Overview ↑ Back to top
QuickBooks Integration for WooCommerce plugin by WP Swings connects your WooCommerce store with QuickBooks software. And it allows you to sync your WooCommerce Invoices, Products, and Customers on QuickBooks.
Installation ↑ Back to top
- Download the .zip file from your WooCommerce account.
- Log into your WordPress Dashboard and navigate to Plugins > Add New.
- Click on the Upload Plugin button on top and upload the zip file of the plugin.
- Install the plugin and click Activate to get started.
- Authorise the connection between WooCommerce and QuickBooks to start using the plugin.
Setup ↑ Back to top
Follow the steps below to learn how to set up this QuickBooks Integration for WooCommerce plugin.
- After installing and activating the plugin, you’ll see this screen asking you to connect your QuickBooks account with the plugin. To do so, go to WP Swings→ QuickBooks Woo on your WordPress admin dashboard. You’ll see the following screen then. Click on the button- Connect Your Account.
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There are two ways to connect WooCommerce to your QuickBooks account.
- Direct Login and Authorize
- Log in Through Custom App
- Using Direct Login and Authorize Method
- Use Global App- To use the Global App you will need to turn on the toggle (By default it is ON)
2. Connection Type- Here you will get two options- Production and Sandbox.
- The client can choose any option in accordance with their account type, either Sandbox or Production.
3. Next, you will Click on the Authorize button and you’ll be led to the QuickBooks sign-in page.
4. Sign in using your QuickBooks ID and after doing that successfully, you’ll be redirected to this page asking you to move to the next step.
- Log in Through Custom App
- Click on the button- Connect Your Account.
2. Turn Off the Global App toggle and fill these details:
Client ID
Secret ID
Connection Type
Redirect URI
Here are the steps to get these details.
- Click on the Get API keys link
- You’ll be asked to log in with your QuickBooks account(create a new if you don’t have any)
- After logging in you will be redirected to the QuickBooks console where you can create a new application.
- Click on “QuickBooks Online and Payments” platform.
- Add the name of your app and select the scope.
- After that, you need to click on the “Create App” button which will lead you to this dashboard.
- Click on “Keys and OAuth” under the Development section in the left panel and you’ll see your Client ID and Client Secret there.
Add your website’s URL in the link field under the redirect URIs section.
- Copy the Client ID and Secret and paste it into the form in the plugin panel and click on Authorize.
- After clicking on Authorize, you will see this window.
- Click on “Move to the Next Step” to proceed further.
- You’ll then see a window asking you to Create Feeds. Click on the “Create Feeds” button to create them.
- Once you create the feeds, you’re done. You can now click “Move to Next Step” and then “Complete Onboarding” to complete the setup.
- Clicking on Complete Onboarding will lead you to a window with a button called “Visit Dashboard”. Click on it and you’ll see the dashboard.
- In case your Financial Accounts aren’t mapped with product feeds. A pop-up like this will appear.
- On clicking the Go To Product Feeds, you will be directed to a page where you will find an additional option- Map QuickBooks Accounts.
- Once you click on that, you will get the following options:
- AssetAccountRef
- ExpenseAccountRef
- IncomeAccountRef
- DepositAccountRef
- You can select and choose from the dropdown menu as per your needs.
- Next, you will need to click on the Update button.
Dashboard ↑ Back to top
The dashboard displays the number of products, contacts, and orders that are successfully synchronized over QuickBooks.
- To disconnect the integration from QuickBooks, click on the “Disconnect” button on the plugin’s dashboard.
- After you click on it, you’ll get a popup asking you to confirm your decision. Click on Disconnect there. You will be successfully disconnected.
Feeds ↑ Back to top
Feeds are a set of rules that define how the data will sync over QuickBooks.
The Feeds section in this plugin displays 3 default feeds you can use to sync your data. By default the plugin creates 3 feeds to sync data of 3 different WooCommerce objects. Here are the default feeds:
- Products Feed
- Customers Feed
- Invoices Feed
You can customize your feeds with the settings that come with them. Click on the Edit icon to access those settings. Here are the settings you get under the feeds:
- Select Object: This setting lets you select the WooCommerce object you want to sync the data for.
- Map Fields: This setting helps you map a field to the value it will contain. For example, you can map a Billing Address field with the address to make sure it stores the correct value.
- Add New Field: This setting helps you add a new field in the feed. If you want to sync some other data, you can add that field to the respective feed.
- Primary Field: This setting helps you choose a field that will work as a primary key.
- Select Event: This setting lets you select the event that triggers the data synchronization.
Data Sync ↑ Back to top
The data sync tab helps you with data synchronization. You get 2 different options here:
- Bulk Data Sync: Bulk Data sync synchronizes all the data(including historical data) of the selected object.
- One-Click Sync: One-click Sync synchronizes only the newly added data of the selected object or the one that failed to sync earlier.
Logs ↑ Back to top
The Logs section shows any errors that occurred during the data sync process. This tab contains multiple details for each log. Here are those:
- Feed: Displays which feed the error occurred in.
- Woo Object: Displays the WooCommerce object.
- Woo Object Id: Displays the WooCommerce object ID.
- QuickBooks Object: Displays the QuickBooks object.
- QuickBooks Object Id: Displays the QuickBooks object ID.
- Time: Displays the timestamp the error occurred at.
Settings ↑ Back to top
You get 3 settings here:
- Enable instant sync: When you enable this toggle, WooCommerce data is instantly synced to QuickBooks. If you turn off this option, you’ll have to manually sync the data from the Data Sync tab.
- Enable logging: Enabling this option allows you to save sync log errors. If you deactivate this option, no logs will be saved.
- Enable auto-sync: Enabling this option will sync all your data in the background.
- Wipe complete data on disconnect: If you enable this toggle, all the data you’ve synced over QuickBooks will be deleted once you disconnect the plugin.
- Delete log after x days: This option will let you select the number of days you want to store the sync logs for. For example, selecting 30 days will store the logs for 30 days and be deleted after that.
FAQs ↑ Back to top
Q1. Can this plugin help in creating invoices?
This plugin will help in creating Customers, Items, and Invoices over QuickBooks.
Q2. Can we sync the data with this plugin?
Yes, we have given two options for this: Bulk sync and One-click Sync which you can choose according to your need.
Q3. What is the difference between Bulk sync and One-click Sync?
a. Bulk Sync: Syncs all the data of a particular object.
b. One-click Sync: Syncs only the newly added data or the one that failed to sync earlier.
Q4. I don’t want to sync all the data automatically, what options can we opt for?
We have given the option of Manually sync data so that you can choose the manual option too.
Q5. Can we check sync error logs with this plugin?
Yes, there is an option in the backend where you can check all your logs.
Q6. Can the logs be deleted automatically after some days?
Yes, you can set the number of days you want to store the logs for. They’ll be deleted after the set days.
Q7. We want to delete some data from the plugin, is this possible?
Yes, with this plugin you can delete plugin data as you want.