WooСommerce Quickbooks Integration: Plugins and Services Review

In this research we’ll describe all the available WooСommerce Quickbooks integration methods and analyse them in detail.Plus, we’ll compare some popular solutions so that you can choose what’s the best option for your business.

To start with let’s clarify what QuickBooks is and what problems it solves.

About QuickBooks

QuickBooks is an accounting software package. It’s used for small and midsize businesses and it helps to manage taxes and invoices thus giving you a comprehensive view of your company’s financial situation. You can analyze sales and expenses, view profit & loss reports, do inventory and payroll, track unpaid bills, etc.QuickBooks is linked to thousands of accounts including your bank accounts and credit cards, PayPal and Square downloading all information to its own database and this way simplifying taxation.    Plus, the software tracks your expenses and allows you to upload photos of your bills from the phone.

QuickBooks Online is cloud computing. You’ll get access to QuickBooks on your smartphone or tablet after you’ve downloaded its application or used the Web interface. The cost of this service varies from $15 to $50 per month depending on the chosen tariff plan. Moreover,  a free 30 day trial period is available. Great news is that the company often offers 70% off discounts on the Quickbooks products for attracting new customers.

WooCommerce Quickbooks Integration in a nutshell

Today the   WooCommerce based stores are easily integrated with accounting software and QuickBooks is not an exception. Everything runs naturally and logically contributing greatly to the automation of business processes. Quickbooks is a true ROI and a time-saver. Sounds too good to be true, doesn’t it?

Let’s have a look at all existing ways of WooCommerce Quickbooks integration. We’ve classified integration functions offered by most of the services as  basic and additional, highlighting the core benefits of each.

The basic functions are:

• Sync  prices with the values from QuickBooks
• Import items from QuickBooks
• Export items from QuickBooks
• Send orders to QuickBooks
• Send customers to QuickBooks
• Manually Push & Pull Data
• Chat & Email support

The additional functions are:

• Two-way sync
• Inventory management
• Stock level
• Shipping & Fulfillment
• Reports & Analytics
• Live chat & Phone
• Support multiple payments methods
• Global Tax
• Custom development

The main advantages of integration:

• Planning and analysis in a real-time mode
• Automatic and quick data synchronization
• Update information on the website
• No errors during data transferring
• Company’s productivity increase
• Customer care

The main problems solved by integration:

• Electronic interchange of commercial information
• Incomplete data about products or services
• Manual transferring of data in QuickBooks
• Manual transferring of data in WooCommerce
• Difficulties in informing clients

WooCommerce QuickBooks Integration

Plugins and Services Review

Here is a little review of some popular plugins and services. Read on and you’ll get  our professional feedback on their functionality and usability.      

Webgility.com

The service offers a free trial period during 15 days. If you want to use it, you need to be registered. Before you start, you must go through an easy registration process and connect to WooCommerce using the API key.

The  service has an  intuitive and user-friendly interface, sufficient functionality and all needed capabilities. In addition 5 different tariff plans are available, so it can meet needs of its existing and potential users. It’s perfect for small and midsize businesses as it provides value for money and great tech capabilities.

Read more about this product  and its tariff plans here: Webgility Pricing

Key Features

Webgility automatically brings your WooCommerce sales data into QuickBooks

• Instantly and accurately post and schedule sales data from WooCommerce directly into QuickBooks.
• Sync and post WooCommerce sales as receipts, invoices, sales orders, or estimates in QuickBooks.
• Assign sales transactions to the appropriate accounts, based on payment method, discounts, promotions, and more.
• Know where your money is with full visibility into fees and expenses from any marketplace and WooCommerce with no manual data entry.

Inventory Management on WooCommerce

• Manage, sync, track, and expand your product listings on your WordPress site.
• Instantly sync price and quantity between your WooCommerce extension and your accounting.
• Seamlessly map your WordPress products in accounting and automatically create missing products in QuickBooks.

Managing Shipping on WooCommerce

• Add shipping accounts, print labels and pack slips, and notify customers all from one dashboard.
• Process partial or multi-package shipments and track them at item level.
• Compare rates between major shipping carriers for the best deals.

Post completed orders with tracking ID back to your WordPress site and notify customers right away.

Primaseller.com

It is an online service which supports WooCommerce 2.6.x and WooCommerce 3.x. In your Account  you can easily set up everything you need for the correct work of the service.It has a sufficient functionality as well as intuitive and user-friendly interface. The top toolbar makes the service easier and considerably increases its productivity. You’ll have no difficulty finding the necessary information, adding different tasks, importing / exporting or synchronizing data and sending the newsletters to your customers. The company offers 4 different tariff plans and you can try one of them for free during 14 days except the ‘ENTERPRISE’ package. You can read more about  pricing policy here: Primaseller Pricing

The main differences of the tariff plans:

• Prices and subscription duration
• SKUs

The service appeals to its users owing to a flexible pricing policy and well-thought-out functionality.One of the service  advantages is the option to pay additionally for the store traffic in case it exceeds the limit suggested by the chosen tariff plan.

Key features:

• Inventory management
• WooCommerce order fulfilment
• Integrated shippers
• Multi-currency store
• Product bundles/kitting
• Other online channels and POS
• Supplier and PO management

Zapier.com

It is a  unique online builder that allows you to set up Quickbooks integration with your WooCommerce store by yourself or to use some ready solutions. It’s  one of the leaders in the market of the integration software solutions. The service offers a free trial period during 14 days for Premium Plans and there is also a free tariff plan available after a simple registration. Then you can use Zap integration services and apps. The company offers you 4 different tariff plans. The main differences among them are the price, the number of tasks for completion and the number of possible scenarios.

The main service advantages:

• Integration with more than one service
• Synchronization with more than  750 services
• Profound and flexible integration
•  Easy setup, no expertise in programming required
• High level of automation

The company has developed the WooCommerce Zapier plugin for more effective interaction with the service. However, you can buy it separately and its price ranges from $59 to $158 depending on the number of websites you want to connect to the WooCommerce Zapier plugin.

Key features of the plugin:

• Uses changes in WooCommerce order, customer and subscription data as triggers for Zapier automations
• Supports all WooCommerce currencies, shipping methods and payment gateways
• Secure: your WooCommerce data is always sent to Zapier over an encrypted connection
• Robust: data is sent to Zapier asynchronously, with automatic retry mechanisms built-in
• Adjustable: zap notifications can be filtered to specific users, groups or teams
• Full support for simple and variable products
• Supports lookups of specific data in select integrations, with more on the way
• Supports WooCommerce Checkout Field Editor, allowing you to use your custom WooCommerce checkout fields in your zaps
• Supports Sequential Order Numbers Pro
• Supports WooCommerce Subscriptions, allowing you to perform tasks whenever a subscription is created, renewed, or changes status.
• Supports WooCommerce Pre-Orders, allowing you to perform tasks when a pre-order is received.
• Supports WooCommerce Product Add-Ons, allowing you to send your product add-ons to other services.
• Supports WooCommerce Gravity Forms Add-Ons, allowing you to send your gravity forms product add-ons to other services.
• Includes WordPress filters so that other WordPress plugins can override or customize the WooCommerce data that is sent to Zapier

General information:

• Version: 1.6.9
• Last updated: 5 months ago
• Supported WordPress: 4.5 +
• Supported WooCommerce: 2.6 +

MyWorks.Software

The company offers two options for integration QuickBooks with WooCommerce and gives ‘Free Trial’ for 14 days. However, for QuickBooks Desktop you need to pay $199 in advance for its installation. Moneyback is guaranteed.  You can choose between the option taking into consideration the following differences:

• QuickBooks Online integrates through the plugin from QuickBooks Online. You set up and integrate by yourself.
• QuickBooks Desktop integrates through the plugin from QuickBooks Desktop. It is 40% more expensive than QuickBooks Online, and you also need to pay a one-time setup fee.

Each integration version has three tariff plans and a free trial period. The main tariff plans differences:

• Price and subscription duration
• Custom development
• Priority email / phone support

Myworks supports all versions of QuickBooks Online – including Canada, United States, United Kingdom, Australia, India – and all other countries QuickBooks Online is offered in. This also includes global tax & currency support, fees and payment processors!

The company also offers additional services for a fee:

• WooCommerce intuit payment gateway – 99$ per year
• Sequential Order Numbers Pro – 79$ per year
• WooCommerce Cost of Goods Sold – 79$ per year
• WooCommerce Dropshippers – 79$ per year
• WooCommerce + QuickBooks online sync plugin | Developer – 14.99$

Plugin for QuickBooks Online

To use a  free trial version you need to register on the website and place your order. Then you’ll get an email with the link to download the plugin. After the plugin has been download, you’ll get an email with a license key that you need to enter when syncing the plugin with Quickbooks Online. You can use it for free for 14 days.

The plugin is easy to install and set up and it has a  user-friendly interface.  Useful information like diagram view or real-time synchronization is displayed on the homepage. Functions like  ‘System Info’ and ‘Log’ supply information about WordPress, Server and Database. The plugin also records its own activity in the Log tab. It’s definitely worth trying out in your store.

Key features:

• Real-Time Sync
• Two-Way Sync
• Unlimited Transactions
• Global Tax & Currency Support
• Manually Push & Pull Data

Summary

Here we’ve compared the reviewed integration services by their basic and premium features.

We’ve reviewed all options for integration WooCommerce from QuickBooks at the time of writing the article. However, we can not choose a company or service that can fit all businesses as each one presents its unique package of services and is designed for different business models and their needs. On the market you can find free or inexpensive services that will help to solve certain tasks, but unfortunately not all of them. More expensive services are definitely more flexible and customizable for individual business needs.

Before choosing a service make sure you paid  attention to the following points:

• Services and prices that are included into the tariff plan
• Speed response of technical support
• Stability and reliability of the service
• The possibility of early change of the tariff plan
• Providing additional services

Remember! Any business requires constant analytics and various KPIs. You can not understand the effectiveness of a company without having statistics and metrics. You have to collect and analyze as many metrics as possible on a regular basis.  Automation will definitely help you with it. As a result you’ll see a whole picture of your business and it’ll allow you to make the right strategic decisions in the early stages.