If you use the QuickBooks online accounting platform to manage your business, you can connect your QuickBooks account to your ShopWired account, so that orders placed on your website will be automatically 'sent' to QuickBooks as invoices.
At the current time, the QuickBooks app does not provide an inventory/stock sync function, this is functionality we are planning on adding soon.
Once you've installed the app you'll need to click the 'connect with QuickBooks' button. This will load the QuickBooks website where you need to login and authorise ShopWired to have access to QuickBooks (so that the platform can create new invoices corresponding to the orders that you receive).
The ShopWired support team are unable to provide help or support with regards to your use of QuickBooks, we can only support you on the functions that our app provides.
You'll need to select settings for each of the 5 available settings, explained below.
From the drop down list, select the account from the list that corresponds with the account on QuickBooks that we should allocate sales invoices to.
Partial Payments Account
From the drop down list, select the account from the list that corresponds with the account on QuickBooks that we should allocate partial payments into. Partial payments appear on an order when a customer places an order and, at least in part, makes payment using a gift voucher.
Where VAT applies to a line item in an order, select the VAT rate from the list that corresponds with the VAT rate on QuickBooks.
VAT Exclusive Rate
Where a line item in an order does not attract VAT, select the VAT rate from the list that corresponds with the VAT rate on QuickBooks.
ShopWired automatically generates a reference number for each order you receive on your store. If you'd like the app to use this reference number as the invoice number on Quickbooks for the exported order you can tick this box.
Payment account settings
When payment is made for an order on your website we'll automatically create the payment in the appropriate QuickBooks account.
From the Default Payment Account list you can select the account on QuickBooks that we should allocate the payment to. Using the section beneath, you are able to specify different payment accounts for different payment methods that your users might pay you through, e.g. PayPal, Stripe. Where a payment method hasn't been specifically configured, we'll use the default payment method.
In the Payment Method field you can enter the name of the payment method, e.g. Stripe and then from the drop down list select the corresponding QuickBooks account that the payment should be allocated to.
You can add as many payment methods as you like.
Obtaining the correct payment method value
When you enter a value in the Payment Method field you will need to make sure it corresponds exactly to the way that ShopWired displays it.
To obtain a list, select 'orders' from the menu and then 'view orders' and click the 'more filters' link on the top right of the orders table. Next, click into the 'by payment method' field and you'll see a list of all the payment methods that have been received on your account.
To enable the QuickBooks app to begin exporting orders from ShopWired tick 'yes' under the 'enable the export' field and click the 'save changes' button in the bottom right.
Historical orders are defined as orders received on your ShopWired account before activation of the QuickBooks app. If you'd like to export all historical orders received on your ShopWired account click the 'export historical orders' button.
From time to time the app may encounter an error when trying to export an order from ShopWired to QuickBooks. Where this happens, the details of which order failed to export and the reason for it will be displayed in the 'export errors' table.
For each order that fails to export the error returned by the QuickBooks system will be displayed. This may allow you to fix the error on the ShopWired order, by editing it, and then you can retry exporting the order.
If you're unable to fix the error please contact us.