QuickBooks Online & WordPress Integrate and Sync
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 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 integration of 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 a Trigger and Action basis. You just need to select various triggers and also various actions corresponding to the 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. |
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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. |
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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 Time Activity Creates a new single-time activity. |
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. |
Find or Create a Customer Finds or creates a specific customer v2. |
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 a Vendor Finds or creates a specific vendor. |
Find or Create Vendor Finds or creates a specific vendor. |
Steps to integrate QuickBooks and WordPress using Zapier
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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 aforementioned steps or want to have more guidance on the other applications for integration kindly get in touch with our QuickBooks Technical Team. We have a pool of trained professionals who can guide you very easily on which application would best serve your purpose of integration.
Frequently Asked Questions
How to integrate QuickBooks with WordPress?