1. QuickBooks Desktop Integration Installation Guides
2. QuickBooks Desktop Integration User Guide
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Created: 13/06/2016 | By: Magenest | Email: [email protected]
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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.
System Requirements
Your store should be running on Magento Community Edition version 2.0.0 and more.
Installation
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.
Configuration
To set configuration, navigate to Stores > Configuration >
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.
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.
- Connector with Quickbooks
To connect ?ith 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 click on the checkbox which they want to sync data.
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
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