Is moving data from Magento 2 to QuickBooks Online a challenge for you? Read this tutorial to learn how to connect both platforms.
QuickBooks Online is a cloud-based bookkeeping platform for managing your business accounts. Magento 2 QuickBooks Online integration ensures that the account books stay up-to-date with the orders and sales data. And can prevent the bitter period during the tax reporting process.
The integration can help you:
- Keep your finance reports up-to-date
- Increase data accuracy (no human errors)
- Save time and operational costs
Let’s learn the methods for Magento 2 QuickBooks Online integration, along with the steps to do so.
Methods to Connect QuickBooks Online and Magento 2
Let’s face it – there is no native integration available in Adobe Commerce (Magento 2) for QuickBooks Online. Therefore, you’ll need to choose either of these methods:
- Third-party extension – Use ready-to-use Magento 2 QuickBooks Online connector extension to integrate both platforms. It’s the easiest and fastest method here.
- Develop a custom integration – Hire a Magento developer to code a custom module to connect QuickBooks Online with your store. This method is costlier than the extension and can take up to a few weeks to months.
In this tutorial, we’ll explore the fastest and easiest method for Magento QuickBooks integration via extension. You can also check out our another popular tutorial on how to integrate Zoho CRM with Magento 2.
How to Integrate Magento 2 QuickBooks Online via Extension?
In order to connect Magento 2 with QuickBooks Online, you’ll need to install the Magento 2 QuickBooks Online extension into your store.
In this example, we’ll use Meetanshi’s extension to connect the platforms and sync customers, products, orders, invoices, and credit memos. It also supports scheduling automated synchronizations at regular intervals through a cron job so that your QuickBooks account stays updated with the latest records. You can connect Magento to QuickBooks Online in just three easy steps:
Step 1: Create a QuickBooks Online App & Get API Credentials
Go to developer.intuit.com and log into your account using credentials.
Go to Dashboard and click “Create an app” to create a new integration app for Magento 2 QuickBooks Online.
Select the “QuickBooks Online and Payments” platform to create the app.
Enter a name for your Magento 2 QuickBooks Online integration app, for e.g., M2 Integration.
Select com.intuit.quickbooks.account in the scope and click the “Create app” button.
In the app details, go to the Keys & credentials section as shown below and copy the Client ID and Client Secret. (We’ll require these details to integrate the app with Magento 2 in the extension.)
Note: You can find distinct options for the development and production in the app details. If your store is in the production mode, get the API details from the respective section in the app settings.
Scroll down to the Redirect URIs section and click “Add URI” and add the following:
https://example.com/qbonline/connection/success
(Replace example.com with your Magento store’s domain)
Click “Save” to save the configuration.
Step 2: Enable Extension and Enter API Details
Log into your Magento 2 store admin and go to QuickBooks Online > Configuration in the left menu.
In the Magento 2 QuickBooks Online configuration, enable the integration and enter the Client ID and Client Secret copied from the app details in step 1.
Click the “Connect to QuickBooks” button.
Now, you’ll be redirected to QuickBooks Online to authenticate the integration request.
Log into your QB Online account (if you haven’t yet) and click the “Connect” button.
On successful integration, a success message will be displayed on the screen.
You can go back to the extension configuration and refresh the page to see the updated integration status.
Step 3: Schedule Automatic Data Sync
In the Magento 2 QuickBooks Online configuration, click the “Fetch All Accounts” button to get your accounts from Zoho.
Select the appropriate accounts for Asset, Expense, and Income to assign to your Magento 2 store and click “Save.”
Once you’ve selected the accounts for the Magento 2 store to sync with, save the configuration.
The QuickBooks Online integration with Magento will completely sync your store information. You can modify the automatic synchronization settings for the following entities in the configuration:
- Customers
- Products
- Orders
- Invoices
- Credit Memo
For each of these entities, you can set a cron job to synchronize the information with QuickBooks Online at regular intervals. For example, you can set the following:
- Sync Mode: Select Cron Job to schedule automated synchronization
- Frequency: Select the sync frequency from Daily, Weekly, and Monthly
- Start Time: Set the time when you want to start the Magento 2 QuickBooks sync on schedule
Configure the settings for all entities in the store and click the “Save” button.
You can also set the country in configuration for tax calculations. Once done, the extension will automatically synchronize data between Magento 2 and QuickBooks Online on a schedule. And you’ve successfully completed QuickBooks and Magento integration.
Generate sales report, , manage inventory, keep business tax ready!
Get ExtensionExplore the QuickBooks Online Integration Yourself
QuickBooks Integration with Magento can help you automate the synchronization of your store data and improve business efficiency. You can directly access your store’s customers, orders, invoices, and payments from your store on QuickBooks platforms.
The extension also has a sync queue and history log grids, where you can find details about past and upcoming synchronizations. You can also manually sync customers, products, and orders to QuickBooks manually by bulk action on their respective grids. If you’re interested in exploring Xero as an alternative, check out our detailed guide on How to Integrate Xero With Magento 2.
