WooCommerce Sync for QuickBooks Online

Getting Started

• How does syncing work?
• Settings
• Initial Setup / Configuration
• Getting started with Queue Syncing
• Before you Install
• Pull Pages

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Common Questions

• What happens if I reach my monthly sync limit for orders?
• Our Favorite Web Hosts! (Hint: Not GoDaddy)
• How do I switch to connect to a different QuickBooks Online company?
• What is the difference between mapping and pushing data?
• Default Fields & Sync Direction Summary
• What does "Mapping" mean, and why do I have to Map my customers and products?

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Orders

• Understanding Historical Orders
• Syncing Purchase Orders into QuickBooks with WooCommerce orders
• Should I push WooCommerce orders as a Sales Receipt or an Invoice?
• Using the next QuickBooks # when syncing orders
• What if my WooCommerce order numbers already exist in QuickBooks Online - as different orders?
• Why can't orders sync backwards from QuickBooks into WooCommerce?

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Customers

• How we handle syncing new vs. existing customers to QuickBooks
• What is the "Auto Mapping" feature, and how can I use it?
• Should I pull QuickBooks Online Customers into WooCommerce?

Payments

• Batch Support for pre-existing orders
• Handling non-immediate payment gateways (COD, Wire Transfer)
• Handling Transaction Fees with PayPal
• Batch Deposit Support Overview
• Using a "holding account" in QuickBooks to manage credit card deposits + fees
• Batch Deposit Support with Stripe

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Products

• Variation Support
• What is the "Auto Mapping" feature, and how can I use it?
• Bundled Product Support

Inventory

• How can I control if products are synced to QuickBooks as Inventory or Non-Inventory?
• Syncing Inventory with QuickBooks Online

Store Front

• Showing QuickBooks Invoices in the WooCommerce customer account area

Discounts/Coupons

• Using Shipping & Discounts with QuickBooks Online

Shipping

• Shipping: As a line item or a subtotal field?

Taxes

• Mapping Taxes - Best Practices
• Using Automated Sales Tax with WooCommerce and QuickBooks Online
• Orders synced into QuickBooks have $.01 different total due to tax rounding

Compatibility Addons

• Adding a Compatibility Add-On to your license
• WooCommerce Subscriptions
• WooCommerce Sequential Order Numbers Pro
• Why do I need a Compatibility Addon?
• Available compatibility addons

Advanced Topics

• Gift Card Handling/Support
• Using the next QuickBooks # when syncing orders
• Items are stuck in queue - WP-Cron Issue
• Handling case vs unit products and orders when syncing with QuickBooks Online
• Syncing multiple WooCommerce Stores to a single QuickBooks Online Company
• Compatibility with syncing orders from Amazon, eBay and other platforms

Troubleshooting

• Error:610: [Object Not Found: Something you're trying to use has been made inactive. Check the fields with accounts, customers, items, vendors or employees.]
• Request error occurred
• Using a PayPal gateway other than the built-in PayPal gateway
• How to keep QuickBooks Online connected with Chase credit card / bank accounts
• Error 6140: Duplicate Document Number Error, Duplicate Document Number Error
• Error:6240: Duplicate Name Exists Error

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Tips and Tricks

• PayPal + QuickBooks Online - Best Practices
• Migrating Clients from Subscription to Billing Agreement
• Add a "Manage PayPal Billing" link to your Client Area Menu

FAQ

• FAQ / Pre-Sales Questions

Getting Started

• Handling case vs unit products and orders when syncing with QuickBooks Desktop