Wix QuickBooks Integration

By integrating business apps with QuickBooks software, work becomes much easier and smarter. It eliminates time-consuming tasks like manual data entry work with the automation process. The Wix customer data can be readily synced as you proceed with Wix QuickBooks Integration.

Furthermore, the whole procedure can automatically be done in sequence order. This also allows you to use QuickBooks to create invoices and process payments automatically. Connecting Wix and QuickBooks can also help you accomplish a lot. As a result, we’ll go over how to connect Wix to QuickBooks in further depth. This detailed article provides an overview of Wix QuickBooks Integration, including the advantages and the entire process of integrating Wix with QuickBooks.

What Do You Understand with Wix QuickBooks Integration?

QuickBooks integrates effortlessly with a variety of software products, including Wix. The integration process aids in the synchronization of data and the facilitation of tasks. This makes it simple for you to keep track of all of your business facts in one location. You can also automate chores to save time and focus on your company’s profitability.

When you connect Wix with QuickBooks, it makes running your business and other activities easier. You can avoid common errors made by humans when performing jobs manually by making such a wise decision. Furthermore, you can quickly move data between QuickBooks and Wix.

Why Should You Integrate Wix and QuickBooks?

When you connect QuickBooks and Wix, the data is merged and important business details are displayed in one place in an organized manner.

This may also assist you in obtaining the following advantages:

• The QuickBooks application allows you to create new items. Not only that, but you may customize these new items to your preference.
• You can eliminate manual data entry and shortcuts that could lead to human errors by using Wix QuickBooks integration.
• Because the data is automatically shared between QuickBooks and Wix, the integration procedure saves time and money.

These advantages make working with accounting a breeze. Without further ado, let’s look at how you can automate accounting and eliminate the need for manual entry of invoices, customers, and products.

Easy Ways to Wix QuickBooks Integration

To get started with the Wix and QuickBooks integration, you’ll need to know which third-party plugins, software, or apps are the finest. You may use the internet to conduct research and select the greatest product that suits your business needs and, most importantly, your budget.

• Initially, open the Intuit Official website and browse the app store 
• Keep a thing in mind that each app may have a different manner of integrating the QuickBooks program with Wix, as a result, you can choose the best option
• If you find an appropriate application or plugin to integrate QuickBooks and Wix to begin the installation of the same 
• To end this integration process, perform on-screen instructions that appear on your system screen 
• Once done with that then run the application
• When the app or plug-in is installed successfully, you can access the program 
• With this, it allows you to transfer Wix data into a QuickBooks account 
• And then, you can set the preferences in order to configure the settings. 

Your Wix platform begins to sync with your QuickBooks account as you complete these procedures. Following that, you can continue to work with the two in one location and grow your company. 

Note: Keep a thing in mind that depending on the app you choose, the Wix and QuickBooks integration process may differ.

Checkout Seamless Process with the Wix Application

• Manage Shipping & Tax: Set shipping and tax guidelines for each product, and adjust the pricing based on the location of your clients. WixStores will calculate the shipping and tax payments for each order automatically.
• Simple, Secure Payment: You can accept safe payments in a variety of methods with WixStores eCommerce, including PayPal, credit cards, and more. Make sure your customers have a pleasant shopping experience.
• Stay Updated by Email: WixStores will send you an email confirming your purchase, and it will be up to you to ship the item! Your customers will receive a confirmation email as well.
• Secure Shopping Cart: Customers may instantly browse the things they want to buy and go through a secure buying experience by clicking on your store’s shopping bag symbol, which will appear on any page of your website. You can be confident that the personal information of your consumers is secure.

What Wix features can be synchronized with QuickBooks?

When you use Wix QuickBooks integration, it syncs automatically, allowing you to work more efficiently.

Take a look at the following details to see what parts of the Wix website can be synced with the QuickBooks platform:

• Wix Stores 
• Wix Invoices 
• Wix Art Store 
• Wix Audio 
• Wix Bookings 
• Wix Video 
• Pricing Plans app 
• Wix Events

Wix essentially provides the elements needed to build WebPages. You can start designing your website by dragging and dropping the tools. Other business procedures can be performed by integrating or syncing Wix and QuickBooks.

Step 1: Add QuickBooks Connector to your Wix store

Here’s how to add QuickBooks Connector to your Wix store.

• Search for QuickBooks Connector in the Wix App Market.
• Click on “Add to Site.”
• Register for an account.
• You will be prompted to authenticate the QuickBooks Online connection.

Step 2: Set up Your Synchronization Options

The setup procedure outlined below will provide you with multiple choices, allowing you to specify precisely how you desire the integration between Wix and QuickBooks Online to function. Please keep in mind that having a fundamental understanding of accounting is necessary to ensure that the integration settings align with your business and accounting needs.

The following must be set up before you can configure your workflows.

• Account timezone
• Integrations starting date
• Email sync report options

Step 3: Set Up Your Order Workflow

Selecting the When an Order is created in Wix, create a Sale in QuickBooks Online checkbox will ask you to:

• Configure the filters to specify the criteria for fetching orders from Wix. Customize the filters based on the order statuses.
• Designate the presentation format of Wix orders in QuickBooks Online. Regarding QuickBooks Online, decide whether you prefer to transmit your Wix orders as Sale Invoices or Sales Receipts. Choose the option that aligns with your business requirements.

Note: The “Retrieve Store Orders with Payment Status” segment is solely relevant to store orders. We do not synchronize unpaid transactions for any other supported Wix modules, except for the Wix store.

Step 4: Set up the Advanced Options

• Order Number Prefix – The prefix you provide here will be appended to every order fetched from your Wix account. For instance, if your order number in Wix is ‘1234’ and you include the prefix ‘WX-‘ in the configuration, the order will be pulled into QuickBooks Connector with the order number ‘WX-1234’ and transmitted to QuickBooks accordingly.
• Assign Sales to Class/Assign Sales to Location – These two choices enable you to designate a default class or location within your QuickBooks Online system. This feature is specific to QuickBooks Online and applicable only if you’ve configured classes or locations in your QuickBooks company file.
• Original Customer/Customer’s Organization/Generic Online Sale Customer – In many accounting systems, it’s typically necessary to specify a customer record when generating a sales invoice. This specific feature enables you to determine the type of customer record to be established. The default choice is “Original Customer.” However, if your Wix customers provide a company name, and you wish to incorporate that information into your accounting system, you can select the “Customer’s Organization” option.
• Automatic Invoice Numbers – This feature provides the flexibility to completely ignore the Wix order number and utilize the sequential numbering system within your accounting platform. On the other hand, if you prefer not to create any customer records within your accounting system, you can opt for the “Generic Online Sale Customer” choice. This implies that all sales will be synchronized with your accounting system under a generic “WIX” customer record. Further details on how this operates can be found [here](link to relevant resource).
• Discount Product – You have the option to define a dedicated discount ‘Item’ to accurately track discounts applied to sales.
• Rounding Off Product – This product is designated to address any rounding discrepancies that may occur in the grand total of an order on a QuickBooks Online invoice or sales receipt.
• Use Shipping Item – In the event that you apply additional shipping charges to your customers during sales, this integration enables you to designate a specific “Item” for tracking these shipping charges. This facilitates effortless tracking of revenue generated from shipping charges.
• Use Default Customer Message – This feature enables you to utilize the message already present in the template within QuickBooks, instead of having any notes populated from Wix.
• Allow Credit Card Payments – Choose this option if you wish to enable credit card payments for the transactions.

Step 5: Allow QuickBooks Connector to Create New Items in QuickBooks Online

This option is not required if you don’t want QuickBooks Connector to create items in QuickBooks online.

• For inventoried: In QuickBooks Connector, COGS accounts can only be assigned during creation, but COGS prices are not synced.
• For non-inventoried: Select an income account and an expense account.

Step 6: Matching Wix products with QuickBooks Online

To ensure seamless integration of sales with your accounting system, it’s essential to have distinct SKUs assigned to your Wix items.

Note: There are two options for matching products with QuickBooks Online integrations:

• Name: Wix’s SKU field is matched with QuickBooks Online’s name field.
• SKU: Our software matches the SKU field in Wix with the SKU field in QuickBooks Online.

Step 7: Create credit memos in QuickBooks Online

In this process, you’ll need to designate a backup account for issuing payment refunds. Additionally, you’ll specify your desired prefix for refund numbers, which will be added before the refund receipt number. It’s important to note that this integration exclusively handles refund synchronization for Wix Store orders and Wix Bookings.

Step 8: Set up Your Tax

In this setup, you’ll need to associate the appropriate tax code in QuickBooks Online for every tax established in Wix. For further details regarding tax configuration, you can refer to the provided resources.

Step 9: Payments Settings

The settings for transferring payments from Wix to QuickBooks Online give you the option to decide if you want payment information from Wix to be recorded against your sales in QuickBooks Online.

Should you wish to assign various payment methods to distinct clearing accounts, you can achieve this by utilizing the “Map Individual Payment Methods” link.

Step 10: Sync

Your account is fully prepared to synchronize data seamlessly across your applications. With auto-sync enabled, your account will automatically synchronize every hour. However, you have the flexibility to initiate a manual synchronization whenever needed. Simply click on “Sync Now” within the Synchronization Options located at the top of your Manage tab.

Supported Triggers and Actions

Triggers

Automation Rule Use of your pre-defined automation rules as a trigger.	New Vendor Triggered when a new vendor is added.
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.

Actions

Create Expense Creates a new expense using a check, cash, or credit card.	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.

Winding-Up!

You may eliminate manual data entry and human errors that occur while manually entering details with seamless Wix QuickBooks integration. You can make your business task run more smoothly than ever if you use the correct app to integrate and install it. You’ll also save time and be more productive.

In case you want to save time and want a seamless integration without any hassles, it is always advisable to get professional tech support. Get in touch with us for Wix QuickBooks integration. We not only ensure a seamless integration but also provide support for any problems associated with integration and other technical issues. We are experts in dealing with all kinds of QuickBooks issues. For any issues, call the QuickBooks Technical Support Toll-free number at smbaccountants.com.

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