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Quickbooks Connector for Magento 2

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Quickbooks Connector for Magento 2 : Using the Magento 2 QuickBooks Connector you will be able to create sales receipt of your store orders on the QuickBooks – Manually and Automatically. All the information that is related to the orders such as customer name, email address, items ordered, billing address, etc is synchronized with your QuickBooks account.

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Quickbooks Connector for Magento 2 : Using the Magento 2 QuickBooks Connector you will be able to create sales receipt of your store orders on the QuickBooks – Manually and Automatically. All the information that is related to the orders such as customer name, email address, items ordered, billing address, etc is synchronized with your QuickBooks account.

Please Note –

1. You need to create API credentials – OAuth Consumer Key, OAuth Token Secret, and OAuth Consumer Secret.

2. At the moment this extension supports one-way synchronization from Magento 2 to QuickBooks.

3. Magento 2 QuickBooks is fully compatible with QuickBooks Online.

  Quickbooks Connector for Magento 2 Features -

  • Auto-Sync Orders placed from the Magento 2 Store to the QuickBooks.
  • Admin can manually synchronize the Magento 2 store – Orders.
  • When a new order is placed in the store, it is automatically created on Quickbooks.
  • Select when to create Sales Receipt in Quickbooks - Order Place, Invoice Create, or Order Complete.
  • Select which orders to sync with Quickbooks - Pending, Processing, or Complete.
  • The Quickbooks sales receipt number is same as Magento 2 order/invoice number.
  • Sync customer name, email, billing address, order date, product name, quantity, rate, amount.
  • Sync Guest customer orders from Magento 2 to Quickbooks.

 Admin Configuration :

The admin will be able to create sales receipt of his Magento 2 Orders on the QuickBooks – Manually and Automatically. In this module, the Admin can -

  • Enable or Disable the module for use.
  • Select one of the options from – Order place, Invoice Create, or Order Complete to automatically generate the receipts on QuickBooks.
  • Select one of the options from – Pending, Processing, and Complete to set the order statuses that should be synchronized with the QuickBooks when synchronizing manually to create the sales receipt on QuickBooks.
  • Enter the Oauth Consumer kry and Consumer Secret key.
  • Enter the Realm Id, Oauth Token, and Oauth Token Secret.
Admin Configuration

 How to Synchronize the Orders Manually :

The admin can check the list of all the orders that are synchronized or yet to be synchronized under the admin panel menu option mapped orders.

Now to manually synchronize this data, you will tap on the option “Import Orders in QuickBooks“. At this time all the orders that have the status of “Processing” will be synchronized with the QuickBooks. You can change the settings in the module backend if you want to choose a different order status to be synchronized. You can select from three order statuses – Pending, Processing, and Complete. If you select pending then all the orders with the status “Pending” will be synchronized. Similar is the case with other two statuses. After clicking the “Import Orders in QuickBooks” option you will see the execution message with the number of orders to synchronize.

How to Synchronize the Orders Manually
How to Synchronize the Orders Manually1

 How to Synchronize the Orders Automatically -

In the case of automatic synchronization, it will depend on what the admin has selected in the module configuration settings. If the admin has selected the option “Sales Receipt Create On QuickBooks” as “Order Place“, then all the orders when placed by the customers on your store will be synchronized with the QuickBooks automatically.

Similarly, if the admin has selected – “Invoice Create” then when the admin creates the invoice for the orders, the orders will get synchronized automatically. Same is the case if the admin has selected -“Order Complete” the orders will get synchronized with the QuickBooks when the status of the order turns to “Order Complete”.

How to Synchronize the Orders Automatically

 Quickbooks Connector for Magento2 Support -

For any query or issue please create a support ticket here http://webkul.uvdesk.com/

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FAQ

FAQS

 Quickbooks Connector for Magento 2 FAQs :

 Q1- Does it work with Quickbooks Online?
A1- Yes, Quickbooks Connector for Magento 2 will work with Quickbooks Online.
 
 Q2- What kind of information will be exported to Quickbooks?
A2- It will sync customer name, email, billing address, order date, product name, quantity, rate, and amount from Magento 2 Orders to Quickbooks Sales Receipt.
 
 Q3- Will the extension, import sales receipt from Quickbooks accounting software?
A3- At the moment, the extension does not support two-way synchronization. Nothing is imported from the Quickbooks to Magento 2.
 
 Q4- Does the extension syncs invoices from Magento 2 to Quickbooks?
A4- The admin has an option where it needs to select when to create to sales receipt on Quickbooks. If the admin selects the option 'Invoice Create', now whenever an invoice is created for the order. That order will be exported to Quickbooks accounting software.
 
 Q5- Can this extension be customized for my requirements? Is the module source code is Open for customization?
A5- Yes, absolutely, Magento 2 QuickBooks Connector can be customized according to your needs. The source code is 100% open for customization. Please send us a mail on support@webkul.com

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Module code is completely open that means anyone can customize the code as per his / her need , as the developer of the module we also provide customisation and development of the module please contact us for module customisation (Paid Service)
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