invoice create and order complete from the store.\u00a0<\/li>\n<li>Auto-creation of credit memo on Quickbooks when credit memo is generate on store.<\/li>\n<li>Disable auto-synchronization of sales receipts and credit memos.<\/li>\n<\/ul>\n<div class=\"wk-index-wrap\">\n<h3 class=\"index-title\">Installation<\/h3>\n<\/div>\n<p>Customers will get a\u00a0<strong>zip folder. <\/strong>Then\u00a0they have to extract the contents of this zip folder on their system. The extracted folder has an <strong>src<\/strong>\u00a0folder, inside the src folder you have the\u00a0<strong>app<\/strong>\u00a0folder.<\/p>\n<p>You need to transfer this\u00a0<strong>app<\/strong> folder\u00a0into the Magento2 root directory on the server as shown below.<a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/08\/1-9-1.png\"><img decoding=\"async\" class=\"aligncenter wp-image-213192\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/08\/1-9-1.png\" alt=\"1-9-1\" width=\"800\" height=\"253\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/08\/1-9-1.png 1302w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/08\/1-9-1-300x95.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/08\/1-9-1-1200x379.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/08\/1-9-1-250x79.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/08\/1-9-1-768x242.png 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" loading=\"lazy\" \/><\/a><\/p>\n<p>On successfully installing the module, you have to run these commands in the Magento2 root directory.<\/p>\n<p><strong>First command &#8211;<\/strong><\/p>\n<pre class=\"\">composer require quickbooks\/v3-php-sdk<\/pre>\n<p><strong>Second command &#8211;<\/strong><\/p>\n<pre class=\"\">php bin\/magento setup:upgrade<\/pre>\n<p><strong>Third Command &#8211;<\/strong><\/p>\n<pre class=\"\">php bin\/magento setup:di:compile<\/pre>\n<p><strong>Fourth Command &#8211;<\/strong><\/p>\n<pre>php bin\/magento setup:static-content:deploy<\/pre>\n<p>After running the commands, you have to flush the cache from the Magento 2 admin panel by navigating through<strong>-&gt;System-&gt;Cache management<\/strong> as shown below.<a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/4-11-e1593446754786.png\"><img decoding=\"async\" class=\"aligncenter wp-image-90736\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/4-11-e1593446754786.png\" alt=\"INSTALLATION\" width=\"800\" height=\"333\" loading=\"lazy\" \/><\/a><\/p>\n<div class=\"wk-index-wrap\">\n<h3 class=\"index-title\">Language Translation<\/h3>\n<\/div>\n<p>For translating the module language, navigate through <strong>src\/app\/code\/Webkul\/MultiQuickbooksConnect\/i18n <\/strong><span style=\"font-size: inherit;\">and edit the <\/span><strong style=\"font-size: inherit;\">en_US.csv<\/strong><span style=\"font-size: inherit;\"> file.<\/span><\/p>\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<p>Then upload it to the path <strong>src\/app\/code\/Webkul\/MultiQuickbooksConnect\/i18n<\/strong>\u00a0where the Magento2 is installed on the server.<\/p>\n<p>The module gets translated into the Arabic Language. It supports both <strong>RTL\u00a0<\/strong>and\u00a0<strong>LTR\u00a0<\/strong>languages.<a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/04\/webkul-magento2-paytabs-sadad-payment-multilingual-2.png\"><img decoding=\"async\" class=\"aligncenter wp-image-170891\" 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\" width=\"800\" height=\"314\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/04\/webkul-magento2-paytabs-sadad-payment-multilingual-2.png 1229w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/04\/webkul-magento2-paytabs-sadad-payment-multilingual-2-250x98.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/04\/webkul-magento2-paytabs-sadad-payment-multilingual-2-300x118.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/04\/webkul-magento2-paytabs-sadad-payment-multilingual-2-768x301.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/04\/webkul-magento2-paytabs-sadad-payment-multilingual-2-1200x471.png 1200w\" sizes=\"(max-width: 800px) 100vw, 800px\" loading=\"lazy\" \/><\/a><\/p>\n<div class=\"wk-index-wrap\">\n<h3 class=\"index-title\">Retrieving Quickbooks API Keys: For OAuth2<\/h3>\n<\/div>\n<div class=\"panel panel-success\">\n<div class=\"panel-body\">\n<div>\n<p>The admin can retrieve the OAuth2 API keys by simply following the given steps.\u00a0<\/p>\n<p><strong>1:<\/strong><\/p>\n<ul>\n<li>To get the <strong>Client Id<\/strong> and <strong>Client Secret<\/strong> for the<strong> OAuth2 authentication<\/strong> navigate to <span style=\"color: #0000ff;\"><a style=\"color: #0000ff;\" href=\"https:\/\/developer.intuit.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">https:\/\/developer.intuit.com\/<\/a><\/span>.<\/li>\n<li>Create a <strong style=\"font-size: inherit;\">new account<\/strong><span style=\"font-size: inherit;\"> even if you already have an account by clicking the <\/span><strong style=\"font-size: inherit;\">SignUp<\/strong><span style=\"font-size: inherit;\"> button.<\/span><\/li>\n<\/ul>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Signup-intuit.png\"><img decoding=\"async\" class=\"alignnone size-full wp-image-422975\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Sign-in.png\" alt=\"Sign-in\" width=\"1294\" height=\"654\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Sign-in.png 1294w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Sign-in-300x152.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Sign-in-1200x606.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Sign-in-250x126.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Sign-in-768x388.png 768w\" sizes=\"(max-width: 1294px) 100vw, 1294px\" loading=\"lazy\" \/><\/a><\/p>\n<p><strong>2:\u00a0<\/strong><\/p>\n<ul>\n<li>Enter the details required for registration and click the &#8220;<strong>Create Account<\/strong>&#8221; option on the registration page.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/register.png\"><img decoding=\"async\" class=\"alignnone size-full wp-image-422976\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Sign-up-1.png\" alt=\"Sign-up-1\" width=\"1294\" height=\"654\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Sign-up-1.png 1294w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Sign-up-1-300x152.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Sign-up-1-1200x606.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Sign-up-1-250x126.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Sign-up-1-768x388.png 768w\" sizes=\"(max-width: 1294px) 100vw, 1294px\" loading=\"lazy\" \/><\/a><\/p>\n<p><strong>3:\u00a0<\/strong><\/p>\n<ul>\n<li>After clicking the <strong>Create Account<\/strong> option your account will be created on QuickBooks.<\/li>\n<li>Thereafter, the user will move their cursor to the profile option and select the <strong>&#8220;Dashboard Option&#8221;<\/strong>.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-422968\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Intuit-Developer-1.png\" alt=\"Intuit-Developer-1\" width=\"1294\" height=\"654\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Intuit-Developer-1.png 1294w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Intuit-Developer-1-300x152.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Intuit-Developer-1-1200x606.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Intuit-Developer-1-250x126.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Intuit-Developer-1-768x388.png 768w\" sizes=\"(max-width: 1294px) 100vw, 1294px\" loading=\"lazy\" \/><\/p>\n<p><strong>4:\u00a0<\/strong><\/p>\n<ul>\n<li>Thereafter, the user can create &#8220;<strong>an App&#8221;<\/strong> from the option.<\/li>\n<li>After that &#8220;<strong>Select&#8221;<\/strong> the app from the list.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-422969\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Create-an-app.png\" alt=\"Create-an-app\" width=\"1294\" height=\"654\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Create-an-app.png 1294w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Create-an-app-300x152.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Create-an-app-1200x606.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Create-an-app-250x126.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Create-an-app-768x388.png 768w\" sizes=\"(max-width: 1294px) 100vw, 1294px\" loading=\"lazy\" \/><\/p>\n<p><strong>5:<\/strong><\/p>\n<ul>\n<li>The user follows the path <strong>Development Settings &gt; Keys &amp; Credentials<\/strong>.<\/li>\n<li>Thereafter, the user navigates to the \u201c<strong>Keys<\/strong>\u201d menu option to find your \u2013<strong>\u00a0Client ID and Client Secret<\/strong>.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-422973\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/screenshot_1708347479991.png\" alt=\"screenshot_1708347479991\" width=\"1294\" height=\"654\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/screenshot_1708347479991.png 1294w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/screenshot_1708347479991-300x152.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/screenshot_1708347479991-1200x606.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/screenshot_1708347479991-250x126.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/screenshot_1708347479991-768x388.png 768w\" sizes=\"(max-width: 1294px) 100vw, 1294px\" loading=\"lazy\" \/><\/p>\n<p><strong>6:<\/strong><\/p>\n<p><span style=\"color: #000000;\"><strong>Note:<\/strong><\/span><\/p>\n<ul>\n<li>You must set the <strong>redirect URL<\/strong>.<\/li>\n<li>To set the redirect URL, click the <strong>Add URL<\/strong> link, enter the redirect URL, and click the <strong>Save<\/strong> button after that. As shown below, example.com is your site URL.<\/li>\n<li><strong style=\"font-size: inherit;\">https:\/example.com\/multiquickbooksconnect\/oauth\/oauth2<\/strong><\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-422974\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/screenshot_1708347556954.png\" alt=\"screenshot_1708347556954\" width=\"1294\" height=\"654\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/screenshot_1708347556954.png 1294w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/screenshot_1708347556954-300x152.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/screenshot_1708347556954-1200x606.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/screenshot_1708347556954-250x126.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/screenshot_1708347556954-768x388.png 768w\" sizes=\"(max-width: 1294px) 100vw, 1294px\" loading=\"lazy\" \/><\/p>\n<p>If you are using the application in the <strong>sandbox mode<\/strong> then you can make use of <strong>Development<\/strong> keys.<\/p>\n<p>If you are using the application in the <strong>Live<\/strong> mode then you can make use of the <strong>Production<\/strong> keys.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"panel panel-primary\">\n<div class=\"panel-heading\">\n<div>\n<div class=\"wk-index-wrap\">\n<h3 class=\"index-title\">Admin Permissions: Quickbooks Multi-User Connector<\/h3>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p>After successfully installing the module and retrieving the API keys, the admin can set the configurations.\u00a0<\/p>\n<p>The admin can follow either of the two paths to configure the module-\u00a0<\/p>\n<ul>\n<li><strong>Stores &gt; Configuration &gt; Multi Quickbooks Connect, or<\/strong><\/li>\n<li><strong>Multi Quickbooks Connect (dashboard menu option) &gt; Configuration Settings<\/strong><\/li>\n<\/ul>\n<h6><strong>Configuration Settings<\/strong><\/h6>\n<p data-pm-slice=\"1 1 []\">Now, admin can navigate to the Multi Quickbooks Connect tab to configure the settings of the extension as shown in the image below.\u00a0<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-422977\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/screenshot_1708348284462.png\" alt=\"screenshot_1708348284462\" width=\"1271\" height=\"995\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/screenshot_1708348284462.png 1271w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/screenshot_1708348284462-300x235.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/screenshot_1708348284462-1200x939.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/screenshot_1708348284462-250x196.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/screenshot_1708348284462-768x601.png 768w\" sizes=\"(max-width: 1271px) 100vw, 1271px\" loading=\"lazy\" \/><\/p>\n<p>The admin can set the configurations for as under <strong>Multi Quickbooks Connect<\/strong> as under-<\/p>\n<ul>\n<li><strong>General Settings<\/strong><\/li>\n<\/ul>\n<p><strong>Enable: <\/strong>The status of the module can be set as Enable by admin<\/p>\n<p><strong>Account Type:<\/strong> The admin chooses Sandbox or Production against this tab, as needed.\u00a0<\/p>\n<p><strong>Client Id: <\/strong>Quickbooks website can be retrieved by admin.<\/p>\n<p><strong>Client Secret:<\/strong> The admin retrieves it from the Quickbooks website.\u00a0<\/p>\n<ul>\n<li><strong>Notification for sync Tax Rates<\/strong><\/li>\n<\/ul>\n<p>The tax rates which the admin defines in the Magento store, are to be created on the Quickbooks as well to sync tax details with orders.\u00a0<\/p>\n<p><strong>Note:\u00a0<\/strong><\/p>\n<ul>\n<li>If the store admin<strong> exports products inclusive Tax<\/strong> to Quickbooks, the admin will have to create the <strong>same Tax <\/strong>(for the product) on the Quickbooks as well.\u00a0<\/li>\n<li>Only then the product will be exported, otherwise, an error message will display.\u00a0<\/li>\n<\/ul>\n<h6><strong>Quickbooks Accounts<\/strong><\/h6>\n<p>After setting the basic configurations, the admin can navigate to <strong>Multi Quickbooks Connect &gt;<\/strong> <strong>Quickbooks Accounts<\/strong> in order to create Quickbooks Accounts.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-422978\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Products-Inventory-Catalog-Magento-Admin.png\" alt=\"Products-Inventory-Catalog-Magento-Admin\" width=\"1294\" height=\"654\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Products-Inventory-Catalog-Magento-Admin.png 1294w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Products-Inventory-Catalog-Magento-Admin-300x152.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Products-Inventory-Catalog-Magento-Admin-1200x606.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Products-Inventory-Catalog-Magento-Admin-250x126.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Products-Inventory-Catalog-Magento-Admin-768x388.png 768w\" sizes=\"(max-width: 1294px) 100vw, 1294px\" loading=\"lazy\" \/><\/p>\n<p>The admin will find the <strong>Add New QB Account<\/strong> button as shown in the image below, in which the admin can add new Quickbooks accounts.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-422996\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Quickbook-Accounts-Magento-Admin9999.png\" alt=\"Quickbook-Accounts-Magento-Admin9999\" width=\"1294\" height=\"654\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Quickbook-Accounts-Magento-Admin9999.png 1294w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Quickbook-Accounts-Magento-Admin9999-300x152.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Quickbook-Accounts-Magento-Admin9999-1200x606.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Quickbook-Accounts-Magento-Admin9999-250x126.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Quickbook-Accounts-Magento-Admin9999-768x388.png 768w\" sizes=\"(max-width: 1294px) 100vw, 1294px\" loading=\"lazy\" \/><\/p>\n<p>or<\/p>\n<p>As the admin clicks on the <strong>Add New QB Account<\/strong> button, it redirects to the <strong>QB Account<\/strong> page.\u00a0<\/p>\n<p>To add a new account, the admin needs to add an <strong>Account Name<\/strong> such as QB_3 and add a store (that&#8217;ll be linked with the account) against the <strong>Associate to Store<\/strong> field.\u00a0<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-422997\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/1484.png\" alt=\"1484\" width=\"1294\" height=\"654\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/1484.png 1294w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/1484-300x152.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/1484-1200x606.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/1484-250x126.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/1484-768x388.png 768w\" sizes=\"(max-width: 1294px) 100vw, 1294px\" loading=\"lazy\" \/><\/p>\n<p>On saving the details, a success message, &#8220;Account Saved successfully. You Need to authorize it&#8221; will display.\u00a0<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-422996\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Quickbook-Accounts-Magento-Admin9999.png\" alt=\"Quickbook-Accounts-Magento-Admin9999\" width=\"1294\" height=\"654\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Quickbook-Accounts-Magento-Admin9999.png 1294w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Quickbook-Accounts-Magento-Admin9999-300x152.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Quickbook-Accounts-Magento-Admin9999-1200x606.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Quickbook-Accounts-Magento-Admin9999-250x126.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Quickbook-Accounts-Magento-Admin9999-768x388.png 768w\" sizes=\"(max-width: 1294px) 100vw, 1294px\" loading=\"lazy\" \/><\/p>\n<p>To proceed with the authorization process, the admin will have to click the <strong>Edit<\/strong> link under the Action column.\u00a0<\/p>\n<p>It redirects to the respective account&#8217;s page (QB_3, here) where the admin will find the <strong>Connect with Quickbooks<\/strong> tab.\u00a0<\/p>\n<p>The admin will have to tap on the same to authorize the created account with Quickbooks.\u00a0<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-237704\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-authorize-process.png\" alt=\"webkul-magento2-multi-quickbooks-connect-authorize-process\" width=\"1290\" height=\"667\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-authorize-process.png 1290w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-authorize-process-300x155.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-authorize-process-1200x620.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-authorize-process-250x129.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-authorize-process-768x397.png 768w\" sizes=\"(max-width: 1290px) 100vw, 1290px\" loading=\"lazy\" \/><\/p>\n<p>This will redirect to the <strong>Sign-In<\/strong> page as shown in the image below. The admin will have to fill in the Email address and the Password to log in to Quickbooks.\u00a0<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-authorize-process-enter-credentials.png\"><img decoding=\"async\" class=\"aligncenter wp-image-237723\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-authorize-process-enter-credentials.png\" alt=\"webkul-magento2-multi-quickbooks-connect-authorize-process-enter-credentials\" width=\"800\" height=\"404\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-authorize-process-enter-credentials.png 1286w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-authorize-process-enter-credentials-300x152.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-authorize-process-enter-credentials-1200x607.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-authorize-process-enter-credentials-250x126.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-authorize-process-enter-credentials-768x388.png 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" loading=\"lazy\" \/><\/a><\/p>\n<p>On tapping the <strong>Sign In<\/strong> button, it redirects to the Quickbooks page, where the admin needs to set the Company under <strong>Search for a Company<\/strong>.\u00a0<\/p>\n<p>To continue with the authorize process, the admin must click on the <strong>Next<\/strong> tab.\u00a0<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-search-for-a-company.png\"><img decoding=\"async\" class=\"aligncenter wp-image-237733\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-search-for-a-company.png\" alt=\"webkul-magento2-multi-quickbooks-connect-search-for-a-company\" width=\"800\" height=\"404\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-search-for-a-company.png 1294w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-search-for-a-company-300x152.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-search-for-a-company-1200x606.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-search-for-a-company-250x126.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-search-for-a-company-768x388.png 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" loading=\"lazy\" \/><\/a><\/p>\n<p>On doing so, a succes message, &#8220;Quickbooks account successfully authorized. Please refresh page for view changes&#8221; shall display as shown in the image below.\u00a0<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-422755\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/selection_4125.png\" alt=\"selection_4125\" width=\"1553\" height=\"752\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/selection_4125.png 1553w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/selection_4125-300x145.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/selection_4125-1200x581.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/selection_4125-250x121.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/selection_4125-768x372.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/selection_4125-1536x744.png 1536w\" sizes=\"(max-width: 1553px) 100vw, 1553px\" loading=\"lazy\" \/><\/p>\n<p>Subsequently, on refreshing the page, the admin finds that the <span style=\"color: #ff0000;\"><strong>Expired<\/strong><\/span> alters to <strong><span style=\"color: #99cc00;\">Authorized <\/span><\/strong>as shown in the image below. <a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-account-authorized.png\"><img decoding=\"async\" class=\"aligncenter wp-image-237737\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-account-authorized.png\" alt=\"webkul-magento2-multi-quickbooks-connect-account-authorized\" width=\"800\" height=\"451\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-account-authorized.png 1304w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-account-authorized-300x169.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-account-authorized-1200x676.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-account-authorized-250x141.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-account-authorized-768x433.png 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" loading=\"lazy\" \/><\/a><\/p>\n<div class=\"wk-index-wrap\">\n<h3 class=\"index-title\">General Configuration<\/h3>\n<\/div>\n<p>As soon as the account gets authorized, the rest of the configuration tabs for the respective Quickbooks account will appear.\u00a0<\/p>\n<p>The first tab is the <strong>General Configuration<\/strong> tab where the admin will configure the fields such as Sales Receipt Create On Quickbooks, Quickbooks US Store, Income Account, etc.\u00a0<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-quickbooks-multi-user-connect-general-configuration.png\"><img decoding=\"async\" class=\"aligncenter wp-image-239973 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-quickbooks-multi-user-connect-general-configuration.png\" alt=\"webkul-magento2-quickbooks-multi-user-connect-general-configuration\" width=\"899\" height=\"602\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-quickbooks-multi-user-connect-general-configuration.png 899w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-quickbooks-multi-user-connect-general-configuration-300x201.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-quickbooks-multi-user-connect-general-configuration-250x167.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-quickbooks-multi-user-connect-general-configuration-768x514.png 768w\" sizes=\"(max-width: 899px) 100vw, 899px\" loading=\"lazy\" \/><\/a><\/p>\n<p data-pm-slice=\"1 1 []\">QB General Configuration by admin as under-<\/p>\n<p><strong>Sales Receipt Create On Quickbooks<\/strong>&#8211; The admin can choose an event for which a sales receipt will be created on QB.\u00a0<\/p>\n<p>Four options are available &#8211; No Order Sync, Order Place, Invoice Create, and Order Complete.<\/p>\n<p><strong>Credit Memo Auto Sync to Quickbooks<\/strong> &#8211; The admin can select to enable or disable the auto exporting of credit memos on QuickBooks once created in the Magento store.<\/p>\n<p><strong>Quickbooks US Store- <\/strong>Now,the admin can Enable or Disable it for the US store.\u00a0<\/p>\n<p><strong>Inventory Other Asset Account-<\/strong> An inventory asset account is to be chosen by the admin.\u00a0<\/p>\n<p><strong>Income Account-<\/strong> The admin can configure an income account.\u00a0<\/p>\n<p><strong>Expense Account- <\/strong>Expense account needs to be configure by admin as well.<\/p>\n<div class=\"wk-index-wrap\">\n<h3 class=\"index-title\">Export Order: Quickbooks Multi-User Connector<\/h3>\n<\/div>\n<p>Once the configurations are set for the QB Account, the admin can proceed to export the order.\u00a0<\/p>\n<p>The admin will select the order(s) to export from the order list. Thereafter, the admin chooses <strong>Export Orders to Quickbooks<\/strong> under <strong>Actions<\/strong> tab and click on the <strong>Submit<\/strong> button.\u00a0<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-export-order-tab.png\"><img decoding=\"async\" class=\"aligncenter wp-image-237789\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-export-order-tab.png\" alt=\"webkul-magento2-multi-quickbooks-connect-export-order-tab\" width=\"800\" height=\"412\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-export-order-tab.png 1282w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-export-order-tab-300x154.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-export-order-tab-1200x618.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-export-order-tab-250x129.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-export-order-tab-768x395.png 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" loading=\"lazy\" \/><\/a><\/p>\n<p>This redirects to the<strong> Export Process Execution<\/strong> page as shown in the image below.\u00a0<\/p>\n<p>Once the process is complete, the order that is exported, lists down under Mapped Order.\u00a0<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-export-order-progress-1.png\"><img decoding=\"async\" class=\"aligncenter wp-image-237837\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-export-order-progress-1.png\" alt=\"webkul-magento2-multi-quickbooks-connect-export-order-progress-1\" width=\"800\" height=\"330\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-export-order-progress-1.png 1289w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-export-order-progress-1-300x124.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-export-order-progress-1-1200x494.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-export-order-progress-1-250x103.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-export-order-progress-1-768x316.png 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" loading=\"lazy\" \/><\/a><\/p>\n<div class=\"wk-index-wrap\">\n<h3 class=\"index-title\">Mapped Order<\/h3>\n<\/div>\n<p>On completion of the export order process, the admin can find the list of exported orders under the <strong>Mapped Order<\/strong>.\u00a0<\/p>\n<p>Under Mapped Order tab, the admin will find the details such as <strong>Mage Order Id, Invoice Id, Quickbooks Sales Receipt Doc Number, Status, Purchase Date, Export to Quickbooks On<\/strong> and <strong>Action<\/strong>.\u00a0<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-mapped-order.png\"><img decoding=\"async\" class=\"aligncenter wp-image-237858\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-mapped-order.png\" alt=\"webkul-magento2-multi-quickbooks-connect-mapped-order\" width=\"800\" height=\"505\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-mapped-order.png 1301w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-mapped-order-300x189.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-mapped-order-1200x757.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-mapped-order-250x158.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-mapped-order-768x485.png 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" loading=\"lazy\" \/><\/a><\/p>\n<div class=\"wk-index-wrap\">\n<h3 class=\"index-title\">Export Credit Memo: Quickbooks Multi-User Connector<\/h3>\n<p>Another feature associated with this extension is that the admin can even export the credit memos.\u00a0<\/p>\n<p>The procedure is the same as that of the<strong> Export Order<\/strong> process.\u00a0<\/p>\n<p>The admin needs to choose the credit memo(s) from the given list. Thereafter, choose <strong>Export Credit Memos to Quickbooks<\/strong> and tap on <strong>Submit<\/strong>.\u00a0<\/p>\n<\/div>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-export-credit-memo.png\"><img decoding=\"async\" class=\"aligncenter wp-image-238164\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-export-credit-memo.png\" alt=\"webkul-magento2-multi-quickbooks-connect-export-credit-memo\" width=\"800\" height=\"549\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-export-credit-memo.png 1304w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-export-credit-memo-300x206.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-export-credit-memo-1200x824.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-export-credit-memo-250x172.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-export-credit-memo-768x527.png 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" loading=\"lazy\" \/><\/a><\/p>\n<p>This redirects to the <strong>Execution Process<\/strong> page as shown in the image below. On its completion, the exported credit memos will be visible under <strong>Mapped Credit Memo<\/strong>.\u00a0<a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-export-process.png\"><img decoding=\"async\" class=\"aligncenter wp-image-238165\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-export-process.png\" alt=\"webkul-magento2-multi-quickbooks-connect-export-process\" width=\"800\" height=\"407\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-export-process.png 1290w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-export-process-300x153.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-export-process-1200x611.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-export-process-250x127.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-export-process-768x391.png 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" loading=\"lazy\" \/><\/a><\/p>\n<div class=\"wk-index-wrap\">\n<h3 class=\"index-title\">Mapped Credit Memo<\/h3>\n<\/div>\n<p>As the Export Credit Memo process completes, the admin can find the list of exported credit memos under the <strong>Mapped Credit Memo tab.\u00a0<\/strong><\/p>\n<p>The admin can view the details such as <strong>Mage Creditmemo Id, Quickbooks Creditmemo Id, Quickbooks Creditmemo Doc Number, <\/strong><strong>Export to Quickbooks On<\/strong> and <strong>Action<\/strong>.\u00a0<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-mapped-credit-memo.png\"><img decoding=\"async\" class=\"aligncenter wp-image-238175\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-mapped-credit-memo.png\" alt=\"webkul-magento2-multi-quickbooks-connect-mapped-credit-memo\" width=\"800\" height=\"531\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-mapped-credit-memo.png 1305w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-mapped-credit-memo-300x199.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-mapped-credit-memo-1200x797.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-mapped-credit-memo-250x166.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-mapped-credit-memo-768x510.png 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" loading=\"lazy\" \/><\/a><\/p>\n<div class=\"wk-index-wrap\">\n<h3 class=\"index-title\">Order Synchronization on QB: Quickbooks Multi-User Connector<\/h3>\n<\/div>\n<p>The store admin can log in to the <strong>QuickBooks Account. <\/strong>In the <strong>Quickbooks Dashboard, <\/strong>the admin will find the <strong>Sales<\/strong> menu option.<\/p>\n<p>On tapping the same, the admin can navigate to All Sales and view the list of Sales Transactions as shown in the image below.\u00a0<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-422999\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Sales-transactions.png\" alt=\"Sales-transactions\" width=\"1294\" height=\"654\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Sales-transactions.png 1294w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Sales-transactions-300x152.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Sales-transactions-1200x606.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Sales-transactions-250x126.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Sales-transactions-768x388.png 768w\" sizes=\"(max-width: 1294px) 100vw, 1294px\" loading=\"lazy\" \/><\/p>\n<p>The admin can proceed to view the details of the transaction by simply clicking on the respective transaction.\u00a0<\/p>\n<p>The Header of the Sales Receipt will display the Order ID.<\/p>\n<p>It displays the customer name, billing address, payment method, and product\/ service description along with its quantity, rate, amount, and tax.\u00a0<\/p>\n<p>Further, the admin will find the <strong>Sales Tax<\/strong> applicable and the <strong>Amount Received <\/strong>as shown in the image below.<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-sales-receipt-1.png\"><img decoding=\"async\" class=\"aligncenter wp-image-238449\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-sales-receipt-1.png\" alt=\"webkul-magento2-multi-quickbooks-connect-sales-receipt-1\" width=\"800\" height=\"722\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-sales-receipt-1.png 1303w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-sales-receipt-1-300x271.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-sales-receipt-1-1135x1024.png 1135w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-sales-receipt-1-250x226.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-sales-receipt-1-768x693.png 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" loading=\"lazy\" \/><\/a><\/p>\n<p>Moving on, the admin can navigate to Sales &gt; Product and Services, and view the details of the product\/ services and associated accounts.\u00a0<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-423000\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Products-and-Services.png\" alt=\"Products-and-Services\" width=\"1294\" height=\"654\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Products-and-Services.png 1294w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Products-and-Services-300x152.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Products-and-Services-1200x606.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Products-and-Services-250x126.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/Products-and-Services-768x388.png 768w\" sizes=\"(max-width: 1294px) 100vw, 1294px\" loading=\"lazy\" \/><\/p>\n<p>On clicking the <strong>Edit<\/strong> link for a product,<strong> the Product\/Service information<\/strong> section opens up, and the admin can view the accounts that are linked to that particular product as per the image below.<a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-product-and-services-information-2.png\"><br \/><img decoding=\"async\" class=\"aligncenter wp-image-238460\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-product-and-services-information-2.png\" alt=\"webkul-magento2-multi-quickbooks-connect-product-and-services-information-2\" width=\"800\" height=\"417\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-product-and-services-information-2.png 1290w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-product-and-services-information-2-300x156.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-product-and-services-information-2-1200x625.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-product-and-services-information-2-250x130.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/webkul-magento2-multi-quickbooks-connect-product-and-services-information-2-768x400.png 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" loading=\"lazy\" \/><\/a><\/p>\n<div class=\"wk-index-wrap\">\n<h3 class=\"index-title\">Adding Tax Rates: for Quickbooks Multi-User Connector<\/h3>\n<\/div>\n<p>It is necessary to create the taxes on Quickbooks as well otherwise the order (that includes tax) cannot be exported.<\/p>\n<p>Therefore, to add the tax, the store admin needs to navigate to the Quickbooks Sandbox Account page by simply logging in, as shown in the image below.\u00a0<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-423006\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/app.sandbox.qbo_.intuit.com_app_tax_home.png\" alt=\"app.sandbox.qbo_.intuit.com_app_tax_home\" width=\"2240\" height=\"1760\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/app.sandbox.qbo_.intuit.com_app_tax_home.png 2240w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/app.sandbox.qbo_.intuit.com_app_tax_home-300x236.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/app.sandbox.qbo_.intuit.com_app_tax_home-1200x943.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/app.sandbox.qbo_.intuit.com_app_tax_home-250x196.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/app.sandbox.qbo_.intuit.com_app_tax_home-768x603.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/app.sandbox.qbo_.intuit.com_app_tax_home-1536x1207.png 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/app.sandbox.qbo_.intuit.com_app_tax_home-2048x1609.png 2048w\" sizes=\"(max-width: 2240px) 100vw, 2240px\" loading=\"lazy\" \/><\/p>\n<p>On the <strong>Quickbooks Sandbox Account<\/strong> page, the user has to navigate\u00a0 <strong>Taxes&gt;SalesTax&gt;SalesTaxSettings<\/strong>\u00a0button is present as shown in the above image.\u00a0<\/p>\n<p>As the admin clicks on the same, it redirects to the <strong>Tax Agencies and Custom Rates Setting<\/strong>\u00a0as shown in the image below.\u00a0<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-423007\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/app.sandbox.qbo_.intuit.com_app_tax_home__1_.png\" alt=\"app.sandbox.qbo_.intuit.com_app_tax_home__1_\" width=\"2240\" height=\"1760\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/app.sandbox.qbo_.intuit.com_app_tax_home__1_.png 2240w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/app.sandbox.qbo_.intuit.com_app_tax_home__1_-300x236.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/app.sandbox.qbo_.intuit.com_app_tax_home__1_-1200x943.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/app.sandbox.qbo_.intuit.com_app_tax_home__1_-250x196.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/app.sandbox.qbo_.intuit.com_app_tax_home__1_-768x603.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/app.sandbox.qbo_.intuit.com_app_tax_home__1_-1536x1207.png 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/app.sandbox.qbo_.intuit.com_app_tax_home__1_-2048x1609.png 2048w\" sizes=\"(max-width: 2240px) 100vw, 2240px\" loading=\"lazy\" \/><\/p>\n<p>Likewise, on clicking the &#8220;<strong>Add agency&#8221;<\/strong> tab.<\/p>\n<p>The admin will have to add the <strong>Agency Name, Filling Frequency Start Date, and Reporting Method<\/strong> and proceed to save the details.\u00a0<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-423008\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/app.sandbox.qbo_.intuit.com_app_tax_home__2_.png\" alt=\"app.sandbox.qbo_.intuit.com_app_tax_home__2_\" width=\"2240\" height=\"1760\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/app.sandbox.qbo_.intuit.com_app_tax_home__2_.png 2240w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/app.sandbox.qbo_.intuit.com_app_tax_home__2_-300x236.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/app.sandbox.qbo_.intuit.com_app_tax_home__2_-1200x943.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/app.sandbox.qbo_.intuit.com_app_tax_home__2_-250x196.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/app.sandbox.qbo_.intuit.com_app_tax_home__2_-768x603.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/app.sandbox.qbo_.intuit.com_app_tax_home__2_-1536x1207.png 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/app.sandbox.qbo_.intuit.com_app_tax_home__2_-2048x1609.png 2048w\" sizes=\"(max-width: 2240px) 100vw, 2240px\" loading=\"lazy\" \/><\/p>\n<p>Thereafter on clicking the\u00a0<strong>&#8220;Add rate&#8221;<\/strong>.<\/p>\n<p>The admin will have to add <strong>The Name, Agency name and The Rate percentage<\/strong> and proceed to save the details.\u00a0<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-423010\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/app.sandbox.qbo_.intuit.com_app_tax_home__3_.png\" alt=\"app.sandbox.qbo_.intuit.com_app_tax_home__3_\" width=\"2240\" height=\"1760\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/app.sandbox.qbo_.intuit.com_app_tax_home__3_.png 2240w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/app.sandbox.qbo_.intuit.com_app_tax_home__3_-300x236.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/app.sandbox.qbo_.intuit.com_app_tax_home__3_-1200x943.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/app.sandbox.qbo_.intuit.com_app_tax_home__3_-250x196.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/app.sandbox.qbo_.intuit.com_app_tax_home__3_-768x603.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/app.sandbox.qbo_.intuit.com_app_tax_home__3_-1536x1207.png 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/03\/app.sandbox.qbo_.intuit.com_app_tax_home__3_-2048x1609.png 2048w\" sizes=\"(max-width: 2240px) 100vw, 2240px\" loading=\"lazy\" \/><\/p>\n<p>That\u2019s all for the <strong>Magento 2 Multi QuickBooks Connect.<\/strong> If you face any issues, feel free to add a ticket at <a href=\"https:\/\/webkul.uvdesk.com\/en\/\" data-wpel-link=\"exclude\">Webkul support system<\/a>.<\/p>","protected":false},"excerpt":{"rendered":"<p>Magento 2 Multi QuickBooks Connector: Quickbooks is one of the most reliable financial accounting software for small or mid-sized businesses. Such businesses use Quickbooks to manage financial aspects such as expense management, income management, tax management, etc. Quickbooks Multi-User Connector integrates the features of Quickbooks. This extension facilitates the admin to create multiple accounts and <a href=\"https:\/\/webkul.com\/blog\/magento2-quickbooks-multi-user-connector\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":191,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[302,1],"tags":[],"class_list":["post-237388","post","type-post","status-publish","format-standard","hentry","category-magento2","category-uncategorized"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Magento 2 Quickbooks Multi User Connector | Accounting Software<\/title>\n<meta name=\"description\" content=\"Magento 2 Quickbooks Multi-User Connector allows the admin to create multiple accounts and link each account with the respective store view.\" \/>\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-quickbooks-multi-user-connector\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Magento 2 Quickbooks Multi User Connector | Accounting Software\" \/>\n<meta property=\"og:description\" content=\"Magento 2 Quickbooks Multi-User Connector allows the admin to create multiple accounts and link each account with the respective store view.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/webkul.com\/blog\/magento2-quickbooks-multi-user-connector\/\" \/>\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=\"2020-03-16T13:19:43+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-12-26T11:34:04+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/webkul.com\/blog\/wp-content\/uploads\/2019\/08\/1-9-1.png\" \/>\n<meta name=\"author\" content=\"Gunjita Joshi\" \/>\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=\"Gunjita Joshi\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"16 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/webkul.com\/blog\/magento2-quickbooks-multi-user-connector\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/webkul.com\/blog\/magento2-quickbooks-multi-user-connector\/\"},\"author\":{\"name\":\"Gunjita 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