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QuickBooks Settings

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  1. Make sure you Turn On the following features:
    1. Shipping
    2. Custom Transaction Numbers
    3. Discount

Magento Settings

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  • Orders
    • Synchronization Type
      • Automatic - Magento will try to create / update QuickBooks Invoice, Payment, Sales Receipt as changes to orders and invoices take place
      • Manual - Have control which orders and invoices should be synchronized with QuickBooks and when. You will be able to trigger synchronization from the order or an invoice record in Magento
    • Terms
      • Default payment terms for Invoices created in QuickBooks
    • Email Invoice from QuickBooks
      • Magento sends out emails for Invoices out of the box. This setting will allow you to control if QuickBooks should send an email for an Invoice as well.
    • Product Discounts
      • Capture the product price difference between the Original Price and Price fields as a discount in QuickBook.
    • Enable Custom Fields
      • Allowed to enable or disable custom fields.


  • Taxes
    • Auto Sync Taxes
      • Yes - As tax rules are updated / created in Magento, those rates will be created in QuickBooks automatically
      • No - Magento will rely on QuickBooks tax rates to be in place
    • Default Tax Code
      • Default tax code to be used when Magento tax code mapping is not set to match existing code in QuickBooks
    • Default Tax Agency
      • New tax rates created by Magento will be assigned to this tax agency in QuickBooks
  • Accounts
    • Deposit Account
      • A list of accounts from QuickBooks where money will be deposited when capturing payments from Magento
    • Discount Account
      • A list of discount accounts from QuickBooks, all discounts applied to any orders will be recorded under this account

Order Grid

  • Sync Status:
    • Check Mark Icon - Magento order data identical to QuickBooks sales receipt data
    • Exclamation Sign Icon - Magento order has not been synchronized yet and data in both systems may differ from one another
  • QuickBooks SalesReceipt Id - Id of the corresponding QuickBooks sales receipt
  • Sync with QuickBooks (action) - Clicking the button will trigger synchronization process with QuickBooks

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