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Vinh Jacker | 10-01-2024
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Financing and accounting is the ulmost crutial department within a business. For Magento 2 websites, this is much better taken care by the third party platform such as Quickbooks Online. In this blog, you are going to know how amazing the Quickbooks Online system can helps in managing your accounting tasks and optimize the cash flows for your businesses.
Magento 2 Quickbooks Online integration solution from Mageplaza will be a great choice for you to start working in Quickbooks Online. Let’s drive into the details!
Main Contents
Known as a cloud-based financial management software, Quickbooks Online supports Magento stores to manage the financial situation on their businesses. In more details, Quickbooks Online provides the services to:
By plain steps in configurations, stores admin are able to connect Magento 2 websites to Quickbooks Online account. Then all the data such as products, customers, sales, invoices, orders, payment methods, tax, will be synchronized easily to the Quickbook system. Thanks to this, you can have complete control over your data and use it as input for financial management.
With this module, all the synchronizations will be done automatically just using the sync rules and sync schedule. Moreover, when there is any change in Magento stores, it is immediately updated in Quickbook Online as long as the changed data is included in the sync rules.
Quickbooks Online integration supports Magento 2 stores to auto-synchronize and update product information with both basic and advanced data into Quickbooks Online without any limitations. The product details can be Name. SKU, Type, Sales Description, Sales Price, Cost, Taxable, Qty on hand.
In addition, Quickbooks allows importing multiple product types including inventory, non-inventory, service, and bundle ones.
Besides product data, billing data is strongly important to financial management activities. Hence, this module typically allows Magento stores to upload their billing documents into Quickbooks Online. They includes orders, invoices, shipment and credit memos documents.
Along with product and billing documents, Magento 2 Quickbooks Online extension does support synchronize customer data. This is used for further marketing campaigns based on customers’ contacts and account information.
Various payment methods that your Magento stores support are all under control of Quickbooks Online effectively. In other words, when using Quickbooks Online extension, all of the current shipping methods are auto-transferred from Magento 2 store to Quickbooks Online. Also, if there is any new method, it will be updated immediately into the management system of Quickbooks Online.
Setting up conditions for sync rules allows admins to only import the wanted data quickly and accurately to Quickbooks Online. Conditions are unlimited at backend, it can be based on order attributes, customer attributes, billing documents or payment methods.
Besides setting the sync rules, this module enables admins to configure the schedule for all the rules run automatically. By that, data can be synchronized in minutes, hours, daily, weekly or even monthly.
Magento 2 Quickbooks Online extension automatically synchronizes and update all accounting information such as customer’s information, product details, orders, payments, invoices, inventory, etc. from Magento 2 store to Quickbooks platform.
Quickbooks Online for Magento 2
Sync your Magento data to Quickbooks Online system automatically
Check it out!