Retailers with QuickBooks Point of Sale are looking forward to connecting their store with the WooCommerce store. By connecting QuickBooks POS integration with WooCommerce, retailers are allowed to connect the POS with the eCommerce store. This way they can manage the store effortlessly only from one platform.
Furthermore, you can automate a number of processes, save human resources, minimize errors, and costs. Third-party QuickBooks and WooCommerce integration plugins such as MyWorks and Zapier can make this process even simpler. To know more in detail, go through the following guide.
- Benefits of Integrating QuickBooks and WooCommerce
- How to Get Started with QuickBooks POS and WooCommerce Integration?
- Two Types of WooCommerce and QuickBooks Online Integration
- Should I Use QuickBooks POS, Desktop, or Online?
- What All Data You Can Track in QuickBooks?
- How to Manage Inventory and Purchasing?
- List of QuickBooks and WooCommerce Integration Plugin
- How to Use Zapier for QuickBooks and WooCommerce Integration?
- How to Use MyWorks for QuickBooks and WooCommerce Integration?
- How to Use QuickBooks and WooCommerce in WordPress?
Benefits of Integrating QuickBooks and WooCommerce
When your QuickBooks sync for WooCommerce, it adds a direct connection from the WooCommerce store of the QuickBooks program. There are several benefits for this integration:
- Improve customer experience.
- Increase traffic and sales.
- Better reach for customers.
- Improve data collection.
- Automate inventory management.
- Automate order management.
- Shopper management automation.
- It makes accounting effortless: MyWorks helps your business to grow if you automate your accounting with WooCommerce and QuickBooks integration.
- It saves your time and improves accuracy: With the two-way sync, you can manage the inventory and orders automatically. It also helps you to keep both platforms updated.
- Simple and quick setup: It provides docs, videos, and easy setup with unlimited support.
- With MyWorks Sync, you can easily map the payment gateways, customers, products, and more between QuickBooks and WooCommerce.
- It provides automatic real-time sync.
How to Get Started with QuickBooks POS and WooCommerce Integration?
To initiate the integration, you must have a QuickBooks account so that you can join it with your WooCommerce store. Moreover, keeping a QuickBooks account can be the best accounting solution for small businesses. Using this cloud-based platform, you can track expenses and income, customers, sales transactions, and manage purchasing, invoicing inventory, and more.
As stated earlier, with the WooCommerce and QuickBooks POS integration plugin, you can easily connect the accounts. You can explore the store to find the best integration extension or plugin. Make sure you compare the extensions, install, and test them to get the right one for your business.
Two Types of WooCommerce and QuickBooks Online Integration
+Before proceeding further, you should be aware of the two types of QuickBooks POS integration with WooCommerce. QuickBooks and WooCommerce do not connect directly. The integration process requires a third-party extension or plugin to connect these two platforms.
Since there are plenty of plugins and extensions so it may take a time to meet the right connector tool. As you select the WooCommerce QuickBooks integration extension or plugin, you can proceed with the integrations.
Now, to connect or transmit the data, you can opt for two different ways; One-way or Two-way integrations.
One-Way Transfer Integrations
In one way transfer, you can transfer the data from one system to another such as posting the WooCommerce order into the QuickBooks Online as a sales receipt automatically. In addition, one-way transfers are an economical way to manage simple tasks as you can add new WooCommerce customers or orders to QuickBooks automatically. Moreover, it has a low and one-time fee only.
Two-Way Transfer Integrations
Such integrations support real-time, complex, and also two-way sync of the multiple data streams between QuickBooks and WooCommerce. With two-way sync also helps you to update both the system as you make changes to product descriptions, inventory counts, order and tax details, customer information, and others. However, the complex process may cost you more than one-way sync.
Once you understand the difference between one-way and two-way transfer, you can decide what type of data integration your business requires to operate.
Should I Use QuickBooks POS, Desktop, or Online?
There are a lot of QuickBooks users; some of them use QuickBooks Online, others may prefer QuickBooks Desktop for QuickBooks Point of Sales. According to the report, most users prefer QuickBooks Online for integrating with the WooCommerce store.
Most of the WooCommerce QuickBooks integration extension or plugin works efficiently with QuickBooks Online. In case you are using online products, you will have more options for WooCommerce integration. On the other hand, QuickBooks Desktop requires more in-depth integration than QuickBooks Online.
Besides that, some users prefer integration in QuickBooks Point of Sale. By installing the right extension, you can proceed with the WooCommerce integration with QuickBooks POS, Online, and Desktop.
What All Data You Can Track in QuickBooks?
Users can prefer one-way or two-way transactions depending on the requirement of their business. If you only want to track income, sales, and expenses in your QuickBooks account then the one-way transfer is all you need. But, if you want to track the customer information, inventory counts and valuation, line item information for sales, and sales taxes then you have to go with the complex two-way transfer integration with WooCommerce.
How to Manage Inventory and Purchasing?
If you use QuickBooks to receive stock, track inventory quantities, create purchase orders then you need two-way real-time WooCommerce and QuickBooks inventory sync as it saves a lot of time while maintaining the accurate inventory counts in both systems. This way you can easily manage the inventory and purchasing.
Where to Sell: If you sell online with WooCommerce then you should go with a one-way connection. This will allow sending the orders to QuickBooks. However, if you prefer to connect QuickBooks to WooCommerce and sell in-store or other sales channels with a Point of Sale system then two-way integration would be better.
By doing so, you can sync customer information, inventory counts, and order line item details through the channels to streamline the bookkeeping and daily operations.
Where to Spend: The one-way WooCommerce QuickBooks integration can be connected for a one-time extension or plug-in fee and there are no ongoing costs.
On the other hand, complex two-way integrations charge monthly fees. However, it saves your time as you get automation solutions that are worth the cost especially if you require a high level of integration. If you are wondering what those WooCommerce QuickBooks integration extensions or plugins are, you can explore them in the following guide.
List of QuickBooks and WooCommerce Integration Plugin
Now, you must be aware of the functions of integration extensions and plugins. Based on your business’s requirement, you can choose the one-way or two-way integration plugin. But how would you know which is the best plugin for the QuickBooks POS integration with WooCommerce?
To make you clear with the integration idea, we will highlight some of the best plugins while expressing their potential service.
Zapier: Zapier is one of the best WooCommerce QuickBooks integration extensions. It offers simple and economical one-way integrations versus the two-way integrations that other services might deliver for the monthly charge.
One-way integration provides:
- It creates sales receipts automatically in QuickBooks Online whenever you get the new WooCommerce order.
- You can also add the new customer automatically in QuickBooks Online for every new WooCommerce order.
- Also, it creates a sales receipt automatically in QuickBooks Online from the monthly subscription renewals of the WooCommerce service.
Remember that all this information is for one-way tasks from your WooCommerce to QuickBooks. But, if you prefer to sync the data from QuickBooks Desktop or Online to WooCommerce (for the real-time inventory updates) then you can go with the two-way connection.
MyWorks, OneSAAS, Webgility
For complex solutions, you can go with OneSAAS, MyWorks, and Webgility. Such services provide the following:
- Update and real-time sync for stock levels between WooCommerce and QuickBooks.
- Sync item names and product data description between QuickBooks and WooCommerce.
- You can also sync orders from WooCommerce to QuickBooks and select the sales receipt or invoice that is generated in QuickBooks.
- It also lists the order line items of WooCommerce in QuickBooks sales receipt and attaches taxes and line items such as shipping to the QuickBooks accounts.
- You can download product data and historical orders from WooCommerce to QuickBooks in order to kick start the QB files especially if you are a new user of QuickBooks.
There can be other services that you can select for your business such as WooCommerce QuickBooks integration nulled. If you only require basic transfers (economically) then Zapier can be the best choice.
For more advanced features, you may need a two-way connection. However, the price supported QuickBooks products, and overall use may be different from the one-way connection.
Test the Integration
If you are willing to know more about WooCommerce and QuickBooks Online integration then we will give you more details. In the following discussion, we will show you the test drive of the integration with both Zapier and MyWorks so that you can understand what service suits your business.
How to Use Zapier for QuickBooks and WooCommerce Integration?
Zapier connects WooCommerce and QuickBooks with the help of Zaps which is called mini-integrations. Each zap includes Actions and Trigger. For instance, a Trigger is a new order that can be replaced on WooCommerce whereas an Action creates a QuickBooks sales receipt automatically with the order information.
Zapier has 3 pre-set Zaps or QuickBooks WooCommerce integration. You can use up to 5 Zaps for free in your account. You can use Zapier to set up the basic integrations with no ongoing fees. Besides that, you can generate the custom Zaps using the Zapier. However, there are only a few triggers to select.
How to Integrate WooCommerce and QuickBooks using Zap from Zapier?
- Install the Zapier Extension in your WooCommerce and WordPress.
- Then, click on the premade Zap for WooCommerce QuickBooks integration.
- Follow the setup wizard in order to connect QuickBooks and WooCommerce.
Zapier is the economical solution to share new customers or orders from WooCommerce to QuickBooks. However, you cannot share data from the QuickBooks account to WooCommerce. In case you want to sync all the data including the order line items, inventory, and customers then two-way action will be helpful. For two-way integration, MyWorks can be a great choice.
How to Use MyWorks for QuickBooks and WooCommerce Integration?
MyWorks offers two-way sync between WooCommerce and QuickBooks. It is the economical choice for your business that is looking for a robust integration between QuickBooks Online and WooCommerce. It also supports QuickBooks Desktop. In addition, you will find more data elements in order to connect in two-way integration and thus MyWorks requires more good planning than the simple Zap connections from the Zapier service.
However, you receive the intuitive wizard, personal setup call, and simple data mapping windows that will help you to connect the data.
How to Integrate WooCommerce and QuickBooks using MyWorks?
- Download and install the “MyWorks” plugin in your WooCommerce or WordPress.
- Then, connect the plugin with your QuickBooks service using the connection and license information from the MyWorks account.
- Follow the steps given in wizard to finish the connection between QuickBooks and WooCommerce.
- Now, complete the data mapping and default settings.
From here, you can decide how your data should be connected between QuickBooks and WooCommerce. Here, you can select the specific data that you want to connect such as payments, orders, inventory, and taxes. Remember this does not include other data such as product description.
If required, you can select the initial download of your historical data such as customers and transactions.
When your system syncs successfully, you can verify it through the MyWorks sync logs. This will let you find the updated activity and data transfer.
This is a quick way to set up MyWorks for two-way integration between WooCommerce and QuickBooks.
How to Use QuickBooks and WooCommerce in WordPress?
You can use the QuickBooks WooCommerce integration in WordPress. If you are planning to do so then we will enlighten you with the procedure.
Step 1: Install WooCommerce and QuickBooks POS integration Plugin
First of all, you will have to find and download the QuickBooks and WooCommerce Sync plugin. For that, you can do the following:
- Navigate through the WordPress dashboard.
- Go to the “Plugins”.
- Click on the “Add New” button.
- Search for the plugin. You can use the WooCommerce Sync for QuickBooks.
Once you download the plugin, activate it. Make sure you check the version compatibility of the plugin you are downloading. If you use QuickBooks POS or Desktop then you can choose the plugin from the vendor’s website.
Step 2: Create Your MyWorks Account
Since you have activated the plugin, now create an account for the MyWorks platform. This will allow you to perform two-way sync action.
- Once you create your account, go to the “MyWorks Sync”.
- Then, click on the “Connection” in the main menu of WordPress.
- Click on the link located above the “License Key” field.
This will open the plan selection page (on the MyWorks website). Here, you can select the option as per your choice, click on the Get Started button, and follow the on-screen instructions.
After adding the information you will see the MyWorks dashboard where you will find the license key. Here, you need to click on the Copy Key and return to the plugin settings in WordPress. Now, in the License Key field, paste the license key you copied. Then, hit the Enter key in order to activate your account.
Step 3: Configure QuickBooks Settings
Since your MyWorks license is activated, you can connect QuickBooks to the plugin. Throughout the process, you will have to switch between WordPress and MyWorks accounts.
- Go to the “MyWorks” dashboard.
- Then, click on the “Connect to QuickBooks” option.
- Now, follow the on-screen prompts.
- Return to the “WordPress” dashboard.
- Then, click on the “Connect to QuickBooks Online” to finish the process.
- After connecting the accounts, go to the “Default Settings” in order to configure the sync options.
- Select your desired settings using the drop-down menu.
- Click on the “Save All” button.
Once done, you can map the WooCommerce products, customers, and payment methods to the QuickBooks equivalents. Now, go to the MyWorks Sync and click on the Map in the WordPress dashboard.
You will also see a list of WooCommerce data using the drop-down menu in order to set the QuickBooks equivalent. Then, click on the Save button.
Step 4: Sync the Old Data
Now, QuickBooks and WooCommerce start syncing whenever the new data comes in. If you want the historical data then you can use the plugins. All you have to do is go to MyWorks Sync and click on the Push plugin. After this, choose the customers that you wish to sync from the list. Then, hit the Push Selected Clients. You can repeat this process for Products, Orders, Payments, and other data.
The best integration can be a single action and two-way integration depending on the type of business you operate and the budget. The only difference is that one-way action with Zapier is simple that ports new orders of WooCommerce order to QuickBooks. It can be good for solopreneur or startup.
Whereas complex and two-way sync from OneSAAS and MyWorks deliver more efficiency to your business in terms of syncing orders, inventory, taxes, payments, customer data, and more.
We hope you have understood the entire concept of QuickBooks POS integration with WooCommerce.
Do you want more ideas for QuickBooks integration, read the following guides:
Salesforce QuickBooks integration
QuickBooks CRM integration