Requirements before a setup call

Congratulations on taking the step to sync your WooCommerce store with QuickBooks Desktop! We have plenty of documentation to help you with setup, and we also include a complimentary setup call with all our plans.

Read more about the requirements for your WooCommerce and QuickBooks before you install.

If you decide to schedule a setup call with us, there a few steps you'll want to make sure are in place before your call with us, to ensure that our call time is efficient.

If your accountant or developer would like to join the setup call with us, they are more than welcome to do so. If not, you should consult with them beforehand to ensure they have your sync installed, and your QuickBooks set up how it needs to be.

Requirements:

  1. QuickBooks Desktop 2015 or later, with admin access.
  2. An active WooCommerce store with admin access.
  3. Our sync installed and activated on your WooCommerce store.
  4. Reviewing the commonly asked questions below.

Commonly Asked Pre-Setup Questions:

Products

Q: Where should my products be as I start getting set up?

A: We recommend you at least start with all your products in WooCommerce, and each should have a unique SKU (not required, though). If all of your products are in QuickBooks, that's fine - you can export them into a CSV, then import them into WooCommerce through the built-in importer.

Banking

Q: How do my payment methods and bank accounts need to be set up?

A: You should have at least one payment method set up in WooCommerce, and your corresponding Bank Accounts added in QuickBooks Desktop. This is also something your accountant can help with.

Taxes

Q: Do I need to charge tax? If so, do I know what the rates are and have them correctly set up?

A: If you do need to charge tax, you simply need to ensure your tax rates are added in your WooCommerce Settings, and as a QuickBooks Sales Tax Item - and you'll be able to link them together in our sync. This is something your accountant would be able to confirm with you.

Q: I'm using an automated sales tax calculation service in WooCommerce. Anything I need to do?

A: You're all set! We'll automatically sync the tax into QuickBooks with the order. You'll just need one Sales Tax Item in QuickBooks to represent this.

Team & Access

Q: Who should be on the setup call?

A: If your accountant or developer would like to be on the call, that will be helpful. Typically your accountant will be able to answer questions like mapping bank accounts and handling products and tax rates.

Q: How do I install the sync?

A: You can visit Plugins > Add New on your site, download the sync from your account with us, and select it in the Add New tab in your site admin. This should be installed and activated before the call.

Q: What type of access will we need on the setup call?

A: You should have admin access to WooCommerce and QuickBooks. QuickBooks Admin access is required, only during setup, to initially connect to QuickBooks.

That's it! We look forward to assisting you with setup, and getting you up and running!

Please note: if the above steps are not completed or reviewed before the call, we may ask you to reschedule.

 

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