<ul class="wccom-tick-list-primary">
<li>WooCommerce orders are synced with Salesforce order items irrespective of the payment method used by your customers.</li>
<li>Wipe Data option as soon as you disconnect the integration between WooCommerce and Salesforce.</li>
<li>Syncs your WooCommerce data with Salesforce Integration Tool in real time and displays the records via sync logs.</li>
<li>The Salesforce API integration uses API layer verifications and validations to secure incoming data before it integrates into the Salesforce CRM.</li>
</ul>
<hr class="wccom-product-heading__hr" />
<h2><b>Features For Salesforce CRM Integration</b></h2>
<h3><b>Field Values</b></h3>
<p><b>1. OrderItem Meta<br />
</b><b><span style="font-weight: 400">Salesforce CRM integration enables the merchants to sync all the meta details that the customers add, i.e., all the customizations that they incorporate into the existing order item.</span><br />
</b></p>
<h4><b>2. Order Notes</b></h4>
<p><span style="font-weight: 400">Salesforce eCommerce integrations enable merchants to fetch the order notes, which can be mapped to the order feed and opportunity feed. </span></p>
<h4><b>3. Order Details </b></h4>
<p><span style="font-weight: 400">This integration with Salesforce CRM allows merchants to fetch the order edit URL, order subtotal, and order number in order values, which can be mapped to account feed, contact feed, order feed, and opportunity feed. </span></p>
<h4><b>4. Coupons Used in the Order</b></h4>
<p><span style="font-weight: 400">The integration with Salesforce allows merchants to send coupon codes used in the order to the desired field in Salesforce. </span></p>
<h4><b>5. Total Discount Provided by the Coupons Used</b></h4>
<p><span style="font-weight: 400">Salesforce CRM integration allows merchants to send the total discount provided by the coupon codes used in the order to the desired field in Salesforce. </span></p>
<h3><b>Synchronize </b></h3>
<h4><b>1. Product Stock In WooCommerce </b></h4>
<p><span style="font-weight: 400">With WooCommerce Salesforce Integration, merchants can sync the product stock from Salesforce to WooCommerce by just enabling the feature and entering the API name of the field that they are using to store the stock value. After this, every 5 minutes, a cron will run, which will update your product stock quantity (if there are any changes). </span></p>
<h4><b>2. WooCommerce Products Over Integration With Salesforce </b></h4>
<p><span style="font-weight: 400">The product feeds feature of this Salesforce WooCommerce integration plugin syncs all your online store’s products over to your Salesforce CRM account. Every new product you add to your WooCommerce syncs automatically data sync for product feeds enabled by you while configuring the plugin settings.</span></p>
<h4><b>3. Instant Data Sync, Manual Data Sync, And Historical Data Sync</b></h4>
<p><span style="font-weight: 400">Salesforce CRM Integration now syncs all your data in 4 ways based on your configurations and requirements –</span></p>
<ul>
<li style="font-weight: 400"><span style="font-weight: 400">Instant sync or real-time data sync</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Background syncing</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Syncing specific data manually</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Historical data sync for past data</span></li>
</ul>
<h4><b>4. Manual Sync And Bulk Sync</b></h4>
<p><span style="font-weight: 400">Salesforce eCommerce Integration uses the manual sync and bulk sync options in the Salesforce <strong>WordPress Salesforce Integration</strong> for custom feeds as well. </span></p>
<h3><b>Mapping </b></h3>
<h4><b>1. Product Details</b></h4>
<p><span style="font-weight: 400">The Salesforce CRM integration plugin now provides mapping product details such as product display URL, product type, and product status.</span></p>
<h4><b>2. Product Categories and Attributes</b></h4>
<p><span style="font-weight: 400">You can allow your product categories and variable product attributes to be mapped seamlessly over Salesforce from your WooCommerce store using the latest version of our Salesforce Connector plugin in the Products feed.</span></p>
<h4><b>3. Billing And Shipping Country Name</b></h4>
<p><span style="font-weight: 400">Using the Woo Salesforce Integration plugin, you can also map the billing country name and shipping country name instead of just mapping the country codes.</span></p>
<h4><b>4. Shipping State Name</b></h4>
<p><span style="font-weight: 400">With Salesforce API Integration, you can easily map the billing and shipping state names over to Salesforce with the Orders Feed.</span></p>
<h4><b>5. Product Tags And Sub-Categories</b></h4>
<h4><span style="font-weight: 400">WooCommerce Salesforce Integration allows seamless mapping of product tags and sub-categories as requested by our clients in the Product Feed of this plugin.    </span></h4>
<h4><strong>6.</strong> <b>WP Users Details<br />
</b><b><br />
</b><b><span style="font-weight: 400">This feature allows the merchants to map the details of WordPress Users over to Salesforce with the Account Feed, Contact Feed, and Lead Feed.<br />
</span></b></h4>
<h3><b>Knowledge Base Integration</b></h3>
<p><span style="font-weight: 400">The process of connecting a knowledge base system within Salesforce CRM to allow seamless access to support content or content of any other type (like syncing wordpress posts as knowledge articles) across customer service, sales, or community portals.</span></p>
<h3><b>Sync Existing Product</b></h3>
<p><span style="font-weight: 400">The admins can easily update the existing products on Salesforce to sync without creating new products on WooCommerce. The admins can use the “primary field” of the “Product2 Feed” and update the ProductID and their PriceBookEntry ID.</span></p>
<h3><b>Reload The Log Table With A Single Click</b></h3>
<p><span style="font-weight: 400">The admins can utilize this functionality of the WooCommerce salesforce plugin to easily refresh the log table with a single click, without refreshing the entire page every time. This saves a lot of time for the admin.</span></p>
<h4><b>Two-Way Product Syncing From Salesforce To WooCommerce</b></h4>
<p><span style="font-weight: 400">With the two-way syncing functionality, any changes made by admins to products in Salesforce will also be reflected in WooCommerce. Similarly, if an admin manually creates a new product in Salesforce, the same product will be created in WooCommerce. By utilizing the reverse product feed mapping functionality, all fields mapped will reflect the changes made in salesforce to WooCommerce.</span></p>
<p><span style="font-weight: 400">NOTE: Both functionalities have dedicated settings to cater to different needs. If admins want product changes to reflect in WooCommerce without automatically creating new products, they can enable the first setting and vice versa.</span></p>
<h4><b>Multi-Currency Support</b></h4>
<p><span style="font-weight: 400">With multi-currency support, you can enable multi-currency settings in Salesforce. Once you successfully enable it, you will see a new field in Product2 Feed and Pricebook Feed. From here, you can accurately sync data in different selected currencies.</span></p>
<h3><b>Two-Way Deletion Of The Listed Products</b></h3>
<p><span style="font-weight: 400">WooCommerce Salesforce enables admins to use the two-way deletion feature. A listed single from your WooCommerce store will also be deleted from Salesforce and vice versa.<br />
</span><span style="font-weight: 400">NOTE: </span><span style="font-weight: 400">After the enhancement, if any product is deleted directly from Salesforce and then re-synced from WooCommerce, it will be re-created in Salesforce with updated IDs and an updated Pricebook Entry.</span></p>
<h4><b>Data logs for Easy Tracking</b></h4>
<p><span style="font-weight: 400">This feature lists all the WooCommerce data synced to your <strong>Salesforce WooCommerce Integration.</strong></span></p>
<ul>
<li><span style="font-weight: 400">Feeds synced</span></li>
<li>WooCommerce object and object ID</li>
<li><span style="font-weight: 400">Salesforce object and object ID</span></li>
<li><span style="font-weight: 400">Time of sync</span></li>
</ul>
<p><span style="font-weight: 400">This feature also allows you to delete entries from the data log, either manually or automatically. In the latest version of the plugin, you can also filter the logs with errors.</span></p>
<h3><b>Wipe All Data Once The WooCommerce Salesforce Integration Is Disconnected</b></h3>
<p><span style="font-weight: 400">If you have the feature for wiping data enabled in the Salesforce CRM Integration plugin, you will have all your data cleared once you disconnect your integration, as shown below.</span></p>
<h3><b>Associate WooCommerce Object Fields With Salesforce Modules</b></h3>
<p><span style="font-weight: 400">This feature helps you map WooCommerce object fields with your Salesforce CRM account’s modules using association rules. These association rules are called feeds.</span></p>
<h3><b>Conditional Filter In Feeds</b></h3>
<h3><span style="font-weight: 400">You can use conditional filters, including the “OR” and “AND” filters, when customizing feeds to sync data at your convenience.</span></h3>
<p><span style="font-weight: 400"><strong>NOTE:</strong> While using the conditional filter, if the mentioned field is empty either in WooCommerce or Salesforce, in that case, the field will not be synced.</span></p>
<h3><span style="font-weight: 400"><b>Date Range For Syncing Data</b><br />
</span></h3>
<p><span style="font-weight: 400">Admins can now utilize the option to select a particular date range while bulk and one-click syncing the data. It is important to note that this date range functionality will not work while syncing the data products and users. While you are bulk syncing the data, the old data is synced first, then the new data is synced (date-wise). </span></p>
<h3><b>Abandoned Cart Synchronization</b></h3>
<p><span style="font-weight: 400">This new kind of synchronization helps admins to sync the data of your guests and logged-in users’ abandoned carts with WooCommerce salesforce. The admins can enable or disable this feature as needed, set the cart abandonment time, delete abandoned cart data from your store after a specified period, and store the data in an HTML-encoded format. After successfully syncing the abandoned cart data, the clickable link for the Salesforce ID is mentioned for the admins to verify the synced data.</span></p>
<h3><b>Compatibility With Affiliate Manager </b></h3>
<p><span style="font-weight: 400">The merchants can utilize this compatibility with </span><a href="https://wpaffiliatemanager.com/"><span style="font-weight: 400">Affiliate Manager</span></a><span style="font-weight: 400"> to sync all their customer and affiliate data to Salesforce. The data is synced in three scenarios, and a separate event is created for this (Affiliate created/updated), which will be used to check that the feeds are for affiliates. The data will be synced when a user registers on Affiliate Manager’s platform, when they earn a commission, or when they update their account details. A cron job will run every 5 minutes to sync the mentioned data accurately. </span></p>
<h3><b>Compatibility With Subscription </b></h3>
<p><span style="font-weight: 400">The merchants can now utilize subscriptions as an object to map out and sync all the details related to the individual subscription product, be it the Subscription Name, ID, Parent ID, Status, Customer, Payment Method & Schedule, and all the other individual details can be synced. Three events are triggered here: when a subscription is created, when it’s updated, and when it’s changed.</span></p>
<p><span style="font-weight: 400">Admins can also utilize bulk and manual sync options to sync all the relevant data in one go.</span></p>
<h3><b>Compatibility With WooCommerce Membership</b></h3>
<p><span style="font-weight: 400">The merchants can now utilize subscriptions as an object to map out and sync all the details related to the individual membership plans, be it Membership Plan ID, Membership Created Date & Time, Membership End Date & Time, and other individual details can be synced. The membership is created in either of two ways – by manually creating it or when an order is placed. </span></p>
<h3><span style="font-weight: 400">So, in that case, two events are triggered – the order status is changed, or the Membership is updated. </span><span style="font-weight: 400">Admins can also utilize bulk and manual sync options to sync all the relevant data in one go.</span></h3>
<h3><span style="font-weight: 400"><b>Compatibility Coupon Referral Program</b><br />
</span></h3>
<p><span style="font-weight: 400">Salesforce CRM integration is compatible with the referral plugin for WooCommerce. This enables the admins to map out and sync all the details of all the coupons that are generated for the different orders and users. This compatibility will work for the order feed and user feed.</span></p>
<h3>Benefits of Salesforce CRM Integration.</h3>
<h3><b>1. Filter in a Log Table</b></h3>
<p><span style="font-weight: 400">With Woo Salesforce Integration, you can add a filter in the log table to easily filter all the data of different feeds, i.e. Account, Contact, Product2, PricebookEntry, Opportunity, Order, OrdeItem, and Subscription in the synced data.</span></p>
<h3><b>2. Better Customer Management</b></h3>
<p><span style="font-weight: 400">The advanced features of WooCommerce Salesforce Integration help you manage your customers by tracking their orders and order items.</span></p>
<h3><b>3. Fast Data Sync</b></h3>
<p><span style="font-weight: 400">Salesforce CRM Integration syncs data in real-time. The real-time data sync and historic data sync are key benefits of this plugin.</span></p>
<h3><b>4. Real-Time Reporting</b></h3>
<p><span style="font-weight: 400">Syncs your WooCommerce data with Salesforce CRM in real-time and displays the records via sync logs.</span></p>
<h3><b>5. Conditional Filtering</b></h3>
<p><span style="font-weight: 400"> You can now add conditional filters in the Salesforce WooCommerce feeds using the WooCommerce Salesforce connector plugin.</span></p>
<h3><b>6. Intuitive Setup Process</b></h3>
<p><span style="font-weight: 400">The plugin offers an easy setup process to sync your website data with your Salesforce CRM account—the layout is interactive.</span></p>
<h3><span style="font-weight: 600;font-family: var(--wccom-font-family-header);font-size: var(--wp--preset--font-size--x-large,32px);letter-spacing: -0.02em;color: var(--wp--preset--color--woo-text-gray,#101517)">Support</span></h3>
<p>Visit the <a href="https://woocommerce.com/document/salesforce-integration/" target="_blank" rel="noopener">salesforce crm integration Documentation</a> to learn more about the features and working of the plugin. If you need support or have questions, kindly <a href="https://woocommerce.com/my-account/create-a-ticket/" target="_blank" rel="noopener">submit your query</a>.</p>

Salesforce Integration

<p>Salesforce crm integration empowers you to sync your WooCommerce store’s data, including contacts, products, and orders. This Salesforce CRM Integration allows automatic sync, instant sync, two-way product sync and deletion, etc.</p>

<blockquote><p><strong>MANAGE YOUR EXPENSES BETTER WITH QUICKBOOKS INTEGRATION</strong></p></blockquote>
<p><strong>QuickBooks Integration for WooCommerce </strong><span style="font-weight: 400">connects your WooCommerce store to </span><span style="font-weight: 400">WooCommerce QuickBooks online. This integration</span><span style="font-weight: 400"> allows you to sync data from your online store to the platform. It syncs the data for objects like Orders, Customers, and Products as per the modules of QuickBooks. This</span><span style="font-weight: 400"> QuickBooks WooCommerce connector</span><span style="font-weight: 400"> allows you to create Customers, Items, and Invoices on the platform.</span></p>
<blockquote><p><strong>Note:</strong> QuickBooks Integration for WooCommerce Plugin works only with QuickBooks Online.</p></blockquote>
<h3><strong>Benefits</strong></h3>
<ol>
<li style="font-weight: 400"><b>Easy to set up:</b><span style="font-weight: 400"> This QuickBooks WooCommerce connector is super easy to set up and use- even for those without any technical skills can integrate it to start syncing their data.</span></li>
<li style="font-weight: 400"><b>Seamless data sync:</b><span style="font-weight: 400"> The QuickBooks Integration for WooCommerce plugin provides frictionless data synchronization with QuickBooks.</span></li>
<li style="font-weight: 400"><b>Detailed sync logs to save error-resolving time: </b><span style="font-weight: 400">This QuickBooks Integration plugin provides a complete sync log report that helps you easily recognize errors and quickly resolve them.</span></li>
<li style="font-weight: 400"><strong>Complete control over data</strong>: QuickBooks Integration with WooCommerce lets you map fields for QuickBooks accounts, events, etc., in an object’s feed. This enables you to control the data you want to sync and select the event that triggers the synchronization</li>
</ol>
<h2><strong>Features</strong></h2>
<p><strong>1. Sending Invoice To Unpaid Order</strong></p>
<p><span style="font-weight: 400">Using QuickBooks integration for WooCommerce, you can send invoices via email for unpaid orders. This will trigger automatically upon purchase, if you have enabled the option, but you can also send this manually via quickbooks dash</span></p>
<h3><strong>2. Sync SKU in Items and Invoices</strong></h3>
<p><span style="font-weight: 400">Easily sync SKUs in items and invoices with our QuickBooks integration plugin. You can enable or disable this feature directly from the plugin’s settings. If your product has an SKU, it will automatically sync with invoices and items.</span></p>
<p><b>Note:</b><span style="font-weight: 400"> To use this feature, ensure the </span><b>“SKU for Invoices”</b><span style="font-weight: 400"> option is enabled in your QuickBooks dashboard. Go to </span><b>Settings > Account and Settings > Sales > Products and Services</b><span style="font-weight: 400">, then check the </span><b>“Show SKU Columns”</b><span style="font-weight: 400"> option.</span></p>
<h3>3. QuickBooks Customer Balance Report</h3>
<p><span style="font-weight: 400">You can now view detailed reports of all customers you’ve created invoices for, whether through QuickBooks or WooCommerce. Each customer’s report shows the total amount from all invoices, which updates automatically when a new invoice is added or a payment is made. You can also filter these reports till the selected date to track transactions more easily.</span></p>
<h3><strong>4. QuickBooks Account Mapping on Product Level</strong></h3>
<p><span style="font-weight: 400">QuickBooks WooCommerce Integration plugin has the option to map your account details, along with mapping your products on the feed level. Now, you have the option to map individual accounts on the product level. You can map asset account, expense account, income account, and deposit account on individual products. If these details are not specified on the product, account mapping will work as usual on the feed level. This helps keep your finances accurate, organized, and saves you time by reducing mistakes.</span></p>
<h3><strong>5. Sync Payments Details</strong></h3>
<p><span style="font-weight: 400">WooCommerce QuickBooks Integration plugin automatically syncs payment details with QuickBooks. Once a payment is made in WooCommerce and an invoice is generated, the payment information is synced, ensuring accurate and up-to-date financial records.</span></p>
<h3><strong>6. Sync Partial Refunds</strong></h3>
<p><span style="font-weight: 400">With the QuickBooks Integration plugin, you can sync partial refunds. Whenever an order status changes to “refunded,” the refund details—whether partial or full—are automatically synced with QuickBooks. This ensures accurate financial records and effortless refund management.</span></p>
<h3><strong>7. Quickbook Invoices for Customers</strong></h3>
<p><span style="font-weight: 400">Our QuickBooks Integration plugin adds a dedicated tab to the “My Account” page, allowing customers to easily download their Quickbooks invoices directly from their accounts. This feature simplifies the invoicing process, saving time and enhancing customer convenience.</span></p>
<h3><strong>8. Sync Product Categories</strong></h3>
<p><span style="font-weight: 400">With our QuickBooks integration plugin, you can easily sync both parent and child categories that are assigned to your products. Once synced, these categories will show up under the products in your QuickBooks dashboard, making it easier for you to manage your product info ensuring that it is both accurate and updated. That makes it easier to handle your product information and monitor categories in QuickBooks.</span></p>
<h3>9. Two Way syncing for WooCommerce Products</h3>
<p><span style="font-weight: 400">Quickbooks Integration for WooCommerce has the option for 2 way syncing the products. You can pull the products created in QuickBooks with one click and enable the option to create the products in your WooCommerce store.</span></p>
<p><span style="font-weight: 400">Plus, if merchants have concerns related to stock management they can also enable and disable product stock sync.</span></p>
<h3>10.<strong> Two-Way Deletion For WooCommerce Products</strong></h3>
<p><span style="font-weight: 400">When you move a product to the trash in your WooCommerce store, it becomes inactive in Quickbooks. Conversely, if a product is marked as inactive in Quickbooks, it is moved to the trash in WooCommerce. Furthermore, restoring a product from the trash in WooCommerce reactivates it in Quickbooks, and vice versa. </span></p>
<h3>11<strong>. Sync User Browser Info and IP address</strong></h3>
<p><span style="font-weight: 400">You can set up fields in the feed and map them to QuickBooks to synchronize the user’s IP address and browser information. This helps in smooth integration and more accurate tracking of user data.</span></p>
<h3><strong>12. Syncing of WooCommerce Current Base Currency to QuickBooks</strong></h3>
<p><span style="font-weight: 400">The invoice currency will be the same as the base currency of the WooCommerce order.</span></p>
<h3><strong>13. Compatibility With Fox Currency Switcher Plugin</strong></h3>
<p><span style="font-weight: 400">Similar WooCommerce order currency will sync over QuickBooks. For instance, if WooCommerce base currency is UGX and it is switched to dollar via currency switcher while placing the order. Then, in this case, the currency will be synced as dollars and vice versa.</span></p>
<h3><strong>14. Compatibility With WooCommerce HPOS</strong></h3>
<p><span style="font-weight: 400">Quickbooks integration for WooCommerce is compatible with WooCommerce High-Performance Order Storage (HPOS) is an easy-to-understand and solid database structure that uses an alternative storage mechanism for Order Tables to ensure the smooth workflow of your WooCommerce Store.</span></p>
<h3><strong>15. Syncing of Tax Value and Tax Rate</strong></h3>
<p><span style="font-weight: 400">Now, tax value and tax rate will be synced to QuickBooks invoices along with the orders based on this latest feature of syncing tax value and tax r</span><span style="font-weight: 400">ate. It aids i</span><span style="font-weight: 400">n syncing QuickBooks with the tax details. </span><span style="font-weight: 400">To sync correctly with the orders at both ends, the same tax rate must be created at the QuickBooks invoice end as well. </span></p>
<h3><strong>16. Condition Filter in Feed</strong></h3>
<p><span style="font-weight: 400">With the help of QuickBooks Integration for WooCommerce, you can sync </span><span style="font-weight: 400">your data according to your preferences by applying filters over feeds. There are a wide variety of filters available for y</span><span style="font-weight: 400">ou. Filter the </span><span style="font-weight: 400">feeds according to dates, exact matches, numbers, texts</span><span style="font-weight: 400">, and much more!</span></p>
<h3><strong>17. Invoice Status</strong></h3>
<p><span style="font-weight: 400">Create customers and invoices automatically with updated status whenever purchases are made on your </span><span style="font-weight: 400">WooCommerce store </span><span style="font-weight: 400">with QuickBooks invoice status. Once the order or payment is done on your WooCommerce store, this new functionality will instantly update the status of the invoice in QuickBooks as PAID.</span></p>
<h3><strong>18. Filter For Errors</strong></h3>
<p><span style="font-weight: 400">As you already know,</span><span style="font-weight: 400"> this Woo Q</span><span style="font-weight: 400">uickBooks Integration plugin provides a full sync log report that enables you to identify errors within seconds. This filter for error feature will allow you to filter out all those errors from the logs area during data syncing.</span></p>
<h3><strong>19. Shipping Charges Syncing</strong></h3>
<p><span style="font-weight: 400">No more manually entering invoices, customers, or goods. Now, there are no synchronization restrictions as</span><span style="font-weight: 400"> this Q</span><span style="font-weight: 400">uickBooks plugin provides an infinite real-time sync of orders, customers, inventory, and shipping charges.</span></p>
<p><span style="font-weight: 400">To enable shipping charges syncing, you need to go to </span><b><i>Settings > Account & Settings > Sales > Sales Form Content</i></b><span style="font-weight: 400">, </span><span style="font-weight: 400">and ensure the checkbox for Shipping is checked.</span></p>
<h3><strong>20. Sync WooCommerce object data with feeds</strong></h3>
<p>This QuickBooks integration plugin provides you with feeds that control the data synchronization process for WooCommerce objects. You can configure these feeds to sync your data as per your needs. Feeds for objects include:</p>
<ul>
<li>Customers</li>
<li>Products</li>
<li>Invoices</li>
</ul>
<p>These feeds consist of multiple settings you can use to control data synchronization. The following are some of the options for customizing feeds.</p>
<p><strong>Select object</strong></p>
<ul>
<li>Choose the type of QuickBooks object you want to send your data in</li>
</ul>
<p><strong>Map fields</strong></p>
<ul>
<li>Map QuickBooks fields to WooCommerce fields</li>
</ul>
<p><strong>Add new field</strong></p>
<ul>
<li>Add a new field to your feed</li>
</ul>
<p><strong>Primary field</strong></p>
<ul>
<li>Select a field that will work as a primary key</li>
</ul>
<p><strong>Select event</strong></p>
<ul>
<li>Choose the event that will trigger the data sync process</li>
</ul>
<p><strong>Map QuickBooks account</strong></p>
<ul>
<li>Map your Income, Expenses, Assets, and Deposit account</li>
</ul>
<h3><b>21. Sync historical data</b></h3>
<p>The historical data sync feature in this integration allows you to sync your existing WooCommerce store data on QuickBooks. There are two different methods to sync historical data.</p>
<p><strong>One-click sync</strong></p>
<ul>
<li>Sync newly added or data that failed to sync previously</li>
</ul>
<p><strong>Bulk data sync</strong></p>
<ul>
<li>Sync all data of the WooCommerce object</li>
</ul>
<p><span style="font-weight: 400">Select the object and related feed to start sending your existing data over</span><span style="font-weight: 400"> WooCommerce QuickBooks online.</span></p>
<h3><b>22. Detailed sync logs</b></h3>
<p><span style="font-weight: 400">QuickBooks Integration for WooCommerce</span><span style="font-weight: 400"> plugin provides a comprehensive report of your sync logs. This log report includes a detailed description of errors with parameters like Objects, Object ID, Feed, etc. This tells you what went wrong and helps you figure out the error and troubleshoot it.</span></p>
<h3><b>23. Instant sync</b></h3>
<p><span style="font-weight: 400">Connect WooCommerce to QuickBooks for instant s</span><span style="font-weight: 400">yncing. You can qu</span><span style="font-weight: 400">ickly sync your WooCommerce data to QuickBooks. The instant sync feature depends on an event to trigger data synchronization. For example, if you select the “Product Created” event, your data will sync over QuickBooks whenever a new product is created.</span></p>
<p><span style="font-weight: 400">Disabling Instant sync will require you to sync your store’s data manually through the One-click or Bulk data sync feature.</span></p>
<h3><strong>24. Log storing</strong></h3>
<p><span style="font-weight: 400">Under the Settings tab of this plug</span><span style="font-weight: 400">in, there is a fe</span><span style="font-weight: 400">ature called Enable Logging. If you turn this toggle on, you can store your log data. Along with that, you can also set the number of days you want to store the logs. The logs will automatically delete after a set number of days you select.</span></p>
<h3><strong>25. Unit Price/Rate Syncing in Invoice on QuickBooks</strong></h3>
<p><span style="font-weight: 400">The product’s price that is synced will be shown in the Rate section of the unique price on Quickbooks. It means product individual prices will sync in invoice line items as a unique price. </span></p>
<h3><strong>26. Order Discount Syncing</strong></h3>
<p><span style="font-weight: 400">Create feeds for Invoice objects and map fields to synchronize product discount data to the QuickBooks Invoice module. The monetary value of the discount will be synchronized regardless of the discount type (fixed or percentage).</span></p>
<p><span style="font-weight: 400">It reflects the discount percentage and the absolute discount value as well. </span></p>
<h3><strong>27. Sale Receipt and Estimate Objects</strong></h3>
<p><span style="font-weight: 400">Sync WooCommerce orders as Sales Receipts and Estimate on QuickBooks by creating custom feeds. These objects will sync the following data inputs:</span></p>
<ul>
<li><b>Sales Receipt:</b><span style="font-weight: 400"> Track payments received from customers. They can be used to track cash, checks, credit card payments, and other forms of payment.</span></li>
<li><strong>Estimate</strong>: Track quotes or bids that you send to customers. They can be used to track the products or services that you are proposing to sell, the price of those products or services, and the terms of the sale.</li>
</ul>
<p><strong style="font-family: var(--wccom-font-family-header);font-size: var(--wp--preset--font-size--paragraph-medium,18px);letter-spacing: -0.02em;color: var(--wp--preset--color--woo-text-gray,#101517)">28. Refund Receipt Syncing When Order Refunded From WooCommerce</strong></p>
<p><span style="font-weight: 400">When the order is refunded on WooCommerce, an object will sync on QuickBooks as a refund receipt.</span></p>
<h2>Support</h2>
<p>Visit <a href="https://woocommerce.com/document/integration-with-quickbooks/" target="_blank" rel="noopener">Quickbooks Integration for WooCommerce Documentation</a> to learn more about the features and working of the plugin. If you need support or have questions, kindly <a href="https://woocommerce.com/my-account/create-a-ticket/" target="_blank" rel="noopener">submit your query</a>.</p>

QuickBooks Integration

<p><span style="font-weight: 400">QuickBooks Integration for WooCommerce connects your WC store to QuickBooks CRM, allowing you to sync </span><span style="font-weight: 400">and</span><span style="font-weight: 400"> manage your expenses.</span></p>

Salesforce Integration vs QuickBooks Integration