Connect WooCommerce with QuickBooks and automatically process webshop orders in your accounting. Always up-to-date figures in QuickBooks without manual entry.
Table of contents
1. Connect to WooCommerce
To connect to WooCommerce, you need an API key and API secret.
Connect to WooCommerce
Log in to your WordPress environment.
In the WooCommerce plugin, go to Settings.
Click on Advanced, then select REST API.
Creating an API Key
Click Add key to create a new API key.
Enter a description, for example,
Combidesk.Select the desired user.
Under Permissions, choose Read/Write.
Save the key and note both the API key and API secret, as you will need them later for the integration.
Setting Pretty Permalinks
To use the WooCommerce API, your WordPress environment must have pretty permalinks enabled.
Go to Settings → Permalinks in WordPress.
Check that the permalink structure is not set to Plain.
If it is already set to something other than Plain, no changes are needed.
If it is set to Plain, choose a different structure from the list (for example, Post name). Confirm this with your website administrator.
Save the settings.
Updating WordPress and WooCommerce
It is recommended to update both your WordPress environment and the WooCommerce plugin to the latest version.
This prevents compatibility issues when using the API.
Installing the WooCommerce Integration
In Combidesk, search for the desired WooCommerce integration.
Click Install this integration.
Connect your WooCommerce account:
Enter the URL of your webshop in the top field, for example:
https://webshop.nl.Paste the previously created API key in the API key field.
Paste the corresponding API secret in the other field.
2. Connect to QuickBooks
Enter your email address or user ID and click 'Sign in', then enter your password.
Choose how you want to verify your identity. Enter your verification code. You will be redirected to the next screen. Select your 'Company' and click 'Next'.
Your QuickBooks account is now connected to Combidesk.
3. Configuration of the integration
For the integration to work properly, it must be configured correctly. In the paragraph below, we'll go through all the steps of the integration in sequence. Before starting the installation, we recommend that you first carefully read through these steps.
Configure these WooCommerce steps:
Select statuses
Select the statuses at which an order should be synchronised. Make sure the order is no longer edited. More details can be found in this article.Export existing orders
Transfer order numbers or invoice numbers
If you use the WooCommerce 'PDF Invoices & Packing Slips' plug-in, you can choose to transfer order numbers or invoice numbers with PDF attachment to QuickBooks.
Make sure you set 'Document link access type' under WooCommerce > PDF Invoices > Advanced > Settings to 'Full'.Transfer order numbers or invoice numbers
If you use the WooCommerce 'PDF Invoices & Packing Slips' plug-in, you can choose to transfer order numbers or invoice numbers to QuickBooks.
Make sure you set 'Document link access type' under WooCommerce > PDF Invoices > Advanced > Settings to 'Full'.
Configure these QuickBooks steps:
Register payments
Do you want to register payments for paid orders?Tax code mapping
Connect the sales tax codes of WooCommerce to the codes of your Quickbooks accountService level
Pick a Service level matching your needs. You can always change the it at a later time, and the price will be adjusted accordingly.
4. The Combidesk customer dashboard
How does the dashboard work?
If you've created a new Combidesk account or installed a integration, you'll receive an email with access to your Combidesk account. When you log in to combidesk.com, you'll arrive at the dashboard. This is where your integration is located. From here, you can easily adjust your integration and account settings, view the integration logs (history), and access support.
What can you view via your Combidesk account?
From your Combidesk dashboard you also have access to your account settings, connected accounts, billing and support.
5. What can you expect from Combidesk?
We understand you're busy or perhaps have little software experience. That's why our specialized team is always ready to help. Take advantage of our installation packages to save yourself even more time.
Installation appointment
If you're short on time or would like us to handle the entire installation, take advantage of our remote implementation support. We'll take care of everything for you right away and deliver a fully functional connection. For most connections, installation support costs a fixed fee of €150, while others cost €300. If you decide not to continue with the connection after the trial period, there's no charge. Schedule an installation appointment below and schedule it right away.
Explanation of service level (SLA) subscriptions (Basic, Pro, Premium)
To help you use our integration effectively, we offer three service levels: basic, pro, and premium. You can always change the service level in your integration. The price will be adjusted for the next billing period.