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Description
Details
Quickbooks Connector for Magento 2: Using the QuickBooks Connector module 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:
- You need to create API credentials – OAuth Consumer Key, OAuth Token Secret, and OAuth Consumer Secret.
- At the moment this extension supports one-way synchronization from Magento 2 to QuickBooks.
- Magento 2 QuickBooks is fully compatible with QuickBooks Online.
- For integrating QuickBooks Desktop with Magento 2 store, then please check out Magento 2 QuickBooks Desktop Connector module.
Highlighted Features
Automatic Order Export
New order is placed in the store, it is automatically created on Quickbooks.
Guest Customer
Sync Guest customer orders from Magento 2 to Quickbooks.
Export Order Information
It will sync customer name, email, billing address, order date, product name, quantity, rate, and amount.
Tax and Discount Management
Display discount and Tax amount in sale receipt.
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 key and Consumer Secret key.
- Enter the Realm Id, Oauth Token, and Oauth Token Secret.
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 the 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 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”.
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.
- The sales receipt of Magento 2 order is exported to QuickBooks with payment method description.
- Downloadable products are created as a Non-Inventory product in QuickBooks.
Support
For any query or issue please create a support ticket here http://webkul.uvdesk.com/
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FAQ
Quickbooks Connector for Magento 2 FAQs :
Cloud
- 1 GB RAM
- 1 Core Processor
- 30 GB Hard Disk
- DB with 1 GB RAM and 1 Core Processor
Clients
Specification
Customization
Changelog
- + Features
- - Bugs
- + Compatible with Magento 2.3.X.
- + Compatible with Magento 2.2.X
- + Sales recepit of magento order export to Quickbooks with payment method description.
- + Downloadable products create on Quickbooks as a Non-Inventory product.
- + Update for Quickbooks Oauth2 authentication.
- + Reorder configuration fields.
- + Now work for etickets type products.
- + Partial invoice issues fixed.
- + Compatible with Magento 2.1.X
- Initial Release