WooCommerce QuickBooks Integration

by James Antonio

A fully automated and real-time solution is the WooCommerce QuickBooks Integration via software that lets users sync orders, payments, products, inventory, and more. It includes a direct connection from your WooCommerce store to QuickBooks and brings you a full-featured customer, payment, order, inventory, product, and pricing sync to your platform just in a single robust extension.

Save Time, Reduce Errors, and Improve Accuracy

Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Desktop. Utilize import, export, and delete services of Dancing Numbers software.

WooCommerce is compatible with QuickBooks Desktop, Online, and POS as well. With this integration, you can save time, increase accuracy and monitor the financial health of your business just by connecting your online store with your QuickBooks accounting platform. We will learn more about WooCommerce QuickBooks Integration under this article so continue reading this post till the end to get aware of all related things to it.

Setup Process of WooCommerce QuickBooks Integration

  • First, go to the WooCommerce >> Settings >> QuickBooks tab
  • Next, create new account within QuickBooks tab
  • Again go back to the WooCommerce >> QuickBooks Feeds tab
  • And here, you have to create new feed in the same tab
  • Now, mapping is needed from QuickBooks fields to WooCommerece order fields
  • Open any of your WooCommerce Order and then click on the tab named “Send to QuickBooks
  • Again, go back to the WooCommerce tab and then “QuickBooks Logs
  • And finally, verify whether your entry was sent to your QB Accounting software or not.

Advantages and Benefits of WooCommerce QuickBooks Integration

With this integration, you’ll get many benefits and also make your life easy and quick. Few of the benefits involved with this integration:

  • Increase Accuracy and Save Time: This integration is a two-way sync that lets you manage your order and inventory easily and automatically by keeping them up-to-date on both platforms.
  • Make your Accounting Activities Effortless: With the software sync integration helps you to grow your business by automating your accounting so that you can focus on other bigger achievements.
  • Quick Setup and Easy-to-Use: There is unlimited support, videos, available documents help you to get up and make it run right away so let the instant sync takes care of the rest.

How does WooCommerce work with QuickBooks?

Various Software sync generates a direct link between QuickBooks and WooCommerce that helps you to easily sync your orders, customers, payments, inventory, bank deposits, etc. The automatic real-time sync works in both ways like it always keeps your both accounting as well as store up-to-date. So, you can take advantage of the ability to sync new or old historical data automatically.

It means that it is a breeze to get caught up in-store management and accounting. No headache with manual entry of your orders and inventory and you can use it with other QuickBooks products like QB Desktop and QuickBooks Point of Sale (POS) as well as it is compatible with them.

Additional Details related to WooCommerce QuickBooks Integration

  1. Unlimited Syncing Activity: This integration offers you unlimited synchronization in a hassle-free manner.
  2. Intelligent Bank Deposits: Software generates batch bank deposits everyday automatically.
  3. Real-time Automatic Sync: Monitor inventory, orders or more other synchronization between both devices
  4. Simple Setup and 24*7 Support: You will get user-friendly interface, easy setup, 24*7 support, and both free and paid plans available at ease, and more.
  5. Complete Two-way Sync: It helps you in both ways like automatically sync between new and old historic data as well as inventory.

How you Can Connect QuickBooks Account

You can connect your QuickBooks Account via Oauth 2.0 (It is nothing but the industry-standard protocol for authorization) and also with multiple QB accounts.

Fields Mapping

For field mapping, you can simply select the QuickBooks objects such as Invoice, Sales Receipt, Estimate, payments, etc. then perform mapping with WooCommerce order fields to QuickBooks object fields.

Export Event

When WooCommerce Order data should be sent to QuickBooks, you need to select Event. You can consider it as an example, when your Order Status will change to “Processing”, send WooCommerce Order to QuickBooks.

Primary Key

The primary key indicates that you update your old object instead of creating a new object. You can do so by setting the Primary Key field.

Error Reporting

In case, any error is encountered while sending data to QuickBooks then immediately email is sent to you to your specified email address which contains error information.

CRM Logs

The plugin saves all the detailed logs of each and every entry whether it is sent or not sent to QuickBooks and can easily resend an entry to QuickBooks.

Filter Orders

You can apply filters and set up rules to control or limit the sent orders to QuickBooks, however, all orders will be sent to QuickBooks automatically by default. You can limit your orders sent to QuickBooks by sending orders from some specific city to QuickBooks.

Hopefully, the above-detailed information gives you clear awareness and the setup process helps you for WooCommerce QuickBooks Integration with much ease. Perform the integration process and enjoy the fully automated- featured and real-time synchronization between QuickBooks and WooCommerce. With this QuickBooks integration, you can easily create customers, invoice, or any other QuickBooks objects when you place an order through WooCommerce.

Accounting Professionals, CPA, Enterprises, Owners

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number 1800-689-5491 or chat with experts.


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.

Call Now +1-800-689-5491
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