QuickBooks Magento Integration: How to Connect Your QuickBooks to Magento

by James Antonio

Magento is one of the open-source e-commerce apps used by millions of customers every day. At the same time, QuickBooks Online is the web version of the popular accounting software. It is the cloud version of QuickBooks Desktop. This tool will enable you to keep track of all business transactions, cash flows, inventories, etc., 24/7. It offers accounting, billing, and payments a breeze and helps to check off accounting tasks on the go, and helps organize your business’s finances.

Magento QuickBooks Online Integration lets you automatically synchronize information between them, including customers, sales, products, and invoices data. Hence, you can better manage accounting data more efficiently.

When the customer places an order, the system will examine whether this information has already been stored in a database; if yes, the system will update the information; otherwise, this new customer will be added to the customer list.

Multiple payment ways that are supported for your Magento are under the control of QuickBooks Online quite well. This means when installing QuickBooks Online extension; every existing way is auto-transmitted from Magento to QuickBooks Online.

If there is any new one, it will be added immediately into the management system of QuickBooks Online.

One of this extension’s most exceptional characteristics is that all the data is synchronized quickly; no time and manual approach are needed.

This integration serves customers to get better financial management by automatically updating all the data from Magento to QuickBooks in real time. The amount of time you employ tracking down transaction data, fixing errors, and manually entering data is now fixed by QuickBooks Online Integration.

Features of Magento QuickBooks Integration

Magento and QuickBooks Integration present you with excellent features for handling your Magento store.

Several industry-leading features comprise:

Payment Method Mapping

Magento and QuickBooks integration is associated with payment methods. It lets you efficiently map ones used in Magento to QuickBooks Invoices. Thus, it is possible to maintain track of different payment methods popular between your customers in your Magento.

Tax Rates Mapping

It allows you to map the tax rates of Magento orders to QuickBooks. Hence, you ensure that the tax calculation in Magento and QuickBooks are accurate. Moreover, it is also possible to synchronize QuickBooks-compliant tax codes from Magento to your accounting system.

Invoices Synchronization

It allows you to transfer information When a customer pays for an order successfully to QuickBooks to create a new invoice. Moreover, the plugin grants the ability to move changes applied in Magento to QuickBooks. You can smoothly synchronize payment methods and tax codes from Magento to QuickBooks.

Customers Synchronization

You can easily sync your customers between Quickbooks and your e-commerce website; when a customer is created in Magento, the module exports data to your QuickBooks account. If the customer information is altered, the update is also presented to the accounting platform.

Orders Synchronization

Orders can be efficiently transferred from Magento to QuickBooks automatically. When a customer buys products and services in Magento, a new Unpaid Invoice is created in QuickBooks. The changes applied to orders are shifted to the accounting system as well as a part of the Magento QuickBooks integration.

Product Synchronization

It also allows you to transfer products between Magento and QuickBooks. It is possible to export data from your Magento store according to a schedule or when a new product is produced. Besides, you can automatically send product updates when you change the Magento admin’s relevant information with the Magento QuickBooks integration.

Income Tracking

It allows you to track income from your e-commerce website in QuickBooks efficiently. It automatically updates incomes to your profit and loss statement according to a schedule or when a particular event happens.

You can decide what entities to synchronize: products, orders, invoices, customers, credit memos, etc.

How Magento Works with QuickBooks

QuickBooks integration is an excellent tool to manage your Magento customers, invoices, products, and credit memos. So, QuickBooks makes it more effortless for you to handle everything in one go.

It bridges the gap between Magento and QuickBooks to guarantee complete and accurate accounting when using QuickBooks Online and Magento platform. The data entered in Magento seamlessly flows within QuickBooks Online, capturing crucial business data for your accounting department.

It has managed to maintain a good reputation by syncing your account with QuickBooks. This guarantees the maintenance of records on one-page and avoids all the manual errors since everything is updated automatically.

Therefore, it maximizes your sales. So, you can maintain your sales with accurate records and give customers the best services by integrating your Magento sales account with QuickBooks.

Advantages of QuickBooks Magento Integration

  • It enables synchronizing and updating Customers from Magento to QuickBooks Online both manually and automatically.
  • It allows synchronizing and updating Products from Magento to QuickBooks Online both manually and automatically.
  • It will enable synchronizing Orders from Magento to QuickBooks Online both manually and automatically.
  • It enables synchronizing Invoices from Magento to QuickBooks Online both manually and automatically.
  • It allows synchronizing Credit Memos from Magento store to QuickBooks Online both manually and automatically.
  • It will enable the admin to view the log to see what is synchronized between two apps.
  • It allows the admin to manage the sync queue to see what will be synchronized next.
  • It enables mapping payment methods with deposit accounts.

Frequently Asked Questions

Does my QuickBooks Desktop Integration Sync inventory locations in QuickBooks with the multi-location inventory in Magento?

No, the multi-location inventory feature is not available in the QuickBooks Desktop integration.

Does the QuickBooks integration Sync Bulk Products upload?

Yes, with each product designed in Magento, it will create a corresponding one on QuickBooks.

Will there be any Problem if there is Existing Data in the QuickBooks account?

No, there won’t be any conflicts in the synchronization in case the synced data has already existed in QuickBooks.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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