QuickBooks Online & WordPress Integrate and Sync

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.

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

  1. Step One:

    Go to Zapier.com and sign up your account.

  2. Step Two:

    Enter your company info and select the applications that you need to integrate.

  3. 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.

  4. Step Four:

    You can select as many integrations as you want to.

  5. Step Five:

    Now login to your QuickBooks account.

  6. 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 that 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 in 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 which application would best serve your purpose of integration.

FAQ

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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.

  6. 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.

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