QuickBooks Online

Overview

QuickBooks Online hits 1.5 million global user milestone and enjoys 80% market share with 29 million small businesses in the US. If you are among those who keep the accounting in QuickBooks Online, this add-on is a catch for you. The QuickBooks Online add-on simplifies the data update and sets you free of tiresome routine while the automatic synchronization ensures an accurate data exchange.

What you get?

You will get a synchronization of your products, orders, and customers via API. You do not have to enter the data manually anymore. When necessary, you just start the uploading process and all the required data is transferred to your QuickBooks Online.

• Instant synchronization of product prices and quantity.
• No need to monitor them manually as they are updated automatically.
• Automatic transfer of the newly created orders and update of the existing orders.
• Automatic transfer and update of the customers.

Sync Products

Centralize your operations to reduce errors. Stop managing your products in multiple locations. You can sync your products between both platforms, saving your time and money.

Sync Customers

Use this time-saving feature to streamline your accounting needs. Organize everything including your customers in one place and make the bookkeeping easy.

Key features

• Synchronization of product, orders, and customers with your QuickBooks Online account;
• Synchronization via CRON on a schedule basis;
• Compatible with CS-Cart Multi-Vendor platform;
• Each vendor can set up a synchronization with their QuickBooks Online accounts.

Quick-start guide

Please use the videos and compare the explanation below

https://www.simtechdev.com/addons/site-management/quickbooks-online-integration.html

Part 1.

1. Create a new production app in QBO on https://developer.intuit.com
2. Set up the connection between your CS-Cart store and QBO.
   1. Copy Client ID and Client Secret from the Keys section of the production app configuration page to the Connection settings tab of the Quickbooks online panel of your store.
   2. Choose the “......prod url…..’ in Accounting Base URL (chose the “....sandbox….” if you are in the sandbox account)
3. Go to the Token tab and copy Redirect URI.
   1. Go back to the Keys section of your app and add it to the Redirect URIs.
   2. Hit the Save button.
   3. Click on the Get Token button in the Token tap of Quickbooks on-line connection.
   4. If the authorization has been successful, token and refresh token become available.
   5. Tap on the gear icon in the upper right corner of the screen and select “Test connection” from the drop-down menu. You will see the notice about the production company name. It should be the same as the name of the QBO dashboard.
   6. Token can be used within 60 minutes.
   7. To get it renewed automatically, set up a cron job.
   8. Cron for refresh token is available in the add-on settings.
4. Tap on the gear icon in the upper right corner of the screen and select “Get QBO parameters” from the drop-down menu.
   1. The new tasks on getting user accounts, payments and tax information will be listed in the queue. Please wait till the tasks are executed.
   2. Go to the Default account tab and get the fields auto-filled by clicking on each of them.

Part 2.

1. Choose a category and products in your store and export them to QBO.
   1. Check the queue.
   2. The category and the products to be created in QBO should be queued in the task list.
2. Go to Sales->Products and services on the app configuration page.
   1. Check if the list of exported products is there.
   2. Go to the product detail page of one of the exported products and configure its Inventory asset, income, and expense accounts settings as shown in the screencast.
   3. Check the queue.
   4. Check if the product settings have been updated in the QBO.
3. Now you need to check how integration with QBO works for new products.
   1. Create a new product in the store admin panel.
   2. Refresh queue and check if the created product is in the list.
   3. Follow the same instructions as in the previous section but for the created product.

Part 3.

1. Go to your storefront and register a new account.
   1. Leave the “First name” and “Last name” fields empty if you want to use the default name “User” in the system.
   2. Check if the newly created user account has been synced into QBO.
2. Place an order on behalf of the registered user and fill out all required fields when checking out.
   1. Go to the admin panel and process the new order.
   2. New tasks “Update customer” and “Create invoice” have been added to the queue.
   3. Check if the newly created order has been synced into QBO.
3. Now place an order on behalf of a non-registered user (add two products that have been synced and one that has not).
   1. Go to the admin panel and process the new order.
   2. New tasks “Create guest user”, “Create product”, and “Create invoice” have been added to the queue.
   3. Check if the newly created order has been synced into QBO.

Support

If you need help, please contact us via our help desk system.

User Guide

Learn more about the add-on in our User Guide.