Magento2 QuickBooks Connector

• Auto-Sync Orders placed from the Magento2 Store to the QuickBooks.
• Admin can manually synchronize the Magento2 store – Orders.
• When orders are synchronized manually or automatically, all information for the respective the orders also gets synchronized.

Customers will get a zip folder and they have to extract the contents of this zip folder on their system. The extracted folder has an src folder, inside the src folder you have the app folder. You need to transfer this app folder into the Magento2 root directory on the server as shown below.

After the successful installation, you have to run the command on Magento2 root directory-“php bin/magento setup:upgrade”

Also, run this command into the Magento2 Root- “php bin/magento setup:static-content:deploy” You can refer the below screenshot.

After running the commands, you have to flush the cache from Magento admin panel by navigating through->System->Cache management as shown below.

After the successful installation of the Magento2 QuickBooks Connector module, you will be able to see the configuration panel under Store-> Configuration ->Webkul->Magento QuickBooks Connect. 

Here the admin will enable or disable the module, select one of the options from – Order place, Invoice Create, or Order Complete to automatically generate the receipts on QuickBooks, select one of the options from – Pending, Processing, and Complete to set the order statuses that should be synchronized with the QuickBooks when synchronizing manually to create the sales receipt on QuickBooks.

How to get the QuickBooks Keys –

Now to get the OAuth Consumer key and the Consumer Secret go to – https://developer.intuit.com/

1. On the Sign-in page click “Create an account” to create a new account.
   
2. Now, enter the details required for registration and then click the “Create Account” option on the registration page.
   
3. After clicking the Create Account option your account will be created on QuickBooks and after that, you will see a page that has an option to choose “Choose an App” or “Select APIs“. Tap the option – Select APIs.
   
4. Now you will see a pop-up on your screen, check both the options – Accounting & Payments and click the option at the bottom right-hand side that says – Create app.
   
5. Now, go to the Setting menu option and click the edit option to rename your new app.
   
6. Rename your application and tap the “Save” button after that. It’s just to recognize your app.
   
7. Now, go to the “Keys” menu option. Here you will find your – App Token, Oauth Consumer key, and Oauth Consumer Secret. Copy these keys to the module configuration part in the admin panel.
   
8. Now enter the OAuth Consumer Key and OAuth Consumer Secret in the admin configuration for the module. Now click the option “Connect To QuickBooks” to receive the other keys. After clicking the option “Connect To QuickBooks“, you will see a window popup where you have to first login to your QuickBooks account to proceed further.
   
9. Now on the pop-up that appears, here you have to authorize your application to submit data on your behalf. Click “Authorize” to allow the application.
   
10. Finally, after clicking the “Authorize” button in the above step, you will be redirected to the admin configuration settings for the module. Just refresh the page and you will find all the keys entered at their respective places as per the below screenshot. Now click the Save Config button to save the configuration.
    
    
    

Admin will find the menu item QuickBooks Connect -> Mapped Order under his admin panel as per the screenshot below.

After clicking the menu option – “Mapped Orders“, you will see a complete list of your store orders as shown below in the snapshot.

Now to manually synchronize this data, you will tap on the option “Import Orders in QuickBooks“. At this time all the orders that have the status of “Processing” will be synchronized with the QuickBooks. You can change the settings in the module backend if you want to choose a different order status to be synchronized. You can select from three order statuses – Pending, Processing, and Complete.

If you select pending then all the orders with the status “Pending” will be synchronized. Similar is the case with other two statuses. After clicking the “Import Orders in QuickBooks” option you will see the execution message with the number of orders to synchronize.

In the case of automatic synchronization, it will depend on what the admin has selected in the module configuration settings.

If the admin has selected the option “Sales Receipt Create On QuickBooks” as “Order Place“, then all the orders when placed on your store will be synchronized with the QuickBooks automatically. Similarly,  if the admin has selected – “Invoice Create” then when the admin creates the invoice for the orders, the orders will get synchronized automatically. Same is the case if the admin has selected -“Order Complete” the orders will get synchronized with the QuickBooks when the status of the order turns to “Order Complete”.

For example:

If the admin has selected the option “Sales Receipt Create On QuickBooks” as “Order Place“, then whenever any order is placed on your store, be it a guest or a registered user it will automatically be synchronized with your QuickBooks account as shown below in the snapshots.

Order Placed at the Store:

Order Synced with QuickBooks:

That’s all for the Magento2 QuickBooks Connector if you still have any issue feel free to add a ticket and let us know your views to make the module better at webkul.uvdesk.com.