This plugin is built to work in combination with Quickbooks (desktop software) and the WP EasyCart plugin for WordPress. This plugin is built to only work with ONE Quickbooks company file at a time. The best way to do multi-user Quickbooks management with your EasyCart store is to share the data online and only connect via the web connector with a main Quickbooks account (a master account).
Watch a full installation video here. Click to watch Installation video
First, you must install all EasyCart extensions as new plugins. This is a very easy task with WordPress and we have a short guide here to get you started. Click Here to learn how to install a WordPress plugin and EasyCart Premium extensions.
This setup assumes you have installed Quickbooks 11 or higher, you have installed a valid SSL Certificate on your server, you have a WordPress site setup on your server, and you have setup the WP EasyCart plugin. If any of this has not been completed, please complete before attempting Quickbooks setup for the WP EasyCart.
Now you are ready to begin transferring data. We recommend turning off auto-updates for now as there is more we should do before importing data.
In order to have minimal conflicts and issues during your use of this plugin, you need to make a lot of initial connections between EasyCart and Quickbooks. To begin this:
Any payment type you collect needs to be connected to a valid payment method. This means if you collect third party payments (PayPal, Dwolla, etc…), Visa, MasterCard, Discover, etc… You must connect each of them. If you do not have these payment methods created you can quickly do so by:
The final setup step is to connect various accounts, items, tax items, and payment methods. Each will be listed here below for your reference. There are many optional setup and ways to do this and you should consult an accountant if you are unsure how to organize your business accounts.
Taxes can be handled by the default system or as a line item attached to an ‘other item’ account. If you collect taxes from multiple states, you should enable and setup sales tax:
Line Item Based Sales Tax: In many cases the sales tax method in Quickbooks cases more issues than it solves. We recommend that you create an ‘other item’ for tax and allow EasyCart to add a line item for tax totals, which will guarantee the invoices imported match the actual payment within the cart. This is done by connecting the Default Tax Item, Taxable Code, and Non-Taxable Code. That is all you need and the cart will do the rest.
Shipping and discounts are connected to an account in the setup and shown as a line item on the invoice or sales receipt.
You can leverage Quickbooks, the Quickbooks plugin for WP EasyCart, and the WP EasyCart plugin with manual payments to bill customers directly from Quickbooks. This can be done by having users checkout with manual payments. When an order comes into Quickbooks it will be an Invoice. You can then send the invoice out to the customer to request payment. If the user adds their credit card information and you are setup to process credit cards, you can actually process that information on the order to complete the transaction. Once the payment is received you will see it in received payments.
Check your Quickbooks -> Queue for error information. If a call is successful it will be removed from the queue, but if it fails it will be left for you to view. NOTE, not all messages are errors, for example, a query that has no results will tell you nothing found, but is left in the queue for your reference and can be deleted at any time. This is your best resource for troubleshooting.