<ul class="wccom-tick-list-primary">
<li><strong>Streamlined Sales Management</strong>: Everything you need to manage B2B sales agents and track sales is in one place, boosting efficiency.</li>
<li><strong>Performance Insights</strong>: Gain complete visibility with dashboards for tracking commissions, sales, and agent productivity.</li>
<li><strong>Flexible Commission Structures</strong>: Easily set global, category, or per-product commissions to suit your strategy.</li>
<li><strong>Enhanced Communication</strong>: Keep communication between commission agents and admins for a cohesive team experience.</li>
</ul>
<hr />
<p>Sales Agent for WooCommerce is the ultimate WooCommerce extension for managing and empowering your sales team in one seamless platform! This all-in-one system is designed to streamline sales agent management, track customers, automatically calculate commissions for sales agents, and boost revenue effortlessly. Perfect for WooCommerce store owners looking to supercharge their sales operations, this B2B sales commission plugin brings everything your team needs in one powerful tool!</p>
<h2>Features</h2>
<h3>Sales Agent WooCommerce Dashboards</h3>
<p><img class="size-full wp-image-18734004430173 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/sales_agent_dashboards.webp" alt="Sales Agent Dashboards Feature" width="980" height="602" /></p>
<p>Empower each agent with a dedicated dashboard! Here, agents can add new customers, check notifications, view commission stats, and place orders on behalf of customers. The dashboard also provides access to performance insights and order tracking.</p>
<h3>Global Commission Structure</h3>
<p><img class="size-full wp-image-18734004430181 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/global_commission_structure.webp" alt="Global Commission Structure Feature" width="980" height="602" /></p>
<p>Effortlessly set up a global commission structure that works across agents, allowing admins to create, assign, and edit commission percentages to ensure fair payouts.</p>
<h3>Generate Affiliate Links</h3>
<p><img class="size-full wp-image-18734004430186 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/generate_affiliate_links.webp" alt="Generate Affiliate Links Feature" width="980" height="602" /></p>
<p>Boost visibility and sales with affiliate links tailored for agents. Each agent can generate unique links for:</p>
<ul>
<li>User Registration: Encourage new customers to join with custom registration links.</li>
<li>Shop Link: Let agents share shop links and earn commissions on orders made through them.</li>
<li>Product Link Generator: Generate links for specific products, where agents receive a commission if a sale is completed using their referral link.</li>
</ul>
<h3>Instant Messaging for Admins, Agents, and Customers</h3>
<p><img class="size-full wp-image-18734004430325 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/instant_messaging_for_admins_agents.webp" alt="Instant Messaging for Admins and Agents Feature" width="980" height="602" /></p>
<p>Facilitate real-time communication with the Instant Messaging feature. Both admins and agents can stay updated with quick, convenient conversations directly through the platform.</p>
<p><img class="alignnone size-full wp-image-18734004898137" src="https://woocommerce.com/wp-content/uploads/2021/05/intercommunication_between_agent_customer.webp" alt="Instant Messaging Between Agent & Customer" width="980" height="602" /></p>
<p><span style="font-weight: 400">Enhance collaboration with built-in messaging! Agents and customers can now communicate directly through the message tab, improving support and sales efficiency.</span></p>
<h3>Agent Levels</h3>
<p><img class="aligncenter size-full wp-image-18734005721593" src="https://woocommerce.com/wp-content/uploads/2021/05/agent_levels.webp" alt="Sales Agent Levels" width="980" height="602" /></p>
<p>Easily set up multiple agent levels with custom commission rates for products or categories. Reward performance with dynamic commission structures, and boost motivation through automatic level upgrades when agents hit their sales targets.</p>
<h3>Commission Payout Options</h3>
<p><img class="size-full wp-image-18734004430331 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/commission_payout_options.webp" alt="Commission Payout Options Feature" width="980" height="602" /></p>
<p>Choose flexible commission payout options like PayPal or Bank Transfer, ensuring agents receive timely, secure payments for their efforts.</p>
<h3>Customer-Based Commission</h3>
<p><img class="aligncenter size-full wp-image-18734005721600" src="https://woocommerce.com/wp-content/uploads/2021/05/customer_based_commission.webp" alt="Customer Based Commissions " width="980" height="602" /></p>
<p>Assign unique commission rates to sales agents for individual customers, giving you full flexibility to incentivize VIP clients and manage key relationships strategically.</p>
<h3>Announcements to Sales Agents</h3>
<p><img class="size-full wp-image-18734004430334 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/announcements_to_sales_agents.webp" alt="Announcements to Sales Agents Feature" width="980" height="602" /></p>
<p>Admins can keep agents informed through announcement messages. Set messages to display on the announcements page, with options to filter by date, bulk actions, and a search bar for easy navigation.</p>
<h3>Assign Agents to Commission Categories</h3>
<p><img class="size-full wp-image-18734004430342 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/assign_agents_to_commission_categories.webp" alt="Assign Agents to Commission Categories Feature" width="980" height="602" /></p>
<p>Customize commission rates by assigning agents to different commission categories. Each category can have unique commission percentages based on performance, product type, or strategy.</p>
<h3>Set Commission for Sales Agents on Specific Products</h3>
<p><img class="size-full wp-image-18734004430349 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/set_commission_for_specific_products.webp" alt="Set Commission for Specific Products Feature" width="980" height="602" /></p>
<p>Admins have the power to set fixed or percentage-based commission rates for specific products, providing targeted incentives and control over high-demand items.</p>
<h3>Comprehensive Performance Dashboard for Admins</h3>
<p><img class="size-full wp-image-18734004430355 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/comprehensive_performance_dashboard_for_admins.webp" alt="Comprehensive Performance Dashboard for Admins Feature" width="980" height="602" /></p>
<p>Track the full scope of agent activity with a monthly performance summary for created customers, sales orders, paid commissions, and more. Admins can manage agent profiles, adjust commission statuses, and stay in full control of sales operations.</p>
<h3><b>Bulk Assign Customers to Sales Agent</b></h3>
<p><span style="font-weight: 400">Streamline your customer management with bulk assignment! Admins can now assign up to 100 customers to a sales agent at once, directly from the agent’s Edit Profile screen. No more visiting individual customer profiles one by one — simply select the customers you need, hit Update, and the assignments are saved instantly to the agent’s Customer Table.</span></p>
<h3><b>Bulk Actions on Customers</b></h3>
<p><span style="font-weight: 400">Take control of customer management at scale with powerful bulk actions! From the customer table within any agent profile, admins can select multiple customers and choose from available bulk actions:</span></p>
<ul>
<li style="font-weight: 400"><b>Bulk Unassign:</b><span style="font-weight: 400"> Remove selected customers from the agent in a single click, keeping your assignments clean and up to date.</span></li>
<li style="font-weight: 400"><b>Assign Bulk Commission:</b><span style="font-weight: 400"> Open a handy pop-up to set a commission percentage for multiple customers at once, saving time and ensuring consistency across your sales team.</span></li>
</ul>
<h2>How to Get Started</h2>
<ol>
<li>Buy Sales Agent for WooCommerce.</li>
<li>Download and install the extension.</li>
<li>You can find the installation guide <a href="https://woocommerce.com/document/sales-agent-for-woocommerce/#section-2">here</a>.</li>
</ol>
<p>Read the <a href="https://woocommerce.com/document/sales-agent-for-woocommerce/">technical documentation</a> to set up Sales Agent for WooCommerce and build a successful B2B sales commission system.</p>
<h3>Let’s turn your sales team into a revenue-boosting powerhouse!</h3>
<p>This sales agent tool is the complete solution to simplify sales agent management, optimize sales commissions, and drive growth for your business.</p>

Sales Agent

<p>Manage sales agents, automatically calculate sales commissions and keep track of customers and data.</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>

Sales Agent vs QuickBooks Integration