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Quickbooks Web connector with your Desktop

Overseeing items, requests, and client data is a lot less demanding with Intuit's QuickBooks. There are two different ways to coordinate your store with QuickBooks support through IIF record trade and through Intuit Web Connector programming. This article will concentrate on Web Connector reconciliation.

Before You Get Started

Web Connector utilizes the Volusion API, which is incorporated with Pro, Premium, Gold, and Platinum plans.

Your store must be live on your area for Web Connector to work.

Your area must have a functioning SSL (Secure Sockets Layer) introduced.

For a full rundown of prerequisites for utilizing Web Connector with Volusion, see our fundamental article on QuickBooks Web Connector.

Web Connector Integration Step By Step

Intuit Web Connector empowers online applications like Volusion to trade information with QuickBooks items so you can deal with your store's information with Intuit's product.

Stage 1: Reset IIF Exports

The initial step is to ensure you haven't just sent out information to QuickBooks utilizing the IIF send out strategy. To check on the off chance that you have:

Go to Inventory > Import/Export and snap the QuickBooks Export tab.

In the Reset Export Status segment on the correct side of the page, click the drop-down beside the Reset catch. In the event that it demonstrates any dates, this shows you have utilized IIF and should reset your information. The most ideal approach to do this is to open another organization record in QuickBooks (see Step 7: Company Data File), since when IIF information is imported, it doesn't synchronize with Web Connector information.

Stage 2: Enabling the Web Connector

Go to Inventory > Volusion API.

Snap Enable in the Accounting segment beside QuickBooks.

Snap Manage QuickBooks Web Connector Here.

Stage 3: Download the Web Connector

On the Web Connector page, click Download beside Download the QuickBooks Web Connector Version 2.2 in desktop.

The Web Connector form relies upon the adaptation of QuickBooks you're utilizing. Keep in mind that without an SSL, your store won't probably interface the Web Connector. On the off chance that you don't as of now have one, you can buy an SSL specifically from Volusion.

Stage 4: Account Mapping

Next, you have to set up the mapping for the Web Connector

From your Web Connector API page, click Edit by Make Changes to Config Variables.

You can utilize the default account names on the off chance that you have a clear organization document and need the Web Connector to make the records for you. On the off chance that you need to change account names to coordinate current records in QuickBooks, ensure you utilize the right record types. On the off chance that a record with the name gave isn't found in QuickBooks, it will be made in QuickBooks. You can tap on the Info symbol beside any field to get familiar with what account names are required. If it's not too much trouble note that these fields must be one of a kind and no two records can utilize a similar name.

On the off chance that you need to import your requests as Sales Receipts, QuickBooks Map SPL ACCOUNT must be a record of sort Bank. QuickBooks QBW MY Invoice N Sales Receipt must not be chosen.

In the event that you need to import your requests as Invoice, Config QuickBooks Map SPL ACCOUNT must be a record of sort Accounts Receivable. Config QuickBooks QBWC Y Invoice N Sales Receipt must be chosen.

The distinction between sending orders as deals receipts and sending them as solicitations is that the installment must be gotten on the request for it to be sent to QuickBooks (when utilizing deals receipts). On the off chance that you send arranges as solicitations, the Web Connector will import all requests paying little heed to installment status. When your store gets the assets, the installment will be refreshed in QuickBooks and demonstrate the receipt as Paid whenever you run your Web Connector.

KEYS TO MAPPING YOUR ACCOUNTS AND COMMON ISSUES

You can't utilize a record more than once in the mapping.

Try not to utilize exceptional characters in the record name fields. This incorporates ":", which implies you can't utilize QuickBooks sub-accounts.

No field can be left clear (except for QuickBooks Order Date Beg Blank For All).

The duty isn't sent as "charge" to QuickBooks; it is sent as a thing. Along these lines, ensure the QuickBooks Map SPL Tax INVITEM is a kind of Service and not Tax.

Turn off Tax in your QuickBooks organization record since duty is sent as an administration thing.

In QuickBooks, go to Edit > Preferences and afterward go to Sales Tax > Company Preferences.

Under Do You Charge Sales Tax? pick No.

In the event that you'd like to make changes to the mapping for QuickBooks, you'll have to refresh the record name and reset the Config Variables.

Go to Inventory > Import/Export and snap the Volusion API tab.

Snap Manage QuickBooks Web Connector Here.

From the Reset Config Vars menu, pick the soonest date, trust that the page will revive, and click Reset.

Go to Edit the Config Variables, roll out your improvements, and spare your work.

Stage 5: Product Mapping

On the off chance that you need your items to go into an alternate salary account than what is recorded in your general mapping, go to the suitable item record in your Admin Area and open the outsider Integrations tab under Advanced Info.

QuickBooks Item Account: Used to allot a particular thing account inside QuickBooks to an item inside your store. When utilizing Volusion's QuickBooks incorporation, an item will be accounted for under the thing account determined in this field. Note that as a matter of course, all items show up inside the thing account characterized in the QuickBooks mapping settings in your store, except if a particular thing account is determined here.

QuickBooks Item Asset Account: Used to dole out a particular thing resource account inside QuickBooks to an item inside your store. When utilizing Volusion's QuickBooks incorporation, an item will be accounted for under the thing resource account indicated in this field. Note that naturally, all items show up inside the thing resource account characterized in the QuickBooks mapping settings inside your Volusion store, except if a particular thing resource account is indicated in this field.

QuickBooks Item COGS Account: Used to allocate a particular thing Cost Of Goods Sold record inside QuickBooks to an item inside your Volusion store. When utilizing Volusion's QuickBooks coordination, an item will be accounted for under anything cost of products sold record indicated in this field. Note that of course, all items will show up inside the thing cost of products sold record characterized in the QuickBooks mapping settings inside your store, except if a particular thing cost of merchandise sold record is determined in this field.

If you don't mind Note: If you utilize any of these fields in your item records, the records should initially exist in your QuickBooks organization document. The Web Connector won't make the records for you as it will with the general mapping.

Stage 6: Creating the QWC File

Go to Inventory > Import/Export and snap the Volusion API tab.

Snap Manage QuickBooks Web Connector Here.

Pick which administrator to use with your QWC record from the dropdown menu. You'll require this overseer secret phrase later, so please make a note of it. Snap Create and spare to your PC (for example on your work area).

Stage 7: QuickBooks Company File

To begin with, open QuickBooks to the organization document you'll be utilizing. Snap here to see a case of another clear organization record.

We suggest beginning with a clear organization record. On the off chance that you have to set up another organization document, pursue the means beneath:

Open QuickBooks support number and go to File > New Company. This will take you to the Get Started guide. You can begin the meeting or skip it. In the event that you click Start Interview, you'll see the EasyStep Interview screen. On the off chance that you click Skip Interview, you'll see the Create New Company window.

Pick your organization.

Spare your new organization record.

Snap Begin Using QuickBooks.

That is it! You presently have another clear organization document to use with your Web Connector.

Stage 8: Running the Web Connector

Open QuickBooks to the organization record you need to utilize.

Open the Web Connector, and snap Add Application.

Discover the record you spared in stage six, above.

When you pick and include the record, your Web Connector should resemble this.

In the Password field, enter the administrator secret phrase from Step 6, above.

Check the case to one side of the Web Connector Application depiction.

Snap Update Selected.

Stage 9: Verifying That Information was Imported

Record VERIFICATION

Open your QuickBooks Company File and go to Lists > Chart of Accounts.

You should see every one of the records you recorded in the general mapping.

Things AND SERVICES VERIFICATION

Snap the Shortcut interface under the Company on the landing page in QuickBooks to confirm your items were imported.

Client VERIFICATION

Snap on the Customers tab on your QuickBooks landing page. The clients are imported utilizing First Name/Last Name/CustomerID. Try not to alter once imported or the connector will neglect to import information whenever it attempts to refresh the client or import a request made by the client.

To see their request, click on the Invoice line.

Request AND FUNDS VERIFICATION

On the QuickBooks landing page, go to Check Register under Banking to confirm requests and assets imported effectively (in the event that you sent requests as deals receipts as they were).

If you don't mind note that specific data from your store won't be sent to QuickBooks, including the client's installment technique, RMAs, POs, and so forth.

Auto-running the Web Connector

You can set up the Web Connector to Auto-Run up to 12 times each day. To do this, open the Web Connector, including your application, and select the Auto-Run check box. Under the Every_Min section, enter "120". Since you are just permitted 12 associations for every 24 hours, the 120 minutes will permit 12 every day. Despite everything you need your QuickBooks organization document, Admin Area, and Web Connector open for it to work.

Connector ceasing at 30% complete

On the off chance that the connector stops at 30%, physically closed off the Web Connector (CTRL+ALT+DEL) and contact Volusion support. A few conceivable causes are:

The mapping in your Admin Area is off base – wrong record types, copy accounts recorded, unique characters being utilized, and so forth.

You recently utilized the IIF send out technique (or physically input things into QuickBooks), and the record types don't coordinate those the connector is endeavoring to utilize. This frequently results in a circling at 30%, and the least demanding arrangement is to make another organization record to use with the Web Connector.

On the off chance that you have to utilize the organization document that exists, de-bothering can be an arduous experience and may set aside the opportunity to determine every one of the issues (counting changing item codes in Volusion or QuickBooks Desktop support, in addition to other things). If it's not too much trouble remember this while reaching Volusion support.

Issues With Free Shipping Coupons

You utilize a free dispatching coupon in your store, which makes a detail with a cost of "0.00". All things in a request must have a cost or they can't be imported. To determine the free dispatching coupon issue, you should expel the coupon from the request and spare.

Clients Without Access Keys

on the off chance that you've made clients without allocating them an entrance key, at that point, their request data won't be sent to QuickBooks. In case you're feeling the loss of specific requests in QuickBooks, ensure that the request has a related client with an entrance key.

Negative Order Amounts

QuickBooks can't acknowledge orders with negative request sums. On the off chance that you have limits or profits for a request that are making the request be negative, you would either need to expel the rebate with the goal that it coordinates the request or refresh the installment log to "zero" out the sum due on a request.

Utilizing QuickBooks for Phone Orders

In the event that you make telephone orders, ensure you are utilizing item codes that exist in your database. Try not to incorporate spaces or line breaks in the item codes. Item Codes ought not to contain any uncommon characters. Use letters, numbers, underscore, dashes, or periods as they were. 


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