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Created: 21/06/2016 | 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 Quickbooks Desktop.

Please view more detail here: Quickbooks Desktop Integration

Features 

• Allows synchronizing and updating Customers from Magento 2 store into Quickbooks Desktop Items.
• Allows synchronizing and updating Products from Magento 2 store into Quickbooks Desktop Customer.
• Allows synchronizing and updating Orders from Magento 2 store into Quickbooks Desktop Sales Orders.
• Allows synchronizing and updating Invoices Magento 2 store into Quickbooks Desktop Invoices.
• Friendly user interface and easy usage.

System Requirements

Here we will guide you through the installation process of our extension. First off, open FileZilla, log in to your host as follows:

In the above example we switched the local site to the extension directory, and the remote site to the code directory. Now on the remote site window, inside app/code directory, create a folder named Magenest and go inside it. Now on your local site window, right click on Wrapper extension and click Upload. The extension will be uploaded onto your host in a few minutes.

The second method will require you to compress the extension into .zip or .tar.gz format, then execute the following command in your Command Line/Terminal:

    scp <path to your extension> <ssh server>:<path to Magenest directory>

Then log into your ssh server, go to Magenest directory and execute the following command to decompress the module:

    unzip <.zip compressed extension> 

Or

    tar -xzvf <.tar.gz compressed extension>

Now go to your Magento root directory, say it's named magento2, and execute the following commands:

    sudo chmod -R 755 .

    php bin/magento setup:upgrade

    php bin/magento setup:static-content:deploy

    sudo chmod -R 777 var pub

After running all these, your Command line/Terminal window might look like this:

Finally, you need to flush the cache by either type this into the Command Line/Terminal:

    php bin/magento cache:flush

Or go to System > Cache Management and click Flush Magento Cache

Now you can go to your store and check if the extension is working as expected.

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, admin need to set configuration to integrate with Quickbooks. 

In the first initialization times, if admin want to sync all data existed from Magento 2 to QuickBooks Desktop, admin have to do the following steps: 

Step 1: At Set QWC file, admin choose Sync Customer. 

Then At Manage Configuration, admin will be 

Thus, all data about customer existed will be synced from Magento 2 to QuickBooks Desktop. 

Step 2:  

Step 3:  

Username: Admin will select one of the customers which admin created.

Then, click on Save Config button. At Configuration tab now, admin will see to appear Export QWC Config button.

Please click on this button to export a QWC file.    

• Connect with Quickbooks

In the first time, admin have to open the Quickbooks Web Connector software application. To connect with Quickbooks desktop Integration, admin need to click on Add an application button and choose .qwc file which is saved at the previous step.                         

Then, admin will choose the checkbox which they want to sync data and enter password which is set Configuration.

Click on Update Selected button to complete. 

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 schedule.

• Allow synchronizing and updating product from Magento 2 store into Quickbooks Desktop Item List.

When there is a product created at Magento 2, it will be synced at Mapping Queue. Admin will click on Stores > Quickbooks Desktop > Manage Queue to view.

 Picture

If admin want to sync data related this product, admin need to open QuickBooks Web Connector and click on Update Selected button or wait for time as scheduled which is set at Configuration.

At the same time, Quickbooks Desktop will be also synced data about the product.  To view details this product, admin only click on Lists > Item List.

Picture

Note that if admin implement any changes related this product, all of information about that will be automatically synced from Magento 2 to QuickBooks Desktop. 

• Allows synchronizing and updating Products from Magento 2 store into Quickbooks Desktop Customer.

When there is a customer created at Magento 2, it will be synced through QuickBooks Desktop. To view details this customer, admin only click on Customer tab.

Note that if admin implement any changes related this customer, all of information about that will be automatically synced from Magento 2 to QuickBooks Desktop.

• Allows synchronizing and updating Orders from Magento 2 store into Quickbooks Desktop Sales Orders.

When there is an order created at Magento 2, it will be synced through QuickBooks Desktop. To view details this order, admin only click on Sales Orders.   

There are an order created,

• 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