<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>

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<h2>See everything in one place</h2>
<p><span style="font-weight: 400">Jetpack CRM is the beating heart of your business where you can manage your leads, customers, quotes, invoices, and transactions all in one place.</span></p>
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<h2><b>Tools for the whole sales cycle</b></h2>
<p><span style="font-weight: 400">Unlike most other CRMs Jetpack CRM for WooCommerce includes tools to easily collect leads, create quotes, capture orders, and generate invoices which can be sent directly to your contacts through the CRM – making it a great billing system too! </span></p>
<p><span style="font-weight: 400">Your team can manage and get real-time insights on your sales cycle and orders – it’s a powerhouse to help grow your business.  </span></p>
<h2>Lightning-fast Sales Dashboard</h2>
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<p><span style="font-weight: 400">See a snapshot of your business’ performance with the Sales Dashboard. With our powerful and robust WooCommerce extension all of your sales will automatically sync to the CRM. Selling additional products manually or through a bricks and mortar store? Easily add them to your CRM and capture everything in one place.</span></p>
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<h2><b>Do even more with our extension library</b></h2>
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<p><span style="font-weight: 400">Features of Jetpack CRM include:</span></p>
<ul>
<li style="font-weight: 400"><span style="font-weight: 400">Lead & Contact management</span></li>
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<li style="font-weight: 400"><span style="font-weight: 400">Client proposals</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Quotes</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Customer invoices</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Transactions</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Sales dashboard</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Forms</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Automation</span></li>
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<li style="font-weight: 400">And <a href="https://jetpackcrm.com/features/">much more</a>!</li>
</ul>
<h2>Plugins made for each other</h2>
<p>Jetpack CRM and WooCommerce are both <a href="https://automattic.com/">Automattic</a> companies, so plugins are fully compatible and you can work with a single support team.</p>
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<h2 class="wccom-bundle-section-header-title">The best CRM for WooCommerce</h2>
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<h2>Testimonials</h2>
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<p class="who"><strong>Michal Short</strong></p>
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<em>We can sit back and relax safe in the knowledge that Jetpack CRM is working tirelessly behind the scenes distributing leads automatically to our clients.</em></p>
<p class="who"><strong>Dave Scribner</strong></p>
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<h2 class="wccom-bundle-section-header-title">Is it easy to get started?</h2>
<p>Good news, it’s now fast and <em>incredibly</em> easy get started with Jetpack CRM.</p>
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Jetpack CRM for WooCommerce

<p>Jetpack CRM has everything you need to nurture your leads and customers: Invoices, Billing, Email Marketing, Automation, a detailed Sales Dashboard, and 30+ extensions including Stripe, Paypal, Mailchimp, and more.</p>

QuickBooks Integration vs Jetpack CRM for WooCommerce