Configuration: Order Synchronization

QuickBooks Settings

IMPORTANT: Before start using QuickBooks order synchronization make sure you enable "Shipping" and "Discounts" in Your QuickBooks account

IMPORTANT: 

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

Magento Settings

• 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

Invoice Grid

• QuickBooks Invoice Id - Id of the corresponding QuickBooks invoice
• QuickBooks Payment Id - Id of the corresponding QuickBooks payment
• Sync with QuickBooks (action) - Clicking the button will trigger synchronization process with QuickBooks

Invoice Detail Page

• Sync Status:
  • In Sync - Magento invoice data identical to QuickBooks invoice & payment data
  • Out of Sync - Magento invoice has not been synchronized yet and data in both systems may differ from one another
• QuickBooks Invoice Id - Id of the corresponding QuickBooks invoice (clicking on the ID, you'll be taken to the corresponding QuickBooks invoice page)
• QuickBooks Payment Id - Id of the corresponding QuickBooks payment (clicking on the ID, you'll be taken to the corresponding QuickBooks payment page)
• QuickBooks Sync (button) - Clicking the button will trigger synchronization process with QuickBooks
  

Order Detail Page

• Sync Status:
  • In Sync - Magento order data identical to QuickBooks sales receipt data
  • Out of Sync - Magento order has not been synchronized yet and data in both systems may differ from one another
• Sales Receipt Id - Id of the corresponding QuickBooks sales receipt (clicking on the ID, you'll be taken to the corresponding QuickBooks sales receipt page)
• Send to QuickBooks (button) - Clicking the button will trigger synchronization process with QuickBooks

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