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Created: 30/07/2017 | By: Magenest | Email: [email protected].
Table of Contents
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Introduction
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.
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Your store needs to be running on Magento version 2.0.0 and more.
Prerequisites
- An eligible copy of QuickBooks Desktop installed (Note: This QuickBooks Desktop Integration is compatible with all QuickBooks versions.)
- QuickBooks Web Connector: You need to choose the QuickBooks Web Connector that is compatible with your QuickBooks version and download them here.
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How to use
Step 1: Set up QuickBooks Web Connector
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Result
Sync customers from Magento 2 to QuickBooks
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Sync Credit Memos Magento 2 store into QuickBooks Desktop Credit Memos
QuickBooks Desktop Synchronization Feeds and
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Field
Customer
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 |
Product
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 |
Order
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 |
Invoice
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 |
Credit Memo
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 |
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