QuickBooks Settings

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

IMPORTANT:

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

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

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

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

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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