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Setup Quickbook

Quickbooks Integration(Add-On Module)

Admin > Store Configuration > External Service Settings > Accounting TAB > Quickbook

QuickBooks is a set of software solutions offered by Intuit Inc. It is a small business accounting software designed to manage payroll, inventory, sales, and other needs of a small business. With QuickBooks integration with your OnPrintShop web store track project profitability, manage bills, track and manage expenses, manage and look for invoicing and payment, track sales and tax, and other services.

With the MIS solution, you can monitor expenses, create reports, track orders, job status, track tax deductions. You can bind customers and invoices from your OnPrintShop storefront with a QuickBooks account to easily manage the accounting system. You can bind customer details like billing address, contact details, balance statements, etc.

Read below a systematic guide to integrate QuickBooks into your OnPrintShop website.

Step 1: Register with QuickBooks

Step 2: Register with QuickBooks

  • After successful login into QuickBooks click on Dashboard.
  • QuickbookIntegrationUpdate1.png

  • On the Dashboard, click on the ‘Create an App’ button.
  • QuickbookIntegrationUpdate2.png

  • Next, select the platform as – QuickBooks Online and Payments.
  • QuickbookIntegrationUpdate3.png

  • Next, give your app a name as desired and select scope as Accounting. Finally, click on the ‘Create app’ button.
  • QuickbookIntegrationUpdate4.png

Step 3: Get Client ID and Secret Key

Step 3 - 1 For Production Mode

Note: Use SSL certified website links otherwise QuickBooks Integration will not work.
  • Under your app dashboard go to, Production >> Keys & OAuth
  • QuickbookIntegrationUpdate7.png

  • Here, you’ll have to complete a few requirements such as – provide privacy policy URLs and define the target audience.
  • Click on the links given to complete the requirements.
  • QuickbookIntegrationUpdate8.png

  • Click on Save.
  • Under your app dashboard go to, Production >> Keys & OAuth
  • Copy the Client ID and Client Secret Key.
  • Scroll and enter the redirect URI in the format - {your_website}/external_service/quickbook/oauth.php to connect the application with your website.

    For Example - https://b2c.forprintshop.com/external_service/quickbook/oauth.php

  • Click on Save.

Step 3 - 2 For Sandbox Mode (Only for developer)

  • Under your app dashboard go to, Development >> Keys & OAuth
  • Copy the Client ID and Client Secret Key.
  • Scroll and enter the redirect URI in the format - {your_website}/external_service/quickbook/oauth.php to connect the application with your website.

    For Example - https://b2c.forprintshop.com/external_service/quickbook/oauth.php

    Note: The link provided above is just an example, use your website link. Also, use SSL certified link otherwise QuickBooks Integration can malfunction

Step – 4 Configure Quickbook on Admin Panel

  • After completing the above steps, Go to: Admin panel >> Store Configuration >> External Services Settings >> Accounting API >> Quickbooks >> ‘Action’ Menu >> ‘Edit’ Option
  • In Application Mode, select "Production or Sandbox" as per your integration.
  • Enter the "Client ID" And "Client Secret" from QuickBooks.
  • Click on "Connect to QuickBooks" and connect with your Quickbook App.

QuickBookUpdate126.png

  • Connect to Quickbooks App.

Quickbook7.png

  • After successful connection, the Application token (for Production Mode) will automatically be generated and saved in the Application Token field.

After the connection, other options are displayed on the screen as follows:

  • Sales Tax: Select QuickBooks sales tax which you have to apply on the synchronized invoice.
  • Open Invoice Status: Select invoice status, which will automatically synchronize with Quickbooks. This setting is only for auto-synchronization mode.
  • Paid Invoice Status: Based on selected invoice status synchronize invoice as “Paid” in Quickbook.
  • Auto Synchronize: This will automatically synchronize customers/invoices data in Quickbook.
  • Select Country Regime: Select the country for your store.
Note - The Sandbox mode is ONLY for developers, set the Application Mode as PRODUCTION while configuring QuickBooks for your store

QuickBookUpdate127.png

Working of Quickbook in OnPrintShop

We synchronize invoices and contacts from your system with QUICKBOOK. Here on the administrator part, there are separate modules for QUICKBOOK, which contains two parts

  • QUICKBOOK Configuration
  • QUICKBOOK Sync Summary

Quickbook MIS Sync Summary

This manually synchronizes invoices and contacts with Quickbook. In this section, we have provided two divisions for Sync contacts and Sync invoices.

Quickbooks Invoice Summary: In this section, we can synchronize orders and the count of orders based on settings done for order status. Here we can show total orders, Orders sync with QuickBooks and remaining Orders. Same as sync Customers “Click here to Sync Manually” button will appear for orders remaining to be synced with Quickbook. Quickbook9.png

  • Quickbooks Log – displays log report of Quickbook synchronization.
  • Click Here to Sync Manually – It opens searches and synchronizes interface with MIS system like as shown below:

Quickbooks10.png

  • Order Range: Select the order range to synchronize.
  • Date Range: Select the time period.
  • Order Status: Select order status to search that orders only.
  • Click on the search.

The results will appear as below- Quickbooks11.png

  • Select only those Orders that you want to synchronize with Quickbook.
  • Click on “Sync” button.
  • To update customer data of particular invoice, click on “Update Synchronized Data” checkbox and then click on the Sync button.
  • On clicking of “Sync”, the button system will synchronize orders with Quickbook.
  • After the customer places an order, the customer will automatically be synced with Quickbook.
  • There are also given flag for synchronized invoice status in synchronize listing screen.