QuickBooks myworks integration

QuickBooks myworks integration 

Sync QuickBooks and myworks  Connect Quickbooks to myworks  

MyWorks plays an instrumental role in growing your business by automating your accounting in the most comprehensive way. It helps users in focusing on other aspects of business, saves time, and increases accuracy. The integration of MyWorks with QuickBooks helps you to manage your orders and inventory by automatically updating them on both platforms.

The users can enjoy quick setup, videos, docs, and unlimited support that help them in running their businesses. The integration of QuickBooks with WooCommerce helps indirectly connecting your WooCommerce store to QuickBooks. It brings out a full-featured customer, order, payment, product, inventory, and pricing sync to your platform in one vigorous extension.

MyWorks Sync creates a direct link between WooCommerce and QuickBooks that helps users in integrating their customers, orders, inventory, payments, bank deposits, and more. The automatic real-time sync works in both ways which helps in keeping the user’s store and accounting updated.

Whenever an order is placed through WooCommerce, users can easily create invoices, customers,s, or any object in QuickBooks Online.

INTEGRATION SETUP OF WOOCOMMERCE AND QUICKBOOKS

1     User should go to WooCommerce -> Settings -> QuickBooks tab then add new account.

2     Then, the user should go to WooCommerce -> QuickBooks Feeds tab then create a news feed.

3     Mapping is required in QuickBooks fields to WooCommerce Order fields.

4     User should now open any Woocommerce Order then click the “Send to QuickBooks” button.

5     Finally, the user should go WooCommerce -> QuickBooks Logs and verify, if entry was sent to QuickBooks.

Connecting QuickBooks Account

Users can now connect QuickBooks Account by Oauth 2.0. In this way, they can also connect multiple QuickBooks accounts.

Mapping the Fields

Users should simply select QuickBooks Object (Estimate, Invoice, Customer, SalesReceipt, payment, etc) then start mapping WooCommerce Order fields to QuickBooks Online Object fields.

Exporting the Event

While sending WooCommerce Order data to QuickBooks, users should choose the event. For instance, when Order Status changes to “processing”, do send WooCommerce Order to QuickBooks.

Setting Primary Key Field

Users can update old objects by setting Primary Key Field rather than creating new Objects (Estimate, Invoice, Customer, SalesReceipt, payment, etc) in QuickBooks.

Reporting of Errors

While sending data to QuickBooks Online, if an error occurs then an email containing details of errors will be sent to the specified email address.