QuickBooks Sync

Your store in QuickBooks, entered the way you would.

Invoices, payments, credit memos and payout deposits, with your customers, items, tax items and accounts. Available now for WooCommerce and QuickBooks Desktop; QuickBooks Online and Shopify are next.

Choose your pairing

Which store, which QuickBooks?

How it works

From install to books that balance, in three steps.

1. Connect

Install the plugin and connect your books. For QuickBooks Desktop that is the Web Connector that comes with QuickBooks, and a password.

2. Choose

It reads your accounts, items and tax items first. You pick how orders are written, with a preview of one of your own orders.

3. Go live

A dry run compares the last 30 days with your books. Then every new order from your start date is booked, on the schedule you set.

What it does

The bookkeeping a store creates, done for you.

Every order, entered the way your bookkeeper would.

An invoice and a payment for each order, with the customer found or created, products matched to your items, and shipping, coupons and fees on their own lines.

  • The order number as the invoice number, or in P.O. No.
  • Classes, terms, sales rep, invoice template and memo
  • Tracking number on the invoice
The Queue screen: each order and refund with what happened to it.

Payout deposits that equal the bank line.

Payments wait in Undeposited Funds. When WooPayments or Stripe pays out, the payments, card fees and refunds in that payout become one deposit, the same amount your bank shows.

  • Reconciling is ticking one line per payout
  • Payouts another tool put straight into the bank can be regrouped, after you review each one
The Today screen: orders booked today and a payout that matches the bank.

Products and stock that agree.

Pair store products with QuickBooks items by SKU, by hand, or with a fallback item. Keep stock and prices in step with QuickBooks, and send new products across after you review them.

  • Bundles, QuickBooks groups and assemblies
  • Enterprise inventory sites and bins
The Mapping screen: store products paired with QuickBooks items, with suggestions to accept.

See what will happen before anything is written.

The Audit reads a period from your books and compares it with the store: what is already there, what would be booked, and any difference down to the cent, with the reason.

  • Nothing is written by an audit or a dry run
  • Orders you already typed in are found, not booked again
The Audit screen: one order identical in QuickBooks and one three cents different, with the reason.

What lands in QuickBooks

Each thing your store does, and the record it becomes.

Store events and QuickBooks records (WooCommerce and QuickBooks Desktop)
In the storeIn QuickBooks
An order is paid (or reaches the statuses you choose)An invoice and a payment, the payment waiting in Undeposited Funds or the account you pick
A refundA credit memo and a refund against it
A WooPayments or Stripe payoutOne deposit with its payments, card fees and refunds, equal to the bank line
A new buyerA customer, found by name or company first, or created
A product sold for the first timePaired with its item by SKU; or a new item, a fallback item, or a stop to ask you (your choice)
Sales tax on the orderOne tax item or group, a tax item per store rate, or the exact amount as one line
Stock changes in QuickBooksStock (and prices, if you want) updated in the store

Desktop and Online

Two QuickBooks, one set of rules.

QuickBooks Desktop Available now

  • Pro, Premier and Enterprise (US), 2014 or newer
  • Connects through the QuickBooks Web Connector, which comes with QuickBooks
  • Runs every 15 minutes to daily, or only when you click
  • Enterprise inventory sites and bins

QuickBooks Online Coming soon

  • Connects directly to your QuickBooks Online company
  • The same lookups, stops and payout deposits as Desktop
  • A store moving from Desktop to Online keeps its settings and pairings where Online allows

WooCommerce + QuickBooks Online

Questions

About QuickBooks.

Does QuickBooks Desktop have to be open?

Not necessarily. If you allow access when QuickBooks first asks, the Web Connector opens the company file on its own, as long as no other company file is open at that moment.

Does it work with QuickBooks Enterprise?

Yes, including inventory sites and bins. Pro and Premier work too; all US editions, 2014 or newer.

I already type my web orders into QuickBooks. What happens to those?

Each order is looked up first. One already in QuickBooks with the same total is used, not booked again. Run the Audit before going live to see which orders are there.

When will QuickBooks Online be ready?

It is being built now. Leave your email on its page to hear when it is.

QuickBooks, kept current without the typing.