WooCommerce QuickBooks Integration

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

  1. Step One

    Initially, go to the WooCommerce >>>> Settings >>>> QuickBooks tab

  2. Step Two

    In the next step, you have to create a new account within the QuickBooks tab 

  3. Step Three

    Now, go back to the WooCommerce and then QuickBooks Feeds tab 

  4. Step Four

    After that, create a new feed within the same tab 

  5. Step Five

    Once done then you are required to map from QuickBooks fields to WooCommerce order fields 

  6. Step Six

    Open any of the WooCommerce Order and click the tab called “Send to QuickBooks”

  7. Step Seven

    You have again move back to the WooCommerce >>> QuickBooks logs 

  8. 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.

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.


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