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For existing data related customers and products in Magento 2 and admin want to sync this data from Magento 2 to QuickBooks Desktop.
Create and manage user
We created a Quickbooks Desktop tab which allows admin to control all of things related Quickbooks Desktop Integration extension.
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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.
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Finally, admin click on Export QWC Config button and save the default file created.
Sync existing customers from Magento 2 to Quickbooks
In the first time, admin have to open the Quickbooks Web Connector software application. Then, admin need to click on Add an application button and choose the Customer file which are saved at the previous step.
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Thus, all of data about existing customers on Magento 2 will be automatically synced to QuickBooks desktop.
Sync existing products from Magento 2 to Quickbooks
To sync existing products, admin also open the Quickbooks Web Connector and click on Add an application button. Then, admin choose the Product file which are saved at the previous step when admin set configuration and click on Update Selected button to finish.
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Note that in the next time, data will be automatically updated by setting Scheduler or admin can click on Update Selected button at QuickBooks Desktop.
Allow synchronizing and updating products 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.
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At the same time, the Status will be changed from Queue to Success.
Allows synchronizing and updating Customers from Magento 2 store into Quickbooks Desktop Customer.
When there is a customer created at Magento 2, it will be synced at Mapping Queue. Admin will click on Stores > Quickbooks Desktop > Manage Queue to view.
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To view details this customer, admin only click on Customer tab.
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.
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To view details this order at Quickbooks Desktop, admin only click on Sales Orders.
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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