The best accounting software in the world is considered to be QuickBooks. The free Content Management System (CMS) WordPress, on the other hand, is based on My SQL. This indicates that rather than opening an account with an e-commerce website, one may easily and freely establish their own website, sell their items, and market their business with WordPress.
Managing the E-Commerce site’s entire accounting is a difficult undertaking. By combining the E-Commerce platform with Accounting software, such as QuickBooks WordPress Integration, businesses can optimise this process. QuickBooks is an on-premises and cloud-based accounting program that streamlines the management of your business’s revenue and costs. By using QuickBooks WordPress Integration, businesses can manage their balance sheets more efficiently.
Overview QuickBooks Online & WordPress Integrate and Sync
The QuickBooks WordPress Integration feature enables businesses to create reports and do financial analysis. Additionally, it seamlessly syncs sales and order information for billing and payments. In this article, you will discover how to set up QuickBooks WordPress Integration in this article. Additionally, you’ll read about the advantages of using QuickBooks WordPress Integration and how it enables small businesses to efficiently handle their finances.
Prerequisites Things Must be Taken into Consideration
- An active QuickBooks Online account.
- An active WordPress site.
- An established WooCommerce store.
Introduction to QuickBooks
To manage income and spending and monitor your company’s financial health, many small and medium-sized enterprises utilise the accounting software QuickBooks. With accounting, bookkeeping, payroll, inventory management, and other financial services, Intuit developed this software in 2006. The market share of small businesses served by QuickBooks today is almost 80%.
QuickBooks comes in three subscription packages: Simple Start, Essentials, and Plus, and it gives a 30-day free trial of each. To make it easier for businesses to manage their finances, it also includes an on-premise and cloud-based accounting solution. It can link to your credit card and bank accounts to download and organise all of your costs. With the help of company statements and reports, QuickBooks enables businesses to manage their payments, bills, collect payments from clients, process payroll, and assess the effectiveness of their operations.
Key Features of QuickBooks
The following is a list of some of QuickBooks’ main features:
- Reports and insights: QuickBooks enables you to track and produce reports from your company’s financial data. It provides reporting and analytics capabilities that make it simpler for you to get an estimated picture of your organisation over the following 90 days.
- Multi-currency support: You can issue in create invoices, track transactions, and produce reports in a variety of currencies. You can even allocate different currencies to different clients.
- Pre-built Integrations: QuickBooks provides simple data integration and accessibility. It includes more than 700 pre-built connectors with platforms and third-party apps.
Introduction to WordPress
An open-source platform for building websites, WordPress enables users to post content, construct websites, and administer websites. Nearly 40% of the top 10 million websites on the internet use this straightforward Content Management system. The finest part about WordPress that attracts users is that they don’t need to know how to code in order to construct and administer its website.
On the internet, there are a tonne of themes that you may use for your WordPress site, both free and paid. To create a website from scratch, it includes drag-and-drop capabilities. WordPress is search engine optimization (SEO) friendly, which helps websites rank higher. You may develop anything with it, including corporate portfolios, e-commerce sites, and blogging websites.
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Key Features of WordPress
The following is a list of a few WordPress features:
- Content Publishing Tools: Users can easily publish fresh content to the website using tools for content publication, and they can even schedule pieces. WordPress includes drag-and-drop editors for adding content to websites.
- Mobile Optimized: Mobile-friendly websites are automatically created for you by WordPress because it is aware that the majority of traffic currently originates from mobile devices.
- Simple Integrations: WordPress provides its customers with support for plugins that make it simple to include external tools and other administrative services into their websites.
Step by Step Procedures to Set up QuickBooks WordPress Integration
Now that you are aware about WordPress and QuickBooks. You will discover how to set up QuickBooks WordPress Integration in this part. To add basic E-Commerce features to your website, WordPress offers the WooCommerce plugin for free.
Here are the steps to set up QuickBooks WordPress Integration:
Total Time: 20 minutes
Step 1: Installing MyWorks Sync Plugin in WordPress
➣ First, go to your WordPress website and log in
➣ From the side navigation bar, select “Plugin”
➣ Enter “MyWorks QuickBooks” into the search box at this point
➣ Now, select the MyWorks Sync plugin for QuickBooks WordPress Integration and click the “Install Now” button
➣ At last, select “Activate” from the menu.
Step 2: Connecting the Plugin to QuickBooks
➣ Log in to the MyWords plugin for WooCommerce QuickBooks Sync
➣ Go to the “Plans” menu item in the menu bar
➣ Now, click on the MyWorks plugin for QuickBooks Sync
➣ Then, copy the “License Key” and go back to your WordPress account
➣ Paste the licence key in the text field and click on the “Enter” button
➣ The plugin will be linked to your WordPress site
➣ Here, click on the “Connect to QuickBooks Online” button
➣ Now, click on the “Connect” button of “Connect to QuickBooks Online”
➣ It will open the plugin settings again in the new tab
➣ Click the “Connect to QuickBooks” button here in the QuickBooks sync plugin
➣ It will ask for access to data and prompt you to log into your QuickBooks account
➣ Provide all the relevant details and accept
➣ You will be given the “Access Token” once QuickBooks has been successfully connected to the plugin
➣ Copy the Access Token and go back to the WordPress tab
➣ Here, paste the Access Token in the text area of “Enter Access Token”
➣ In the end, click on the “Save” button.
Step 3: Mapping the Fields
➣ In the side navigation bar, select the plugin’s “Map” option
➣ Now select the “Product” tab on the plugin’s menu
➣ Here, pick “Automap Products” and then the metrics you wish to use to map data between QuickBooks and WordPress
➣ For the Customers section, follow the same procedure
➣ Then select “Payment Methods” from the menu
➣ Connect to your available payment gateways here, then save all of your adjustments.
Step 4: Pushing the Data
➣ Go to the MyWorks plugin settings menu bar and select the “Push” option.
➣ Click the “Push Selected Products” button to transmit information to QuickBooks after choosing the products that have the red cross displayed here.
Benefits of QuickBooks WordPress Integration
Integrating QuickBooks with WordPress enables businesses to keep track of their income and expenses.
The following is a list of some advantages of QuickBooks WordPress Integration:
- The entire 2-way sync between QuickBooks WordPress and businesses’ orders, products, and inventories is made possible by QuickBooks WordPress integration. You can control the sync automatically or manually.
- It enables businesses to automatically create product catalogues in QuickBook Online, saving them time in the process.
- Users have access to the QuickBooks WordPress Integration to back up all of their data.
Conclusion
The procedures to set up QuickBooks WordPress Integration were covered in this article’s lesson on QuickBooks. Additionally, you read about the advantages of using QuickBooks WordPress Integration and how it aids businesses in syncing their E-Commerce data with Accounting data. The QuickBooks WordPress Integration manages your income and costs, orders, and payments automatically. To explore more, you can reach out the Team of Experts by dialing a QuickBooks Helpdesk Team.
FAQs
Is There a Sync Between Service Autopilot and QuickBooks Online?
Syncing with QuickBooks online is possible with Service Autopilot. As the only platform that fully integrates with QuickBooks, it helps you operate more efficiently, strengthen your relationships with customers, and make fewer mistakes that slow down your business’s quick growth.
How Many WordPress Plugins Can QuickBooks Use?
The use of six highly regarded plugins for QuickBooks can improve client relations and boost productivity.
The following are the titles of the plugins: WooCommerce, Jetpack, BackupBuddy, Gravity Forms, 404 Redirected, and WordPress SEO by Yoast.
How Do I Integrate QuickBooks and WordPress Using Zapier?
The below are the steps to follow for the integrate QuickBooks and WordPress using Zapier:
➣ Sign up for an account at Zapier.com
➣ Select the applications you need to integrate while providing information about your business
➣ Choose the triggers and accompanying actions right now
➣ For instance, let’s say you want to create a new QuickBooks account for each new registration done on WordPress
➣ Then specify the Action as starting a new ledger in QuickBooks, and the Trigger as a new registration in WordPress
➣ You are free to choose as many integrations as you like
➣ Enter your QuickBooks account information now
➣ To approve Zapier.com for the integration, you will be prompted
➣ After you click “Ok”, WordPress and QuickBooks will be connected.