QuickBooks – WordPress Integration
QuickBooks is rated as the world’s number one Accounting software. On the other hand, WordPress is a free Content Management System (CMS) based on My SQL. This means one can easily and freely create one’s own website and sell and market its products through WordPress rather than going for an account in the e-commerce based websites.
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The question here arises is of integrating QuickBooks and WordPress. For example, if the WordPress website is for training then any new member who registers for training its details should automatically be entered in QuickBooks rather than having to type all the details manually again in the QuickBooks. So how can you do it? There are numerous third party software available that enable to integrate the data between QuickBooks and WordPress. In this article, we will show you how you can integrate QuickBooks and WordPress.
Zapier is one such simple application that will enable building an interface between QuickBooks and WordPress. No coding is required for using this application. It works on the Trigger and Action basis. You just need to select various triggers and also various actions corresponding to same.
Supported triggers and actions
Triggers
| New Comment Triggers when a new comment is added. | New Post Triggers when a new post is created. |
| Updated Post Triggers when a post is updated. | New Media Triggers when a new media is uploaded. |
| New User Triggers when a new user is created. | |
| New Account Triggered when you add a new account. | New Bill Triggers when a new bill is added. |
| New Customer Triggered when you add a new customer. | New Estimate Triggered when you add a new estimate. |
| New Expense Triggers when a new expense is added. | New Invoice Triggered when you add a new invoice. |
| New Invoice Triggered when you add a new invoice (with line item support). | New Sales Receipt Triggered when a new sales receipt is added (with line item support). |
| New Payment Triggered when a payment is received (with line item support). | New Purchase Order Triggers when a new purchase order is added. |
| New Sales Receipt Triggered when a new sales receipt is added. | Updated Customer Triggered when an existing customer is updated. |
| New Vendor Triggered when a new vendor is added. |
Actions
| Upload Media Upload a new media file, which can be used as featured media. | Create Post Creates a new post. |
| Create User Creates a new user. | Update Post Updates a post. |
| Find Post Finds a post. | |
| Create Bill (Item Based) Create a new bill, optionally tied to a customer. | Create Bill (Account Based) Create a new bill, optionally tied to a customer (with line item support). |
| Create Bill (Item Based) Create a new bill, optionally tied to a customer (with line item support). | Create Credit Memo Creates a new credit memo. |
| Create Customer Adds a new customer. | Create Estimate Create a new estimate (with line item support). |
| Create Expense Creates a new expense using check, cash, or credit card. | Create Product/Service Creates a new product or service. |
| Create Journal Entry Creates a new journal entry. | Create Invoice Adds a new invoice (with line item support). |
| Create Sales Receipt Adds a new sales receipt (with line item support). | Create Payment Creates a new payment, optionally linked to an invoice. |
| Create Purchase Order Creates a new purchase order. | Create Refund Receipt Creates a new refund receipt. |
| Send Invoice Send an existing invoice. | Send Sales Receipt Send an existing sales receipt. |
| Create Time Activity Creates a new single time activity. | Update Customer Updates an existing customer. |
| Update Invoice Updates an existing invoice (with line item support). | Create Vendor Adds a new vendor. |
| Find Account Find an account by name. | Find Customer Find a customer by name or email address. |
| Find Invoice Find an invoice by number. | Find Product(s) Find a product by name (with line item support) |
| Find Vendor Find a vendor by name. | Find or Create Customer Finds or creates a specific customer v2. |
| Find or Create Vendor Finds or creates a specific vendor. |
Steps to integrate QuickBooks and WordPress using Zapier
To integrate quickbooks with WordPress by using zapier, you need to follow mentioned below steps:
Total Time: 5 minutes
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Step One:
Go to Zapier.com and sign up your account.
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Step Two:
Enter your company info and select the applications that you need to integrate.
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Step Three:
Now select the triggers and also the corresponding actions. For Example: For any new registration made on WordPress you wish to generate a new account in QuickBooks. Then enter the trigger as new registration in WordPress and Action as the opening of a new ledger in QuickBooks and so on.
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Step Four:
You can select as many integrations as you want to.
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Step Five:
Now login to your QuickBooks account.
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Step Six:
You will be prompted to authorise Zapier.com for the integration. Once you select ok, then the WordPress and QuickBooks will be integrated.
This is just one example of integration. Other than Zapier there are various other applications available in the market that you can choose from for integrating QuickBooks and WordPress.
Need Professional Help?
If you have any doubt about following the aforesaid steps or want to have more guidance on the other applications for integration kindly get in touch with our QuickBooks Technical Team on our Toll-Free Number smbaccountants.com. We have a pool of trained professionals who can guide you very easily on which application would best serve your purpose of integration.
Get the Instant Solution with Live Chat Experts
Are you still not able to resolve your QuickBooks Integration issue? We have a team of QuickBooks Integration experts with years of experience in resolving errors and issues. If you need any help asap, CHAT NOW with our experts.
FAQ
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How to integrate QuickBooks with WordPress?
To do this, add the customers to the QuickBooks, and a user is required to install the WPForms plugin and then activate the program. It will provide access to connect with word press and other web apps to make things easy to handle.
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How many WordPress plugins are beneficial for QuickBooks?
Six top-rated plugins are beneficial for QuickBooks to create a good relationship with customers and increase business efficiency. Here the names are: Jetpack, BackupBuddy, Gravity Forms, 404 Redirected, WordPress SEO by Yoast, and WooCommerce.
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How can I integrate with woo commerce?
The first thing you have to do is install the MyWorkSync helper extension in the woocommerce store. Once the program is finished then you need to connect the QuickBooks under the “MyWorks” account. Follow the displayed guidelines to complete the process and then map the existing data.
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How does QB integrate with WordPress?
Firstly, you have to set up WooCommerce. From your WordPress admin window, install the Woo Commerce plugin correctly. Then, configure the settings to map the data. choose the Push/Pull data and hit the final click on the Sync and you are all done with it.
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What are the best apps for QuickBooks integration?
Insight time management, Insightly time management app, QuickBooks, and many more. Among all these applications, QuickBooks is one of the best accounting software to find the best results. It is one of the best apps to manage your management and the best time tracking feature to track all business functions.
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Does service autopilot sync with QB online?
Yes, Service Autopilot sync with QuickBooks online. This is the only platform where you fully integrate with QuickBooks to work smarter, improve customer relationships, less human error which leads to rapid growth.
