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Thank you for purchasing my extension. If you have any questions that are beyond the scope of this help file, please feel free to email via my user page contact form here. Thanks so much!

Created: 21/06/2016 | By: Magenest | Email: [email protected].         


 

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.

Note that our Quickbooks Desktop Integration is compatible with all Quickbooks versions. 

You only need to choose the QuickBooks Web Connector which is compatible with your QuickBooks version and download them here.

 


Main Functions

For Existing Data 

For existing data related customers and products in Magento 2 and admin want to sync this data from Magento 2 to QuickBooks Desktop. 

  • Create and manage user 

We created a Quickbooks Desktop tab which allows admin to control all of things related Quickbooks Desktop Integration extension. 

 



Firstly, admins need to create a new user to start using this extension by navigating Stores > Manage User, click on Add New User button.             



 

 

Then, click on Save Information  button to save the entered information.

 

 

  • Set configuration 

After completing a new user, admins need to set configuration to integrate with Quickbooks. 

Go to Stores > Configuration > QuickBooks Desktop, there are two sections which are needed to set before using the extension.




(plus) Export QWC Files:

There are some sections that admins need to set before starting to use this extension. 

 

(minus) Option: There are two options to choose, include

  • Default: sync orders to real customers.
  • Customize: enable sync all orders to only one customer (except for the orders of wholesale customer).

In Customer Receive, type the CUSTOMER NAME of the customer above as in QuickBooks Desktop 

Note: You have to create this customer in QuickBooks Desktop first.

In Vendor Tax Agency Name, name of the vendor you want to create, this field is required in order to sync Tax.

Fill all the other fields, including: Base URL, User name, Scheduler and the 4 Account fields.

Then click Save Config to store all information. 

 

(plus) Account Type Settings:



 

In order to know how to enter exactly 4 fields, include:

(minus) Income Account

(minus) Expense Account

(minus) Assert Account

(minus) Cost of Goods Sold Account

--> Please open the QuickBooks Desktop software and go to Lists > Item List



Then, navigate to Item > New > Account and choose one of them to enter 4 fields above.



 

  • Query the Company admin are using in Quickbooks to Magento 2 

In the first time, admin have to open the Quickbooks Web Connector software application. Then, admins need to click on Add an application button and choose the Company file which are saved at the step 1.           

 

 

Admin will choose the checkbox and enter password which is set Configuration.

Click on Update Selected button to complete.


 

 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.

 


  • Sync existing customers from Magento 2 to Quickbooks   

In the first time, admin have to open the Quickbooks Web Connector software application. Then, admin need to click on Add an application button and choose the Customer file which are saved at the previous step.                    

 


Admin will choose the checkbox and enter password which is set Configuration.

Click on Update Selected button to complete. 


 

 

 

 

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 Scheduler

Thus, all of data about existing customers on Magento 2 will be automatically synced to QuickBooks desktop. 

  • Sync existing products from Magento 2 to Quickbooks   

To sync existing products, admins also open the Quickbooks Web Connector and click on Add an application button. Then, admin choose the Product file which are saved at the previous step when admin set configuration and click on Update Selected button to finish.    


 

For New Data 

For data from the time of using QuickBooks Desktop Integration to sync from Magento 2 to QuickBooks Desktop.

Firstly, admin need to open QuickBooks Web Connector and click on Add an application button. Then, admin choose the Default file which are saved at the previous step when admin set configuration and click on Update Selected button to finish.   

Note that in the next time, data will be automatically updated by setting Scheduler or admin can click on Update Selected button at QuickBooks Desktop.    

  • Allow synchronizing and updating products from Magento 2 store into Quickbooks Desktop Item List.


When there is a product created at Magento 2, it will be synced at Mapping Queue. Admin will click on Stores > Quickbooks Desktop > Manage Queue to view.

 


Quickbooks Desktop will be also synced data about the product.  To view details this product, admin only click on Lists > Item List.

 

 

At the same time, the Status will be changed from Queue to Success.

 

 

  • Allows synchronizing and updating Customers from Magento 2 store into Quickbooks Desktop Customer.

When there is a customer created at Magento 2, it will be synced at Mapping Queue. Admin will click on Stores > Quickbooks Desktop > Manage Queue to view.


 

To view details this customer, admin only click on Customer tab.

 

 

  • 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 at Quickbooks Desktop, admin only click on Sales Orders.   

 

 

  • 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


  • We will reply to support requests after 2 business days.
  • We will offer lifetime free update and 6 months free support for all of our paid products. Support includes answering questions related to our products, bug/error fixing to make sure our products fit well in your site exactly like our demo.
  • Support DOES NOT include other series such as customizing our products, installation and uninstallation service.

 

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