Magento
2 QuickBooks Online Integration by Meetanshi integrates the
QuickBooks Online with Magento 2 store for automatic syncing the store data to
QuickBooks such as orders, customers, payment methods, invoices, & credit
memos.
QuickBooks by Intuit is a popular accounting and finance
management software that eases the tasks of the admin such as income and
expense management, recurring bills, order tracking, and much more. Leverage
this feature-rich software in Magento 2 store with Meetanshi’s Magento 2
QuickBooks Online Integration extension.
The extension automates synchronization of Magento 2 store
data to QuickBooks Online. Also, the admin can manually sync the store data
like customer, products, invoice, sales, credit memos, and payment methods.
Once the data is mapped to QuickBooks, leverage the features
of QuickBooks like automated recurring bill payments, integrating bank and
credit card accounts for better expense management, keep an eye of the business
performance, and insightful dashboard. Everything with Magento 2 QuickBooks
Online Integration extension.
Benefits of Meetanshi’s Magento 2 QuickBooks Online Integration Extension:
•
Integrate QuickBooks Online Integration with
Magento 2 for easy accounts management.
•
Facilitates sandbox mode
•
Use Client ID and Client Secret for integrating
QuickBooks with Magento 2
•
Click “Connect to QuickBooks” button to
authorize and connect the QuickBooks API with Magento 2
•
Check for connection success message and connection
status update in the admin page once you sign in the Intuit QuickBooks.
•
Click the "Fetch All Accounts" button
to fetch and set 3 account types i.e asset account, expense account, and income
account.
•
The admin can configure the customer synchronization
settings by selecting the sync mode as immediate or cron job, and select the
start time and frequency for sync in case of cron job.
•
He can also configure the product
synchronization settings by selecting the sync mode as immediate or cron job,
and select the start time and frequency for sync in case of cron job.
•
Option to select a product name option to as the
product name in QuickBooks
•
Option to select the product description option
to set as product description in QuickBooks
•
Enable/disable option to track product inventory
from the backend
•
Enable/disable option to strip HTML from the
description
•
The admin can configure the product
synchronization settings by selecting the sync mode as immediate or cron job,
and select the start time and frequency for sync in case of cron job.
•
Configure the order prefix for order reference
in QuickBooks
•
The admin can configure the invoices
synchronization settings by selecting the sync mode as immediate or cron job,
and select the start time and frequency for sync in case of cron job.
•
The admin can configure the credit memos
synchronization settings by selecting the sync mode as immediate or cron job,
and select the start time and frequency for sync in case of cron job.
•
Set credit memo prefix for credit memo reference
in QuickBooks
•
The admin can select the country from the
dropdown for tax
•
Enable debug log option if required
•
The “Payment Methods Mapping” grid in the admin
panel maps Magento 2 payment methods with QuickBooks.
•
The “Tax Mapping” backend grid maps Magento 2
taxes with QuickBooks. Click the “Add all Tax Code” button to add all the taxes
in the grid and sync them using the "Synchronize" button.
•
Use the Sync Queue to add the customer, product,
order, invoice, and credit memo data in it for syncing it over a period of
time.
•
The “History Logs” backend grid shows the status
of each entity and its data sync status.
•
The admin has the option to select multiple
entities and delete or re-sync them from this grid.
•
The History Log grid lists:
◦
Sync ID
◦
Type of data
◦
Entity ID/Increment ID
◦
QuickBooks ID
◦
Sync creation time
◦
Message
◦
Status
•
The QBO customer ID is listed in the Customers
grid after customers data is synced. Option for the admin to select multiple
customers to sync them in QuickBooks. Once synced, the customers are mapped in
QuickBooks.
•
The QBO order ID is listed in the Orders grid
after order data is synced. Option for the admin to select multiple orders to
sync them in QuickBooks. Once synced, the orders are mapped in QuickBooks.
•
The QBO Invoice ID is listed in the Invoices
grid after invoice data is synced. Option for the admin to select multiple
invoices to sync them in QuickBooks. Once synced, the invoices are mapped in
QuickBooks.
•
The QBO Credit Memo ID is listed in the Credit
Memo grid after credit memo data is synced. Option for the admin to select
multiple credit memos to sync them in QuickBooks. Once synced, the credit memos
are mapped in QuickBooks.
•
Supports all the payment method types in your
store.
•
Sync data like shipping fees and discounts
For more information, visit https://meetanshi.com/magento-2-quickbooks-online-integration.html
