QuickBooks Connector

QuickBooks Payments For WooCommerce provides an easier, cost-effective, and simple alternative for small businesses for accepting credit cards.

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Overview

QuickBooks Payments For WooCommerce provides an easier, cost-effective, and simple alternative for small businesses for accepting credit cards. Customers stay on your store during checkout instead of being redirected to an externally hosted checkout page, which has been proven to lead to higher conversion rates. This extension supports merchants using a QuickBooks Payments account for eCommerce processing.

Requirements:

  • Intuit Payments account or QBMS (QuickBooks Merchant Services) accounts (sign up here if you don’t have an account yet) and grab your credentials
  • WooCommerce 4.0+
  • An SSL certificate

Key Features

  1.  Securely Save Customer Payment Methods.  Customer can save their credit cards and to their WooCommerce account for fast and easy checkout.
  2. Supports e-Check Payment Method.  Customers with USA bank accounts can checkout using their bank account information for a checking or savings account.
  3. Added Refund for Echeck and Card Payment Method.  Process refunds for an order paid with Intuit Payments within WooCommerce
  4. Added Address Verification Service (AVS) check notification. AVS helps merchants avoid credit card fraud and chargebacks for transactions in which the credit card is not physically present at the sale.
  5. Securely Save Customer Payment Methods on Intuit’s secure servers, so your responsibility for PCI compliance is significantly reduced.
  6. Compatible with WooCommerce Quickbooks Connector. Streamline your operations and avoid double data entry
  7. Compatible with WooCommerce Subscriptions and WooCommerce Pre-Orders.
  8. This extension supports Intuit Payments or QBMS (QuickBooks Merchant Services) accounts, and also fully supports WooCommerce Subscriptions and Pre-Orders.

PLUGIN CONFIGURATION

We provide a free 30-minute setup and configuration session via Skype. We also provide low-cost plugin customization services.

Make a reservation for a free configuration setup call.

Email: [email protected] and Skype Id: [email protected]

  1. WordPress Plugin Uploader.
  2. Access your WordPress admin panel.
  3. Go to Plugin -> Add New.
  4. Press the Upload button.
  5. Click Choose File and select the Quickbooks plugin package zip.
  6. Click Install Now.
  7. Complete the installation process as directed by WordPress and Activate the plugin.

FTP

  1. Decompress/Extract the .zip file you downloaded from CodeCanyon.
  2. Find the WOO-QB-Connector folder (this directory is created when you unzip the file).
  3. Upload the WOO-QB-Connector folder to your wp-content/plugins directory.
  4. Navigate to your Control Panel: Plugins
  5. Under Quickbooks, click Activate Panel: Plugin.

WooCommerce Quickbooks Connector Plugin Configuration

Please go to WordPress Backend and Select WC to Quickbooks Connector plugin.

Step 1: Confirm Your Purchase

  1. Enter your Codecanyon username there.
  2. Enter your Purchase Code and click the Verify button.
  3. The Add Keys Section will be displayed after your Purchase Code has been Verified.

Step 2: Confirm Your Purchase

  1. Enter your Codecanyon username.
  2. Enter your Purchase Code
  3. Click the Verify button.
  4. The Connection screen will be displayed after your Purchase Code has been Verified.

Step 3 : 

  1. Navigate to intuite.developer.com and sign up or create an account there.
  2. From the right top Click on “Dashboard”   and then click on the “+ Create an App” button on the right side.
  3. In this step Select “QuickBook Online and Payments”.
  4. Enter the name of your App given in the “What’s your App name ” text field.
  5. Select the scope based on your requirements.
  6. Select “Create An App.”

Step 4 : 

You have two options in this window.

  1. If you are using a Development or Sandbox account (Testing Purpose) then click on “Keys & OAuth ” under Development.
  2. If you are using a Production account (Live Purpose) then click on       “Keys & OAuth ” under Production.

1 . Here we will click on “Keys & OAuth ” under Development

2. Copy the “Client id” key and Return to Quickbook Connector (WordPress backend) and paste it into the “Enter Client id” field.

 3. Copy the “Client Secret” key and Return to Quickbook Connector (WordPress backend) and paste it into the “Enter Client  Secret” field.

4.  In Quickbook Connector (WordPress backend) See the message in red text ” Please add below url as Redirect Url in Quickbook”.

 Copy the URL in front of the message.

5. Return to your intuite.developer.com account and scroll to the “Redirect URIs” section.

6. Click the “Add URI” button and paste the copied URL into the box.

7. Scroll down and click “Save.”

Step 5:

  1. Return to Quickbook Connector (WordPress backend).
  2. Choose the desired account from the “Select Account Type” dropdown menu.
  3. Click the “Save Changes” button.

Step 6.

  1. Now a new pop box appears below and clicks on the “Connect to Quickbooks” green button.
  2. In the new tab, you can see the name of your app as well as the name of your company. If you have multiple companies registered, select the one you want from the dropdown menu.
  3. Click on “Connect”.
  4. Click on “Accounts”.
  5. Click on the “Get Accounts/Ids” button.
  6. Return to the Account section and click the Get Id button until all ids have been fetched. (Repeat the process until all ids are retrieved.)
  7. Notice that the “Connected” option is visible next to the QuickBook logo.

Adding Sandbox Company to QB

Login to https://developer.intuit.com/.

Hover your mouse over API Docs and Tools in the upper right corner.

Select “Sandbox” from the dropdown menu.

Select “Add a Sandbox Company.”

Choose the desired country from the dropdown menu.

and then select ADD.

 

Important Settings :

Once you’ve successfully connected with Quickbooks, you can sync all of your Woocommerce Data Such as customers, products, taxes, orders, and so on with Quickbooks.

  1. Go to https://developer.intuit.com and log in.
  2. Select “Sandbox” from the “API Docs and Tools” menu.
  3. From the company column, select the required Company name. (See Screenshot).
  4. A new tab will open with the company’s homepage.
  5. Go to “Account and Settings” by clicking the Settings icon on the right side.
  6. Click “Sales” in the left pane.
  7. Turn the “Shipping” and “Discount” options on (ON). (See – Image no 9)

Admin Settings

  1. Go to WordPress backend > Quickbooks Connector  > Under QB, go to Settings and then to the “Export Rules” section.
  2. Set the default values  ‘Processing’ and ‘Invoice.’
  3. The above setting is used to sync your sales order based on its status, and you must choose which form you wish to sync your sales order in the future.

Sample ErrorWhen you select the processing option here but select on hold payment condition while making the order, you will receive an error when trying to export the order in Quickbook (please see screenshot).

Basic Settings

  1. After enabling this feature, whenever a “Guest Customer” places a sales order, a new customer will be generated in QBO.
  2. After enabling these options, manually export sales orders to QBO.
  3. If you want to sync the user’s first and last name instead of their username, check this box. By default, Username syncs to Quickbooks as Customer Name.
  4. If you want to add a prefix to your Order Number in Quickbooks, turn this on.
  5. If you want to use Quickbooks’ default invoice number (incremental), select this option.
  6. Enable this option if you want users to see a Download Invoice button on the frontend.

Advanced Settings

Product Settings

1. Select what attributes you want to sync when the Product is exported/imported to Quickbooks.

2. User Role:- You can select which Roles the plugin should work.

      i.Select user role from the dropdown

       ii. Click on save the changes

       iii. Login to selected user roles account

       iv. Selected user  can able to export orders and products from his account  into Quickbooks

3. Select which  Product Description you want to sync when the Product is exported/imported. You can select long, short, or none from the dropdown.

4. To sync as a Service / Inventory Product, enable this option.

 Prerequisite –

If you want to use Sync as an Inventory or Service Product, you must select “Inventory” from the “Product Attributes to Sync” option.

i . Go to Settings>Advanced settings

Ii. In the first option called “Product Attributes to Sync select “Inventory” from the dropdown.

Iii. After that, you can enable  “Sync as Inventory / Service Product” and Update it.

5. Import Status Order from Quickbooks –  

Order status from your Quickbooks account will be imported to WooCommerce orders using this feature.

The order’s status in WooCommerce will change to “completed” if a user clicks on receive payment in a QuickBooks account for an order that has a pending payment status in WooCommerce.

Follow these steps :

i.Go to Quick book connector > Advanced Settings

ii. Enable the setting called “Import Status Order from Quickbooks”. (Ref: Image 14)

Following that,

i.Go to Woocommerce > Order

ii. In QuickBooks and woo-commerce, look for orders with a “Pending payment” status.

iii. Use your intuit account to edit the invoice for that specific order.

iv. Click on “Receive Payment” and “Save” (Ref: Image 15)

v.Return back to WooCommerce order.

vi. You can see the “Import Status” button there.

vii. Click on the “Import Status” button. (Ref: Image 16)

viii . The order status will be successfully imported, and the status of the order will be changed from “Pending payment” to “Completed.”

6. If you want to move Item / Sub-Item Categories to QBO, enable this option to sync.

7. This option should only be enabled if you want to construct variable products from the category hierarchy when importing products from QBO.

8. When a product is imported from Quickbooks, you can choose the product status you require. You get the option of selecting Draft or Publish.

9. Describe how you want the Product Income account to be managed.

You have the option of selecting Default, Selection within each category, and Selection within each Product from the dropdown menu.

10. This option should only be enabled if you want to manually map the products.

11. This option should only be enabled if you plan to import and export bundle products.

12. Only mapped/exported products will be imported if this option is enabled.

Sync payment fees as Expense

1. Enable Paypal Fees to be linked as a Sales Line Item in Invoice/sales receipt.

2. Enable Stripe Fees to be linked as a Sales Line Item on the Invoice/sales receipt.

3. Enable sync of Paypal Fees as an Expense.

    i.Create Payee as-Paypal

    ii. Create Payment account as – Paypal Bank Account

4. Enable sync of Stripe Fees as an Expense.

     i.Create Payee as Stripe

     ii. Create Payment account as Stripe Bank Account

(See below image)

Mappings

This section is for mapping taxes and products.

 Tax Mapping

Here you can import and export taxes with Quickbooks. To map the taxes, select the tax in the Mapping Column.

For tax mapping, please ensure that the tax rates/percent are the same in Quickbooks and WooCommerce.

Product Mapping

Here you can map the products with QB. Simply click the button, and the products will begin mapping.

Import and Export

Go to WordPress Backend and Select WC to Quickbooks Connector plugin and click on Import/Export

1. To export all orders in QuickBooks Select to and from the date and click on export orders.

2. To export all customers in QuickBooks, click Export All Customers.

3. To export all products in QuickBooks, click Export All Products.

4. To import all products in QuickBooks, click Import All Products.

Automation Settings

When importing products, exporting products, exporting users, and exporting orders, set up a cron job. You can arrange a cron to run hourly, daily, weekly, or as per minutes given by you.

Payment

Different payment methods, such as direct bank transfer, check payments, and cash on delivery, are listed here.

You can choose which bank account the respective method should use to complete the transaction.

There is a section called Select Payment Methods to be included for QuickBooks order export -You have to choose which payment methods should be included in the QuickBooks order export.

(Please refer to the screenshot)

Compatibility

The list of plugins can be found here. You can use a plugin that is compatible with QB to enable it. Simply choose the plugin you want to use and click the enable button.

Logs

The logs are listed in this section.

To export all logs in a CSV file, click on the export to CSV buttons.

To delete all logs, click on the Delete All logs button.

To clear all batches click on the Clear All Batches button.

To refresh the logs click on the Refresh log button.