WooCommerce QuickBooks For Online Stores – [Best Guide]
- Last Updated: Sep 15th, 2018
- Posted by: Editor
- Category: Tutorial
The world needs to overcome everything! So, why to be behind in case of WooCommerce Quickbooks. As we all know that – Running e-commerce business doesn’t have to be complicated.
Further, WooCommerce Quickbook helps you to manage your entire business so that you can easily improve your workflow and finally say goodbye to time wasting. If you wish to run a WooCommerce store, you are in the right place. Keep reading this article and get a clear view on why select WooCommerce QuickBooks?
What is QuickBooks?
QuickBooks is an accounting software work as a financial management platform. It is developed and marketed by Intuit. It is used to manage payroll, create invoices, sale reports, manage inventory, track change orders and job status, monitor expenses, customer, vendors, and employees. Its features can be developed according to different companies and their needs. Its features include:
- Merchant tools
- Marketing Tools
- Training solution.
- Product and supplies
QuickBooks developer also offers a cloud service called QuickBooks Online (QBO). Cloud version of QuickBooks is different from the desktop version. There are many features which you found in online QuickBooks only.
You can select QuickBooks online if you want the following :
- Provide access to your users or accountants on any location: In QuickBooks online, you can set up a user ID and password for each person who needs to access your data from Wherever they are located.
- Allow entering a transaction using a mobile device, PC or a Mac: QuickBooks Online does not need any software installation. Just open up a browser in any device to access your data.
- Automatic, real-time update: When you make changes in your data you will be updated by QuickBooks online.
Generally, QuickBooks desktop is the best solution if you are in a product based business that needs inventory tracking option and batch invoicing. Industry-specific desktop versions are best for contractors manufacturers, wholesalers and retailers and more. QuickBooks Desktop is operated by one device only.
You can select Quickbook Desktop if you want the following feature:-
- Multiple inventory tracking options: This version of QuickBooks allow two option of tracking inventory- the average cost method or the FIFO (First in first out) method. when you purchase the Advanced Inventory add-on module called FIFO.
- Batch invoicing: When the amount and type of services your billing are same then you can bill the same time.
- Business-specific versions: You will get a business-specific feature for the following industries: General Business, contractor, professional services, retail & nonprofit, manufacturing & wholesale. Which is not possible in QuickBooks online.
If you are running a 24/7 working WooCommerce store and your business is growing, its challenging to update transactions all the time. You need to set a time in your busy day or hire someone to properly maintain your books.
Connect QuickBooks to your WooCommerce store is a better option to smartly maintain your accounting books.
Now, lwt’s take a look at:
How to connect WooCommerce to QuickBooks
WP to QuickBooks Connector plugin
WP to QuickBooks Connector is a WordPress plugin which allows you to sync real-time data from WooCommerce to QuickBooks. You can see WooCommerce QuickBooks online connector plugin right in your WordPress dashboard.
To create this setup in your website, first, you need to install and activate WP to QuickBooks Connector plugin in WordPress. Get an idea of how to install a plugin in WordPress Website.
How to add the license key?
Once it’s done click on WP to Quickbook Connector plugin in the menu. After this, you need to add the keys. These keys are clients ID and secret at QuickBooks IDE.
To get the client IDs, visit your QuickBooks account and click on keys. Here you get client IDs that you can copy and paste in keys.
Now, Click on Save Changes button to save the changes. Further, click on connect to QuickBooks button.
Here you get one more option that changes credential. However, if you want to change the credential or associated with the different application then you can click on change credential and add different client IDs.
Moreover, once you connected then you can export data from WordPress to QuickBooks online.
Next step is to get QuickBooks Ids to export data from WordPress to QuickBooks online. And that we get by clicking on get ID.
Once you also get all the IDs means all the data is exported and the connection is established.
Consequently, to check that the connection is successfully set up or not. Click on verify connection button and if you get the company ID or Lianna ID that means its connected successfully. You can also reset your connection from here.
Now, click on export function. Here you will also see three options export all customers, export all products, and export all orders. You can easily export your data at once or individually.
In the menu, there is an option of setting. You need to click on the settings button. Thereafter, the page opened will enable you to select the status and after exporting the data the status will be changed. Now, you can see the changes in options.
You can select the option as you required
Now, your QuickBooks is connected with WooCommerce.
WooCommerce QuickBooks Integration
As we all know that, WooCommerce stores are easily integrated into accounting software. Let’s have a look at all existing ways to WooCommerce QuickBooks Integration. However, here are the key integration functions offered by most of the services as basic and additional, highlighting the core benefits of each.
Regular Functions: Sync prices with the values from QuickBooks, import items from QuickBooks, export items from QuickBooks, send orders to QuickBooks, send customers to QuickBooks, manually push & pull date, chat & email support.
Additional functions: Two-way sync, Inventory management, stock level, Shipping & Fulfillment, reports & analytics, live chat & phone, support multiple payments methods, global Tax, and custom development.
Advantages of integration: Planning and analysis in a real-time mode, automatic and quick data synchronization, update information on the website, no errors during data transferring, company’s productivity increase, customer care.
Issue solved by integration: Electronic interchange of commercial information, incomplete data about products or services, manual transferring of data in QuickBooks, manual transferring of data in WooCommerce, difficulties in informing clients.
WooCommerce QuickBooks Integration With MyWork Software
You can start with a free trial version of MyWork. Register on the website and place your order and download the plugin. Subsequently, you’ll get an email with a license key that you need to enter when syncing the plugin with Quickbooks Online.
Needless to say! The setup of the plugin is quite easy. Furthermore, you can see the information like diagram view or real-time synchronization on the homepage. This plugin also records its activity in the Log tab.
When the plugin installed, then, click on the connect to QuickBooks and paste the license key.
Thereafter, press the enter and change the connection no. (number of the store).
Now, change the sandbox mode to yes and save the settings and continue.
Note: You may see an error here but when you open the link in a new tab then that it will be cleared.
Now, log in with the same account you used for MyWork and connect with QuickBooks. Click on Authorize button.
Finally, scroll down and click on the Reload button, you will get an access token. Now, the MyWork plugin is set up and you can integrate your data.
Key features Of My Works:
- Unlimited Transactions
- Manually Push & Pull Data
- Global Tax & Currency Support
- Real-Time Sync
- Two-Way Sync
Finally, hoping that this post will help you to understand: A complete guide on WooCommerce QuickBooks. For more help on any other issues talk to our WordPress Support team to get instant advice & support, Dial +1 888 614 0555 (Toll-Free) to avail our WP Security services.