Magento 2 QuickBooks Online Integration

1. QuickBooks Online Integration for Magento 2 User Guide Table of Content 2.QuickBooks API Configuration 4.Account Type Settings 6.Products Synchronization Settings 8.Invoices Synchronization Settings 10.Tax and Country Settings 1.Extension Installation Guide 3.Configuration 5.Customer Synchronization Settings 7.Orders Synchronization Settings 9.Credit Memos Synchronization Settings 11.Developer Settings 13.Tax Mapping 15.History Logs 12.Payment Methods Mapping 14.Sync Queue 16.Synchronized Products in QuickBooks 17.Customers, Orders, Invoices, Credit Memos Grid after Synchronization QuickBooks Online Integration for Magento 2 © Meetanshi

2. 1.Extension Installation •For Magento Marketplace Customers oFind the Composer name and version of the extension in the extension’s composer.json file. oLogin to your SSH and run: ▪composer require meetanshi/magento-2-quickbooks-online-integration ▪composer require quickbooks/v3-php-sdk oEnter your authentication keys.Your public key is your username; your private key is your password. oWait for Composer to finish updating your project dependencies and make sure there aren’t any errors. oTo verify that the extension installed properly, run the command: ▪php bin/magento module:status Meetanshi_QBOnline oBy default, the extension is probably disabled. oEnable the extension and clear static view files: ▪php bin/magento module:enable Meetanshi_QBOnline --clear-static-content ▪php bin/magento setup:upgrade ▪For Magento version 2.0.x to 2.1.x - php bin/magento setup:static-content:deploy ▪For Magento version 2.2.x & above - php bin/magento setup:static-content:deploy –f ▪php bin/magento cache:flush •For Meetanshi Customers oExtract the zip folder and upload our extension to the root of your Magento 2 directory via FTP. oLogin to your SSH and run below commands step by step: ▪composer require quickbooks/v3-php-sdk ▪php bin/magento setup:upgrade ▪For Magento version 2.0.x to 2.1.x - php bin/magento setup:static-content:deploy ▪For Magento version 2.2.x & above - php bin/magento setup:static-content:deploy –f ▪php bin/magento cache:flush Note: Make sure to configure the cron job to make the extension work smoothly. QuickBooks Online Integration for Magento 2 © Meetanshi

3. 2.QuickBooks API Configuration Prior to configuring the extension, you need to configure the payment gateway for the API connection. •First of all, go to https://accounts.intuit.com/index.htmland login with your QuickBooks Online Integration account credentials. Move to the dashboard and click on the Apps where you can find apps if you have already added. Click “Create an App” to create a new app if you haven’t created already. Click on the payment app you created to get the client ID, client secret and add redirect URL. •From here, click on “Keys and OAth” under the development/production mode. The values under the client ID and client secret fields need to be copied and added to your Magento 2 extension configuration. Also, add the redirect URL as https://yoursite.com/qbmspayment/connection/success and save the URL. QuickBooks Online Integration for Magento 2 © Meetanshi

4. 3.Configuration For configuring the extension, login to Magento 2, move to Stores → Meetanshi → → QuickBooks Online Integration, where you can find various settings to configure the extension. •QuickBooks Online Integration: Enable or disable QuickBooks Online Integration extension from here. •Sandbox Mode: Set YES to enable sandbox mode for the QuickBooks Online Integration. •Client ID: Enter the client ID you have copied from the QuickBooks admin panel. •Client Secret: Enter the client secret you have copied from the QuickBooks admin panel. → Configuration → → QuickBooks Online Integration for Magento 2 © Meetanshi

5. •After configuring the settings, save the configuration and click “Connect to QuickBooks” for the API connectivity. You will get a new window to sign in with the QuickBooks credentials. •Once you are signed in, the API will ask to select the company. QuickBooks Online Integration for Magento 2 © Meetanshi

6. •After the company selection, you will get the API connection success message. •After the API gets connected, close the window and refresh the Magento 2 configuration page and you can see the “Connection Status” as connected. QuickBooks Online Integration for Magento 2 © Meetanshi

7. 4.Account Type Settings Click “Fetch All Accounts” to fetch and set 3 account types i.e asset account, expense account and income account. If accounts don’t get auto selected, you have to set them manually. 5.Customer Synchronization Settings To synchronize the Magento 2 customers with the QuickBooks API, configure the settings below. •Sync Mode: Select how you want to synchronize Magento 2 customers to QuickBooks. oImmediately: Syncs customers immediately on account creation. oCron Job: Syncs customers on cron job run time and frequency. ▪Frequency: Select cron job frequency to automate customer sync with QuickBooks. ▪Start Time: Set start time of the cron job based on the set frequency. QuickBooks Online Integration for Magento 2 © Meetanshi

8. 6.Products Synchronization Settings To synchronize the Magento 2 products with the QuickBooks API, configure the settings below. •Sync Mode: Select how you want to synchronize Magento 2 products to QuickBooks. oImmediately: Syncs products immediately on creation. oCron Job: Syncs products on cron job run time and frequency. ▪Frequency: Select cron job frequency to automate products sync with QuickBooks. ▪Start Time: Set start time of the cron job based on the set frequency. •Sync Product Name: Select what you want to set as product name for QuickBooks products. •Sync Product Description: Select what you want to set as product description for QuickBooks products. •Track Product Inventory: Select YES to track product inventory in QuickBooks. •Strip HTML: Select YES to strip HTML tags from product description. 7.Orders Synchronization Settings To synchronize the Magento 2 orders with the QuickBooks API, configure the settings below. •Sync Mode: Select how you want to synchronize Magento 2 orders to QuickBooks. oImmediately: Syncs orders immediately on placement. oCron Job: Syncs orders on cron job run time and frequency. ▪Frequency: Select cron job frequency to automate orders sync with QuickBooks. ▪Start Time: Set start time of the cron job based on the set frequency. •Order Prefix: Enter order prefix for order reference in QuickBooks. QuickBooks Online Integration for Magento 2 © Meetanshi

9. 8.Invoices Synchronization Settings To synchronize the Magento 2 invoices with the QuickBooks API, configure the settings below. •Sync Mode: Select how you want to synchronize Magento 2 invoices to QuickBooks. oImmediately: Syncs invoices immediately on generation. oCron Job: Syncs invoices on cron job run time and frequency. ▪Frequency: Select cron job frequency to automate invoices sync with QuickBooks. ▪Start Time: Set start time of the cron job based on the set frequency. 9.Credit Memos Synchronization Settings To synchronize the Magento 2 credit memos with the QuickBooks API, configure the settings below. •Sync Mode: Select how you want to synchronize Magento 2 credit memos to QuickBooks. oImmediately: Syncs credit memos immediately on generation. oCron Job: Syncs credit memos on cron job run time and frequency. ▪Frequency: Select cron job frequency to automate credit memos sync with QuickBooks. ▪Start Time: Set start time of the cron job based on the set frequency. •Credit Memo Prefix: Enter credit memo prefix for credit memo reference in QuickBooks. 10.Tax and Country Settings Set tax country to sync tax class with QuickBooks. 11.Developer Settings Select YES to enable debug log. QuickBooks Online Integration for Magento 2 © Meetanshi

10. 12.Payment Methods Mapping After the configuration settings, move to QuickBooks Online Integration → Methods Mapping to map Magento 2 payment methods with QuickBooks. First of all, click “Add All Payment Methods” button to add all the Magento 2 payment methods to the list in the grid and then, click “Synchronize” to sync each payment method with QuickBooks API. → Payment •To see the mapped payment methods in QuickBooks, from the QuickBooks dashboard, click on Settings → → Lists → → All Lists → → Payment Methods where you can see all the mapped payment methods. QuickBooks Online Integration for Magento 2 © Meetanshi

11. 13.Tax Mapping Move to QuickBooks Online Integration → QuickBooks. First of all, click “Add All Tax Code” button to add all the Magento 2 tax codes to the list in the grid and then, click “Synchronize” to sync each tax code with QuickBooks API. → Tax Mapping to map Magento 2 tax classes with •To see the mapped tax codes in QuickBooks, from the QuickBooks dashboard, click on Taxes from the sidebar where you can see all the mapped tax codes. QuickBooks Online Integration for Magento 2 © Meetanshi

12. 14.Sync Queue If your store is already having customers, products, orders, invoices, credit memos and want all of them to sync with QuickBooks after the extension installation, move to QuickBooks Online Integration → → Sync Queue.Click “Add Customers”, “Add Products”, “Add Orders”, “Add Invoices”, “Add Credit Memos” one by one in the same order as mentioned to add all here in the sync queue. Click on “Synchronization” button to sync them gradually with QuickBooks. QuickBooks Online Integration for Magento 2 © Meetanshi

13. 15.History Logs After synchronization is done, the status of each entity is shown with the details on the separate grid in backend at QuickBooks Online Integration → synchronized right, the status will be success else if there’s problem during data sync, it will show error status. → History Logs. If the data is QuickBooks Online Integration for Magento 2 © Meetanshi

14. 16.Synchronized Products in QuickBooks After successful synchronization of Magento 2 products, move to Sales → Services from the QuickBooks dashboard where you can see all the products listed. → Products and QuickBooks Online Integration for Magento 2 © Meetanshi

15. 17.Customers, Orders, Invoices, Credit Memos Grid after Synchronization After synchronization of customers, orders, invoices and credit memos in QuickBooks, if you check the backend grid of individual, you can see QBO ID for each entity. •Customers Grid with QBO Customer ID After the successful synchronization of customers to QuickBooks, move to Customers → Customers to see QBO customer ID.The admin can select multiple customers and use “Sync to QuickBooks” mass action to sync them manually. → All QuickBooks Online Integration for Magento 2 © Meetanshi

16. To see the mapped customers in QuickBooks, from the QuickBooks dashboard, click on Sales → → Customers. QuickBooks Online Integration for Magento 2 © Meetanshi

17. •Orders Grid with QBO Order ID After the successful synchronization of orders to QuickBooks, move to Sales → QBO order ID.The admin can select multiple orders and use “Sync to QuickBooks” mass action to sync them manually. → Orders to see •Invoices Grid with QBO Invoice ID After the successful synchronization of invoices to QuickBooks, move to Sales → see QBO invoice ID.The admin can select multiple invoices and use “Sync to QuickBooks” mass action to sync them manually. → Invoices to QuickBooks Online Integration for Magento 2 © Meetanshi

18. To see the mapped orders and invoices in QuickBooks, from the QuickBooks dashboard, click on Sales → → All Sales → → Invoices. QuickBooks Online Integration for Magento 2 © Meetanshi

19. •Credit Memos Grid with QBO Credit Memo ID After the successful synchronization of credit memos to QuickBooks, move to Sales → Memos to see QBO credit memo ID.The admin can select multiple credit memos and use “Sync to QuickBooks” mass action to sync them manually. → Credit QuickBooks Online Integration for Magento 2 © Meetanshi