內容簡介
WordPress 外掛將 WooCommerce 與 QuickBooks 整合,可自動同步訂單數據,並以電子郵件地址在 QuickBooks 中創建 WooCommerce 客戶的欠款帳戶,根據訂單狀態決定同步時機,使您的數據保持最新與無誤。此外,該外掛還可更新收入報表和增值稅報告、轉移現有訂單和訂單信息及計算折扣等功能,節省時間、提高效率和工作滿意度。
常見問題與答案:
1. 這個 WordPress 外掛有哪些主要功能?
-該 WordPress 外掛可自動同步 WooCommerce 的訂單數據至 QuickBooks。
-客戶在 WooCommerce 中創建會自動建立在 QuickBooks 中的欠款帳戶,並以電子郵件地址為基礎。
-可以根據訂單狀態決定何時進行同步。
-更新收入報表和增值稅報告,轉移現有訂單和訂單信息,包括產品名稱、數量、訂單行的金額和增值稅,以及運輸成本和折扣碼和購物車折扣等折扣信息。
-節省時間,提高效率和工作滿意度。
2. 該 WordPress 外掛的優點有哪些?
-自動同步訂單數據至 QuickBooks,每 60 分鐘同步一次(通常更快)。
-第一次安裝即可轉移已完成的訂單。
-自動包括訂單歷史記錄和以唯一電子郵件地址在 QuickBooks 中創建客戶。
-可將 QuickBooks 作為財務軟件,並建議從 WooCommerce 中進行發票開立。
-數據同步即時更新,保持最新和無誤。
-可根據訂單狀態決定何時進行同步,操作更靈活。
3. 該 WordPress 外掛需要多少費用?
-該外掛的試用期為30天。之後可選擇每個管理員每月收取12歐元的費用,如需年度許可證,每年可獲得兩個月的折扣。
-可隨時更改服務等級,下一個付款週期的價格會相應調整。
-基礎版每 120 分鐘同步一次,價格為每月6歐元;PRO 版本與基礎版相同,並可實時同步,每月收費18歐元;PREMIUM 版本與 PRO 版本相同,添加了最高優先級支援的問答功能,價格為每月24歐元。
4. 如何獲得支援?
-使用底部右側的聊天按鈕與我們聯繫,或在留言時留下您的電子郵件地址。
-如果不急,在 [email protected] 發送電子郵件即可。
-在 Connect Your Business Software 中查詢更多信息。
外掛標籤
開發者團隊
② 後台搜尋「Combidesk – QuickBooks for WooCommerce」→ 直接安裝(推薦)
原文外掛簡介
With this integration you never have to transfer order data from WooCommerce to QuickBooks again. As a result, your data is always up-to-date, error-free and you have time to do what you do best!
Key features
WooCommerce orders are automatically synced to QuickBooks.
Customers in WooCommerce are created as a debtor in QuickBooks based on the email address.
Determine when you want to sync based on the order status.
The income statement and VAT return are updated immediately.
Existing orders will be transferred from WooCommerce to your QuickBooks account (paid functionality).
Order information products (product name, quantity, amount of the order line and VAT) and shipping costs are taken over.
Discounts, both discount codes and cart discounts are included.
You save time, work more efficiently and increase your job satisfaction.
Advantages
This integration is synchronized every 60 minutes. (usually faster)
Completed orders are transferred from the first time of installation.
Order history can be automatically included.
Customers are created in QuickBooks based on a unique email address.
Use QuickBooks as an affordable and easy accounting package. We recommend that invoicing be carried out from WooCommerce.
Data Synchronisation
What information is being exchanged?
WooCommerce orders are automatically synchronized to QuickBooks.
Customers in WooCommerce are created as a customer in QuickBooks.
Determine when to synchronize, based on the order status.
The income statement and VAT return are updated immediately.
Existing orders are transferred from WooCommerce to your QuickBooks account (paid functionality).
Order information products (product name, quantity, amount of the order line and VAT) and shipping costs are taken over.
Discounts, both discount codes and shopping cart discounts are included.
You save time, work more efficiently and increase your job satisfaction.
Cost
The trial period is 30 days, after which the link costs € 20 per administration per month. If you opt for an annual license, you will receive a 2-month discount every year.
Service level
You can always change the Service level. The price will be adjusted for the next payment period.
BASE
Sync approximately every 120 minutes.
Support questions can be asked via chat and are handled in the order they are received.
+ €6.00 per month
PRO
Like BASE
+ synchronize in near real-time.
+ €18.00 per month
PREMIUM
Like PRO
+ Support questions via the CHAT are treated with the HIGHEST priority.
+ Questions can be asked via a special EMAIL address and PHONE NUMBER.
Support
Chat with us
We can best help you by using the chat button at the bottom right.
Leave your e-mail address there if we don’t answer immediately.
But you can also email!
If there is no rush, you can of course also send an email. You can do this at [email protected].
Helpcenter
Find more information about connecting your business software here.
