NP WooCommerce – QuickBooks Desktop Assistant Setup

Quick Setup Instructions

Please setup the required accounts and items in QuickBooks. You need these accounts and items to finish setup.

1 Bank Account 

Choose the deposit/bank account name in your QuickBooks.

 

2 Cost of Goods Sold AccountChoose the COGS account in QuickBooks.

 

3 Inventory AccountChoose the inventory account in QuickBooks.

 

4 Income AccountChoose the inventory account in QuickBooks.

 

5 Discount ItemChoose the discount item in QuickBooks. Read more here about how to create a discount item in QuickBooks: Create Discount Items in QuickBooks Desktop

 

6 Select an Other Charge Item for WooCommerce FeesSelect an other charges income item for additional WooCommerce fees you charge the customer ( Not your credit card fees which is your expense).Read more here about how to create an other charge item in QuickBooks: Create Other Charge Items in QuickBooks Desktop

 

7 Select an Other Charge Item for Shipping

 

8 Payment Methods

 

After these items are setup, the next step is to create a web connector as described below and run the Web Connector. After the Web Connector successfully completes, then you can comple

Save and copy the web connector to the computer where QuickBooks is installed. Double click on the web connector and enter the user id and password that you just entered to create the web connector. The Web connector must be started each time you want to sync data between WooCommerce and QuickBooks. You can configure the web connector to do this automatically periodically. You can choose the number of minutes(60 minutes is recommended)

After the web connector is setup and running you will need to complete the setup process.
 
Provide the plugin with information about your QuickBooks setup.
The Assistant, can collect all the information from your QuickBooks after the web connector is successfully installed and connected to the website. First you need  to provide some information to let the plugin know how you prefer to export your WooCommerce data to QuickBooks.
Provide information about items and accounts in QuickBooks.

Provide information about how to map payment methods from WooCommerce to QuickBooks.

Provide the tax mapping information between WooCommerce and QuickBooks.

 
 

 
Next Provide information about how to export your products/services to QuickBooks.

 

 
You can schedule regular inventory and price updates from QuickBooks

You can view the export status of products in the product screen.
You can see if the product has been exported, queued to be exported. You can queue products to be exported from this screen or individually in the product setup screen. 
You can view the export status of products in the products admin page.

 
You can set settings and export products individually in the product setup page.

 
Next Provide information about how to export your customers to QuickBooks.

 
Next Provide information about how to export your customers to QuickBooks.

Provide information about how to map payment methods from WooCommerce to QuickBooks.

 
Next Provide the tax mapping information between WooCommerce and QuickBooks.

 
 

 
Provide information about how to export your products/services to QuickBooks.

 

You can view the export status of products in the products admin page.

 
You can manage product data for exporting to QuickBooks from within each product.

 
 
Provide information about how to export your customers to QuickBooks.

You can view the QuickBooks status of the users from the users screen. You also use bulk action to queue up customers.


 
Provide information about how to export your customers to QuickBooks.

 
 
 
 
 
You can view the export status of products in the orders screen.