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Created: 30/07/2017 | By: Magenest | Email: [email protected].         

Introduction

Quickbooks Desktop Integration extension for Magento 2 is a powerful tool which 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

Main Functions

• Create and manage user 

We created a Quickbooks Desktop tab which allows admin to control all of 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: 

 Income Account

 Expense Account

 Assert Account

 Cost of Goods Sold Account

--> 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 
  

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 password which is set Configuration.

Click on Update Selected button to complete.

• 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 have to open the Quickbooks Web Connector software application. Then, admin need 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 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 at Magento 2, it will be synced through QuickBooks Desktop. To view details this order, admin only click on Create Invoices. 

Update

• 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.