Syncing with QuickBooks Online

RazorCart > Extensions
QuickBooks Online for RazorCart is an extension that lets you connect RazorCart with your Intuit QuickBooks Online account. This extension will sync the following items from your RazorCart store to your QuickBooks Online account:
  • Customers
  • Orders/Invoices
  • Payments 
  • Products
Before setting up the QuickBooks Online extension in your DNN portal, please make sure you have the following set up in your RazorCart store and QuickBooks Online account.
 

RazorCart Setup

The following items in RazorCart should be setup:
  • Payment methods should be set up. 
  • Taxes should be set up. 
  • Have SKUs on your products? QuickBooks Online references products by SKU instead of name. If your products do not have SKUs, QuickBooks Online will create them.

QuickBooks Online Setup

  • Payment methods should be setup to match RazorCart.
  • Set up your Taxes (In the navigation bar, click Sales Tax. If Payroll is enabled, click Taxes › Sales Tax)
  • Set up your Chart of Accounts (Gear icon › Chart of Accounts under Your Company)
  • Enable Shipping and Discount (Gear icon › Account and Settings under Your Company › Sales › Sales form content)
  • Enable Track Quantity on Hand (Gear icon › Account and Settings under Your Company › Sales › Products and services)

Configuring the Extension

After you install the extension package using the DNN module installation page, go to the RazorCart Admin-Console > Store Setup > Extensions, check the activate box next to "RazorCart.Extensions.QuickBooks" and click save, a configuration icon will appear to setup the QuickBooks extension to connect and authorize the communication with Intuit QBO REST API
 
To access the Extensibility Setup page click on the Admin Menu in your DNN portal, then select RazorCart Admin Console
You will be taken to the dashboard of your store. From the left-side menu go to Store Setup > Extensions
 
Activate the Quickbooks extension to configure its settings
 
 
From the extension setup page select the Intuit account environment (sandbox/production) and provide the OAuth 2.0 keys (client Id & client secret) and click Save
To find your Intuit OAuth keys, login to your account and from the My Apps page click the app you want keys for, click the Keys tab.
 
 
After you save the keys a Redirect URI will be displayed, this link should be added in your Intuit App Redirect URIs first
 
 
Now from the RazorCart QuickBooks Extension setup click the Connect button, this will open a popup window that will ask you to login to your Intuit account (if not logged-in) and to authorize the connection with the RazorCart QuickBooks extension.
 
 
 
Once you Authorize the QuickBooks OAuth connection, the extension page will be reloaded and display some required settings for QBO Product and Invoices:
 
Select the default accounts for product creation
  • Asset Account
  • Income Account
  • Expense Account 
 
For every payment method you've created in RazorCart select the default account for both:
  • Payment Method
  • Deposit To
 
 
 

Syncing RazorCart and QB

Syncing from RazorCart to QB happens when you place an order in RazorCart.  During the OnCheckoutComplete event, the extension will automatically sync the following items to your QB Online Account:
  • Products
  • Customers
  • Orders/Invoices
  • Payments
 
 
If you have any questions, please do not hesitate to use our Contact Us form, we are more than happy to help.
 
Article ID: 1565, , Modified: February 11, 2019 at 4:08 PM

Add Feedback

Was this article helpful?

Share this article

FacebookGoogle+TwitterOther Social NetworksPrint