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: 15/04/2016 | By: Magenest | Email: [email protected]

Introduction

Xero Integration extension for Magento 2 is a great tool which allows automatically synchronize accounting data from Magento 2 store to Xero Website.

Extension's page: Xero Integration

Features

Allows synchronizing and updating Customers from Magento 2 store into Xero.
Allows synchronizing and updating Products from Magento 2 store into Xero.
Allows synchronizing and updating Orders from Magento 2 store into Xero.
Allows synchronizing and updating Invoices from Magento 2 store into Xero.
Allow admin to view the log, queue to see what is synchronized between two apps

System Requirements

Your store should be running on Magento 2 Community Edition version 2.0.0+.

Configuration

Set Up Xero Account

For this integration you will need to have an account in Xero Website.
First, go to https://www.xero.com/ to create Xero accounts.

open backend of Quickbooks Online Integration extension, click on Stores > Connection. The page will appear as follow:

Documentation > 2. Xero Integration User Guide > Disconnected.png

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:

Documentation > 2. Xero Integration User Guide > FireShot Capture 60 - Welcome to Intuit App Center_ - https___appcenter.intuit.com_Connect_Begin.png

Or log in if you already have an account

Documentation > 2. Xero Integration User Guide > An account.png

After connecting successfully, the backend page will be displayed as follow:

Documentation > 2. Xero Integration User Guide > FireShot Capture 64 - Connection status_ _ Magento Admin_ - http___quickbooksonline.demo.izysy.png

Set Up The Integration

First, navigate to Store > Magenest > QuickBooks Online Config > Setup, then filling in information:

Turn on sync operations of your choice.

Documentation > 2. Xero Integration User Guide > FireShot Capture 48 - Configuration _ Settings _ Stores _ Ma_ - http___quickbooksonline.demo.izysy.png

When done, please press Save Config, your configuration is ready to use.

Data Integration Settings

At backend of Quickbooks Online Integration extension click to update button to update information for table. Next, select synchronize button to synchronize payment methods from Magento 2 backend into Quickbooks page.

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.

Then, come back backend of Quickbooks Online Integration extension to synchronize 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.

Main Functions

When a new account is registered in frontend of Magento 2, Quickbooks Online Integration extension and QuickBooks page will automatically add a new record of this account.

Documentation > 2. Xero Integration User Guide > FireShot Capture 50 - Create New Customer Account_ - http___quickbooksonline.demo.izysy.png

Documentation > 2. Xero Integration User Guide > FireShot Capture 51 - Thomas Williams _ Customers _ Customer_ - http___quickbooksonline.demo.izysy.png

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.

Documentation > 2. Xero Integration User Guide > FireShot Capture 70 - #000000005 _ Orders _ Operations _ Sal_ - http___quickbooksonline.demo.izysy.png

Documentation > 2. Xero Integration User Guide > screenshot-13.png

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