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Created: 30/07/2017 | By: Magenest | Email: [email protected].
QuickBooks Desktop Integration extension for Magento 2 is a powerful tool that allows merchants to automatically synchronize and update accounting data from their Magento 2 store to the QuickBooks Desktop software.
Please view more detail here: QuickBooks Desktop Integration
Note: Only Full Invoices are implemented
Your store needs to be running on Magento version 2.0.0 and more.
First, admins need to create user credentials to be used with QuickBooks Web Connector, this user account allows it to verify the ownership of your website. You can create one by going to QuickBooks Desktop > Manage Users, and click on Add New User.
Fill all the fields then click Save Information to save the entered information. The username and password will be used with QuickBooks Web Connector later on.
Go to your QuickBooks Desktop and set up all the sales taxes, including Item Sales Tax and Sales Tax Codes (Canada version). These Taxes will be used to map with each tax rate in your Magento Site with our table Mapping Tax Rates.
Step 3: Set up configuration
After completing a new user and setting up Taxes in QuickBooks, admins need to set up a few to integrate with QuickBooks.
Go to QuickBooks Desktop > Configuration > QuickBooks Desktop, there are two sections that are required to set before using the extension.
Export QWC Files:
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 > Chart of Accounts, find the exact name of the account and input it into each field.
Finishing the Configuration by clicking Save Config
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 |
After the process is complete, go to QuickBooks Desktop > Configuration > QuickBooks Desktop again, you will see the company is now connected.
Finally, you can remove this Query Company application in Web connector by clicking Remove button there
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. |
After the process is complete, go to QuickBooks Desktop > Mapping Tax Codes
There will be a list of tax rates in your Magento Site, select the tax code that you just queried from QuickBooks Desktop in the dropdown for each tax rates.
Click Apply to save the mapping.
Finally, you can remove this Query Taxes application in Web connector by clicking Remove button there
For the first sync, you must sync the existing data from Magento to QuickBooks Desktop, including the below feeds:
Go to QuickBooks Desktop > Manage Queue
There are 6 buttons for the feeds that admins need to be synced, include:
Click these buttons with the order above to create the queues in the Manage Queue table.
Note: Only click these buttons for the first sync to sync the existing data from Magento to QuickBooks Desktop. The queue for new customers, products or transactions will be created automatically when these feeds are created in Magento |
The status for each record will be Queue when it is created
After all the queues are created, open Web Connector again:
After the process is complete, you can go back to Manage Queue table to check the result, for each record:
Sync customers from Magento 2 to QuickBooks
Sync products from Magento 2 to QuickBooks
Sync Orders from Magento 2 store into QuickBooks Desktop Sales Order
Sync Invoices Magento 2 store into QuickBooks Desktop Open Invoices and Receive Payment.
Sync Credit Memos Magento 2 store into QuickBooks Desktop Credit Memos
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 |
Magento Product | QBD 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 |
Magento Product | QBD 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 |
Magento InvoiceCredit Memo | QBD 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 |
Magento Credit Memo | QBD 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 |