Learn how to connect your WooCommerce store with QuickBooks using PayTraQer.
Before you get started, You will need to have
- Active QuickBooks account
- QuickBooks login credentials as a master administrator.
- Active WooCommerce website
Connect your QuickBooks Company
To connect your WooCommerce sales channel to QuickBooks you need to install PayTraQer and connect your QuickBooks account.
- Login to your QuickBooks account.
- Search for PayTraQer in the Intuit App Store.
- Click the Get App Now button. You will be navigated to our application.
Alternatively, you can use this direct link to get started
- Sign up with your QuickBooks credentials.
- A QuickBooks pop-up screen will appear. You need to grant access by clicking the Connect button. Once the connection is established, you will receive a success message on your screen.
You can use PayTraQer free for the first 30 days with our free trial.
Connect your WooCommerce Website
Once your QuickBooks company is connected, you can link your WooCommerce website.
- Once your QuickBooks company is connected, you will be asked to link either your payment gateway or e-commerce channel. Click on the Add E-Commerce Accounts button.
If you had skipped this step, you can navigate to the Settings icon > E-commerce Accounts to get here.
In the Connect to E-Commerce screen, choose the WooCommerce tile.
Enter your WooCommerce website and click Connect.
You will be redirected to your WooCommerce login page. Log in to your account.
Click the Approve button to allow PayTraQer to read and download your WooCommerce sales and transactions. This connection is private and read-only, you can disconnect anytime later.
Once done, your connection will be established. Click Next.
After you connect your WooCommerce website to PayTraQer, you need to keep your hands on the simple quickstart settings to keep the integration plain sailing.
You can either go with the default Express Settings or customize the settings according to your preference with the Detailed Settings.
This is a customized default setting recommended by the pro-advisors. This works perfectly fine and is seamless for your WooCommerce integration.
Click Ok, Let’s Start to go with the Express Setting.
You can fine-tune the settings prior and have things your way with the Detailed Settings. You can manage your Sales, Product, Fees, and Payout preferences here.
Click the Detailed Steps to manage your preferences.
This setting will govern how your sales transactions will be recorded in your QuickBooks. Default values provided will automatically be created for you in your QuickBooks and is recommended for accurate bookkeeping.
This configuration will determine how Products/ Services are synced. If "Create Product/Services automatically" is turned ON, then missing items in your QuickBooks will be auto-created during sync.
This setting will govern how the WooCommerce fee details get recorded in your QuickBooks. You can configure the default vendor, expense category, and expense bank account for creating the expense transaction corresponding to the WooCommerce fees component.
Enable the "Process the Payout" with "Transfer To" account, so that all your WooCommerce Payouts gets processes as Transfer transaction in your QuickBooks and will be very handy during reconciliation.
These are just minimalistic quickstart settings, you can change these anytime after setting up. There are more advanced customizations available inside the application.
You will be navigated to the dashboard once you’re done configuring your quickstart settings.
You can also link the payment gateway connected to your WooCommerce store to PayTraQer.
You can connect your Stripe, PayPal, Amazon Pay, Authorize.Net, Braintree, and PinPayments to PayTraQer.
Throw us a line at email@example.com if you are stuck somewhere. You can also schedule a personalized free demo with us if you need better clarity.
Related Articles - WooCommerce QuickBooks Integration
To Sync WooCommerce Sales and Transactions into QuickBooks, refer to this article.
To Reconcile WooCommerce Transactions in QuickBooks, refer to this article.