If you use WooCommerce to run your e-commerce business, you must know that you’re using the most adaptable e-commerce software available. The next step is to use a WooCommerce QuickBooks integration to automate your regular accounting tasks. You should use QuickBooks if you haven’t already. It’s one of the most widely used and simple-to-use accounting programs for small businesses.
You can sync orders, items, payments, inventory, and more using this fully automated and real-time system. QuickBooks Sync for WooCommerce adds a direct link from your WooCommerce store to QuickBooks, giving you a full-featured customer, order, payment, product, inventory, and pricing sync in one comprehensive plugin. In this article, you’ll go over how WooCommerce and QuickBooks can be integrated to set up a streamlined accounting solution for your online business.
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Why do you need an accounting platform?
You need accounting software to keep your books in order, just as you need spreadsheets to keep your data organized and Asana to stay on track with your tasks. Accounting software like QuickBooks has a tone of exciting features to accommodate a variety of use cases that arise when running an online business.
WooCommerce-powered stores frequently require a solution to address the increasing demands for bookkeeping. A correctly established bookkeeping flow can relieve your accountant’s (or your own, if you’re handling the accounts yourself) workload while also allowing you to thoroughly assess your finances.
Benefits of WooCommerce QuickBooks Integration
Many businesses prefer QuickBooks as their accounting software. Connecting QuickBooks to your WooCommerce store is a fantastic method to organize and streamline your accounting data.
The below are the listed benefits that you’ll get with WooCommerce QuickBooks Integration:
- Accounting is completely automated- By integrating WooCommerce sales data to QuickBooks; you can automate and schedule accounting. QuickBooks allows you to track your sales revenue in real time. When a customer places an order on your WooCommerce store, QuickBooks immediately adds the invoice, including taxes and any discounts.
- Easy Data Export- You may quickly search and match your records with your existing accounts.
- Accurate Customer Information- When customers place an order, QuickBooks Online automatically creates customer information. And if any details change, they will be updated immediately.
- Keep Products Updated Automatically- Adding a product in WooCommerce also adds a product in QuickBooks. QuickBooks is also notified of any product upgrades.
- Easily Manage Stock Level- When a customer places an order on your WooCommerce store, QuickBooks updates the stock levels. When you update stock levels in QuickBooks, WooCommerce updates them as well.
- Reduced Errors- QuickBooks updates the information automatically, resulting in fewer or nearly no errors.
Types of WooCommerce QuickBooks Integrations
QuickBooks is the most user-friendly accounting platform since it works for practically any type and size of company. Though, there is no standard way to integrate it with WooCommerce. As a result, before beginning the actual integration procedure, it’s important to discuss the type of QuickBooks integration with your company.
The solution should be simple to set up and synchronies data between QuickBooks and WooCommerce automatically. Customer accounts, invoices, and inventories can all be included in the data.
QuickBooks integration with WooCommerce is divided into two types:
1. One-Way Data Integration
This is most likely a wonderful solution for startups transferring specific data from WooCommerce to QB. Transferring WooCommerce orders as a sales receipt to be filed by QB is a popular scenario. This form of integration is usually straightforward and inexpensive, however it is not scalable. Because unanticipated and unplanned use cases are unavoidable, you may need to consider the second type of integration.
2. Two-Way Data Integration
More data items are synchronized in real-time between WooCommerce and QuickBooks when two-way data integration is enabled. When it detects a change, this integration changes a variety of information, and both WooCommerce and QuickBooks are updated as a result. Two-way integration is scalable and adaptable to an online business’s changing needs.
Unfortunately, there is no one-size-fits-all answer to this issue. Before choosing the best technology to manage your books, you must evaluate a number of aspects. In particular,
- Your Budget: Because there are numerous options that provide various services, your money is always the deciding factor. Choose the option that best meets your needs while remaining within your budget.
- The information you keep track of in QuickBooks: This has a direct impact on the sort of QuickBooks integration you require.
- The Sales Locations: Some companies only sell through their websites, while others sell through various channels such as Amazon, eBay, and others.
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Supported Triggers and Actions
Triggers
| Booking Triggers when any Booking is created, updated, deleted, etc. WooCommerce Bookings must be installed and enabled. | Coupon Triggers when any Coupon is created, updated, deleted, etc. Coupon functionality must be enabled. |
| Customer Triggers when any Customer is created, updated, deleted, etc in your WooCommerce Store. | Order Triggers when any Order is created, updated, deleted, etc in your WooCommerce Store. |
| Line Item in an Order Triggers when any Order event occurs. Creates a separate task for each line item in an Order. | Product Triggers when any Product is created, updated, deleted, etc in your WooCommerce Store. |
| Subscription Triggers when any Subscription is created, updated, deleted, etc. WooCommerce Subscriptions must be installed and enabled. | |
| 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
| Create Coupon Creates a new coupon. | Update Coupon Updates an existing coupon. |
| Create Customer Creates a new customer. | Update Customer Updates an existing customer. |
| Create Order Creates a new order. | Update Order Updates an existing order. |
| Create Product Creates a new product. | Update Product Updates an existing product. |
| Create Subscription Creates a new subscription. | Update Subscription Updates an existing subscription. |
| Find Coupon Finds a coupon by searching. | Find Customer Finds a customer by searching. |
| Find Order Finds a order by searching. | Find Product Finds a product by searching. |
| Find Subscription Finds a subscription by searching. | Find or Create Coupon Finds a coupon by searching. |
| Find or Create Customer Finds a customer by searching. | Find or Create Order Finds a order by searching. |
| Find or Create Product Finds a product by searching. | Find or Create Subscription Finds a subscription by searching. |
| 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. |
Various available Plugins – WooCommerce QuickBooks Integration
However, there are several ways, plugins, and tools are available via which you can easily integrate QuickBooks with WooCommerce.
Few of them enlisted down:
1. Zapier
It offers economical one-way integrations, as opposed to the more expensive two-way synchronizations that other services provide. It uses a smaller connection named Zaps to connect WooCommerce and QuickBooks. In each integration, there is a Trigger and an Action. A new WooCommerce order might be a trigger. A sales receipt with all essential order information created in QuickBooks might be the related Action.
2. WooCommerce QuickBooks Connector
Another simple connecting method is the WooCommerce QuickBooks Connector plugin. WooCommerce bank deposits, customers, inventory, orders, payments, and products are all synced to QuickBooks automatically. As your WooCommerce orders arrive in QuickBooks, various triggers connect them. It also assists you in the management of your online business’s accounting requirements.
3. MyWorks QuickBooks Sync for WooCommerce
It enables you to quickly integrate your accounting platform with your WooCommerce online store. Product information, order data, payments, inventory levels, and much more can be synced. The plugin will enable you to connect to QuickBooks directly from your website. The extension allows you to easily sync customer, inventory, product, price, and payment information to your accounting system.
4. Integration for WooCommerce and QuickBooks Plugins
This plugin can help you figure out how your credit memos, customer data, invoices, sales receipts, and other data are synced between WooCommerce and QuickBooks. Setting up the process may take a little longer.
However, you’ll be able to use this plugin to its maximum potential if you map data to every possible QuickBooks field. It can set up more advanced accounting and tax settings, as well as generate new QuickBooks goods for integrating new orders.
Steps to setup WooCommerce QuickBooks Integration
Follow the mentioned below process to successfully integrate quickbooks with woocommerce;
Total Time: 10 minutes
Step One
Initially, go to the WooCommerce >>>> Settings >>>> QuickBooks tab
Step Two
In the next step, you have to create a new account within the QuickBooks tab
Step Three
Now, go back to the WooCommerce and then QuickBooks Feeds tab
Step Four
After that, create a new feed within the same tab
Step Five
Once done then you are required to map from QuickBooks fields to WooCommerce order fields
Step Six
Open any of the WooCommerce Order and click the tab called “Send to QuickBooks”
Step Seven
You have again move back to the WooCommerce >>> QuickBooks logs
Step Eight
Finally, confirm that your entry was sent to your QuickBooks Accounting software.
Available tabs helps you connect with multiple QuickBooks account
You can connect your QuickBooks account to numerous QB accounts using Oauth 2.0 (which is the industry-standard protocol for authorization).
1. Fields Mapping
To map WooCommerce order fields to QuickBooks object fields, simply choose the QuickBooks objects such as Invoice, Sales Receipt, Estimate, and Payments, and then complete the mapping using WooCommerce order fields.
2. Primary Key
Instead of creating a new object, the primary key indicates that you are updating an existing one. Setting the Primary Key field is one way to do that.
3. Export Event
You must choose Event when sending WooCommerce Order data to QuickBooks. Consider sending WooCommerce Order to QuickBooks when the Order Status changes to “Processing.”
4. Error Reporting
If an error occurs while transferring data to QuickBooks, you will receive an email containing the error details at your given email address.
5. Filter Orders
You can use filters and configure rules to regulate or limit the orders that are submitted to QuickBooks, but by default, all orders are sent to QuickBooks automatically. You can limit the number of orders submitted to QuickBooks by only submitting orders from a certain city.
6. CRM Logs
The plugin retains a full log of each and every entry, whether it is sent to QuickBooks or not, and allows you to instantly resend an input to QuickBooks.
Winding up!
WooCommerce QuickBooks Integration can save you a lot of time when it comes to keeping track of your WooCommerce bookkeeping. It’s especially important if you’re running a developing business and can’t keep up with manually entering accounting data. However, WooCommerce QuickBooks integration plugins, products, and apps have become increasingly popular and there are plenty of plugins and extensions available in the market. They can also provide a wealth of features and functions that can help you to achieve your business goals.
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