Configuration: Order Synchronization

QuickBooks Settings

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

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IMPORTANT: 

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.

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• 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

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• 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

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• 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

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• 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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