Thank you for purchasing our extension. If you have any questions that are beyond the scope of this document, do not hesitate to leave us an email via our email address below.

Created: 11/05/2016 | By: Magenest | Email: [email protected]

Introduction

Magento 2 Quickbooks Online Integration  is an extension developed by Magenest, which provides a QuickBooks integrated manager solution for merchants using Magento 2. 

Extension's page: Quickbooks Online Integration

Features

Export existing QuickBooks Online stock items to your Magento 2 E-commerce online store including:

• Stock code
• Stock Description
• Product notes
• Pricing
• Categories and Sub Categories
• Quantity available

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+.

Installation

Here we will guide you through the installation process of our extension. First off, open FileZilla, log in to your host as follows:

In the above example we switched the local site to the extension directory, and the remote site to the code directory. Now on the remote site window, inside app/code directory, create a folder named Magenest and go inside it. Now on your local site window, right click on Wrapper extension and click Upload. The extension will be uploaded onto your host in a few minutes.

The second method will require you to compress the extension into .zip or .tar.gz format, then execute the following command in your Command Line/Terminal:

    scp <path to your extension> <ssh server>:<path to Magenest directory>

Then log into your ssh server, go to Magenest directory and execute the following command to decompress the module:

    unzip <.zip compressed extension> 

Or

    tar -xzvf <.tar.gz compressed extension>

Now go to your Magento root directory, say it's named magento2, and execute the following commands:

    sudo chmod -R 755 .

    php bin/magento setup:upgrade

    php bin/magento setup:static-content:deploy

    sudo chmod -R 777 var pub

After running all these, your Command line/Terminal window might look like this:

Finally, you need to flush the cache by either type this into the Command Line/Terminal:

    php bin/magento cache:flush

Or go to System > Cache Management and click Flush Magento Cache

Now you can go to your store and check if the extension is working as expected.

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.

• 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.

•  When admin or the customer edits any data about the information account in Magento 2, this data will also be changed and updated automatically in QuickBooks page and vice versa. 

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.

Support

• We will reply to support requests after 3-5 business days.
• We will offer free lifetime support for all of our 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.

Once again, thank you for purchasing our extension. If you have any questions relating to this extension, please do not hesitate to contact us for support.

Magenest