1. QuickBooks Desktop Integration Installation Guides
2. QuickBooks Desktop Integration User Guide
Support Portal: http://servicedesk.izysync.com/servicedesk/customer/portal/33
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Created: 21/06/2016 | 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
Hot 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.
Friendly user interface and easy usage.
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.
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.
In the first initialization times, if admin want to sync all data existed from Magento 2 to QuickBooks Desktop, admin have to do the following steps:
Step 1:
At Set QWC file, admin choose Sync Customer.
Then, at Manage Configuration, admin will be fill the fields, including: Base URL, User name and Scheduler.
Finally, admin click on Export QWC Config button and save the customer file created.
Step 2:
At Set QWC file, admin choose Sync Product.
Then, at Manage Configuration, admin will be fill the fields, including: Base URL, User name and Scheduler.
Finally, admin click on Export QWC Config button and save the product file created.
Step 3:
At Set QWC file, admin choose Sync Default.
Then, at Manage Configuration, admin will be fill the fields, including: Base URL, User name and Scheduler.
Finally, admin click on Export QWC Config button and save the default file created.
- Sync existed customers and products from Magento 2 to 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 the customer file which are saved at the previous step.
Then, admin will choose the checkbox and enter password which is set Configuration.
Click on Update Selected button to complete.
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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.
Thus, all of data about existed customers on Magento 2 will be automatically synced to QuickBooks desktop.
Simil?
- Allow synchronizing and updating product from Magento 2 store into Quickbooks Desktop Item List.
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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.
Picture
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.
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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