Getting Started

  • Before You Install

    Congratulations on making the step to sync your WooCommerce store with QuickBooks Desktop Pro, Premier or Enterprise – 2015 or later! There’s a few requirements we’ll want to confirm before we begin with your setup/configuration. This can be done on the setup call with us or on your own before...
  • Installation & QuickBooks Connection

    Now that you have an active license of our WooCommerce Sync for QuickBooks Desktop, you’re ready to begin setup and configuration to install our plugin and connect it to your QuickBooks Desktop company! Note: Ensure you’ve checked our Requirements before you install – before getting started below. In your WordPress Admin Download...
  • Initial Setup & Configuration

    Congratulations – now that you’ve installed WooCommerce Sync for QuickBooks Desktop, you can begin with the initial setup / configuration of your settings and mappings! Haven’t installed or connected to QuickBooks yet? 1. Refresh Background Data Once you’re first connected to QuickBooks Desktop, the first step is to pre-load our integration...
  • Changing sites / domain names

    Because our integration connects QuickBooks Desktop directly with your website, there are a few minor steps involved in moving sites or domain names, most commonly in the below scenarios: Moving from a dev/staging site to a live site Changing the domain name of your live WooCommerce site Simply follow the...
  • Connecting to a different QuickBooks company

    Need to connect our sync to a new QuickBooks company? It’s nice and easy, following the steps below. This normally is necessary if you are: Using a staging/test QuickBooks company to test our sync Need to switch to a new/different QuickBooks company Remove the current connection Open your currently connected...