WooCommerce is a powerful e-commerce platform that can accomplish a lot on its own. However, most businesses will benefit from separate accounting software (such as QuickBooks) to keep better track of all income channels and expenses. Unfortunately, manually updating QuickBooks can be a time-consuming process that’s prone to errors.
Fortunately, integrations exist that can automatically sync your WooCommerce data with this bookkeeping software, ensuring accuracy and saving you valuable time (and sanity). In this article, we’ll walk you through exactly how to use WooCommerce and QuickBooks together.
Let’s get started!
The Benefits of Syncing WooCommerce and QuickBooks
WooCommerce and QuickBooks are both powerful software solutions for your business. WooCommerce enables you to quickly and easily set up an online store to sell all kinds of products and services, while QuickBooks can help you keep track of your finances and stay on top of your growth.
However, maintaining your books manually can be a chore, even with robust invoicing software. This is particularly true when you’re dealing with a lot of incoming inventory and outgoing orders, as you do with a WooCommerce store.
Of course, since this is WordPress we’re talking about, plugins are available that can help ease this process by automatically syncing the two platforms. This can save a tremendous amount of time that’s better spent on more impactful tasks than bookkeeping. Plus, since your data will always be the same on both platforms, syncing can cut down on potential confusion and costly errors due to incorrectly-entered information.
Plugins for syncing WooCommerce and QuickBooks fall into two basic categories: one-way sync and two-way sync. One-way plugins only copy your data from WooCommerce to QuickBooks, essentially creating a receipt for each transaction in the latter program. This is handy, but not what you’re probably after.
Two-way sync, on the other hand, transfers any change on one of the platforms over to the other. This is ideally what you want to set up, because it enables you to keep inventory levels, product descriptions, tax details, customer information, and more identical across both your store and bookkeeping software. Two-way sync is where you’ll really see the power and convenience this plugin integration offers.
WordPress Plugins for Syncing WooCommerce and QuickBooks
As we mentioned above, there are a number of plugins and integrations available for syncing these two platforms. Three of the most popular options are WooCommerce Sync for QuickBooks, WooCommerce QuickBooks Connector, and Zapier. Let’s take a look at what each one has to offer.
WooCommerce Sync for QuickBooks
WooCommerce Sync for QuickBooks is a powerful plugin that does one thing and does it very well: it syncs your data automatically between the two platforms. This solution offers a great balance of features, ease of use, support, and price.
Price: Free, with paid plans starting at $39 per month
WooCommerce Sync for QuickBooks Is for You If…
…you want a focused tool that works smoothly and offers excellent support.
WooCommerce QuickBooks Connector
WooCommerce QuickBooks Connector is another option with real-time, two-way sync. This is a highly-rated plugin with a ton of features, available at an affordable price.
WooCommerce QuickBooks Connector Is for You If…
…you’re willing to sacrifice some polish and support for a more affordable, one-time payment.
Zapier is an extremely popular solution for connecting all kinds of online platforms together, including WooCommerce and QuickBooks. The main downside to Zapier is that it only works with QuickBooks Online, so if you need Desktop or POS support, you’ll have to look elsewhere.
Price: Starts at $19.99 per month (QuickBooks integration isn’t available in the free tier)
Zapier Is for You If…
…you need to integrate WooCommerce or QuickBooks with other SaaS platforms (like Google Docs and Slack).
How to Use WooCommerce and QuickBooks Together (In 4 Steps)
Setting up integration between WooCommerce and QuickBooks is relatively simple, regardless of which syncing solution you choose. As an example, we’ll show you how to use WooCommerce Sync for QuickBooks, because we think its balance of features and price makes it the best solution for most users.
Step 1: Install the WooCommerce Sync for QuickBooks Plugin
The first thing you’ll want to do is grab the WooCommerce Sync for QuickBooks plugin. It’s available in the WordPress Plugin Directory, so head to your WordPress dashboard, navigate to Plugins > Add New, and search for “WooCommerce Sync for QuickBooks”:
Install and activate the plugin, then head to the next step. Note that this version of the plugin is for QuickBooks Online. If you’re using the Desktop or POS version, you’ll need to grab a plugin specific to those platforms from the vendor’s website.
Step 2: Create a MyWorks Account
With the plugin activated, the next step is to create an account with MyWorks. Navigate to MyWorks Sync > Connection in the main WordPress menu:
At the bottom of the page, click on the link above the License Key field:
This will take you to the plan selection page on the MyWorks site. Choose the option that best suits your needs, click on Get Started, and follow the instructions presented. After entering a screen or two of information, you’ll be taken to the MyWorks dashboard and presented with your license key.
Click on Copy key, and head back to the plugin settings inside WordPress. Paste the key in the License Key field, and click on Enter to activate your account.
Step 3: Configure Your QuickBooks Settings
With your MyWorks license activated, you’ll next need to connect your QuickBooks account to the plugin. There’s a bit of hopping back and forth between your MyWorks and WordPress dashboards involved.
From the MyWorks dashboard, click on the Connect to QuickBooks button and follow the prompts:
Once that’s done, head back to the WordPress dashboard and select Connect to QuickBooks Online! there to complete the process:
At this point, you’ve connected your accounts. Next, click on Default Settings to configure your basic sync options:
Choose your desired settings from each drop-down menu, and click on Save All. MyWorks provides helpful documentation if you need more information about any of these fields.
Finally, you’ll need to map your WooCommerce customers, products, and payment methods to their QuickBooks equivalents. Navigate to MyWorks Sync > Map in your WordPress dashboard. You’ll see a list of your WooCommerce data, with a drop-down menu to set the QuickBooks equivalent.
Set these how you’d like and click on Save. There’s also a handy ‘automap’ feature. Again, you can consult the MyWorks tutorials on mapping if you need additional help with these settings.
Step 4: Sync Your Old Data
At this point, WooCommerce and QuickBooks will start syncing any new data that comes in. To get your historical data synced as well, you’ll need to use the plugin’s Push feature. Just head to MyWorks Sync > Push, select the customers you want to sync from the list, and click on Push Selected Clients.
Repeat this process for Orders, Products, Payments, and other relevant data. Once you’re done pushing your historical data, you’re all set!
If you find it a chore to keep your books manually updated, you’re not alone. While this task is essential, it’s also a huge time sink that takes you away from more valuable work. Fortunately, WordPress and WooCommerce are highly extensible, and integrations exist to automate this key process.
To start syncing your WooCommerce and QuickBooks data, just follow these four simple steps:
Do you have any questions about this WooCommerce and QuickBooks integration? Let us know in the comments section below!
Featured image by Pretty Vectors / shutterstock.com.
This content was originally published here.