Getting Started

  • Requirements before a setup call

    Congratulations on taking the step to sync your WooCommerce store with QuickBooks POS! We have plenty of documentation to help you with setup, and we also include a complimentary setup call with all our plans. Read more about the requirements for your WooCommerce and QuickBooks before you install.  If you...
  • 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...
  • 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...
  • Running sync testing – best practices

    It’s usually very common for a store admin, web developer or accountant to want to run tests with our integration when initially conducting setup / testing. When doing so, we have a few best practices to share to ensure that testing is as seamless and easy as possible. It is...
  • Initial Setup & Configuration

    Congratulations – now that you’ve installed WooCommerce Sync for QuickBooks POS, you can begin with the initial setup / configuration of your settings and mappings! Haven’t connected to QuickBooks yet? Here’s how to initially connect to QuickBooks. 1. Refresh Background Data Once you’re first connected to QuickBooks Desktop, the first step...
  • Using the Intuit QuickBooks Web Connector

    The Intuit QuickBooks Web Connector is a Windows application developed by Intuit that allows data exchange with QuickBooks Desktop. It can be downloaded here. Since QuickBooks Desktop POS doesn’t have a standard API to use for integrations, our syncing solution uses a combination of our proprietary WordPress plugin + the...
  • How Syncing Works

    Our WooCommerce Sync for QuickBooks POS plugin has been crafted by our team with an “it just works” goal at the center of our development. We’ve taken years of industry experience with QuickBooks integration and combined that with everything we know about accounting and syncing best practices to accomplish something no other...
  • How to Refresh Data

    One of the first steps to take after connecting your WooCommerce store to QuickBooks POS in our Connection tab is to Refresh Data – to pull in your lists of customers, products and more into our settings. You’ll use these lists to set default settings and map existing data to...
  • Before You Install

    Congratulations on making the step to sync your WooCommerce store with QuickBooks POS Basic, Pro or Multi-Store – v12 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 POS, the first step in setup is to install our plugin and connect it to your QuickBooks POS company! Note: Ensure you’ve checked our Requirements before you install – before getting started below. In your WordPress Admin Download the...