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Note

 Note: If admin wants to use other Company in Quickbook Desktop application, create a company with different name first then query the company again with Quickbooks Web Connector.

 

  • Manage queue

After you query a company for first use, then you will need to add some fields to the Manage Queue table before starting to sync data from the Magento 2 to the QuickBooks Desktop software.

Go to Stores > Manage Queue to do that.


There are 7 options that admins need to consider, include:

(minus) Sync Payment, Sync Shipping Methods, Sync Tax Rates: Admins will need to sync three fields before using this extension (must).

(minus) Sync Customers: If admins will need to sync this data if they want to sync the old customers.

(minus) Sync Products: If admins will need to sync this data if they want to sync the old customers.

(minus) Sync Orders: If admins want to sync the old orders, admins will need to sync these fields above before.

(minus) Sync Invoice: 


  • Sync existing customers from Magento 2 to Quickbooks   

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