[WordPress] 外掛分享： Crishik Order Sync for QuickBooks

內容簡介

總結：QuickBooks Extension for WooCommerce 提供了簡單且強大的整合，讓您的 WooCommerce 商店與 QuickBooks Online 直接同步訂單、客戶、稅費和收入等數據，以優化會計和財務操作。

問題與答案：
1. 這個外掛主要適合哪些店主使用？
- 答：這個外掛是為那些想減少手動會計時間並確保 WooCommerce 與 QuickBooks 之間一致的財務報告的店主而設計的。

2. 在使用這個外掛前需要什麼樣的環境與條件？
- 答：你需要 WordPress 5.6 或更高版本、PHP 7.4 或更高版本、已安裝且啟用 WooCommerce 外掛、QuickBooks Online 帳戶以及 QuickBooks API 憑證（客戶端 ID 和密鑰）。

3. 如何取得 QuickBooks API 憑證？
- 答：首先需要進入 Intuit 開發人員入口網站，登入您的 Intuit 帳戶（如果沒有，請建立），然後創建一個應用程式並填入所需的詳細資料，包括應用程式名稱和轉向 URI。在創建應用程式後，會獲得 Client ID 和 Client Secret，這些憑證將在下一步驟中使用。

4. 如何配置外掛設定？
- 答：首先進入 WordPress 管理員頁面，然後前往 QuickBooks → Integration 選項卡，輸入您的 Client ID 和 Secret Key，點擊保存更改後，會自動打開新的瀏覽器窗口進入 QuickBooks 授權頁面，如果窗口沒有自動打開，可以手動訪問指定的 URI 驗證頁面。

外掛標籤

開發者團隊

原文外掛簡介

QuickBooks Extension for WooCommerce provides a simple yet powerful integration between your WooCommerce store and QuickBooks Online. Automatically synchronize your store data like orders, customers, taxes, and revenue directly with your QuickBooks account to streamline accounting and financial operations.
Key Features

Connect WooCommerce to QuickBooks Online in a few clicks
Automatically sync new orders to QuickBooks
Map WooCommerce customers to QuickBooks customers
Map taxes, shipping, and payment methods
Sync historical orders manually
View sync logs for audit and tracking
Secure API-based communication

This plugin is ideal for store owners who want to reduce time spent on manual accounting and ensure consistent financial reporting between WooCommerce and QuickBooks.
Requirements

WordPress 5.6 or higher
PHP 7.4 or higher
WooCommerce plugin must be installed and activated
QuickBooks Online account
QuickBooks API credentials (Client ID and Secret Key)

Configuration
Step 1: Get QuickBooks API Credentials

Go to Intuit Developer Portal
Sign in with your Intuit account (or create one if you don’t have it)
Click “Create an app” or select an existing app
Choose “QuickBooks Online” as the product
Fill in the app details:

App Name: Your app name
Redirect URI: https://yoursite.com/quickbooks/verify (replace with your site URL)

After creating the app, you’ll receive:

Client ID (also called App ID)
Client Secret (also called App Secret)

Copy these credentials – you’ll need them in the next step

Step 2: Configure Plugin Settings

In WordPress admin, go to QuickBooks → Integration tab
Enter your Client ID in the “Client Id” field
Enter your Secret Key in the “Secret Key” field
Click “Save Changes”
After saving, a new browser window will open automatically – this is the QuickBooks authorization page

Note: If the window doesn’t open, you can manually visit: https://yoursite.com/quickbooks/redirect

Sign in to your QuickBooks Online account
Review and grant permissions to the app
You’ll be redirected back to your WordPress site – the connection is now established
You should see a success message and be redirected to the QuickBooks settings page

Step 3: Configure Account Mappings

Go to QuickBooks → Settings tab

Configure the following required settings:
Tax Code:

Select the tax code from your QuickBooks account that should be applied to invoices
This is required for creating invoices

Sales of Product Income:

Select the income account from QuickBooks where product sales should be recorded
This is required for product synchronization

Cost of Goods Sold:

Select the COGS account from QuickBooks
This is required for inventory tracking

Inventory Asset:

Select the inventory asset account from QuickBooks
This is required for inventory management

Click “Save Changes”

Step 4: Optional Settings

Development Mode: Check this box if you want to use QuickBooks Sandbox (for testing)
Enable Logs: Check this box to enable logging for debugging
Webhook Token: Enter a token for webhook verification (if using webhooks)

Usage
Automatic Order Sync
Once configured, the plugin automatically syncs:

Products: When you create or update a product in WooCommerce, it syncs to QuickBooks
Customers: When a new customer registers, they are created in QuickBooks
Orders: When an order status changes to “Shipped”, an invoice is created in QuickBooks

Manual Order Sync
To sync an order manually:

Go to WooCommerce → Orders
Select the order(s) you want to sync
Choose “Change status to Shipped” from the bulk actions dropdown
Click “Apply”
The order will be synced to QuickBooks as an invoice

Custom Order Status
The plugin adds a custom order status called “Shipped”. When an order is marked as “Shipped”, it automatically creates an invoice in QuickBooks.
Testing the Plugin
To test if the plugin is working correctly:

Test Product Sync:

Create a new product in WooCommerce
Check your QuickBooks account – the product should appear there

Test Customer Sync:

Register a new customer account in WooCommerce
Check QuickBooks – the customer should be created

Test Order Sync:

Create a test order in WooCommerce
Change the order status to “Shipped”
Check QuickBooks – an invoice should be created

Troubleshooting
Plugin shows “Required dependencies are missing” error:
– Make sure the vendor/ folder is present in the plugin directory
– Re-upload the plugin if the vendor folder is missing
– Contact support if the issue persists
Cannot connect to QuickBooks:
– Verify your Client ID and Secret Key are correct
– Check that your Redirect URI matches exactly: https://yoursite.com/quickbooks/verify
– Make sure you’re using the correct environment (Production vs Development)
Orders not syncing:
– Check that all required settings are configured (Tax Code, Accounts)
– Verify the order status is changed to “Shipped”
– Enable logs in Settings to see error messages
– Check that WooCommerce is activated
Products not syncing:
– Make sure the product has a price set
– Check that required account mappings are configured
– Enable logs to see any error messages
Admin notices about missing settings:
– Go to QuickBooks → Settings tab
– Configure all required fields (Tax Code, Sales of Product Income, Cost of Goods Sold, Inventory Asset)
Credits
Developed by Rishi Chaudhary.
License
This plugin is licensed under the GPLv2 or later.
External Services
This plugin connects to Intuit QuickBooks Online API in order to sync data between WooCommerce and QuickBooks.

Service Used: Intuit QuickBooks Online API
Data Sent: Customer details, order information, taxes, payment methods, and product/financial data (depending on your sync settings).
When Sent:

On manual or automatic order/customer sync events.
When webhooks are triggered from WooCommerce events.

Data Storage: Data is securely transmitted over HTTPS directly to Intuit’s API. This plugin does not store sensitive QuickBooks credentials on external servers.
Service Terms: Intuit Terms of Service
Service Privacy Policy: Intuit Privacy Policy

延伸相關外掛