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In the first initialization times, if admin want want to sync all data existed from Magento 2 to QuickBooks Desktop. Admin have to do the following steps:
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.
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.
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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.
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Update
- When a bug fix or new feature is released, we will provide you with the module's new package.
- All you need to do is repeating the above installing steps and uploading the package onto your store. The code will automatically override.
- Flush the configure cache. Your store and newly installed module should be working as expected.
Support
- Magenest offers the response time can be up to 3-5 days.
- We offers lifetime support free for all of our paid products. Support includes answering questions related to our products, bug/error fixing to make sure our products work well in your site exactly like our demo.
- Support DOES NOT include other services as customize our product to fit your own needs, installation service, uninstallation service. We ONLY support you with exist features of module.