{"id":75463,"date":"2017-02-22T13:11:08","date_gmt":"2017-02-22T13:11:08","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=75463"},"modified":"2025-11-10T09:28:33","modified_gmt":"2025-11-10T09:28:33","slug":"magento2-quickbooks-connector","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/magento2-quickbooks-connector\/","title":{"rendered":"Guide of Magento 2 QuickBooks Connector Plugin"},"content":{"rendered":"<p><a href=\"https:\/\/store.webkul.com\/magento2-quickbooks-qbo-connector.html\" target=\"_blank\" rel=\"noopener\">Magento 2 QuickBooks Connector<\/a> allows you to create sales receipts for your store orders on the QuickBooks &#8211; Manually or Automatically.<\/p>\n<p>Therefore, all the information that is related to the orders such as customer name, email address, items ordered, billing address, etc gets synchronized with your QuickBooks account.<\/p>\n<p><strong>Please Note:<\/strong><\/p>\n<ol>\n<li>You need to create API credentials &#8211; Client ID and Client Secret.<\/li>\n<li>At the moment Magento 2 Quickbooks Online integration extension supports one-way synchronization from Magento 2 to QuickBooks.<\/li>\n<li><a href=\"https:\/\/store.webkul.com\/magento2-quickbooks-qbo-connector.html\">Magento 2 QuickBooks<\/a> is fully compatible with QuickBooks Online and Adobe Commerce.<\/li>\n<\/ol>\n<p>You can also go through the below video to get to know the working of the connector,<\/p>\n<div class=\"wp-block-wk-block-youtube-video wk-block--yt-video wk-block-yt-classic components-placeholder\">\n<div class=\"wk-block--yt-video-frame\">\n<div class=\"wk-block--yt-video-frame-request\" data-plyr-provider=\"youtube\" data-plyr-embed-id=\"cqiQcVnDvoQ\">\n<div class=\"components-placeholder__instructions\">cqiQcVnDvoQ<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"panel panel-primary\">\n<div class=\"panel-heading\">\n<div>\n<h3 class=\"panel-title\">Features Of QuickBooks Connector<\/h3>\n<\/div>\n<\/div>\n<div class=\"panel-body\">\n<div>\n<ul>\n<li>One can place Auto-Sync Orders from the Magento 2 Store to the QuickBooks.<\/li>\n<li>The admin can manually synchronize the Magento 2 store \u2013 Orders.<\/li>\n<li>Select when to create Sales Receipt in QuickBooks &#8211; Order Place, Invoice Create, or Order Complete.<\/li>\n<li>Select which orders to sync with QuickBooks &#8211; Pending, Processing, or Complete.<\/li>\n<li>The admin can set the QB product name &amp; description to get export as per the name, SKU, short or long description respectively.<\/li>\n<li>The QuickBooks sales receipt number is the same as Magento 2 order\/invoice number.<\/li>\n<li>Sync customer name, email, billing address, order date, product name, quantity, rate, amount.<\/li>\n<li>Magento 2 QuickBooks integration extension helps in Syncing the TAX details to QuickBooks with orders.<\/li>\n<li>Sync the already placed orders within your store that were not synced with QuickBooks before as well.<\/li>\n<li>Added functionality to include the <em data-start=\"219\" data-end=\"235\">tracking class<\/em> details in <strong data-start=\"247\" data-end=\"265\">Sales Receipts<\/strong> and <strong data-start=\"270\" data-end=\"286\">Credit Memos<\/strong> during export to <strong data-start=\"304\" data-end=\"318\" data-is-only-node=\"\">QuickBooks<\/strong>.<\/li>\n<li>This enhancement ensures accurate financial categorization and reporting in QuickBooks by mapping tracking class information directly from Magento transactions.<\/li>\n<li>Appealing Export orders in the process window with a detailed execution message with the number of orders to synchronize.<\/li>\n<li>The sales receipt of the Magento 2 order is exported to QuickBooks with a payment method description.<\/li>\n<li>The admin can also check the automatically or manually exported credit memos.<\/li>\n<li>Downloadable products are created as Non-Inventory products in QuickBooks.<\/li>\n<li>Sync Guest and Customer orders from Adobe Commerce to QuickBooks.<\/li>\n<li data-start=\"123\" data-end=\"196\">\n<p data-start=\"125\" data-end=\"196\">Introduced <strong data-start=\"136\" data-end=\"151\">Tax Mapping<\/strong> functionality in the QuickBooks Connector.<\/p>\n<\/li>\n<li data-start=\"197\" data-end=\"344\">\n<p data-start=\"199\" data-end=\"344\">This allows the admin to map Magento tax rates with corresponding QuickBooks tax codes, ensuring accurate tax calculations during order export.<\/p>\n<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"panel panel-primary\">\n<div class=\"panel-heading\">\n<div>\n<h3 class=\"panel-title\">Installation<\/h3>\n<\/div>\n<\/div>\n<div class=\"panel-body\">\n<div>\n<p>Firstly, customers get a <strong>zip folder. <\/strong>Then they have to extract the contents of this zip folder on their system.<\/p>\n<p>The extracted folder is having an <strong>src<\/strong>\u00a0folder, inside the src folder you have the\u00a0<strong>app<\/strong>\u00a0folder.<\/p>\n<p>Further, you need to transfer this <strong>app<\/strong>\u00a0folder\u00a0into the Magento2 root directory on the server as shown below.<a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/1-9.png\"><img decoding=\"async\" class=\"aligncenter wp-image-90732\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/07\/1-9.png\" alt=\"INSTALLATION\" width=\"800\" height=\"253\" loading=\"lazy\" \/><\/a><\/p>\n<p>After that, you have to run these commands in the Magento2 root directory.<\/p>\n<pre class=\"EnlighterJSRAW\" data-enlighter-language=\"generic\">composer require quickbooks\/v3-php-sdk:6.1.1<\/pre>\n<pre class=\"EnlighterJSRAW\" data-enlighter-language=\"generic\">php bin\/magento setup:upgrade<\/pre>\n<pre class=\"EnlighterJSRAW\" data-enlighter-language=\"generic\">php bin\/magento setup:di:compile<\/pre>\n<pre class=\"EnlighterJSRAW\" data-enlighter-language=\"generic\">php\u00a0bin\/magento\u00a0setup:static-content:deploy<\/pre>\n<pre class=\"EnlighterJSRAW\" data-enlighter-language=\"generic\">php bin\/magento indexer:reindex<\/pre>\n<pre class=\"EnlighterJSRAW\" data-enlighter-language=\"generic\">php bin\/magento cache:flush\n<\/pre>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"panel panel-primary\">\n<div class=\"panel-heading\">\n<div>\n<h3 class=\"panel-title\">Multi-Lingual Configuration of Adobe Commerce<\/h3>\n<\/div>\n<\/div>\n<div class=\"panel-body\">\n<div>\n<p>For Multilingual support, please navigate to <strong>Store&gt;Configuration&gt;General &gt;Locale Options<\/strong>. And select your desired language from the <strong>Locale <\/strong>option.<a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Multi-Lingual.png\"><img decoding=\"async\" class=\"aligncenter\" title=\"change language-magento 2 locale\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Multi-Lingual.png\" alt=\"change language-magento 2 locale\" width=\"1343\" height=\"865\" loading=\"lazy\" \/><\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"panel panel-primary\">\n<div class=\"panel-heading\">\n<div>\n<h3 class=\"panel-title\">Language Translation<\/h3>\n<\/div>\n<\/div>\n<div class=\"panel-body\">\n<div>\n<p>In order, to translate the module language, navigate through <strong>app\/code\/Webkul\/QuickbooksConnect\/i18n,<\/strong><strong>\u00a0<\/strong>and edit the <strong>en_US.csv<\/strong> file.<\/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>app\/code\/Webkul\/QuickbooksConnect\/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>\n<\/div>\n<\/div>\n<div class=\"panel panel-success\">\n<div class=\"panel-heading\">\n<div>\n<h3 class=\"panel-title\">How to get QuickBooks API Credentials &#8211; OAuth2<\/h3>\n<\/div>\n<\/div>\n<div class=\"panel-body\">\n<div>\n<h3><span style=\"color: #ff6600;\">For OAuth2<\/span>:<\/h3>\n<ol>\n<li>In order, to get the <strong>Client Id<\/strong> and <strong>Client Secret<\/strong> for the<strong> OAuth2 authentication<\/strong> navigate to <b><a href=\"https:\/\/developer.intuit.com\/.\" target=\"_blank\" rel=\"noopener noreferrer\">Intuit Developer Homepage<\/a>. <\/b><\/li>\n<li>Now, create a <strong>new account<\/strong> even if you already have an account by clicking the <strong>SignUp<\/strong> button<img decoding=\"async\" class=\"wp-image-277948 size-full aligncenter\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Intuit-Developer.png\" alt=\"Intuit-Developer\" width=\"1349\" height=\"625\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Intuit-Developer.png 1349w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Intuit-Developer-300x139.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Intuit-Developer-1200x556.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Intuit-Developer-250x116.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Intuit-Developer-768x356.png 768w\" sizes=\"(max-width: 1349px) 100vw, 1349px\" loading=\"lazy\" \/>.<\/li>\n<li>Now, enter the details required for registration and then click the &#8220;<strong>Create Account<\/strong>&#8221; option on the registration page.<br \/><img decoding=\"async\" class=\"size-full wp-image-277683 aligncenter\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Intuit-Accounts-Sign-Up-1.png\" alt=\"Intuit-Accounts-Sign-Up-1\" width=\"1344\" height=\"1053\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Intuit-Accounts-Sign-Up-1.png 1344w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Intuit-Accounts-Sign-Up-1-300x235.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Intuit-Accounts-Sign-Up-1-1200x940.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Intuit-Accounts-Sign-Up-1-250x196.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Intuit-Accounts-Sign-Up-1-768x602.png 768w\" sizes=\"(max-width: 1344px) 100vw, 1344px\" loading=\"lazy\" \/><\/li>\n<li>Further, the user will receive the 6-digit verification code sent to the entered mobile number. <img decoding=\"async\" class=\"size-full wp-image-277956 aligncenter\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Intuit-Accounts-Sign-Up-2.png\" alt=\"Intuit-Accounts-Sign-Up-2\" width=\"938\" height=\"603\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Intuit-Accounts-Sign-Up-2.png 938w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Intuit-Accounts-Sign-Up-2-300x193.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Intuit-Accounts-Sign-Up-2-250x161.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Intuit-Accounts-Sign-Up-2-768x494.png 768w\" sizes=\"(max-width: 938px) 100vw, 938px\" loading=\"lazy\" \/><\/li>\n<li>On clicking the <strong>Continue<\/strong> button, your account gets created on QuickBooks. The user will land on the QuickBook Homepage as shown in the image below:<img decoding=\"async\" class=\"size-full wp-image-277965 aligncenter\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Intuit-Developer-homepage.png\" alt=\"Intuit-Developer-homepage\" width=\"1349\" height=\"625\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Intuit-Developer-homepage.png 1349w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Intuit-Developer-homepage-300x139.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Intuit-Developer-homepage-1200x556.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Intuit-Developer-homepage-250x116.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Intuit-Developer-homepage-768x356.png 768w\" sizes=\"(max-width: 1349px) 100vw, 1349px\" loading=\"lazy\" \/><\/li>\n<li>After that, the user will navigate to <strong>Dashboard &gt; Create an App<\/strong> as shown in the image below:<img decoding=\"async\" class=\"wp-image-277969 size-full aligncenter\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/My-Dashboard-1.png\" alt=\"My-Dashboard-1\" width=\"1349\" height=\"625\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/My-Dashboard-1.png 1349w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/My-Dashboard-1-300x139.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/My-Dashboard-1-1200x556.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/My-Dashboard-1-250x116.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/My-Dashboard-1-768x356.png 768w\" sizes=\"(max-width: 1349px) 100vw, 1349px\" loading=\"lazy\" \/><\/li>\n<li>Further, the user will see a page that is having an option as <strong>QuickBooks Online and Payments<\/strong>, Click on it to process further.<img decoding=\"async\" class=\"wp-image-277973 size-full aligncenter\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Create-App.png\" alt=\"Create-App\" width=\"1340\" height=\"597\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Create-App.png 1340w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Create-App-300x134.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Create-App-1200x535.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Create-App-250x111.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Create-App-768x342.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Create-App-604x270.png 604w\" sizes=\"(max-width: 1340px) 100vw, 1340px\" loading=\"lazy\" \/>8. After clicking on the same, the user will get to see the following page. Here, the user will enter the <strong>Name of the application.<\/strong>\u00a0Then select a <strong>Scope<\/strong> from the Accounting or Payments option. <img decoding=\"async\" class=\"wp-image-278441 size-full aligncenter\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Create-App-2.png\" alt=\"Create-App-2\" width=\"1345\" height=\"732\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Create-App-2.png 1345w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Create-App-2-300x163.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Create-App-2-1200x653.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Create-App-2-250x136.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Create-App-2-768x418.png 768w\" sizes=\"(max-width: 1345px) 100vw, 1345px\" loading=\"lazy\" \/><br \/>9. After that, go to the &#8220;<strong>Keys &amp; OAuth<\/strong>&#8221; menu option to find your &#8211;<strong> Client ID and Client Secret<\/strong><img decoding=\"async\" class=\"wp-image-277981 size-full aligncenter\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Keys-1.png\" alt=\"Keys-1\" width=\"1349\" height=\"625\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Keys-1.png 1349w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Keys-1-300x139.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Keys-1-1200x556.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Keys-1-250x116.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Keys-1-768x356.png 768w\" sizes=\"(max-width: 1349px) 100vw, 1349px\" loading=\"lazy\" \/>10. Copy these keys from QuickBook Connector&#8217;s end and paste them into the Magento configuration while using the OAuth2.<\/li>\n<\/ol>\n<p><span style=\"color: #ff0000;\">Note<\/span>:<br \/><strong>1<\/strong>. You must set the <strong>redirect URL<\/strong>. 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.<\/p>\n<p>As shown below, example.com is your site URL.<\/p>\n<p><strong> https:\/example.com\/quickbooksconnect\/oauth\/oauth2<\/strong><\/p>\n<p><img decoding=\"async\" class=\"wp-image-277982 size-full aligncenter\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Keys-redirect-url.png\" alt=\"Keys-redirect-url\" width=\"1349\" height=\"625\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Keys-redirect-url.png 1349w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Keys-redirect-url-300x139.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Keys-redirect-url-1200x556.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Keys-redirect-url-250x116.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Keys-redirect-url-768x356.png 768w\" sizes=\"(max-width: 1349px) 100vw, 1349px\" loading=\"lazy\" \/><\/p>\n<p><strong>2<\/strong>. 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>But 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<h3 data-start=\"200\" data-end=\"280\">\u00a0<\/h3>\n<h3 data-start=\"200\" data-end=\"280\"><strong data-start=\"200\" data-end=\"280\">Adding Tracking Class in Sales Receipt and Credit Memo for QuickBooks Export<\/strong><\/h3>\n<p>1. Go to <strong data-start=\"121\" data-end=\"169\">Account and Settings \u2192 Advanced \u2192 Categories<\/strong> in your QuickBooks Sandbox, enable <strong data-start=\"205\" data-end=\"222\" data-is-only-node=\"\">Track classes.<\/strong><\/p>\n<p>After that\u00a0 under <strong data-start=\"234\" data-end=\"252\">Assign classes<\/strong>, choose either <strong data-start=\"268\" data-end=\"297\">One to entire transaction<\/strong> or <strong data-start=\"301\" data-end=\"335\">One to each row in transaction<\/strong>, then click <strong data-start=\"348\" data-end=\"356\">Save<\/strong>.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<figure class=\"wp-block-image\">\n<div id=\"attachment_512871\" style=\"width: 1130px\" class=\"wp-caption alignnone\"><img decoding=\"async\" aria-describedby=\"caption-attachment-512871\" class=\"size-full wp-image-512871\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/category-selection.webp\" alt=\"category-selection\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/category-selection.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/category-selection-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/category-selection-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/category-selection-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><p id=\"caption-attachment-512871\" class=\"wp-caption-text\">2. Go to <strong data-start=\"101\" data-end=\"135\">Settings \u2192 All Lists \u2192 Classes<\/strong> to create the classes for the same.<\/p><\/div><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-512873\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/cateogy-settings.webp\" alt=\"category-settings\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/cateogy-settings.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/cateogy-settings-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/cateogy-settings-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/cateogy-settings-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<\/figure>\n<div class=\"panel panel-primary\">\n<div class=\"panel-heading\">\n<div>\n<p>3. In the <strong>Classes<\/strong> tab, you can create either a normal class or a sub-class as per your requirement.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-512875\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/create-classes.webp\" alt=\"create-classes\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/create-classes.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/create-classes-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/create-classes-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/create-classes-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<h3>\u00a0<\/h3>\n<h3>Configuration<\/h3>\n<\/div>\n<\/div>\n<div class=\"panel-body\">\n<div>\n<p>Finally, after the successful installation of the <strong>Adobe Commerce 2 QuickBooks Connector<\/strong>, you can see the configuration panel under <strong>Store\u00a0<\/strong>-&gt;\u00a0<strong>Configuration<\/strong>\u00a0-&gt;\u00a0<strong>Webkul\u00a0<\/strong>-&gt;\u00a0<strong>Magento QuickBooks Connect<\/strong>.<\/p>\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" class=\"alignnone size-full wp-image-512881\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/configuration-1.webp\" alt=\"configuration\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/configuration-1.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/configuration-1-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/configuration-1-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/configuration-1-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n<p>\u00a0<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-512882\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/configuration-2.webp\" alt=\"configuration\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/configuration-2.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/configuration-2-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/configuration-2-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/configuration-2-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<p><strong>General Settings:-<\/strong><\/p>\n<ul>\n<li><strong>Enable<\/strong>: From here the admin can <strong>enable<\/strong>\u00a0or\u00a0<strong>disable<\/strong>\u00a0the module.<\/li>\n<li><strong>Sales Receipt Create on Quickbooks:\u00a0<\/strong>Select one of the options from \u2013 Order place, Invoice Create, or Order Complete to automatically generate the receipts in QuickBooks.<\/li>\n<li><strong>Initial Order Status for Sales Receipt:\u00a0<\/strong>Select one of the options from \u2013 Pending, Processing, and Complete.<\/li>\n<\/ul>\n<p style=\"text-align: center;\">To set the order statuses that should be synchronized with the QuickBooks when synchronizing manually to create the sales receipt on QuickBooks.<\/p>\n<ul>\n<li><strong>Is US Store: <\/strong>Select \u201d Yes\u201d If you are using a USA QuickBooks account else \u201d No\u201d<\/li>\n<li><strong>App Integration With<\/strong>\u00a0Select the OAuth Authorization type as \u2013 OAuth 2.0 or OAuth 1.0<\/li>\n<li>Select the\u00a0<strong>Account Type<\/strong>\u00a0as \u2013 Development or Production as required.<\/li>\n<li>Enter the\u00a0<strong>Client Id<\/strong>\u00a0and\u00a0<strong>Client Secret.<\/strong><\/li>\n<\/ul>\n<p>After setting up the general settings the admin needs to save the configuration then tap on the option \u201c<strong>Connect<\/strong>\u201c.<\/p>\n<h4>Set Up Extension To Connect With QuickBooks<\/h4>\n<p>For instance, you can see a window pop up from where you select the company to set up with Magento 2 &amp; then click on the Next button.<\/p>\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"796\" height=\"586\" class=\"wp-image-218432 img-center-small zm-zoomer zm-zoomer-in wk-lazify-loaded\" 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\" data-src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/Screenshot-from-2019-12-31-15-19-49.png\" data-alt=\"Screenshot-from-2019-12-31-15-19-49\" 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\" \/><\/figure>\n<p>On the next screen to authorize the Magento module with the QuickBooks app.<\/p>\n<p>Click on the Connect button to allow Magento 2 Connect to view and update your QuickBooks Online data<\/p>\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"806\" height=\"592\" class=\"wp-image-218440 img-center-small zm-zoomer zm-zoomer-in wk-lazify-loaded\" 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\" data-src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/12\/Screenshot-from-2019-12-31-15-29-13.png\" data-alt=\"Screenshot-from-2019-12-31-15-29-13\" 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\" \/><\/figure>\n<p>Now after clicking on the connect button on the next screen, a pop-up appears with an account successfully authorize message &amp; notification to refresh the window.<\/p>\n<p><img decoding=\"async\" class=\"size-full wp-image-277680 aligncenter\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Screenshot-from-2019-12-31-15-23-00.png\" alt=\"Screenshot-from-2019-12-31-15-23-00\" width=\"789\" height=\"313\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Screenshot-from-2019-12-31-15-23-00.png 789w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Screenshot-from-2019-12-31-15-23-00-300x119.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Screenshot-from-2019-12-31-15-23-00-250x99.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Screenshot-from-2019-12-31-15-23-00-768x305.png 768w\" sizes=\"(max-width: 789px) 100vw, 789px\" loading=\"lazy\" \/><\/p>\n<figure class=\"wp-block-image size-large\"><\/figure>\n<p>Finally, you get redirected back to the admin configuration settings for the module.<\/p>\n<p>Afterward, refresh the page and you find that you are now <strong>connected<\/strong>\u00a0and\u00a0<strong>authorized <\/strong>as per the below screenshot.<\/p>\n<p>Also, after the authorization process, a disconnect button appears whose work is to disconnect the connection between the extension &amp; QuickBooks if clicked.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-512884\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/configuration-3.webp\" alt=\"configuration\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/configuration-3.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/configuration-3-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/configuration-3-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/configuration-3-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<div class=\"alert alert-success\">\n<div>\n<h4>Accounts For Inventory<\/h4>\n<p><img decoding=\"async\" class=\"size-full wp-image-277533 aligncenter\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/webkul-magento2-quickbook-connector-admin-configuration-inventory-settings.png\" alt=\"webkul-magento2-quickbook-connector-admin-configuration-inventory-settings\" width=\"1347\" height=\"476\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/webkul-magento2-quickbook-connector-admin-configuration-inventory-settings.png 1347w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/webkul-magento2-quickbook-connector-admin-configuration-inventory-settings-300x106.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/webkul-magento2-quickbook-connector-admin-configuration-inventory-settings-1200x424.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/webkul-magento2-quickbook-connector-admin-configuration-inventory-settings-250x88.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/webkul-magento2-quickbook-connector-admin-configuration-inventory-settings-768x271.png 768w\" sizes=\"(max-width: 1347px) 100vw, 1347px\" loading=\"lazy\" \/><\/p>\n<\/div>\n<\/div>\n<h4><strong>Inventory Other Asset Account<\/strong><\/h4>\n<p>Now from here select the account for the products created in QuickBooks.<\/p>\n<p>The selection made here for the asset account gets to reflect on product information in QuickBooks.<\/p>\n<p>It&#8217;s an account to which a product belongs so that it allows for easy management at a later time.<\/p>\n<h4><strong>Income Account<\/strong><\/h4>\n<p>Select the account for the products created in QuickBooks. The selection made here for the income account gets to reflect on product information in QuickBooks.<\/p>\n<p>It&#8217;s an account to which a product belongs so that it allows for easy management at a later time.<\/p>\n<h4><strong>Expense Account<\/strong><\/h4>\n<p>Here, select the account for the products created in QuickBooks. The selection made here for the expense account gets to reflect on product information in QuickBooks.<\/p>\n<p>It&#8217;s an account to which a product belongs so that it allows for easy management at a later time.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<h4>Export Product Field<\/h4>\n<p><img decoding=\"async\" class=\"wp-image-277534 size-full aligncenter\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/webkul-magento2-quickbook-connector-admin-configuration-export-product-field.png\" alt=\"webkul-magento2-quickbook-connector-admin-configuration-export-product-field\" width=\"1346\" height=\"261\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/webkul-magento2-quickbook-connector-admin-configuration-export-product-field.png 1346w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/webkul-magento2-quickbook-connector-admin-configuration-export-product-field-300x58.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/webkul-magento2-quickbook-connector-admin-configuration-export-product-field-1200x233.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/webkul-magento2-quickbook-connector-admin-configuration-export-product-field-250x48.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/webkul-magento2-quickbook-connector-admin-configuration-export-product-field-768x149.png 768w\" sizes=\"(max-width: 1346px) 100vw, 1346px\" loading=\"lazy\" \/><\/p>\n<p>From here the admin can set:-<\/p>\n<ul>\n<li>The <strong>QB Product Name<\/strong> which gets export to QuickBooks end as per the options available as <strong>Store Product SKU<\/strong> or <strong>Store Product Name.<\/strong><\/li>\n<li><strong>QB Product Description<\/strong> which gets export to QuickBooks end as per the options available as <strong>Store Product Name, Store Product Description,<\/strong> or Store Product Short Description.<\/li>\n<\/ul>\n<h4><strong>Notification for Sync the Tax Rates<\/strong><\/h4>\n<p><img decoding=\"async\" class=\"wp-image-277535 size-full aligncenter\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/webkul-magento2-quickbook-connector-admin-configuration-notiofications.png\" alt=\"webkul-magento2-quickbook-connector-admin-configuration-notiofications\" width=\"1349\" height=\"568\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/webkul-magento2-quickbook-connector-admin-configuration-notiofications.png 1349w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/webkul-magento2-quickbook-connector-admin-configuration-notiofications-300x126.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/webkul-magento2-quickbook-connector-admin-configuration-notiofications-1200x505.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/webkul-magento2-quickbook-connector-admin-configuration-notiofications-250x105.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/webkul-magento2-quickbook-connector-admin-configuration-notiofications-768x323.png 768w\" sizes=\"(max-width: 1349px) 100vw, 1349px\" loading=\"lazy\" \/><\/p>\n<p>The admin needs to create the same tax rates on Quickbooks end to sync tax details with orders.<\/p>\n<p>You can add a different name of the tax rate but the tax rate must be the same on Quickbooks as well.<\/p>\n<div class=\"panel panel-primary\">\n<div class=\"panel-heading\">\n<div>\n<h3 class=\"panel-title\">How to Synchronize Orders Manually &amp; automatically<\/h3>\n<\/div>\n<\/div>\n<div class=\"panel-body\">\n<div>\n<h3><strong>Sale Receipt Created Automatically<\/strong><\/h3>\n<p>In the case of\u00a0<strong>automatic synchronization<\/strong>, it depends on what the admin has selected in the module configuration settings.<\/p>\n<p>If the admin selects the option of \u201c<strong>Sales Receipt Create On QuickBooks<\/strong>\u201d as \u201c<strong>Order<\/strong>\u00a0<strong>Place<\/strong>\u201c, then all the orders when placed in your store get synchronized with the QuickBooks automatically.<\/p>\n<p>Similarly, if the admin selects \u2013 \u201c<strong>Invoice Create<\/strong>\u201d then when the admin creates the invoice for the orders, the orders get synchronized automatically.<\/p>\n<p>The same is the case if the admin selects -\u201c<strong>Order Complete<\/strong>\u201d the orders get synchronized with the QuickBooks.<\/p>\n<p>When the status of the order turns to \u201cOrder Complete\u201d i.e invoice and shipping have been generated.<\/p>\n<h5><strong>For Example:<\/strong><\/h5>\n<p>If the admin has selected the option \u201c<strong>Sales Receipt Create On QuickBooks<\/strong>\u201d as \u201c<strong>Order<\/strong>\u00a0<strong>Place<\/strong>\u201c.<\/p>\n<p>Then whenever an order gets a place on your store, be it a <strong>guest<\/strong>\u00a0or a\u00a0<strong>registered<\/strong>\u00a0<strong>user<\/strong>\u00a0it will\u00a0<strong>automatically<\/strong> get <strong>synchronized<\/strong>\u00a0with your\u00a0<strong>QuickBooks<\/strong>\u00a0account.<\/p>\n<h3><strong>Sale Receipt Created Manually<\/strong><\/h3>\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<p>To add the orders in QuickBooks manually, the admin needs to navigate to the\u00a0<strong>Sales -&gt; Orders.<\/strong><\/p>\n<p>On the Orders page, the admin finds the complete list in a grid view of Orders placed on the Website with different order statuses like pending, closed, etc.<\/p>\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1195\" height=\"662\" class=\"wp-image-218893 img-center-small zm-zoomer zm-zoomer-in wk-lazify-loaded\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Screenshot-5.png\" alt=\"Screenshot-5\" data-src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Screenshot-5.png\" data-alt=\"Screenshot-5\" 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\" \/><\/figure>\n<p>Now to\u00a0<strong>manually synchronize<\/strong> this data, the admin selects the desired order, tap on the <strong>Action<\/strong> option, and select the Export on QB option.<\/p>\n<p>At this time all the orders that are selected get synchronized with QuickBooks.<\/p>\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" class=\"img-center-small zm-zoomer zm-zoomer-in wk-lazify-loaded wp-image-278444 size-full aligncenter\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Orders-Operations-Sales-Magento-Admin-1-1.png\" alt=\"Orders-Operations-Sales-Magento-Admin-1-1\" width=\"1349\" height=\"625\" data-src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Orders-Operations-Sales-Magento-Admin.png\" data-alt=\"Orders-Operations-Sales-Magento-Admin\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Orders-Operations-Sales-Magento-Admin-1-1.png 1349w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Orders-Operations-Sales-Magento-Admin-1-1-300x139.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Orders-Operations-Sales-Magento-Admin-1-1-1200x556.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Orders-Operations-Sales-Magento-Admin-1-1-250x116.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Orders-Operations-Sales-Magento-Admin-1-1-768x356.png 768w\" sizes=\"(max-width: 1349px) 100vw, 1349px\" \/><\/figure>\n<p>After clicking the \u201c<strong>Export on QB<\/strong> option you see an execution message with the number of orders to synchronize.<\/p>\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1158\" height=\"496\" class=\"wp-image-218913 img-center-small zm-zoomer zm-zoomer-in wk-lazify-loaded\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Screenshot-6.png\" alt=\"Screenshot-6\" data-src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Screenshot-6.png\" data-alt=\"Screenshot-6\" 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\" \/><\/figure>\n<p>The admin finds the <strong>Map Sales Receipt, MapCredit Memo, <\/strong>and <strong>Configuration, <\/strong>under the menu item\u00a0<strong>QuickBooks Connect<\/strong>,\u00a0under the admin panel as per the screenshot below.<\/p>\n<figure class=\"wp-block-image\"><img decoding=\"async\" class=\"aligncenter wp-image-277536\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/webkul-magento2-quickbook-connector-admin-connect-options.png\" alt=\"webkul-magento2-quickbook-connector-admin-connect-options\" width=\"800\" height=\"371\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/webkul-magento2-quickbook-connector-admin-connect-options.png 1349w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/webkul-magento2-quickbook-connector-admin-connect-options-300x139.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/webkul-magento2-quickbook-connector-admin-connect-options-1200x556.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/webkul-magento2-quickbook-connector-admin-connect-options-250x116.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/webkul-magento2-quickbook-connector-admin-connect-options-768x356.png 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" loading=\"lazy\" \/><\/figure>\n<p>By clicking on the &#8220;<strong>Configuration<\/strong>\u201d menu option, the admin redirects to the same QuickBooks configuration page. Similarly as shown above.<\/p>\n<p>After clicking the menu option \u2013 \u201c<strong>Map Sales Receipt<\/strong>\u201c, you&#8217;ll see a complete list of synced\/Map orders of your store with the QuickBooks as shown below in the snapshot.<\/p>\n<h4>Map Sales Receipt<\/h4>\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" class=\"img-center-small zm-zoomer zm-zoomer-in wk-lazify-loaded wp-image-277537 size-full aligncenter\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/webkul-magento2-quickbook-connector-admin-nap-sales-receipt.png\" alt=\"webkul-magento2-quickbook-connector-admin-nap-sales-receipt\" width=\"1349\" height=\"625\" data-src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Map-Orders-Magento-Admin-918x1024.png\" data-alt=\"Map-Orders-Magento-Admin\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/webkul-magento2-quickbook-connector-admin-nap-sales-receipt.png 1349w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/webkul-magento2-quickbook-connector-admin-nap-sales-receipt-300x139.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/webkul-magento2-quickbook-connector-admin-nap-sales-receipt-1200x556.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/webkul-magento2-quickbook-connector-admin-nap-sales-receipt-250x116.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/webkul-magento2-quickbook-connector-admin-nap-sales-receipt-768x356.png 768w\" sizes=\"(max-width: 1349px) 100vw, 1349px\" \/><\/figure>\n<p>Using the map sales receipt, you can sync the already placed orders within your store that were placed before installing the extension as well.<\/p>\n<p>The admin can also <strong>delete<\/strong>\u00a0the\u00a0<strong>Order Map Record<\/strong>\u00a0if required.<\/p>\n<p>To check the\u00a0<strong>order details<\/strong>\u00a0for any particular order just click on the\u00a0<strong>View<\/strong>\u00a0<strong>Order<\/strong>\u00a0link.<\/p>\n<h3>Manual Synchronize Of Data<\/h3>\n<p>Now to\u00a0<strong>manually synchronize<\/strong>\u00a0this data, you will tap on the option \u201c<strong>Export Orders as Sales Receipt\u00a0<\/strong>\u201c.<\/p>\n<p>At this time all the orders that have the status (<strong>As selected during configuration<\/strong>) will get synchronized with the QuickBooks.<\/p>\n<p>Also, you can change the settings in the module back-end if you want to choose a different order status to be synchronized.<\/p>\n<p>You can select from three order statuses \u2013\u00a0<strong>Pending<\/strong>,\u00a0<strong>Processing<\/strong>, and\u00a0<strong>Complete<\/strong>.<\/p>\n<p>If you select\u00a0<strong>pending status<\/strong>\u00a0then all the orders with the status \u201c<strong>Pending<\/strong>\u201d will get synchronized. Similar is the case with the other two statuses.<\/p>\n<p>After clicking the \u201c<strong>Export Orders As Sales Receipt<\/strong>\u201d option you see an execution message with the number of orders to synchronize.<\/p>\n<figure class=\"wp-block-image\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Exporting-Orders.png\"><img decoding=\"async\" class=\"img-center-small zm-zoomer zm-zoomer-in wk-lazify-loaded\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Exporting-Orders.png\" alt=\"How to Synchronize Orders Manually &amp; automatically\" data-src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Exporting-Orders.png\" data-alt=\"How to Synchronize Orders Manually &amp; automatically\" \/><\/a><\/figure>\n<h3><strong>Check\u00a0<\/strong>The<strong>\u00a0Order Details:<\/strong><\/h3>\n<p>In order, to check the order details navigate to <strong>QuickBooks Connect<\/strong>-&gt;\u00a0<strong>Map Sales Receipt<\/strong>.<\/p>\n<p>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<figure class=\"wp-block-gallery columns-1 is-cropped\">\n<ul class=\"blocks-gallery-grid\">\n<li class=\"blocks-gallery-item\">\n<figure><img decoding=\"async\" class=\"img-center-small zm-zoomer zm-zoomer-in wk-lazify-loaded wp-image-277537 size-full alignnone\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/webkul-magento2-quickbook-connector-admin-nap-sales-receipt.png\" alt=\"webkul-magento2-quickbook-connector-admin-nap-sales-receipt\" width=\"1349\" height=\"625\" data-id=\"218939\" data-full-url=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Map-Orders-Magento-Admin-1-1.png\" data-link=\"https:\/\/webkul.com\/blog\/?attachment_id=218939\" data-src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/01\/Map-Orders-Magento-Admin-1-1.png\" data-alt=\"Map-Orders-Magento-Admin-1-1\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/webkul-magento2-quickbook-connector-admin-nap-sales-receipt.png 1349w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/webkul-magento2-quickbook-connector-admin-nap-sales-receipt-300x139.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/webkul-magento2-quickbook-connector-admin-nap-sales-receipt-1200x556.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/webkul-magento2-quickbook-connector-admin-nap-sales-receipt-250x116.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/webkul-magento2-quickbook-connector-admin-nap-sales-receipt-768x356.png 768w\" sizes=\"(max-width: 1349px) 100vw, 1349px\" \/><\/figure>\n<\/li>\n<\/ul>\n<\/figure>\n<p>Tap the \u201c<strong>View Order<\/strong>\u201d link, the\u00a0<strong>order details<\/strong>\u00a0will appear as shown below.<\/p>\n<p><img decoding=\"async\" class=\"size-full wp-image-277652 aligncenter\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/sales_receipt_m_11.png\" alt=\"sales_receipt_m_11\" width=\"1295\" height=\"853\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/sales_receipt_m_11.png 1295w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/sales_receipt_m_11-300x198.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/sales_receipt_m_11-1200x790.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/sales_receipt_m_11-250x165.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/sales_receipt_m_11-768x506.png 768w\" sizes=\"(max-width: 1295px) 100vw, 1295px\" loading=\"lazy\" \/><\/p>\n<p><img decoding=\"async\" class=\"size-full-size wp-image-277653 aligncenter\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/sales_receipt_m_12.png\" alt=\"sales_receipt_m_12\" width=\"1285\" height=\"512\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/sales_receipt_m_12.png 1285w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/sales_receipt_m_12-300x120.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/sales_receipt_m_12-1200x478.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/sales_receipt_m_12-250x100.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/sales_receipt_m_12-768x306.png 768w\" sizes=\"(max-width: 1285px) 100vw, 1285px\" loading=\"lazy\" \/><\/p>\n<p><img decoding=\"async\" class=\"size-full-size wp-image-277654 aligncenter\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/sales_receipt_m_13.png\" alt=\"sales_receipt_m_13\" width=\"1296\" height=\"811\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/sales_receipt_m_13.png 1296w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/sales_receipt_m_13-300x188.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/sales_receipt_m_13-1200x751.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/sales_receipt_m_13-250x156.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/sales_receipt_m_13-768x481.png 768w\" sizes=\"(max-width: 1296px) 100vw, 1296px\" loading=\"lazy\" \/><\/p>\n<figure class=\"wp-block-image size-large\"><\/figure>\n<div class=\"alert alert-success\">\n<div>\n<h3>Check the <strong>Synchronized Order Details <\/strong>on<strong> QuickBooks<\/strong><\/h3>\n<\/div>\n<\/div>\n<p>Go to your <strong>QuickBooks <\/strong>account and navigate to the <strong>Sales<\/strong> section and then <strong>tap<\/strong> the same order number.<\/p>\n<p><img decoding=\"async\" class=\"size-full wp-image-277662 aligncenter\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/sales_transactions.png\" alt=\"sales_transactions\" width=\"1286\" height=\"640\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/sales_transactions.png 1286w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/sales_transactions-300x149.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/sales_transactions-1200x597.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/sales_transactions-250x124.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/sales_transactions-768x382.png 768w\" sizes=\"(max-width: 1286px) 100vw, 1286px\" loading=\"lazy\" \/><\/p>\n<p>Tap on the <strong>Order Number<\/strong>, you can see the complete <strong>order details that are synchronized<\/strong> as shown below in the snapshot.<\/p>\n<p><img decoding=\"async\" class=\"size-full wp-image-277663 aligncenter\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/sales_receipt_qb_1.png\" alt=\"sales_receipt_qb_1\" width=\"1286\" height=\"640\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/sales_receipt_qb_1.png 1286w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/sales_receipt_qb_1-300x149.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/sales_receipt_qb_1-1200x597.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/sales_receipt_qb_1-250x124.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/sales_receipt_qb_1-768x382.png 768w\" sizes=\"(max-width: 1286px) 100vw, 1286px\" loading=\"lazy\" \/><\/p>\n<p><img decoding=\"async\" class=\"size-full-size wp-image-277664 aligncenter\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/sales_receipt_qb2.png\" alt=\"sales_receipt_qb2\" width=\"1286\" height=\"640\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/sales_receipt_qb2.png 1286w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/sales_receipt_qb2-300x149.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/sales_receipt_qb2-1200x597.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/sales_receipt_qb2-250x124.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/sales_receipt_qb2-768x382.png 768w\" sizes=\"(max-width: 1286px) 100vw, 1286px\" loading=\"lazy\" \/><\/p>\n<p>At <strong>Quickbooks online<\/strong> go to the <strong>products and services<\/strong> tab under the <strong>sales<\/strong> menu.<\/p>\n<p><img decoding=\"async\" class=\"wp-image-277665 size-full aligncenter\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/products_and_services.png\" alt=\"products_and_services\" width=\"1286\" height=\"640\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/products_and_services.png 1286w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/products_and_services-300x149.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/products_and_services-1200x597.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/products_and_services-250x124.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/products_and_services-768x382.png 768w\" sizes=\"(max-width: 1286px) 100vw, 1286px\" loading=\"lazy\" \/><\/p>\n<p>After clicking the <strong>Edit<\/strong> link for a product, you can see the various accounts that are related to this product under the product\/service information section as per the snapshot below.<\/p>\n<p><img decoding=\"async\" class=\"wp-image-277666 size-full aligncenter\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/products_and_services__edit.png\" alt=\"products_and_services__edit\" width=\"1286\" height=\"591\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/products_and_services__edit.png 1286w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/products_and_services__edit-300x138.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/products_and_services__edit-1200x551.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/products_and_services__edit-250x115.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/products_and_services__edit-768x353.png 768w\" sizes=\"(max-width: 1286px) 100vw, 1286px\" loading=\"lazy\" \/><\/p>\n<h5><strong>How to add Tax rates in QuickBooks?<\/strong><\/h5>\n<p>First, you need to click on the <strong>Taxes<\/strong> option as shown below image &#8211;<\/p>\n<p><img decoding=\"async\" class=\"wp-image-277990 size-full aligncenter\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Sales-tax-1.png\" alt=\"Sales-tax-1\" width=\"1349\" height=\"568\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Sales-tax-1.png 1349w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Sales-tax-1-300x126.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Sales-tax-1-1200x505.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Sales-tax-1-250x105.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Sales-tax-1-768x323.png 768w\" sizes=\"(max-width: 1349px) 100vw, 1349px\" loading=\"lazy\" \/><\/p>\n<p>Further, click on the Sales Tax Settings option to check the details of the Tax Agencies.<\/p>\n<p><img decoding=\"async\" class=\"wp-image-277991 size-full aligncenter\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Sales-tax-1-1.png\" alt=\"Sales-tax-1-1\" width=\"1347\" height=\"501\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Sales-tax-1-1.png 1347w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Sales-tax-1-1-300x112.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Sales-tax-1-1-1200x446.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Sales-tax-1-1-250x93.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Sales-tax-1-1-768x286.png 768w\" sizes=\"(max-width: 1347px) 100vw, 1347px\" loading=\"lazy\" \/><\/p>\n<p>By clicking on the Add Agency button the user will be able to add the new agency. Also, they will provide the information shown in the image below:<\/p>\n<p><img decoding=\"async\" class=\"size-full wp-image-277992 aligncenter\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Sales-tax-2.png\" alt=\"Sales-tax-2\" width=\"1349\" height=\"568\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Sales-tax-2.png 1349w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Sales-tax-2-300x126.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Sales-tax-2-1200x505.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Sales-tax-2-250x105.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Sales-tax-2-768x323.png 768w\" sizes=\"(max-width: 1349px) 100vw, 1349px\" loading=\"lazy\" \/><\/p>\n<p>Moreover, click on the &#8220;<strong>Edit&#8221; <\/strong>button<strong>\u00a0<\/strong>present under the Action grid for the respective agency to edit the details:<img decoding=\"async\" class=\"alignnone wp-image-277668 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/sales_tax_agency_edit.png\" alt=\"sales_tax_agency_edit\" width=\"1286\" height=\"640\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/sales_tax_agency_edit.png 1286w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/sales_tax_agency_edit-300x149.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/sales_tax_agency_edit-1200x597.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/sales_tax_agency_edit-250x124.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/sales_tax_agency_edit-768x382.png 768w\" sizes=\"(max-width: 1286px) 100vw, 1286px\" loading=\"lazy\" \/><\/p>\n<p>Further, the user can add new custom rates and edit\/ deactivate already created tax rates. Click on <strong>Add rate<\/strong> for adding the new custom rate.<\/p>\n<p><img decoding=\"async\" class=\"size-full wp-image-277995 aligncenter\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Sales-tax-3.png\" alt=\"Sales-tax-3\" width=\"1349\" height=\"625\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Sales-tax-3.png 1349w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Sales-tax-3-300x139.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Sales-tax-3-1200x556.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Sales-tax-3-250x116.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Sales-tax-3-768x356.png 768w\" sizes=\"(max-width: 1349px) 100vw, 1349px\" loading=\"lazy\" \/><\/p>\n<p>After that, add the details for the new customs rate as shown in the image below:<\/p>\n<p><img decoding=\"async\" class=\"size-full wp-image-277997 aligncenter\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Sales-tax-4.png\" alt=\"Sales-tax-4\" width=\"1349\" height=\"625\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Sales-tax-4.png 1349w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Sales-tax-4-300x139.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Sales-tax-4-1200x556.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Sales-tax-4-250x116.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Sales-tax-4-768x356.png 768w\" sizes=\"(max-width: 1349px) 100vw, 1349px\" loading=\"lazy\" \/><\/p>\n<p>Moreover, click on the &#8220;<strong>Edit&#8221; <\/strong>button present under the Action grid for the respective custom rate to edit the details:<\/p>\n<p><img decoding=\"async\" class=\"wp-image-277671 size-full aligncenter\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/edit_custom_rates.png\" alt=\"edit_custom_rates\" width=\"1286\" height=\"640\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/edit_custom_rates.png 1286w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/edit_custom_rates-300x149.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/edit_custom_rates-1200x597.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/edit_custom_rates-250x124.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/edit_custom_rates-768x382.png 768w\" sizes=\"(max-width: 1286px) 100vw, 1286px\" loading=\"lazy\" \/><\/p>\n<h4>1. <strong>How it works with the special prices?<\/strong><\/h4>\n<p><b>Special Price<\/b>: For example, you have a product for <b>$30<\/b>, that has a special price applicable of <b>$20<\/b>.<\/p>\n<p>Now, when the order gets purchased and the sales receipt created at QuickBooks end the receipt has $20 visible on the receipt of the product.<\/p>\n<h4>2. <strong>How it sync payment methods?<\/strong><\/h4>\n<p>The payment methods which is used at the store end for making the payment, that gets reflected.<\/p>\n<h4>3. Does<strong> it creates sales receipts for bundle products?<\/strong><\/h4>\n<p>However, for the bundle product, all of the constituent products are created as individual products within the sales receipt.<\/p>\n<h2>Map Credit Memo<\/h2>\n<p>The Map Credit Memo lists down all the credit memos generated by the admin. The credit memo gets exported automatically as per the configuration.<\/p>\n<p>Below is the list available for all such credit memos.<\/p>\n<p><img decoding=\"async\" class=\"wp-image-278446 size-full aligncenter\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Map-Credit-Memo-Magento-Admin-1.png\" alt=\"Map-Credit-Memo-Magento-Admin-1\" width=\"1286\" height=\"640\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Map-Credit-Memo-Magento-Admin-1.png 1286w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Map-Credit-Memo-Magento-Admin-1-300x149.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Map-Credit-Memo-Magento-Admin-1-1200x597.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Map-Credit-Memo-Magento-Admin-1-250x124.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Map-Credit-Memo-Magento-Admin-1-768x382.png 768w\" sizes=\"(max-width: 1286px) 100vw, 1286px\" loading=\"lazy\" \/><\/p>\n<p>The admin can also view the memo and check the details as shown in the image below:<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-277776\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/magento-end-credit-memo-1.png\" alt=\"magento-end-credit-memo-1\" width=\"1269\" height=\"728\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/magento-end-credit-memo-1.png 1269w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/magento-end-credit-memo-1-300x172.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/magento-end-credit-memo-1-1200x688.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/magento-end-credit-memo-1-250x143.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/magento-end-credit-memo-1-768x441.png 768w\" sizes=\"(max-width: 1269px) 100vw, 1269px\" loading=\"lazy\" \/><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full-size wp-image-277777\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/magento-end-credit-memo-2.png\" alt=\"magento-end-credit-memo-2\" width=\"1262\" height=\"750\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/magento-end-credit-memo-2.png 1262w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/magento-end-credit-memo-2-300x178.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/magento-end-credit-memo-2-1200x713.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/magento-end-credit-memo-2-250x149.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/magento-end-credit-memo-2-768x456.png 768w\" sizes=\"(max-width: 1262px) 100vw, 1262px\" loading=\"lazy\" \/><\/p>\n<h4>Credit Memo at QuickBook&#8217;s End<\/h4>\n<p>The same will be visible at QuickBook&#8217;s end and the type of that specific entry will be<strong> Credit Memo<\/strong> as shown in the image below:<\/p>\n<p><img decoding=\"async\" class=\"size-full wp-image-277781 aligncenter\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/credit-memo.png\" alt=\"credit-memo\" width=\"1286\" height=\"640\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/credit-memo.png 1286w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/credit-memo-300x149.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/credit-memo-1200x597.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/credit-memo-250x124.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/credit-memo-768x382.png 768w\" sizes=\"(max-width: 1286px) 100vw, 1286px\" loading=\"lazy\" \/><\/p>\n<p>Here also the user can view the credit memo with their specific ID. All the refund details will be visible here.<\/p>\n<p><img decoding=\"async\" class=\"size-full wp-image-277778 aligncenter\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Credit-Memo-1.png\" alt=\"Credit-Memo-1\" width=\"1286\" height=\"591\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Credit-Memo-1.png 1286w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Credit-Memo-1-300x138.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Credit-Memo-1-1200x551.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Credit-Memo-1-250x115.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Credit-Memo-1-768x353.png 768w\" sizes=\"(max-width: 1286px) 100vw, 1286px\" loading=\"lazy\" \/><\/p>\n<p><img decoding=\"async\" class=\"size-full-size wp-image-277779 aligncenter\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Credit-Memo-2.png\" alt=\"Credit-Memo-2\" width=\"1286\" height=\"640\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Credit-Memo-2.png 1286w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Credit-Memo-2-300x149.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Credit-Memo-2-1200x597.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Credit-Memo-2-250x124.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Credit-Memo-2-768x382.png 768w\" sizes=\"(max-width: 1286px) 100vw, 1286px\" loading=\"lazy\" \/><\/p>\n<h4>Map Credit Memo Manually<\/h4>\n<p>The admin can also export the Credit Memos manually under the credit memo section by navigating to <strong>Sales &gt; Credit Memos<\/strong>.<\/p>\n<p>Further, under the <strong>Action<\/strong> dropdown, the admin will click on the <strong>Export Credit Memos on QB<\/strong> option for exporting the credit memos.<\/p>\n<p><img decoding=\"async\" class=\"size-full wp-image-278001 aligncenter\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Credit-Memos-Operations-Sales-Magento-Admin.png\" alt=\"Credit-Memos-Operations-Sales-Magento-Admin\" width=\"1349\" height=\"568\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Credit-Memos-Operations-Sales-Magento-Admin.png 1349w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Credit-Memos-Operations-Sales-Magento-Admin-300x126.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Credit-Memos-Operations-Sales-Magento-Admin-1200x505.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Credit-Memos-Operations-Sales-Magento-Admin-250x105.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Credit-Memos-Operations-Sales-Magento-Admin-768x323.png 768w\" sizes=\"(max-width: 1349px) 100vw, 1349px\" loading=\"lazy\" \/><\/p>\n<p>After that, the popup will be visible for confirmation as shown in the image below:<\/p>\n<p><img decoding=\"async\" class=\"size-full wp-image-278004 aligncenter\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Credit-Memos-Operations-Sales-Magento-Admin-1.png\" alt=\"Credit-Memos-Operations-Sales-Magento-Admin-1\" width=\"1345\" height=\"482\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Credit-Memos-Operations-Sales-Magento-Admin-1.png 1345w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Credit-Memos-Operations-Sales-Magento-Admin-1-300x108.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Credit-Memos-Operations-Sales-Magento-Admin-1-1200x430.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Credit-Memos-Operations-Sales-Magento-Admin-1-250x90.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Credit-Memos-Operations-Sales-Magento-Admin-1-768x275.png 768w\" sizes=\"(max-width: 1345px) 100vw, 1345px\" loading=\"lazy\" \/><\/p>\n<p>The process will take time for that the admin must wait and stay on the same page as shown in the image below:<\/p>\n<p><img decoding=\"async\" class=\"wp-image-278442 size-full aligncenter\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Exporting-Credit-Memos-are-in-Process-Magento-Admin-3-1.png\" alt=\"Exporting-Credit-Memos-are-in-Process-Magento-Admin-3-1\" width=\"1349\" height=\"625\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Exporting-Credit-Memos-are-in-Process-Magento-Admin-3-1.png 1349w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Exporting-Credit-Memos-are-in-Process-Magento-Admin-3-1-300x139.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Exporting-Credit-Memos-are-in-Process-Magento-Admin-3-1-1200x556.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Exporting-Credit-Memos-are-in-Process-Magento-Admin-3-1-250x116.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Exporting-Credit-Memos-are-in-Process-Magento-Admin-3-1-768x356.png 768w\" sizes=\"(max-width: 1349px) 100vw, 1349px\" loading=\"lazy\" \/><\/p>\n<p>After the completion, the credit memos will be visible under the map credit memo section by navigating to <strong>Connect &gt; Map Credit Memo<\/strong>.<\/p>\n<p><img decoding=\"async\" class=\"size-full wp-image-278008 aligncenter\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Map-Credit-Memo-Magento-Admin-4.png\" alt=\"Map-Credit-Memo-Magento-Admin-4\" width=\"1349\" height=\"625\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Map-Credit-Memo-Magento-Admin-4.png 1349w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Map-Credit-Memo-Magento-Admin-4-300x139.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Map-Credit-Memo-Magento-Admin-4-1200x556.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Map-Credit-Memo-Magento-Admin-4-250x116.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/Map-Credit-Memo-Magento-Admin-4-768x356.png 768w\" sizes=\"(max-width: 1349px) 100vw, 1349px\" loading=\"lazy\" \/><\/p>\n<p>In conclusion, that\u2019s all for the <strong>Magento 2 QuickBooks Connector(Adobe Commerce) <\/strong>if you still have any issues feel free to add a ticket.<\/p>\n<p>Let us know your views to make Magento 2 QuickBooks integration module better at <span style=\"color: #0000ff;\"><a style=\"color: #0000ff;\" href=\"http:\/\/webkul.uvdesk.com\/\">webkul.uvdesk.com<\/a><\/span>.<\/p>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Magento 2 QuickBooks Connector allows you to create sales receipts for your store orders on the QuickBooks &#8211; Manually or Automatically. Therefore, all the information that is related to the orders such as customer name, email address, items ordered, billing address, etc gets synchronized with your QuickBooks account. Please Note: You need to create API <a href=\"https:\/\/webkul.com\/blog\/magento2-quickbooks-connector\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":79,"featured_media":75522,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[302],"tags":[4528,4530,4529],"class_list":["post-75463","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-magento2","tag-magento2-quickbooks-connector","tag-quickbook-connector-magento","tag-quickbooks"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Guide of Magento 2 QuickBooks Connector Plugin<\/title>\n<meta name=\"description\" content=\"Integrate 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-quickbooks-connector\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Guide of Magento 2 QuickBooks Connector Plugin\" \/>\n<meta property=\"og:description\" content=\"Integrate Magento 2 store with Quickbooks accounting software. 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