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Created: 06/01/2016 | By: Magenest | Support Portal: http://servicedesk.izysync.com/servicedesk/customer/portal/17 

Introduction

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

Extension's page: Quickbooks Online Integration

Features

• Allow synchronizing and updating Customers from Magento 2 store to QuickBooks Online both manually and automatically.
• Allow synchronizing and updating Customers from QuickBooks Online to Magento 2 store.   
• Allow synchronizing and updating Products from Magento 2 store to QuickBooks Online both manually and automatically. 
• Allow synchronizing and updating Products from QuickBooks Online to Magento 2 store.  
• Allow synchronizing Orders from Magento 2 store to QuickBooks Online both manually and automatically. 
• Allow synchronizing Orders from QuickBooks Online to Magento 2 store. 
• Allow synchronizing Invoices from Magento 2 store to QuickBooks Online both manually and automatically.
• Allow synchronizing Credit Memos from Magento 2 store to QuickBooks Online both manually and automatically. 
• Allow admin to view the log to see what is synchronized between two apps. 
• Allow admin to manage the sync queue to see what will be synchronized next. 

System Requirements

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

Connect with QuickBooks Online

First of all, you need to integrate Magento 2 store with your QuickBooks Online account.  
At backend of Magento 2 store, click on QuickBooks Online Integration > Configuration. The page will appear as follow:  

 

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

 

 

Or click on Sign up now hyperlink to create a new one: 

 

 

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

 

 

When 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.  

 

How to synchronize data from Magento 2 store to QuickBooks Online 

Synchronization Settings

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

Setting Up Field Mapping 

• Mapping Payment Methods: 

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: 

• Mapping Tax: 
  

The system has created a Mapping Tax tab that allows you to mapping tax from your Magento 2 store to QuickBooks Online account. First, admins need to click on Add All Tax Code button to add all tax code of your Magento 2 store to Mapping Tax page. Then, you can use Synchronize button to finish this mapping.    

Note that your Magento 2 store need to have Tax Rules before creating mapping tax: 

Process 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. You can decide whether to synchronize any items on List Queue page by remove selected data from the grid. 

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

When the progress 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 FAILED and the Message tab will show the error message like the record below. 

How to synchronizing data from QuickBooks Online to Magento 2 store 

Update the existing database

Admins can update data for the existing database on Magento 2 store by updating from QuickBooks Online account.    

• Products: 

(1) Click on Submit button to update data from QuickBooks Online account to Update Product page. 

(2) Click on Save button to finish updating. 

• Customers: 

It is the same with updating products. 

(1) Click on Submit button to add customers from QuickBooks Online account to Update Customer page. 

(2) Click on Save button to finish updating.  

Create a new database

Not only allow updating data, but our QuickBooks Online Integration extension also help you to create a new product, customer, and order on Magento 2 store by synchronizing data from QuickBooks Online account. 

• Products:  

Go to QuickBooks Online Integration > Product ( Create New) follow these step below: 

(1) Click on Add All New Products button to add products from your QuickBooks Online account to List Product page. 

(2) Click on Create Products button to finish creating. 

Admins can view and edit products before create a new one on Magento 2 store by synchronizing data from QuickBooks Online:  

• Customers: 

It is the same with creating customers: 

(1) Click on Add All New Customers button to add all customers to List Customer page 

(2) Click on Create Customer button to finish creating. 

Admins can view and edit a customer before create a new one on Magento 2 store by synchronizing data from QuickBooks Online:  

Admins can view and edit Customer information with three tabs: Account Information, Billing Addresses, and Shipping Address. 

• Sales Receipt: 

Follow the two steps as below to create a new sale receipt: 

(1) Click on Sync All New SalesReceipts button to synchronize salesreceipts from your QuickBooks Online account to List Sales Receipt page 

(2) Click on Create SalesReceipt button to finish creating. 

Admins can view SalesReceipt before click on Create SalesReceipt button. 

• When admins create or update information of products in Magento 2 store, data will be automatically synced into QuickBooks Online Items. 

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

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

• When a credit-memos is created in Magento 2, this credit-memos will be automatically synced 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