Overview of WooCommerce + QuickBooks Online integration
Connect WooCommerce and QuickBooks Online to start syncing your daily sales transaction and managing settlements.
- On a daily basis, the integration will find and sync settlements deposited on the integrated payment gateway or nonintegrated payment gateway into QuickBooks Online generating an invoice.
- You can customise your preferred sales summary view choosing from a wide array of formats.
- Transformation to single invoice with sales information including seller fees, subscription, refunds, and shipping charges in the line items and no payment applied to the final invoice pushed to the accounting package.
- Easily match the outstanding invoices to the deposit. The outstanding amount of the invoice would be consistent with the deposited amount.
How to set up WooCommerce + QBO integration
Register or sign in to the Amaka dashboard to get started.
Click the New integration button and select WooCommerce + QuickBooks Online from the integrations list to commence the setup.
Sign in to your WooCommerce account by clicking the Connect new account button underneath WooCommerce logo. Follow the guided authentication process to grant all relevant permissions.
Ensure pretty permalinks are enabled in WooCommerce. Learn how to enable pretty permalinks in WooCommerce.
Confirm that your WooCommerce version is 5.8 or higher, and WordPress version is 4.4 or greater. See how to check your WooCommerce and WordPress version.
Authenticate your QuickBooks Online account following the guided authentication process, then click Save + Continue.
Click Save + Continue to finish and activate the integration.
At the beginning of your setup wizard, you’ll be able to choose your preferred configuration method from the options listed below.
Every day, an invoice with your daily sales summary will be created in QuickBooks Online.
The integration will automatically map sales and payments from WooCommerce into QuickBooks Online by creating the following default accounts:Default accounts mapping
Transaction type mapping
|Transaction Type||Account Name||Account Type|
|Shipping/Delivery Fee Revenue||WooCommerce Shipping/Delivery Fee Revenue||Sales|
|Transaction Fees||WooCommerce Fees||Expense|
The advanced setup will allow you to choose your own custom mapping in relation to sales and payments in WooCommerce.
Schedule a call with one of our Integration Specialists that will help you decide on the best configuration method for you and guide you through the setup.Schedule a call now
FAQ on how to set up WooCommerce + QuickBooks
Find answers to the most frequently asked questions about this integration.
The integration filters the accounts for each transaction and payment type. If you cannot find the account that you are trying to map, try checking the account category of the account. You can refer to default accounts mapping for the account categories appropriate to the transaction or payment type.
In case the account category is appropriate to the transaction you are trying to map, try checking the visibility of the account. You may need to tick the visibility for Sales, Other Payments and Other Receipts. Find out more.