Description
Demfilz Sync for QuickBooks connects your WooCommerce store to your QuickBooks Online company so you stop re-keying sales. It uses the official Intuit QuickBooks Online Accounting API with secure OAuth 2.0.
Free features
- One-click OAuth connection to your QuickBooks Online company
- Push a WooCommerce order to QuickBooks as a sale (Invoice / Sales Receipt / Estimate) with a button on the order screen
- Create or match the customer in QuickBooks automatically (matched by display name)
- Map a default product/service item and tax codes
- Pull current stock-on-hand from QuickBooks for a product (button on the product screen)
- Sync log of every attempt
Pro features (A$19.95/month)
- Automatic order sync when an order reaches a chosen status
- Bulk / historical order backfill
- Scheduled inventory sync across all products
- Refunds / credit memos to QuickBooks
- Per-product / per-tax-class tax mapping
- Auto-retry of failed syncs with email alerts
- Multiple stores / companies
- Supplier purchases: when the Demfilz Auto Order plugin emails a supplier a purchase order, create a matching Purchase Order (at cost) in QuickBooks
Pro is delivered as a separate add-on plugin after subscribing at https://demfilz.com/woo-to-quickbooks
External services
This plugin connects to external services. It sends data only when you explicitly connect and sync.
- Intuit QuickBooks Online API (https://quickbooks.api.intuit.com, https://sandbox-quickbooks.api.intuit.com, https://appcenter.intuit.com, https://oauth.platform.intuit.com and https://developer.api.intuit.com)
- Purpose: authenticate (OAuth 2.0) and read/write your accounting data.
- Data sent: your store’s order details (customer name, billing address, email, phone, line items, totals, tax), product SKUs, and your Intuit developer-app credentials/tokens.
- When: when you connect, push an order, or pull stock.
- Terms: https://www.intuit.com/legal/terms — Privacy: https://www.intuit.com/privacy
Installation
- Install and activate the plugin (WooCommerce must be active).
- Go to WooCommerce QuickBooks Sync.
- Create an app in the Intuit developer portal and paste the Client ID and Client Secret, using the redirect URI shown on the Connection tab. Choose Production or Sandbox.
- Click Save & Connect to QuickBooks, approve access, then return to the Mapping tab.
- Set your default product/service item and tax codes on the Mapping tab.
- Open any order and click Sync to QuickBooks.
FAQ
-
Does it work with QuickBooks Online?
-
Yes. This integrates with QuickBooks Online via the Intuit API. QuickBooks Desktop is not supported.
-
Is the free version time-limited?
-
No. Manual order, customer and stock sync are free forever. Pro adds automation and scale.
-
Why do I need to choose a default item?
-
QuickBooks requires every sale line to reference a product/service item. Order line descriptions and amounts are posted against the item you choose.
-
Where is my data stored?
-
OAuth tokens are stored encrypted in your WordPress database. Order data is only sent to QuickBooks when you sync.
-
Do I need a paid licence to use it?
-
No. The free version handles connecting, pushing an order, customer sync and stock pull. You only need a QuickBooks Online company to connect to (a free trial or the Intuit sandbox company works). Pro is an optional separate add-on that unlocks automation.
Reviews
There are no reviews for this plugin.
Contributors & Developers
“Demfilz Sync for QuickBooks” is open source software. The following people have contributed to this plugin.
Contributors
Translate “Demfilz Sync for QuickBooks” into your language.
Interested in development?
Browse the code, check out the SVN repository, or subscribe to the development log by RSS.
Changelog
1.2.0
- Compliance: the free plugin no longer contains any licensing or premium code. The Pro licence client, the licence screen and all premium API calls now live entirely in the separate Pro add-on. The free plugin only defines extension hooks.
- Removed the Demfilz licensing service from the free plugin’s external-service usage (it is only contacted by the Pro add-on).
1.1.3
- Fix: duplicate invoices are now prevented even when the stored reference is missing or two syncs run close together — before creating a sale, the plugin checks QuickBooks for an existing invoice with the same order number and updates it instead.
1.1.2
- Pro: supplier purchases now create a QuickBooks Purchase Order (the 1:1 mirror of the emailed PO) instead of a Bill.
- Pro: the purchase-sync path now logs a clear reason in the sync log when it is enabled but cannot post (licence, account or line-item issues), instead of failing silently.
1.1.1
- Fix: re-syncing an order now updates the existing QuickBooks invoice instead of creating a duplicate (a new invoice’s SyncToken of “0” was being misread as “not found”).
1.1.0
- Pro: post a QuickBooks vendor Bill (at cost) when the Demfilz Auto Order plugin emails a supplier purchase order.
- Added QuickBooks Vendor, Bill and expense-account API support (used by Pro).
- Pro subscriptions are now validated through the Demfilz billing service, and “Get Pro” links to live checkout.
1.0.1
- Fix: “Save & Connect to QuickBooks” now correctly redirects to the Intuit consent screen (the off-site OAuth redirect was being blocked).
1.0.0
- Initial release: OAuth connection to QuickBooks Online, manual order push, customer sync, manual stock pull, mapping, logs, Pro licence framework.