QuickBooks Connector

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

An additional account is needed to use this extension. The store admin must have an account with QuickBooks. It allows you to retrieve the OAuth2 key required for the module configuration and integration. 

• You can create a QuickBooks account here and retrieve the credentials.
• The initial fee to integrate the QuickBooks starts at $12/month. It offers many pricing plans, check here.
• For more information, you can contact the QuickBooks sales team from 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

• The admin can set the QuickBooks product name & description to get export as per the name, SKU, short or long description respectively.
• The QuickBooks sales receipt number is the same as Magento 2 order/invoice number.
• Sync customer name, email, billing address, order date, product name, quantity, rate, amount.
• The extension helps in syncing the tax details to QuickBooks with orders.
• Sync the already placed orders within your store that were not synced with QuickBooks before as well.
• Appealing export orders in the process window with a detailed execution message with the number of orders to synchronize.
• The sales receipt of the Magento 2 order is exported to QuickBooks with a payment method description.
• The admin can also check the automatically or manually exported credit memos.
• Downloadable products are created as a Non-Inventory product in QuickBooks.
• Sync Guest and Customer orders from Magento 2 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 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 choose 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.

Sync Tax Rates Notification 

The admin can generate multiple tax rates with their respective Tax codes. It is necessary to create the same tax rate at the QuickBooks end also so that they can be synced properly as per the orders at both ends. 

The admin can also add custom tax rates at the QuickBook end also. The sales tax rate can be easily added by providing information like Name, Agency, and the rate at QuickBooks end.

Sync Credit Memos 

The admin can now also map the credit memos generated for the orders. They will get exported automatically and will be visible at the QuickBooks end with the status as Credit Memo. Apart from the automatic mode of credit memo generation, the admin can also generate the credit memos using the manual method. This can be done by navigating to the credit memo list and select the ‘Export Credit Memo’ option under the Actions 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.  
• The admin can also map the credit memos at the Magento and QuickBooks end automatically and manually.

Live Demo

You can check the live demo from here.

Video Tutorial

Watch video tutorials to understand how the extension works.

• Generate QuickBooks credentials.
• Setup QuickBooks Connector and Sync.

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.