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Work Flow

Quick Start : 1. Customer Sync : 1.1 Go To Users -> Add New. 1.2 You can Sync single Customer automatically (i.e real-time Sync) when it is created (Refer Screenshot 27).

Screenshot – 27

1.Go To Users page. 2.Multiple Customer can be Sync from Bulk action menu (i.e manually Sync) (Refer Screenshot 28).

Screenshot – 28

2. Product Sync :
1. Go To Product -> Add New
2. You can Sync Single Product automatically (i.e real-time Sync) after it is published (Refer Screenshot 29).

Screenshot – 29

1. Go To Product page.
2.Multiple Product can be Sync from Bulk action menu (i.e manually Sync) (Refer Screenshot 30).

Screenshot – 30

3.Product Mapping:
1. Go To Product -> Product-data metabox ->General.
2. Select Product from the dropdown(QB Products) for mapping
3. Save the Product and Export to Quickbook.

Screenshot – 31

4.Tax Mapping:
1. Add taxes in woocommerce from WooCommerce ->Settings-> tax.
2. Go To WooCommerce -> Settings -> Qb tax Mapping.
3. Select Tax for mapping from the dropdown (QB taxes).
4. Save the Tax and Map with QuickBooks.

Screenshot -32

5.Order Sync :
1. You can Sync single Order automatically (i.e real-time Sync) when it is created by User.
2. Go To WooCommerce -> Orders page.
3. Multiple Order can be Sync from Bulk action menu (i.e manually Sync).

Screenshot – 33

6. Sales Order PDF Download :
1. Customer can download Sales Order, Invoice and Estimate as PDF using given Shortcode ‘[download_sales_order_pdf order_id={“Your order id”}]’.
2. Admin can add this shortcode with order id anywhere on the website.
3.Using this shortcode it will display a button” download pdf” to the customer. It will download PDF with the name same as order id(Refer Screenshot 27).

Screenshot – 34

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