Setup QuickBooks

overview & purpose quickbooks is a set of software solutions offered by intuit inc it is a small business accounting software designed to manage a small business's payroll, inventory, sales, and other needs 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 the mis solution allows you to monitor expenses, create reports, track orders, job status, and 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 how to integrate read the below systematic guide to integrate quickbooks into your onprintshop website 1 register with quickbooks 1 register with quickbooks visit the quickbooks site to create a new account and complete the verification process log in to quickbooks with your registered email id and password 2 create an app 2 create an app after successfully logging into quickbooks, you can switch to the classic mode from the account menu next, click on the dashboard on the dashboard, click on the create an app button this will take you to the next page to create the new app select the platform as – quickbooks online and payments next, give your app the desired name and select the scope as com intuit quickbooks accounting finally, click on the create app button 3 get client id and secret key 3 get client id and secret key step 1 for production mode note use sssl certified website links otherwise quickbooks integration will not work under your app dashboard, go to the production settings here, you’ll have to complete a few requirements app info you can modify the app name, upload the app logo terms of service links provide the urls for terms and services and privacy policy app urls enter the host domain, launch url, and disconnect url as displayed below categorize your app check the box against the "accounting" tell us about regulated industries that use your app select the target industries as per your business model where is your app hosted? enter the country name and the ip address you will send the requests from countries you accept connections from select the countries where quickbooks users can connect to your app by default, all the countries will be selected scope for the api keep the selection as it is click on the save now, access the production >> keys & credentials for getting the client id and client secret key here, you’ll have to complete all the app details complete the assessment questionnaire once you complete the assessment, you will see a screen as below now, click on the client id and client secret link or move to keys & credentials to copy the client id and client secret key scroll down and enter the redirect uri to connect the application with your website in the format below for quickbooks {domain name}/external service/quickbook/oauth php for quickbooks v2 {domain name}/external service/quickbookv2/callback php click on save step 2 for sandbox mode (only for developers) under your app dashboard, go to development >> keys & credentials copy the client id and client secret key scroll and enter the redirect uri to connect the application with your website in the format below for quickbooks {your website}/external service/quickbook/oauth php for quickbooks v2 {domain name}/external service/quickbookv2/callback php note the link above is just an example; use your website link also, use an ssl certified link; otherwise, quickbooks integration can malfunction 4 configure quickbooks on the admin panel 4 configure quickbooks on the admin panel for the integration of the above created app in your onprintshop store, go to the admin panel >> store configuration >> external services settings >> accounting api >> quickbooks>> ‘action’ menu >> ‘edit’ option application mode select "production or sandbox" for your integration enter the client id and client secret saved in step 3 click on the connect to quickbooks button to connect with your quickbooks app after a successful connection, the application token (for production mode) will automatically be generated and saved in the application token field map quickbooks tax this option can link or map tax rates from onprintshop with corresponding tax codes in your quickbooks account to ensure accurate tax calculation during invoice sync map quickbooks tax this section allows you to match onprintshop tax configurations with the corresponding tax codes in quickbooks for each u s state you can define country, state, and zip code geographic region for tax application tax rate (%) tax percentage to apply for that state shipping indicates if shipping is taxable sales tax id & shipping tax id dropdowns to select the appropriate quickbooks tax codes for product and shipping taxes click save to apply mappings or reset to discard changes this ensures accurate tax syncing during invoice generation in quickbooks after the connection, other options are displayed on the screen as shown below sales tax select quickbooks sales tax, which you must apply to the synchronized invoice keep sales tax selected enable this checkbox to automatically apply the configured sales tax to invoices product tax exempt rate select the tax exemption rate for products that are not taxable shipping tax rate select the tax exemption rate for shipping on non taxable orders open invoice status select the invoice status to synchronize with quickbooks automatically this setting is only for auto synchronization mode payment status choose which payment statuses (paid, unpaid, partial) will allow invoice creation in quickbooks during auto sync all payment methods select the payment methods for creating invoices in quickbooks during auto sync paid invoice status sync invoices as “paid” in quickbooks based on the selected status auto synchronize this will automatically synchronize customer/invoice data with quickbooks select country regime select the country for your store make void invoice enable the sync of invoices to be void for cancelled or refunded orders order prefix add a prefix to order numbers synced with quickbooks custom field block name map quickbooks custom fields by entering valid block names (e g , customers suburb, order po number) for data syncing select order sequence for consistent tracking, choose whether to sync orders using your website's or quickbooks' order sequence invoice date choose the date to be used as the invoice date in quickbooks—either the original order date or the current sync date selecting order date uses the order placement date, while current date uses the date when the sync occurs payment processing fees you can choose how to handle processing fees exclude them from the invoice, include them in the invoice, or create a separate sales receipt for the fee amount only product / service type select the appropriate product or service category to classify payment processing fees in quickbooks filter order by months from the dropdown, choose how many months from today you'd like to sync orders this filter works only when auto synchronize is enabled, helping limit data to a specific timeframe title processing fees enter the alternate text for processing fees (e g , administration fee), which is used to sync in the quickbooks invoice restrict transaction ref no enable this checkbox to prevent syncing the transaction id to quickbooks invoices no archive order to sync enable this checkbox to exclude archived orders from syncing to quickbooks invoices check existing customers enable this setting to sync existing quickbooks customers into onprintshop customer sync mode default customers will be added as parent level customers in quickbooks instead of sub customers store wise customers will be added as sub customers in quickbooks based on the configured store wise quickbooks customer id consider order greater than enter the last synced order number so the system begins auto sync from the following order onward quickbooks product mapping choose how onprintshop products should sync with quickbooks by matching the product sku or product id for accurate mapping user tax exempt reason id select the appropriate reason code to sync tax exempt status for customers from onprintshop to quickbooks note the sandbox mode is only for developers set the application mode as production while configuring quickbooks for your store quickbooks mis sync summary quickbooks mis sync summary this manually synchronizes invoices and contacts with quickbooks quickbooks invoice summary in this section, we can synchronize orders and the count of orders based on the order status settings here, we can show the total orders synced with quickbooks and the remaining orders same as sync customers, the click here to sync manually button will appear for orders remaining to be synced with quickbooks quickbooks log – displays a log report of quickbooks synchronization click here to sync manually – it opens searches and synchronizes the interface with the mis system like as shown below order range select the order range to synchronize date range select the period order status select order status to search for that order only click on the search the results will appear as displayed below select only those orders that you want to synchronize with quickbooks click on the sync button to update customer data for a particular invoice, click the update synchronized data checkbox and then click the sync button to synchronize orders with quickbooks after placing an order, the customer will automatically be synced with quickbooks there is also a flag for synchronized invoice status in the synchronizing listing screen