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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

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. 

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.

 Export QWC Files:

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

 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.

 Account Type Settings:

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

 Income Account

 Expense Account

 Assert Account

 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 
  

Then, 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 above.

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

Click on Update Selected button to complete.

• 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:

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

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

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

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

 Sync Invoice: 

• 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

• 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.