<blockquote>MANAGE YOUR EXPENSES BETTER WITH QUICKBOOKS INTEGRATION</blockquote>
QuickBooks Integration for WooCommerce connects your WooCommerce store to WooCommerce QuickBooks online. This integration 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 QuickBooks WooCommerce connector allows you to create Customers, Items, and Invoices on the platform.
<blockquote>Note: QuickBooks Integration for WooCommerce Plugin works only with QuickBooks Online.</blockquote>
<h3>Benefits</h3>
<ol>
<li style="font-weight: 400">Easy to set up: 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.</li>
<li style="font-weight: 400">Seamless data sync: The QuickBooks Integration for WooCommerce plugin provides frictionless data synchronization with QuickBooks.</li>
<li style="font-weight: 400">Detailed sync logs to save error-resolving time: This QuickBooks Integration plugin provides a complete sync log report that helps you easily recognize errors and quickly resolve them.</li>
<li style="font-weight: 400">Complete control over data: 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>Features</h2>
1. Sending Invoice To Unpaid Order
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
<h3>2. Sync SKU in Items and Invoices</h3>
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.
Note: To use this feature, ensure the “SKU for Invoices” option is enabled in your QuickBooks dashboard. Go to Settings > Account and Settings > Sales > Products and Services, then check the “Show SKU Columns” option.
<h3>3. QuickBooks Customer Balance Report</h3>
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.
<h3>4. QuickBooks Account Mapping on Product Level</h3>
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.
<h3>5. Sync Payments Details</h3>
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.
<h3>6. Sync Partial Refunds</h3>
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.
<h3>7. Quickbook Invoices for Customers</h3>
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.
<h3>8. Sync Product Categories</h3>
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.
<h3>9. Two Way syncing for WooCommerce Products</h3>
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.
Plus, if merchants have concerns related to stock management they can also enable and disable product stock sync.
<h3>10. Two-Way Deletion For WooCommerce Products</h3>
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. 
<h3>11. Sync User Browser Info and IP address</h3>
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.
<h3>12. Syncing of WooCommerce Current Base Currency to QuickBooks</h3>
The invoice currency will be the same as the base currency of the WooCommerce order.
<h3>13. Compatibility With Fox Currency Switcher Plugin</h3>
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.
<h3>14. Compatibility With WooCommerce HPOS</h3>
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.
<h3>15. Syncing of Tax Value and Tax Rate</h3>
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 rate. It aids in syncing QuickBooks with the tax details. To sync correctly with the orders at both ends, the same tax rate must be created at the QuickBooks invoice end as well. 
<h3>16. Condition Filter in Feed</h3>
With the help of QuickBooks Integration for WooCommerce, you can sync your data according to your preferences by applying filters over feeds. There are a wide variety of filters available for you. Filter the feeds according to dates, exact matches, numbers, texts, and much more!
<h3>17. Invoice Status</h3>
Create customers and invoices automatically with updated status whenever purchases are made on your WooCommerce store 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.
<h3>18. Filter For Errors</h3>
As you already know, this Woo QuickBooks 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.
<h3>19. Shipping Charges Syncing</h3>
No more manually entering invoices, customers, or goods. Now, there are no synchronization restrictions as this QuickBooks plugin provides an infinite real-time sync of orders, customers, inventory, and shipping charges.
To enable shipping charges syncing, you need to go to Settings > Account & Settings > Sales > Sales Form Content, and ensure the checkbox for Shipping is checked.
<h3>20. Sync WooCommerce object data with feeds</h3>
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:
<ul>
<li>Customers</li>
<li>Products</li>
<li>Invoices</li>
</ul>
These feeds consist of multiple settings you can use to control data synchronization. The following are some of the options for customizing feeds.
Select object
<ul>
<li>Choose the type of QuickBooks object you want to send your data in</li>
</ul>
Map fields
<ul>
<li>Map QuickBooks fields to WooCommerce fields</li>
</ul>
Add new field
<ul>
<li>Add a new field to your feed</li>
</ul>
Primary field
<ul>
<li>Select a field that will work as a primary key</li>
</ul>
Select event
<ul>
<li>Choose the event that will trigger the data sync process</li>
</ul>
Map QuickBooks account
<ul>
<li>Map your Income, Expenses, Assets, and Deposit account</li>
</ul>
<h3>21. Sync historical data</h3>
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.
One-click sync
<ul>
<li>Sync newly added or data that failed to sync previously</li>
</ul>
Bulk data sync
<ul>
<li>Sync all data of the WooCommerce object</li>
</ul>
Select the object and related feed to start sending your existing data over WooCommerce QuickBooks online.
<h3>22. Detailed sync logs</h3>
QuickBooks Integration for WooCommerce 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.
<h3>23. Instant sync</h3>
Connect WooCommerce to QuickBooks for instant syncing. You can quickly 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.
Disabling Instant sync will require you to sync your store’s data manually through the One-click or Bulk data sync feature.
<h3>24. Log storing</h3>
Under the Settings tab of this plugin, there is a feature 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.
<h3>25. Unit Price/Rate Syncing in Invoice on QuickBooks</h3>
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. 
<h3>26. Order Discount Syncing</h3>
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).
It reflects the discount percentage and the absolute discount value as well. 
<h3>27. Sale Receipt and Estimate Objects</h3>
Sync WooCommerce orders as Sales Receipts and Estimate on QuickBooks by creating custom feeds. These objects will sync the following data inputs:
<ul>
<li>Sales Receipt: Track payments received from customers. They can be used to track cash, checks, credit card payments, and other forms of payment.</li>
<li>Estimate: 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>
28. Refund Receipt Syncing When Order Refunded From WooCommerce
When the order is refunded on WooCommerce, an object will sync on QuickBooks as a refund receipt.
<h2>Support</h2>
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>.

QuickBooks Integration

QuickBooks Integration for WooCommerce connects your WC store to QuickBooks CRM, allowing you to sync and manage your expenses.

<ul class="wccom-tick-list-primary">
<li>Easily sync your WooCommerce data, like customer details and orders, to Bigin with simple one-click or bulk options, saving you time and effort.</li>
<li>Use flexible features like instant sync, background sync, and conditional filters to control what data syncs and when, making your workflow smoother.</li>
<li>Keep track of everything with detailed logging so you can quickly spot and fix any syncing issues.</li>
<li>Create custom feeds and map data based on events like order updates, so your Bigin CRM always has the latest information.</li>
</ul>
<h2>Features</h2>
<h3>Connecting WooCommerce and Bigin</h3>
Setting up the integration with Bigin is simple. First, select your Zoho domain based on your country. Then, click on “Login” and authorize the connection. 
You’ll be prompted to give permission; accept it and move to the next step. 
Here, you can create default contact feeds, and you’re all set! Now you’ll be redirected to the dashboard, and you can start syncing your data to Bigin.
By default, you get Contact, Products, Pipeline, and Accounts (Company) feeds that sync the data of these objects. Along with the predefined contact feeds, you can also create custom feeds to easily sync data for additional objects.
<h3>Synchronize</h3>
You can sync your existing (historical) data using this extensiopn:
<ol>
<li>One-click sync</li>
</ol>
Using the one-click sync option, you can sync newly added data or data that didn’t sync in the last process. Click on the option, select your Woo object type from the drop-down, select your feed, and start the process to sync.
<ol start="2">
<li>Bulk Data Sync</li>
</ol>
With Integration with Bigin for WooCommerce, you can send all the data of a WooCommerce Object in bulk; just select the object and related feed and start sending your existing data over Bigin.
<ol start="3">
<li>Instant sync</li>
</ol>
The extension comes with an instant sync feature that you can enable to sync your WooCommerce data instantly. This functionality depends on the event you have selected in your feed settings.
<ol start="4">
<li>Background Sync</li>
</ol>
Background sync is another great feature, which you can use to sync your existing data in the background over Bigin every 5 minutes. You can utilize this feature when you don’t want to initially sync the data during the extension setup.
<h3>Mapping</h3>
<ol>
<li>Synchronization Based on Events</li>
</ol>
You can sync newly added data based on specific, defined events like when an order is created and updated, the order status is changed to failed, refunded, or drafted, the product is created and updated, and many more. You can use these events to trigger the synchronization.
<ol start="2">
<li>Sync Contact Details</li>
</ol>
Sync customer information — like First Name, Last Name, Email, Phone, Mobile, Mailing City, and Street, etc. — to Bigin, keeping all your customer details in one place. 
<ol start="3">
<li>Sync Product Details</li>
</ol>
Zoho Bigin Integration plugin allows you to easily sync Product Details like Name, Code, Unit Price, Description, Product Category and More!! 
<ol start="4">
<li>Sync Account (Company) Details</li>
</ol>
Zoho Bigin has integrated accounts (company), also known as the company module, which you can utilize to sync company details such as owner, name, image, and more. This helps you in storing a specific type of data in a specific place.
<ol start="5">
<li>Sync Shipping Details</li>
</ol>
Easily sync all shipping details with Zoho Bigin through bulk or instant sync. You can choose to sync shipping as a line item within the order or as a separate shipping product. Along with this, the extension lets you sync the shipping total or the shipping total including tax, ensuring complete accuracy in order records.
<ol start="6">
<li>Pipeline Synchronization</li>
</ol>
Pipeline synchronization helps keep your order data updated by syncing important details such as order fields, values, order status, quantity, product list, price, discounts, and more.
Note: Make sure to include the Sub Pipeline standard field in the sub pipeline feed. If this field is missing or left blank, you might run into errors during the synchronization process.
<ol start="7">
<li> Map Woo Order Statuses in Pipeline </li>
</ol>
You can map WooCommerce order statuses to specific pipeline stages in Bigin. For example, pending payment orders can be assigned to a “Needs Analysis” stage, completed orders can move to “Closed Won,” and canceled orders can be synced to “Closed Lost.” 
<ol start="8">
<li>Sync Based on Conditional Filters</li>
</ol>
This extension features conditional filters, which you can use to control which data gets synced to Bigin by setting specific rules. Just pick the fields, choose the type of condition, and add the values to create your rule. You can also use multiple AND or OR filters to make your conditions more detailed.
<ol start="9">
<li>Sync Product Image</li>
</ol>
You can also sync product images from your WooCommerce store to Zoho Bigin. This makes sure your products look the same in both places. Having the images in Zoho Bigin, your team can quickly recognize products, manage them easily, and give customers a clear view of what you’re offering.
<ol start="10">
<li>Multi-Currency Synchronization</li>
</ol>
This extension supports multiple currencies, making it easy to manage international sales. When syncing data, both the store’s base currency and the customer’s shopping currency are shown in Zoho Bigin. The admin can set the preferred currency and define the conversion rate directly from their Bigin dashboard. 
<ol start="11">
<li>Sync Refund Details</li>
</ol>
Sync refund details such as the refund amount, reason, refund notes and date. This keeps all refund information updated in Zoho Bigin, helping you track order history and manage customer refunds with ease.
<ol start="12">
<li>Sync Tax Details</li>
</ol>
Now you can easily sync tax rates between your WooCommerce store and Zoho Bigin. Create tax rates in WooCommerce for standard, reduced, or zero rates, and map them directly to Zoho Bigin. 
<h3>Comprehensive Logging</h3>
The log tab gives you a detailed view of all your WooCommerce data that was successfully synced to Bigin or failed to sync.
<ol>
<li>Enable/Disable Loggin </li>
</ol>
Activate or deactivate sync logging whenever you want. You can also choose how many days to keep the logs, and they’ll be automatically deleted after that time.
<ol start="2">
<li>Sync Log Section</li>
</ol>
This extension includes a Sync Log section that shows details like Feed, WooCommerce Object, Woo Object ID, Bigin Object, and more. This information helps you spot and fix any errors that happen during syncing
<h2>Benefits</h2>
<ol>
<li>Save Time with Easy Syncing</li>
</ol>
Sync your WooCommerce data to Bigin in a single click or in bulk, without any complicated steps. This lets you focus on your business instead of manual data entry.
<ol start="2">
<li>Stay Organized with Automatic Updates</li>
</ol>
This extension has features like instant sync and background sync to keep your Bigin CRM updated with the latest customer and order details. You’ll always have accurate information at your fingertips.
<ol start="3">
<li>Reduce Errors with Smart Filters</li>
</ol>
The extension incudes conditional filters that let you set rules so that only the right data syncs to Bigin. This cuts down on mistakes and keeps your CRM clean and reliable.
<ol start="4">
<li>Fix Issues Quickly with Detailed Logs</li>
</ol>
The logging system shows you exactly what synced or failed, with clear details. You can spot problems fast and solve them without any hassle.
<ol start="5">
<li>Customize to Fit Your Needs</li>
</ol>
Create custom feeds and map data based on events like order changes or product updates. This ensures the integration works perfectly for your specific business needs.
<h2>Support</h2>
If you need support or have questions, kindly <a href="https://woocommerce.com/my-account/create-a-ticket/">contact us</a>.

Integration For Bigin By Zoho CRM

Connect WooCommerce to Bigin CRM, sync customers, orders, and products, and control data with custom feeds and filters.

QuickBooks Integration vs Integration For Bigin By Zoho CRM