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Created: 15/04/2016 | By: Magenest | Email: [email protected]
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Introduction
Magento 2 Quickbooks Online Integration is Mega Menu is an extension developed by Magenest, which provides a QuickBooks integrated manager solution for merchants using Magento 2.which helps manage categories and products on your Magento 2 store more effectively. With this extension, we provides a flexible way of making the beautiful, attractive store in the simple way.
Extension's page: Quickbooks Online Integration
Features
Export existing QuickBooks Online stock items to your Magento 2 E-commerce online store including:
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Magento 2 orders are automatically imported into QuickBooks Online to create sales orders
System Requirements
Your store should be running on Magento 2 Community Edition version 2.0.0+.
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Now you can go to your store and check if the extension is working as expected.
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Configuration
Set Up Quickbooks Online Account
For this integration you will need to have a account in Quickbooks Online.
First, open backend of Quickbooks Online Integration extension, click on Stores > Connection. The page will appear as follow:
Click on Connect to QuickBooks button. New page is open. It is necessary for you to connect our extension with QuickBooks Online to authenticate users before you can exchange data with it.
Sign up to create a new one:
Or log in if you already have an account
After connecting successfully, the backend page will be displayed as follow:
Set Up The Integration
First, navigate to Store > Magenest > QuickBooks Online Config > Setup, then filling in information:
- Turn on sync operations of your choice.
When done, please press Save Config, your configuration is ready to use.
Data Integration Settings
On QuickBooks page, click on gearwheel simple at the top right then choose All Lists > Payment Methods. It allows displaying Cash, Check, and any other ways you categorize payments you receive from customers. That way, you can print deposit slips when you deposit the payments you have received.
Next, come back backend of Quickbooks Online Integration to synchronize payment methods
To set up Product Categories, in Lists tab of QuickBooks page, choose Products and Services > Manage Categories > New category. It provides a way for you to quickly organize what you sell, and save your time when you complete sales transaction forms.
Then, come back backend of Quickbooks Online Integration to synchronize categories
Main Functions
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General Configuration
Top Menu Configuration
Left Menu Configuration
Mobile Version Configuration
Customize Style
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Main Functions
Create New Top Menu Item
Create New Left Menu Item
Edit Menu Item
- When admins update information of products in QuickBooks page, data will be synced automatically in Magento 2 and vice versa.
- When an invoice is created in Magento 2, this invoice will be synced automatically in QuickBooks page and vice versa.
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Update
- When a new update is available, we will provide you with a new package containing our updated extension.
- You will have to delete the module directory and repeat the installing steps above.
- Flush the config cache. Your store and newly installed module should be working as expected.
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