2. QuickBooks Desktop Integration User GuideThank you for purchasing our extension. If you have any questions that are beyond the scope of this guide, please send us an email via the userpage contact form here. Thank you.

Created: 30/07/2017 | By: Magenest | Support portal: http://servicedesk.izysync.com/servicedesk/customer/portal/33

Main Features System RequirementsPrerequisites

 How to useStep 1: Set up user for QuickBooks Web ConnectorStep 2: Setup QuickBooks DesktopStep 3: Set up configurationStep 4: Query the Company admin are using in QuickBooks to Magento 2 Step 5: Mapping TaxesStep 6: Sync Magento Data to QuickBooks Desktop

ResultUpdateSupport

Introduction is a powerful tool that allows merchants toMagento 2 Quickbooks Desktop Integration

automatically synchronize and update accounting data from their Magento 2 store tothe QuickBooks Desktop software.

Main Features 

Allows synchronizing and updating Customers from Magento 2 store toQuickBooks Desktop Items.Allows synchronizing and updating Products from Magento 2 store toQuickBooks Desktop Customer.Allows synchronizing Orders from Magento 2 store to QuickBooks Desktop SalesOrders.Allows synchronizing Unpaid Invoices Magento 2 store to QuickBooks DesktopOpen Invoices.Allows synchronizing Paid Invoices Magento 2 store to QuickBooksDesktop Payments.

Note: Only Full Invoices are implemented

Allows synchronizing Credit Memos Magento 2 store to QuickBooksDesktop Credit Memos.Allows synchronizing Guest Order

System RequirementsYour store needs to be running on Magento version 2.x.x

Prerequisites

An eligible copy of installedQuickBooks Desktop (Note: This QuickBooks Desktop Integration is compatible with all QuickBooks)versions.

: You need to choose the that is compatible with your QuickBooks version andQuickBooks Web Connector QuickBooks Web Connectordownload them  .here

 

 How to use

Step 1: Set up user for QuickBooks Web Connector

First, admins need to create user credentials to be used with QuickBooks Web Connector, this user account allows it to verify the ownership ofyour website. You can create one by going to > , and click on .QuickBooks Desktop Manage Users Add New User

Fill all the fields then click   to save the entered information. The username and password will be used with Save Information QuickBooks Web

Fill all the fields then click   to save the entered information. The username and password will be used with Save Information QuickBooks Web later on.Connector

 

Step 2: Setup QuickBooks Desktop

Make sure you enable the configuration for and in your QuickBooks Desktop.Item & Inventory Sales Tax

If not, enable these config in   Edit > Preferences > Item & Inventory and Edit > Preferences > Sales Tax

Go to your QuickBooks Desktop and set up all the sales taxes, including and . These Taxes will beItem Sales Tax Sales Tax Codes (Canada version)used to map with each tax rate in your Magento Site with our table Mapping Tax Rates.

 

 

Step 3: Set up configuration

After completing a new user and setting up Taxes in QuickBooks, admins need to set up a few to integrate with QuickBooks. 

Go to  > > , there are two sections that are required to set before using the extension.QuickBooks Desktop Configuration QuickBooks Desktop

 Export QWC Files:

QuickBooks Desktop Version: Select the Country of your QuickBooks Desktop versionThe in Number of Tax Codes QuickBooks Desktop:  Input the total number of all:  

if yours is Sales Tax Items US version if yours is Sales Tax Codes CA version

Select User: the user will be used to connect with Web Connector, which was created in the previous step: Create and manage user forQuickBooks Web ConnectorScheduler: Time for Web Connector to automatically run the Update (in minutes)

 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  > , find the exact name of the account and input it into eachLists Chart of Accountsfield.

 

 

Finishing the by clicking Configuration Save Config

Step 4: Query the Company admin are using in QuickBooks to Magento 2 

 

Click on the  button to export the fileQuery Company company.qwc

 Only do this step when admins use this extension for the first time or when admins want to change the company in the QuickBooks Desktop application

Run  .QuickBooks Web Connector

Click and choose the file above.Add an application company.qwc

Enter the password of the you select in User Configuration.

Enter the password of the you select in User Configuration.Tick the checkboxClick on   button to complete.Update Selected

 

After the process is complete, go to again, you will see the company is nowQuickBooks Desktop > Configuration > QuickBooks Desktopconnected.

Finally, you can remove this application in by clicking thereQuery Company Web connector Remove button

 

Step 5: Mapping Taxes

Click the button to export the fileQuery Taxes tax.qwc

 Note: If admin wants to use other Company in QuickBooks Desktop application, create a company with a different name first thenquery the company again with QuickBooks Web Connector.

Click the button to export the fileQuery Taxes tax.qwc

Open the   software application.QuickBooks Web ConnectorClick on Add an application button and choose the file above.tax.qwc

Enter the password of the you select in User Configuration.

Tick the checkboxClick on   button to complete.Update Selected

After the process is complete, go to QuickBooks Desktop > Mapping Tax Codes

There will be a list of tax rates in your Magento Site, select the tax code that you just queried from QuickBooks Desktop in the dropdown for eachtax rates.

 

Click to save the mapping.Apply

Finally, you can remove this application in  by clicking thereQuery Taxes Web connector  Remove button 

 

Sync Magento Data to QuickBooks DesktopStep 6: 

Click the button to export the fileSynchronization from Magento connect.qwc

Open the   software application.QuickBooks Web ConnectorClick on Add an application button and choose the file above.connect.qwc

For the first sync, you must sync the existing data from Magento to QuickBooks Desktop, including the below feeds:

Go to QuickBooks Desktop > Manage QueueThere are 6 buttons for the feeds that admins need to be synced, include:

 Sync Payment & Shipping Methods Sync Customers Sync Products Sync Orders Sync Invoice Sync Credit Memos

Click these buttons with the order above to create the queues in the table.Manage Queue

The status for each record will be when it is createdQueue

 Only click these buttons for the first sync to sync the existing data from Magento to QuickBooks Desktop. The queue for newNote:customers, products or transactions will be created automatically when these feeds are created in Magento

After all the queues are created, open Web Connector again:

Enter the password of the   you select in User Configuration.

Tick the checkbox for applicationSynchronization from Magento Click on   button to sync.Update Selected

 

After the process is complete, you can go back to table to check the result, for each record:Manage Queue

If success, status will be SuccessIf fail, status will be and there will be an error message in columnFailed Message

                                             

ResultSync customers from Magento 2 to QuickBooks 

 

Sync products from Magento 2 to QuickBooks   

Sync Orders from Magento 2 store into QuickBooks Desktop Sales Order

Sync Invoices Magento 2 store into QuickBooks Desktop Open Invoices and Receive Payment.

Sync Credit Memos Magento 2 store into QuickBooks Desktop Credit Memos

 

  The QuickBooks Desktop Integration supports one-way synchronization only, so admin should not edit the synced data in QuickBooksNote:manually. This will affect the data update/synchronization.

Update

When a bug fix or new feature is released, we will provide you with the module's new package.All you need to do is repeating the above installing steps and uploading the package to your store. The code will automatically override.Flush the configure cache. Your store and newly installed module should be working as expected.

 

SupportWe will reply to support requests within  .2 business daysWe will offer  . Support includes answering questions relatedlifetime free update and 6 months free support for all of our paid productsto our products, bug/error fixing to make sure our products fit well on your site exactly like our demo.

We will offer  . Support includes answering questions relatedlifetime free update and 6 months free support for all of our paid productsto our products, bug/error fixing to make sure our products fit well on your site exactly like our demo.Support   include other services such as customizing our products, installation and uninstallation service.DOES NOT