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  2. QuickBooks Integration for WooCommerce

QuickBooks Integration for WooCommerce

Overview

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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

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  • 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

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Follow the steps below to learn how to set up this QuickBooks Integration for WooCommerce plugin.

  1. 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.setup screen
  2. 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
  1. Use Global App- To use the Global App you will need to turn on the toggle (By default it is ON)

global app

   2. Connection Type- Here you will get two options- Production and Sandbox.

account type

  • 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.

quickbooks login

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.

auth successful

  • Log in Through Custom App
  1. Click on the button- Connect Your Account.

setup screen

   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.


quickbooks app dashboard

  • Click on “QuickBooks Online and Payments” platform.

quickbooks create app dashboard

  • Add the name of your app and select the scope.

create app

  • After that, you need to click on theCreate App” button which will lead you to this dashboard.

quickbooks app publish

  • 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.


credentials screen

  • 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.

auth successful screen

  • 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.

account map popup

  • 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

account mapping

  • You can select and choose from the dropdown menu as per your needs.
  • Next, you will need to click on the Update button.

Dashboard

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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

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You can design a set of rules for how your WooCommerce data will be synchronized over QuickBooks using feeds. The QuickBooks integration for WooCommerce plugin offers three alternative default feeds, namely,

  1. Customers Feed
  2. Invoices Feed
  3. Products Feed
  • Customer Feed:-

1.1  Primary Email Address

1.2   Currency Label

1.3   Currency Code

1.4   Primary Phone Number

1.5   Billing Latitude

1.6   Billing Longitude

1.7   Billing City

1.8   Billing Country

1.9   Billing Line 1

1.10 Billing Zip Code

1.11 Billing State

1.12 Shipping Latitude

1.13 Shipping Longitude

1.14 Shipping City

1.15 Shipping Country

1.16 Shipping Line 1

1.17 Shipping Zip Code

1.18 Shipping State

1.19 Middle Name

1.20 Notes

1.21 Suffix

1.22 Company Name

1.23 Family Name

1.24 Print On Check Name

1.25 Display Name

1.26 Given Name

1.27 Fully Qualified Name

1.28 Title

1.29 Web Address URI

 1.30 Preferred Delivery Method

 1.31 Is Project

 1.32 Domain

 1.33 GSTIN

 1.34 Active

  • Invoice Feed:-

2.1   Doc Number

2.2   First Name

2.3   Last Name

2.4   Billing Address Line1

2.5   Billing Address Line2

2.6   Billing City

2.7   Billing Country

2.8   Billing State

2.9   Billing Zip Code

2.10 Shipping Address Line1

2.11 Shipping Address Line2

2.12 Shipping City

2.13 Shipping Country

2.14 Shipping State

2.15 Shipping Zip Code

2.16 Shipping From Address Line1

2.17 Shipping From Address Line2

2.18 Shipping From City

2.19 Shipping From Country

2.20 Shipping From State

2.21 Shipping From Zip Code

2.22 Customer Id

2.23 Customer Name

2.24 Currency Label

2.25 Currency Code

2.26 Billing Email Name

2.27 Print Status

2.28 EmailStatus

2.29 Customer Memo value

2.30 Transaction Date

2.31 Tracking Num

2.32 Deposited Amount

2.33 Balance Amount

2.34 Due Date

2.35 Apply Tax After Discount

2.36 Total Tax

  • Product Feed:-

3.1   Name

3.2   SKU

3.3   Fully Qualified Name

3.4   Taxable

3.5   Unit Price

3.6 Item Category Type

3.7 Item Type

3.8 Purchase Cost

3.9 Track Quantity On Hand

3.10 Quantity On Hand

3.11 Inventory Start Date

3.12 Purchase Description

3.13 Description

3.14 Purchase Tax Included

You can customize your feeds with the settings that come with them. Click on the Edit icon to access those settings. 

  • To add a new feed using WooCommerce objects, Click Add Feeds. Add title of the new feed. 

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.

  • Click Publish/ Update in the right panel or Back to Feeds which will take you back to your dashboard in case you want to edit more.

Condition Filter in Feeds

With this new feature of filter in feed, you may sync the data over QuickBooks as per your choice, just by applying filters over feeds. The filters available for you are many in number; you can filter the feeds according to dates, exact matches, numbers, texts and many more…

condition filter

Invoice Status

This new feature will automatically update the status of the invoice in QuickBooks as PAID, once the order/ payment is set to complete on your WooCommerce store. Now, you may automatically create customers and invoices with updated status when purchases are made on your WooCommerce online store by using the WooCommerce to QuickBooks plugin. 

status update

Filter For Errors 

As you may already know, the QuickBooks Integration plugin offers a thorough sync log report that enables you to quickly identify errors. Using the new filter for errors functionality, you can now filter out all these errors from the logs area while data syncing.

filter in logs

Shipping Charges Syncing

shipping

Connect WooCommerce with QuickBooks and completely automate your accounting. No need to manually enter invoices, customers, or products again. No Synchronization Limits; the plugin supports unlimited real-time sync of orders, customers, inventory, and shipping charges as well. 

shipping on

To enable shipping charges syncing; Go to Settings > Account & Settings > Sales > Sales Form Content, and ensure the checkbox for Shipping is checked.

Data Sync

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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.

quickbooks bulk data sync

  • One-Click Sync: One-click Sync synchronizes only the newly added data of the selected object or the one that failed to sync earlier.

quickbooks one click sync

Logs

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quickbooks woocommerce integration logs

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

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quickbooks settings

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

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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.

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