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Your store needs to be running on Magento version 2.x2.x10

Prerequisites

  • You have to use SSL for your website
  • Web connector application is required on the computer that installs QuickBooks with version 2.1.0.30 and older versions
  • Support QuickBooks version:
    • QuickBooks Enterprise Solutions
    • QuickBooks Premier (2002 or later)
    • QuickBooks Pro (2002 or later)
    • QuickBooks Simple Start (2006 or later)
    • Canadian editions of QuickBooks Pro, Premier, or Enterprise (2003 or later)
    • UK editions of QuickBooks Pro or Accountant Edition (2003 or later)

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First of all, you have to set up the connection between the Magento website and QuickBooks software through the Web connector application. Please follow the below steps:

Step 1: Create a user for QuickBooks Web Connector

In this step, you have to create a user account that will be used to establish a connection between Magento 2 and Web connector. You can create one by going to QuickBooks Desktop > Manage User, and click on Add New User.


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Fill all the fields then click Save Information to save the entered information. The username and password will be used with QuickBooks Web Connector later on.

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At the end of this step, you have to set up the account for the connection by going to QuickBooks Desktop > Configuration > Connection Settings






Step 2: Establish the connection

Please click on the “Query company” button to download the connection file to add to the Web connector application:



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After adding the connection file to the Web connector application, run the application that has been added:


(minus) Note: the password is the password of the user which be created in Step 1

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Once the connection setup is done, you should see the following image:



(minus) Note: You only need to establish a connection once for one company.

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First of all, get query-tax.qwc file to add to Web connector:



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After Update Selected, you will see all of the taxes that exist in QuickBooks in the Mapping Tax Mapping table table

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Step 2: Mapping Taxes

QuickBooks Desktop -> Mapping -> Mapping Taxes, you will see a table which shows all of the taxes in both Magento and QuickBooks

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Finally, click the Apply button to save the Mapping.


Synchronize Magento Data

Magento data will be synchronized into QuickBooks when all of them exist in the Queue table with Queue status.

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You have to set up some configuration before synchronizing Magento data into QuickBooks. Go to QuickBooks Desktop -> Configuration -> Synchronize Settings

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When you open each section, you may see the following settings:

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  • Add a set of object data with date filter by clicking the button in the header of the Queue table


  • Add specific object data by using Mass action:


Synchronize Data to QuickBooks

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Go to QuickBooks Desktop -> Configuration -> Synchronize Settings, click the Synchronize from Magento button to download the sync-queue.qwc file


Step 2: Run the file in the Web connector

Add the file that you downloaded in step 1 to the Web connector. Then you can update manually by Update Selected or use the Autorun function to get data from Magento to QuickBooks.



(minus) Note:

  • Simple, Virtual, Giftcard, Downloadable products in Magento will create an inventory item in Quickbooks. 
  • Other products such as Bundle products, Configurable products, Group products will create a non-inventory item without a list of child items. Only SKU, price, and description will be imported.
  • Only Support Inventory item and Non-inventory item when synchronizing Sales Order.
  • The order of the items that are processed while importing to Quickbooks are Shipping method, Payment method -> Customer/Guest -> Product -> Order -> Invoice -> Receive payment -> Credit memo.

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