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--- magento2:extensions:magento-2-quickbooks-online-connector [2026/10/08 16:15] – swatwik
+++ magento2:extensions:magento-2-quickbooks-online-connector [2026/10/08 16:20] (current) – swatwik
@@ Line 1: / Line 1: @@
-= Toweringmedia QuickBooks Connector =
+====== Toweringmedia QuickBooks Connector ======
 User guide for Magento 2
-== Overview ==
+===== Overview =====
 Toweringmedia QuickBooks Connector connects your Magento 2 store to QuickBooks Online. It helps you move store data into QuickBooks and reduces the need to enter the same information twice.
-== What this extension does ==
+===== What this extension does =====
 * '''Customers and products.''' Send customers and products to QuickBooks, or import them into Magento.
@@ Line 19: / Line 19: @@
 This guide covers QuickBooks Online. Full QuickBooks Desktop sync is planned but has not been released.
-== Installation ==
+===== Installation =====
 Please refer to the installation guide in the following article: [https://toweringmedia.com/installation https://toweringmedia.com/installation]
@@ Line 25: / Line 25: @@
 Product reference: https://toweringmedia.com/toweringmedia-quickbooks-connector
-== Intuit QuickBooks configuration ==
+===== Intuit QuickBooks configuration =====
 First, set up your app in the Intuit Developer portal. You will need its Client ID and Client Secret to connect Magento to your QuickBooks company.
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 You can use an existing workspace for this setup.
-[[File:30-intuit-create-workspace.png|frameless|900px|Figure 1 Create an Intuit workspace]]
 {{:magento2:extensions:30-intuit-create-workspace.jpg?400|}}
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 Click Next and complete Contact info. Use your own company details.
-[[File:31-intuit-company-info.png|frameless|900px|Figure 2 Enter company and contact information]]
 {{:magento2:extensions:31-intuit-company-info.jpg?400|}}
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 Open App Overview to check the app you selected. The app shown here is In Development. Use Get production keys when you are ready to set up live credentials.
-[[File:24-intuit-app-overview.png|frameless|900px|Figure 3 Select your QuickBooks app]]
 {{:magento2:extensions:24-intuit-app-overview.jpg?400|}}
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 Development credentials are for testing. In the app settings, register the exact Redirect URL shown in Magento for the same environment.
-[[File:25-intuit-keys-credentials.png|frameless|900px|Figure 4 Obtain the correct credentials]]
 {{:magento2:extensions:25-intuit-keys-credentials.jpg?400|}}
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 Use the scopes required by the connector and save any changes.
-[[File:27-intuit-permissions.png|frameless|900px|Figure 5 Review authorization permissions]]
 {{:magento2:extensions:27-intuit-permissions.jpg?400|}}
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 Enter the endpoint, set the verifier token as instructed, select the required events, and save. You do not need to select every event shown in the screenshot. Webhooks and scheduled cron sync are separate.
-[[File:26-intuit-webhooks.png|frameless|900px|Figure 6 Review webhook configuration]]
 {{:magento2:extensions:26-intuit-webhooks.jpg?400|}}
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 Choose a date range under Connection Reports to view connection activity. To check whether a product, customer, or invoice synced, use the Magento operation logs.
-[[File:28-intuit-analytics.png|frameless|900px|Figure 7 Monitor app connections]]
 {{:magento2:extensions:28-intuit-analytics.jpg?400|}}
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 For sync errors, check the connector logs in Magento.
-[[File:29-intuit-audit-log.png|frameless|900px|Figure 8 Review changes in the audit log]]
 {{:magento2:extensions:29-intuit-audit-log.jpg?400|}}
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 '''Log Retention Period.''' Choose how long to keep logs. The screenshot uses 90 days. Click Save Config when finished.
-[[File:01-config-general.png|frameless|900px|Figure 9 General settings]]
 {{:magento2:extensions:01-config-general.png?400|}}
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 '''Default Expense Account ID.''' Enter the QuickBooks expense or COGS account ID used when items are created or updated. This is also required when Purchase Cost Mode is percent of sale price.
-[[File:02-config-quickbooks-online.png|frameless|900px|Figure 10 QuickBooks Online credentials and accounts]]
 {{:magento2:extensions:02-config-quickbooks-online.png?400|}}
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 '''Payment Method Deposit Account Mappings.''' Enter one mapping per line: payment_method_code=quickbooks_deposit_account_id. Use your payment method codes and QuickBooks account IDs. Lines starting with # are comments.
-[[File:02-config-quickbooks-online-2.png|frameless|900px|Figure 11 QuickBooks Online items and authorization]]
 {{:magento2:extensions:02-config-quickbooks-online-2.png?400|}}
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 '''Review mappings.''' Check the entries in the Field Mapping grid. Validate the JSON and test a record before using changed mappings on live data.
-[[File:03-config-field-mapping.png|frameless|900px|Figure 12 Field mapping]]
 {{:magento2:extensions:03-config-field-mapping.png?400|}}
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 '''Test invoice.''' Compare line amounts, discounts, shipping, tax, and totals in Magento and QuickBooks before turning on live automation.
-[[File:04-config-tax-mapping.png|frameless|900px|Figure 13 Tax mapping]]
 {{:magento2:extensions:04-config-tax-mapping.png?400|}}
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 '''Enable QBWC Polling Preparation.''' Leave this set to No for QuickBooks Online. QBWC polling is not implemented in the version shown.
-[[File:05-config-quickbooks-desktop.png|frameless|900px|Figure 14 QuickBooks Desktop placeholders]]
 {{:magento2:extensions:05-config-quickbooks-desktop.png?400|}}
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 '''Magento cron.''' Make sure cron is running on the server. Set the interval and batch size to suit your store.
-[[File:06-config-sync-schedule.png|frameless|900px|Figure 15 Cron dispatch timing and limits]]
 {{:magento2:extensions:06-config-sync-schedule.png?400|}}
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 '''Enable the tasks you need.''' Check the matching export and Auto-Sync settings as well. Customer and product imports have their own settings under Inbound Import.
-[[File:06-config-sync-schedule-2.png|frameless|900px|Figure 16 Cron dispatch by entity]]
 {{:magento2:extensions:06-config-sync-schedule-2.png?400|}}
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 '''Export-only setup.''' Leave imports disabled if you only want to send data from Magento to QuickBooks. Import settings are separate from exports and cron dispatch.
-[[File:07-config-inbound-import.png|frameless|900px|Figure 17 Inbound import]]
 {{:magento2:extensions:07-config-inbound-import.png?400|}}
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 '''Sync direction.''' Entity Sync controls Magento exports. Customer and product imports from QuickBooks are configured under Inbound Import.
-[[File:08-config-entity-sync.png|frameless|900px|Figure 18 Product inventory and customer exports]]
 {{:magento2:extensions:08-config-entity-sync.png?400|}}
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 '''Sync on save.''' Auto-Sync Customers on Save and Auto-Sync Products on Save add tasks to the queue when records are saved. Product saves are ignored in Sold-only mode.
-[[File:08-config-entity-sync-2.png|frameless|900px|Figure 19 Invoice customers and sales exports]]
 {{:magento2:extensions:08-config-entity-sync-2.png?400|}}
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 '''Process the queue.''' Enable the Auto-Sync triggers you need, the matching exports, and cron dispatch.
-[[File:08-config-entity-sync-3.png|frameless|900px|Figure 20 Automatic synchronization triggers]]
 {{:magento2:extensions:08-config-entity-sync-3.png?400|}}
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 '''Screenshot settings.''' Many export and Auto-Sync switches are disabled in the examples. Set them for your own workflow.
-[[File:08-config-entity-sync-4.png|frameless|900px|Figure 21 Save and verify the configuration]]
 {{:magento2:extensions:08-config-entity-sync-4.png?400|}}
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 Use Filters and Columns to find the task you need. If the queue is empty, check Sync Operation Logs for the result.
-[[File:09-pending-sync-queue.png|frameless|900px|Figure 22 Pending Sync Queue]]
 {{:magento2:extensions:09-pending-sync-queue.png?400|}}
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 Find the operation and read Error Code and Error Message. Fix the cause before using the Retry mass action for a failed task. The grid also shows status, retry count, direction, entity, operation/profile IDs, and dates.
-[[File:10-sync-operation-logs.png|frameless|900px|Figure 23 Sync Operation Logs]]
 {{:magento2:extensions:10-sync-operation-logs.png?400|}}
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 Compare the Magento and QuickBooks records before resolving the conflict. The screenshot shows an empty list.
-[[File:11-conflict-review.png|frameless|900px|Figure 24 Conflict Review]]
 {{:magento2:extensions:11-conflict-review.png?400|}}
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 Click Edit Mappings to update Customer, Product, or Invoice Line JSON mappings. See the Field mapping instructions under Magento Admin configuration for the format.
-[[File:12-field-mapping.png|frameless|900px|Figure 25 Field Mapping grid]]
 {{:magento2:extensions:12-field-mapping.png?400|}}
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 Click Add New Rule to create a rule. If you use several rules, test how they work together.
-[[File:13-sync-rules.png|frameless|900px|Figure 26 Sync Rules list]]
 {{:magento2:extensions:13-sync-rules.png?400|}}
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 Expand Conditions and set your criteria. Click Save, or Save and Continue Edit if you want to keep editing. Click Back to return to the list.
-[[File:14-sync-rule-new.png|frameless|900px|Figure 27 Create a sync rule]]
 {{:magento2:extensions:14-sync-rule-new.png?400|}}
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 For example, you could match Complete orders within a specific total range and customer group. Save the rule and test records that should match, as well as records that should not.
-[[File:14-sync-rule-conditions.png|frameless|900px|Figure 28 Set sync rule conditions]]
 {{:magento2:extensions:14-sync-rule-conditions.png?400|}}
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 Inactive records are not imported. Imported records that disappear from the active QuickBooks list are marked inactive and hidden from dropdowns. Products already using their IDs keep a fallback option so saving the product does not clear the value.
-[[File:15-class-vendor-lists.png|frameless|900px|Figure 29 Class and preferred vendor lists]]
 {{:magento2:extensions:15-class-vendor-lists.png?400|}}
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 Before syncing, check Enable Product Export and the product export strategy.
-[[File:17-product-grid-actions.png|frameless|900px|Figure 30 Bulk product synchronization]]
 {{:magento2:extensions:17-product-grid-actions.png?400|}}
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 The button is shown on the product edit page. Fields from Magento or other extensions are not connector settings.
-[[File:18-product-edit-sync.png|frameless|900px|Figure 31 Synchronize a single product]]
 {{:magento2:extensions:18-product-edit-sync.png?400|}}
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 This screenshot shows the error under a loading overlay; QuickBooks product attributes are not visible.
-[[File:19-product-quickbooks-attributes.png|frameless|900px|Figure 32 Disabled connector message]]
 {{:magento2:extensions:19-product-quickbooks-attributes.png?400|}}
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 Before syncing, check Enable Customer Export and the customer field mappings.
-[[File:20-customer-grid-actions.png|frameless|900px|Figure 33 Bulk customer synchronization]]
 {{:magento2:extensions:20-customer-grid-actions.png?400|}}
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 The screenshot shows the button while the page is loading. Check the logs to confirm whether the request finished.
-[[File:21-customer-edit-sync.png|frameless|900px|Figure 34 Synchronize a single customer]]
 {{:magento2:extensions:21-customer-edit-sync.png?400|}}
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 Check the admin message and logs for errors, then confirm the invoice in QuickBooks.
-[[File:22-order-grid-actions.png|frameless|900px|Figure 35 Bulk invoice synchronization from orders]]
 {{:magento2:extensions:22-order-grid-actions.png?400|}}
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 The screenshot shows a Pending order. Check the response to see whether it is eligible to sync. Magento’s Invoice button creates a Magento invoice; Sync Invoice to QuickBooks requests a transfer to QuickBooks.
-[[File:23-order-view-sync.png|frameless|900px|Figure 36 Invoice synchronization from an order]]
 {{:magento2:extensions:23-order-view-sync.png?400|}}