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QuickBooks Connector

This is an Integration with a Third Party Service. Other charges and fees may be required to use this extension on your Store
TOTAL:
$199.00

Overview

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QuickBooks is a business accounting software that can be integrated by both small and large e-commerce businesses so as to manage the transactions associated with the orders. It enhances the process of regulating the revenue and sales information as the store owners can directly synchronize their order information on QuickBooks. It allows you to invoice your customers, track and report your revenue and expenses, manage and pay bills, and handle payroll.

With the help of our QuickBooks Connector extension, automatically synchronize Magento store data with QuickBooks Online. Further, the admin can sync in the data as per the order status & also provide features to export orders with QuickBooks manually. As, managing hundreds of orders each day can be a tough job, integrating QuickBooks with businesses can turn out to be a boon for the e-commerce industry for sure. 

 

Account & Pricing

To make use of this extension, you must have an account with QuickBooks. It allows you to retrieve the OAuth and OAuth2 key required for the module configuration. You can create a QuickBooks account here and retrieve the keys. The initial fee to integrate the QuickBooks starts at $12/month. It offers a few more pricing plans here.

 

Business Value

For an entrepreneur, who either runs a small or a large scale online business, it is necessary to keep the order details managed; but is it that easy? If we talk about a small scale business, then for once we can consider that managing order details manually can be an easy task, but what if an entrepreneur runs a business like that of Amazon? It is next to impossible to manage those thousands of order details of the orders placed each day with such a giant business.  

Imagine the store owner jotting down details of each order placed one by one on their registers. Also, this shall definitely lead to errors in creating the details. Hence, Quickbooks is one of the best solutions for such use case scenarios as the store owners can automatically synchronize all the orders related information with this simple accounting software.  

 

Features List

  • Once you can place Auto-Sync Orders from the Magento Store to the QuickBooks. 
  • The admin can manually synchronize the Magento store – Orders. 
  • Select when to create Sales Receipt in QuickBooks - Order Place, Invoice Create, or Order Complete. 
  • Select which orders to sync with QuickBooks - Pending, Processing, or Complete.
  • After QuickBooks account authorization with Magento store, the admin can anytime disconnect both the applications by just clicking “Disconnect Button”.
  • The QuickBooks sales receipt number is the same as the Magento order/invoice number.
  • Sync customer name, email, billing address, order date, product name, quantity, rate, amount.
  • The admin can select multiple orders from the orders list and can Export them to QuickBooks.
  • The sales receipt of the Magento order is exported to QuickBooks with payment method description.
  • Downloadable products are created as a Non-Inventory product in QuickBooks.
  • Sync Guest customer orders from Magento to QuickBooks.

 

How Does The Extension Work?

Authorize QuickBooks Integration

Firstly, the admin has to enable the status of the QuickBooks Connector module in the admin panel to sync the store orders with QuickBooks. The admin will require the OAuth and OAuth2 keys for authorizing and to share the data with QuickBooks. For this, the admin needs to register with QuickBooks in the first place. Once the admin receives the keys, the admin can either choose OAuth or OAuth2 against the ‘QuickBook App Integrates with’ and fill in the keys accordingly and get connected and authorized with QuickBooks likewise. Further, the admin configures can sync the orders manually or automatically.

 

Syncing Orders Manually

To manually sync the store order details or data on QuickBooks, the admin needs to tap on ‘Import Orders in QuickBooks’. The admin can select an order status of the order (pending, processing, complete) for the import process. For instance, if the admin chooses the order status as pending, then all the orders with order status as pending will be imported on QuickBooks.With the completion of the execution process, the data is shared on QuickBooks.

 

Syncing Orders Automatically

Automatic sync depends on what the admin has chosen against the ‘Sales Receipt Create On QuickBooks’ like for instance, if the admin chooses ‘Order Complete’ against ‘Sales Receipt Create On QuickBooks,’ then the orders for which the status turns to ‘Order Complete’ (invoice and shipment generated) get synchronized with QuickBooks, automatically.

 

Check Order Details On QuickBooks

The admin can log in to their QuickBooks account and find the synchronized details of the orders on QuickBooks under the sales tab. To view the order details, the admin must click on the order number for the respective order. Also, tax rates can be added and existing tax rates can be edited or deleted under the taxes tab.

 

Benefits

  • The admin can easily track the order transactions on QuickBooks without having the need to find the same hither and thither.  
  • Automatic order sync ensures minimal error cases.   
  • Syncing the customer’s name, email, billing address, product name, order date, quantity, rate, the amount can be synced with QuickBooks easily.   
  • Sales Receipts of the order are exported to QuickBooks with payment method description. 
  • Order placed by guests customers can be synced with QuickBooks.  

 

Live Demo

You can check live demo from here.

 

Support Policy

  • You get free 3 months of technical support included.
  • You can buy 6 or 12 months of an extended support agreement.
  • For issues, please create a ticket or send email to support@webkul.com
  • Free lifetime updates of the module.

Technical Specifications

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Seller profile

WebKul SoftWare Private Limited

Seller contact

E-mail

Integrator

QuickBooks - INTUIT

Current Version

3.0.2

Magento platform compatibility

Open Source (CE): 2.3

Type

Stable Build

Updated

24 April, 2020

Categories

Extensions, Accounting & Finance, ERP & Accounting, Taxes

Supported Browsers

Chrome, Firefox, Opera, Safari, Edge, IE

Quality Report

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Installation & Varnish Tests

Passed

Coding Standard

Passed

Plagiarism Check

Passed

Malware Check

Passed

Marketing Review

Passed

Manual Testing

Passed

All tests were conducted on the latest versions of Magento that existed for the compatible release lines at the moment of the extension submission. Latest versions of all other software were used, as applicable.

Release Notes

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3.0.2:

  • Compatible with Open Source (CE) : 2.3
  • Stability: Stable Build
  • Description:

    + Admin has options for select QB item SKU and Name from Magento product attributes.
    + Admin can disconnect the account from Magento end.
    + Admin can export orders to QB using mass action from the Magento order grid.

3.0.1:

  • Compatible with Open Source (CE) : 2.3
  • Stability: Stable Build
  • Description:

    + App authorization update according to QB.

3.0.0:

  • Compatible with Open Source (CE) : 2.3
  • Stability: Stable Build
  • Description:

    --------------------------- Version 3.0.0 --------------------------------------
    + Sales receipt of Magento order export to Quickbooks with payment method description.
    + Downloadable products create on Quickbooks as a Non-Inventory product.
    + Update for Quickbooks Oauth2 authentication.
    + Rearrange configuration fields.
    + Now work for etickets type products.
    + Partial invoice issues fixed.
    + Admin can manually import the sales receipt of Magento order on Quickbooks with products and customers.
    + Auto-create sales receipt on Quickbooks when order placed from Magento or invoice create on Magento.

Support

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The best place to start if you need help with a specific extension is to contact the developer. All Magento developers have both a contact email and a support email listed.

Contact Vendor

Q & A

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Reviews

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