How to set up QuickBooks for WooCommerce?
If you are a small business, you surely might be using Quickbooks to manage your accounts. It’s one of the best software out there that you can use to manage complete accounting. You can manage your accounting using this software. Many small businesses are using QuickBooks to manage their accounting and they are also using WordPress (WooCommerce) at the same time.
If you are one among them, you are at the right place.
The Objective – How to set Up QuickBooks for WooCommerce?
Well, there is no particular problem that we are addressing here. Instead, it’s more like an additional feature that you will get if you keep using this particular method.
At the end of every month, you will have to sync it with QuickBooks to get the details of your accounts. It’s important to manage your accounts. If that’s the case with you, you are at the right place. In this guide, we are going to see how you can sync QuickBooks with WooCommerce.
Once you do this, you will no longer have to waste your time adding all the data to your QuickBooks. You can easily sync it and get all the things in your QuickBooks.
There is a plugin that can handle the sync for you. It will automatically sync the required data and make sure that you are getting what you want.
This guide will cover everything you need to know about the plugin and we will also see how you can configure it.
Before continuing to the article, it’s important to make sure that you are using the right version of WooCommerce as well as you are using the right version of QuickBooks. By right, we simply mean that you need to update if you haven’t already done it. You can simply hit the update button and you are all set to go.
So, let’s learn more about the plugin.
Why you should use QuickBooks Sync?
Here are some of the reasons you should use QuickBooks sync,
Synchronization will allow you to share the data with two software. Now, most of the software will only allow you to show the overview of the data. In simpler words, they will just show the basic account details like how many sales you got or which product you sold. That’s not the case here. With QuickBooks sync, you can sync the data on both sides. In simpler words, you can sync the data from WooCommerce to QuickBooks as well as you can get the data from QuickBooks to WooCommerce. One of the biggest advantages of this feature is that you can see the data from anywhere. If you have opened WooCommerce and want to see the data there, you can see it. The same goes reverse.
Free and Easy to setup QuickBooks for WooCommerce
It’s free which gives you one extra reason to use this software. You are not paying anything extra to use this app. Once you have QuickBooks, you will have to create an account with WeWorks. That’s pretty much it.
You can download and install the app from the WooComemrce official website and upload it on your WordPress website. You can then connect all the apps.
Before that, you will need to create an account at WeWorks. It’s a free service. It will hardly take few minutes to create an account there. You can create an account and select the plan. You can either g with the free plan or you can go with the paid plan.
There are some of the features differences in both of them. You can select one of them from it and you are all set to go.
For the connection, you don’t have to do anything. You can open the plugin page and enter your login details on the page. When you enter the login details, it will ask to allow access. You can simply hit the allow button and you will start getting the connection from both the side.
You will start receiving the data from QuickBooks and you will start seeing the data from QuickBooks.
That’s pretty much it. You can see the data and manage it.
This will make your work a lot easier. The only reason we saw the above small tutorial was to make sure that you can easily do the setup too.
About the plugin
Like we have mentioned, the name of the plugin is QuickBooks sync. It’s the best way in which you can sync all the data with WooCommerce.
It allows you to sync the financial data with the online store. You can not only sync the reports but you will also sync the products and the reports. So, you will get complete information on how many sales you have made and which was the product that was sold.
All the data will be available directly on your QuickBooks accounts. So, you can manage your account directly from there.
It’s completely compatible with QuickBooks online tool or you can also use it with a desktop or POS tools.
The plugin is free to use and download. However, you will need an account at MyWords for integration services, registration is for free as well so you won’t have to pay for anything.
So, if you don’t have an account, you can create it now. Meanwhile, we will get into the features and see why you should be using this tool. For some people, it might already sound like a blessing, whereas, for some people, you will need to see the features to confirm your decision. So, let’s see the features.
Features for using QuickBooks with Woocommerce
Now, we will see some of the top features which make it worth a shot. You will get the following features here.
Easy and Time-Saving
It makes your work seamlessly easy. Most of you might have got the idea by the name that it’s not so easy-to-use software but that’s false- it will surely make your work easier. You can start using this tool to sync the data with the QuickBooks account. This will save you time. If you have hired a person who was doing all these things, you won’t need them anymore. You can use this small plugin.
This is where things get more interesting for settuping up QuickBooks for WooCommerce . You don’t even need to open your QuickBooks accounts to see what are the updates and to see the report. You can manage all the data directly on your WordPress dashboard. This is where things get interesting.
It’s a two-way sync. You will see all the data on the website as well as, you will see all the data on your QuickBooks account. In this way, you don’t have to worry about anything. You probably might be looking for more features, right?
You can easily map the customers with the products as well as you can map the products with the payment gateway. Now, we know it’s a boring task to map all the data when you don’t have the name and SKU as the same, right? This is where the AutoMap feature comes into existence. You can save time as well as you can do the synchronization automatically. It will map all the data without you having to do anything. Giving you ultimate freedom of everything. You can turn on the auto option and they will do the work for you. In this way, you will save more time as well as get all the things connected.
Support of the Apps
So, some of you might be thinking, will their payment gateway support the work? The short answer is yes. It works with all the payment gateways and all the apps. You don’t need to worry whether you are using a Stripe payment gateway or even if you are using an integrated gateway. The QuickBooks sync will support the gateway and give you the data. It competes flexibly and all the transactions are easily captured.
Scalable and Accuracy
The QuickBooks sync is accurate. It doesn’t give a “Rough” estimate on what are the sales and product mapping. Instead, it provides you with accurate data of what’s in the store. In this way, you will be getting complete data accurately. The next thing is all about scalability. It’s the place where you will have to upgrade.
Of course, if you are running an eCommerce store, you will not be in the same place forever. You will start getting more sales or you might start a new venture which will increase the overall revenue. Either way, it’s super easier to scale here. You can easily scale your business and the data will be in sync.
Global tax and currency
The next thing is the tax and the currency. If you are not from the US, this is a big problem that you might face with many plugins. You might not get the proper support for your tax and currency. However, you don’t have to worry about the tax and currency when you are using QuickBooks sync. It supports global tax and will allow you to use any currency that you want. This is how the game goes to the next level. You can manage your account in any currency and you will get true support for the tax well. This makes the software unique.
Alternative to QuickBooks Sync with WooCommerce
Surely QuickBooks sync is the best tool that you can use but it’s not the only tool that you will find. There is one more tool available that you can surely use. It will also do the same work.
The plugin is available on the WordPress plugin directory and the name of the plugin is “Integration of WooCommerce and QuickBooks”. You can surely install that plugin and try it too. It’s by CRMPerks.
It will allow you to connect both of the apps and sync the data. Features like filtering orders, error reporting, etc are available here. These features are surely not available in the previous plugin. In some of the places, this plugin is better than QuickBooks sync.
However, the reason why we suggest you go with the QuickBook sync is simply because of the awesome features it has.
Here, you will have to do many things manually. You can easily hit the “Send to QuickBooks” button and it will send the data to QuickBooks. It is surely easy to send the data but it’s not automated. Here, you will have to do it manually. This is where things change.
Some people might only want to use it to some extent. If that’s the case with you, you can surely use this plugin instead of the previous one. It’s directly available on the main website of the WordPress plugin directory. So, you can search it in the plugin directory and install it. Don’ forget to activate it.
Final Words about QuickBooks for Woocommerce
To conclude, these are the two plugins by which you can easily connect QuickBooks to WooCommerce. You can easily connect both of them with any of these plugins. The features are different in both of them. So, you can surely choose the one that is most suitable for you. Depending on what you like the most, you can select that one. In this way, you will get what you are looking for.
Another thing that we suggest you is that don’t use both of them together. If you are using any one of the plugins, make sure you deactivate them before you install the new one. If you want to try out both the plugin, you can deactivate one and then install another. In this way, you can test and try the plugins to see which is best for you.
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