QuickBooks Magento Integration: Connect Magento to QuickBooks

Magento QuickBooks Enterprise Integration

QuickBooks Magento Integration allows the data exchange between the streamlines and systems of the business. The integration can be done using Cloras which is the integration platform. Using it you can easily integrate both applications. For the communication of QuickBooks with Magento, it is done using the XML-RPC web services. There are no files that need to be installed also if you have any per-integration query connect to QuickBooks Enterprise Support provided by AccountsPro.

What are the key Benefits if you Connect your Magento to QuickBooks

• Automate accounting tasks with Magento QuickBooks integration for seamless data transfer and error prevention.
• Quickly generate accurate financial reports in QuickBooks to gain insight into your business performance.
• Save time and reduce costs by automating reconciliation with data entry and integration, allowing your team to focus on key activities.
• Efficiently transfer a wide range of data from Magento to QuickBooks for streamlined operations.
• Manage inventory effectively with centralized inventory management to accurately track stock levels, sales, and purchase orders. Prevent overstocking or running out of popular products.

What to do before integrating QuickBooks with Magento?

Here are three important points to consider before selecting a solution for QuickBooks integration with Magento.

• To fully integrate Magento with QuickBooks, identify the data that needs synchronization in both systems. Note that most solutions allow one-way data transfer from Magento to QuickBooks. Therefore, carefully choose Magento entities like Orders, Products, Customers, and Tax Rates based on your QuickBooks setup for smooth operation.
• Second, Make sure all data is centralized in Magento before syncing. Consolidate online and offline sales on Magento to effectively manage inventory and orders and streamline data transfer. A Magento-native POS system can help by integrating online and offline data in one place.
• Last but not least, set the sync frequency. Does this need to be real-time (event-based), or would hourly or daily updates be fine? Your data volume and reporting help you decide how often to refresh your data.

Prerequisites for QuickBooks Magento Integration

Magento version Requirements

• Magento version 2.0 and higher (version 2.4 is optimal for integration).
• UP to 2GB of RAM.

QuickBooks Requirements

• QuickBooks version 2022 and higher.
• 4 GB of RAM and more.

Steps to Integrate QuickBooks Enterprise With Magento

Let’s now look at the different options for your QuickBooks Magento integration. These are the top solutions on the market that we have carefully selected based on their features, customer reviews, and our own experiences. Let’s scroll down for details.

Method for integrating the Magento with QuickBooks Enterprise

For the web services in Magento, you need to add an account for it. This login is different from the normal login that you do from website admin. For the setup of web service login, you need to follow these steps:-

Step 1: Creating the SOAP/XML role

1. Go to the Magento admin panel and then select the System option
2. Then click on the Web Services and further click on the SOAP/XML-RPC Roles
3. Select the Add new role
4. Click on the tab named Role info
5. Now create a Role name and then select Save role
6. Then in the Role resources tab change the access using the Resource access option
7. In Resource Access, click on All and choose the Save Role option.

When your eCommerce data become larger you’r desktop won’t handle it , hence you need to switch to QuickBooks Cloud Hosting Solution’s for managing it .

Step 2: Creating the SOAP/XML User

1. In the admin panel of Magento, select the System and then click on the Web Services
2. From Web services, select the SOAP/XML-RPC Users
3. Click on the Add New User
4. You need to enter the information on the account form that is generated
5. You create the API Key and the User Name both
6. Click on the option named Save User
7. From the tab named User Role that does allocate the User to the Role (that is created above)
8. In the end, click on the Save User.

Integrating QuickBooks Desktop With Magento: eCommerce Platforms

Integration of QuickBooks

QuickBooks uses web services for synchronizing the orders, products, customers, and invoice information between Magento and QuickBooks. Here “Connex” is used as the third-party web service connector. There is a set-up process that you need to follow to do it properly. The process is as follows:-

• Create the Connex for QuickBooks account: Register your account at Connex. Then you need to enter the password followed by the username.
• Pair the connection: Go to the connection and then from the drop-down, select the system to integrate with the QuickBooks.
• Web Connector needs to be installed: First log in as the administrator, then click on the File and select the Update Web Services from the options. Install the web connector if the option is missing.
• Connection Page of Web Services: Set up the connection and click Configure. It is used for the Magento and QuickBooks pairing. If you are doing it the first time, it asks you to download the QWC file that has the login data of your connection. On the remote server, the file must be hosted.

For Pairing the Connex on the remote server

• Open the QuickBooks Enterprise
• Now log in as the admin
• Click on the File menu and then select the option Update Web Services
• In the Web Connector, select the menu option File and then click on the Add an Application
• Locate the downloaded QWC file
• Then click on the OK button and allow the web service
• After that always click on the Yes button whether the company file is running or not
• Now the web connector appears in this, enter the Connex
• Click on the autorun and then on the OK button
• Enable autorun at 30-60 mins to save the settings.

In the End!

AccountsPro team provides extensive help for APPS and software integration with QuickBooks software, If you want to integrate QuickBooks Online or QuickBooks Desktop with Magento, connect to the AccountsPro team on the QuickBooks Support Number for assistance or consulting. For more information, you just need to dial the helpline number 📞 +1-800-983-3087, send an email to the AccountsPro team, or do a live chat with experts.

Frequently Asked Questions