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Created: 30/07/2017 | By: Magenest | Email: [email protected].
Table of Contents
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Introduction
QuickBooks Desktop Integration extension for Magento 2 is a powerful tool which allows automatically allows automatically synchronize and update accounting data from Magento 2 to the QuickBooks Desktop software.
Please view more detail here: QuickBooks Desktop Integration
Hot Features
- Allows synchronizing and updating Customers from Magento 2 store to QuickBooks Desktop Items.
Allows synchronizing and updating Products from Magento 2 store to QuickBooks Desktop Customer.
Allows synchronizing and updating Orders from Magento 2 store to QuickBooks Desktop Invoices.
Allows synchronizing and updating Invoices Magento 2 store to QuickBooks Desktop Receive Payments.
Friendly user interface and easy usage.
System Requirements
Your store should be running on Magento Edition version 2.0.0 and more.
Note that our QuickBooks Desktop Integration is compatible with all QuickBooks versions.
You only need to choose the QuickBooks Web Connector which is compatible with your QuickBooks version and download them here.
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Main Functions
Create and manage user
We created a QuickBooks Desktop tab which allows admin to control all of the things related QuickBooks Desktop Integration extension.
Then, click on Save Information button to save the entered information.
Set configuration
After completing a new user, admins need to set configuration to integrate with QuickBooks.
Go to Stores > Configuration > QuickBooks Desktop, there are two sections which are required to set before using the extension.
Export QWC Files:
There are some sections that admins need to set before starting to use this extension.
Option: There are two options to choose, include:
- Default: sync orders to real customers.
- Customize: enable sync all orders to only one customer (except for the orders of wholesale customer).
In Customer Receive, type the CUSTOMER NAME of the customer above as in QuickBooks Desktop.
Note: You have to create this customer in QuickBooks Desktop first.
In Vendor Tax Agency Name, name of the vendor you want to create, this field is required in order to sync Tax.
Fill all the other fields, including: Base URL, User name, Scheduler and the 4 Account fields.
Then click Save Config to store all information.
Account Type Settings:
In order to know how to enter exactly 4 fields, include:
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--> Please open the QuickBooks Desktop software and go to Lists > Item List
Then, navigate to Item > New > Account and choose one of them to enter 4 fields above.
Query the Company admin are using in QuickBooks to Magento 2
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Only do this step when admins use this extension for the first time or when admins want to change the company in the QuickBooks Desktop application |
At Select Type select field, admins choose Query Company then click Save Config
Click on Export QWC Config button and save the created Company QWC file.
Open the QuickBooks Web Connector software application. Then, admins need to click on Add an application button and choose the Company file above.
Then, admin have to open the QuickBooks Web Connector software application. Then, admins need to click on Add an application button and choose the Company file which are saved at the step above.
Admin will choose the checkbox and enter the password which is set Configuration.
Click on Update Selected button to complete.
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Note: If admin wants to use other Company in QuickBooks Desktop application, create a company with a different name first then query the company again with QuickBooks Web Connector. |
- Manage queue
After you query a company for first use, then you will need to add some fields to the Manage Queue table before starting to sync data from the Magento 2 to the QuickBooks Desktop software.
Add Vendor Sales Tax Agency Name
Admins need to click on the Add Vendor to Queue button. Then, this data will be synced to the queue table.
Note that the Vendor Sales Tax Agency Name was created before.
Go to Stores > Manage Queue.
There are 7 options that admins need to consider, include:
Sync Payment, Sync Shipping Methods, Sync Tax Rates: Admins will need to sync three fields before using this extension (Must).
Sync Customers: If you want to sync old customers, please click on the Sync Customer (Optional).
Sync Products: If you want to sync old products, please click on the Sync Products (Optional).
Sync Orders: If admins want to sync the old orders, it is forced that admins will need to sync all data above (payments, tax rates, shipping methods, customers and products).
Sync Invoice: If admins want to sync the old invoices, admins will nee to sync orders before.
How to sync data from Magento 2 to QuickBooks
Admin has to open the QuickBooks Web Connector software application. Then, the admin needs to click on Add an application button and choose the Default file:
How to get the Default file
Admins need to go to Configuration > QuickBooks Desktop > Select Type > Default and choose a user that is created before
Then, admins will click on the Export QWC Config button to export this file.
Finally, please open the QuickBooks Web Connector (if this application is not still run) and follow these following steps
Admin will choose the checkbox and enter the password which is set Configuration.
Click on Update Selected button to complete.
Sync customer from Magento 2 to QuickBooks
There are two ways to sync data from Magento 2 to QuickBooks Desktop, including:
- Manual updating by clicking on Update Selected button.
- Automatically updated by setting Scheduler.
Thus, all of data about existing customers on Magento 2 will be automatically synced to QuickBooks desktop.
Sync products from Magento 2 to QuickBooks
Sync and Orders from Magento 2 store into QuickBooks Desktop Invoices
When there is an order created at Magento 2, it will be synced through QuickBooks Desktop.
Allows synchronizing and updating Invoices Magento 2 store into QuickBooks Desktop Invoices.
When there is an invoice created on Magento 2, it will be synced through QuickBooks Desktop. To view details this order, admin only click on Create Invoices.
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QuickBooks Desktop Synchronization Fields
Customer
Magento Customer | QBD Customer |
First name | FirstName |
Last name | LastName |
ID | Suffix |
Phone Number | Main Phone |
Default Billing Address | Bill Address |
Default Shipping Address | Shipping Address |
First name + Last name | Customer Name |
Product
Magento Product | QBO Item |
Name | Name, PurchaseDesc, FullyQualifiedName |
Short Description | Description |
Price | Unit Price |
Tax Enable | Taxable |
Sku | Sku |
Qty | Qty On Hand |
Created At | Inventory Start Date |
Order
Magento Product | QBO Item |
Increment ID | Document Number |
Customer | CustomerRef |
Items | Line Items |
Grand Total | Total Amount |
Customer Email | Billing Address |
Tax | TnxTaxDetail -> Total Tax |
Created At | TnxDate |
Product Qty | Quantity each product in order |
Price Each Product | Rate |
Total amount each Product | Amount |
Discount Amount | Discount |
Shipping Fee | Shipping |
Billing address | Billing address |
Shipping Address | Shipping Address |
Invoice
Magento InvoiceCredit Memo | QBO Invoice |
Method QBO ID | Payment Method Ref |
Created At | TxnDate |
Tax Amount | TxnTaxDetail -> Total Tax |
CustomerRef | Customer Reference |
Items | Line Items |
Grand Total | Total Amount |
Customer Email | Billing Email Address |
Credit Memo
Magento Credit Memo | QBO Credit Memo |
Increment ID | Document Number |
Created At | TxnDate |
Tax Amount | TxnTaxDetail -> Total Tax |
CustomerRef | Customer Reference |
Items | Line Items |
Item qty | Qty |
Product price | Amount |
Amount product | Total |
Shipping Fee | Shipping |
Discount Amount | Discount |
Grand Total | Total Amount |
Customer Email | Billing Email Address |
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Update
- When a bug fix or new feature is released, we will provide you with the module's new package.
- All you need to do is repeating the above installing steps and uploading the package to your store. The code will automatically override.
- Flush the configure cache. Your store and newly installed module should be working as expected.
Support
- We will reply to support requests after 2 business days.
- We will offer lifetime free update and 6 months free support for all of our paid products. Support includes answering questions related to our products, bug/error fixing to make sure our products fit well on your site exactly like our demo.
- Support DOES NOT include other series such as customizing our products, installation and uninstallation service.
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