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Thank you for purchasing our extension. If you have any questions that are beyond the scope of this document, do not hesitate to leave us an email via our email address below.

Created: 20/12/2016 | By: Magenest | Support Portal: http://servicedesk.izysync.com/servicedesk/customer/portal/17 

 

 

Introduction

Magento 2 Quickbooks Online Integration  is an extension developed by Magenest, which provides a QuickBooks integrated manager solution for merchants using Magento 2. 

 

Extension's page: Quickbooks Online Integration

Features

Export existing QuickBooks Online stock items to your Magento 2 E-commerce online store including:

  • Stock code
  • Stock Description
  • Product notes
  • Pricing
  • Categories and Sub Categories
  • Quantity available

 

Magento 2 orders are automatically imported into QuickBooks Online to create sales orders

 

System Requirements

 Your store should be running on Magento 2 Community Edition version 2.0.x or 2.1.x. 

 

Configuration

Set Up Quickbooks Online Account 

For this integration you will need to have a account in Quickbooks Online. 
First, open backend of Quickbooks Online Integration extension, click on Stores > Connection. The page will appear as follow:  

 

 

Click on Connect to QuickBooks button. A new page is open. It is necessary for you to connect our extension with QuickBooks Online to authenticate users before you can exchange data with it. Log in if you already have an account.  

 

 

Or sign up to create a new one: 

 

 

After login QuickBooks Online account successfully, click on Authorize button to finish connection process. 

 

 

After connecting successfully, the backend page will be displayed as below. Click on Save Config button before continuing, this will help you avoid making the error.  

 

 

Set Up The Integration

 

Admins are able to decide whether to synchronize data in Synchronization Settings tab: Customers, Products(Items in QuickBooks Online), Sale Receipt, Invoices, Credit Memos. In addition, admins can choose the way to synchronize data either Immediately mode or Cron Job mode.  

 

 

Progress Synchronization 

If the App mode is Cron Job, Queue page is the place which the created, updated data is stored in and are waiting to be synced. If you wish to sync data right away, you can press Sync Now button. 

Note that synchronizing will take some time, the length of time depends on the size of database. 


 

When the process is done, go to QuickBooks Online > View History Logs check what is synced in the grid.

  • If the data is synced right, the Status will be success and the Message will be "OK"
  • If there's a problem during syncing process, the Status will be error and the Message tab will show the error message like the record below. 

 

 

Data Integration Settings 

At backend of Quickbooks Online Integration extension, navigate to QuickBooks Online > Payment Method click on Synchronize button to automatically connect payment methods between Magento 2 backend and Quickbooks page.  


 

On QuickBooks page, click on gearwheel simple at the top right then choose All Lists > Payment Methods. It allows displaying Cash, Check, and any other ways you categorize payments you receive from customers. That way, you can print deposit slips when you deposit the payments you have received.

 

 


 

Main Functions


  • When a new account is registered in frontend of Magento 2, 

 

Or an existed customer is updated:  

 

 

Quickbooks Online Integration extension will allow automatically synchronizing this new record to QuickBooks Online.

 

 

  • When admins update information of products in Magento store, data will be automatically synced into QuickBooks Online Items. 

 


 

  • When an order is created in Magento 2, this order will be synced automatically in QuickBooks page. 

 

 

 

  • When an invoice is created in Magento 2, this invoice will be synced automatically in QuickBooks page. 

 

 

 

  • When an creditmemos is created in Magento 2, this invoice will be synced automatically in QuickBooks page. 

 

 

 

Update

  • When a new update is available, we will provide you with a new package containing our updated extension.
  • You will have to delete the module directory and repeat the installing steps above.
  • Flush the config 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 in your site exactly like our demo.
  • Support DOES NOT include other series such as customizing our products, installation and uninstallation service.

 

 

Once again, thank you for purchasing our extension. If you have any questions relating to this extension, please do not hesitate to contact us for support.

Magenest

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