WooCommerce and QuickBooks Online
Every WooCommerce order a QuickBooks invoice, every payment booked
Every paid WooCommerce order becomes a QuickBooks Online invoice for the same customer with the payment booked against it, and the invoice is voided again if the order is cancelled. No more copying orders into the books at the end of the month.
- Totals that match the order
- Payments linked to the invoice
- Approved on your own store
Customer in WooCommerceAva Lundava.lund@example.comNew- Order in WooCommerce#1087 Ava Lund$249.00Pending payment
Invoice in QuickBooks OnlineAva Lund$249.00Not created
Every step runs on its own, on each sync.
How it works
From checkout to a paid invoice
What happens on every sync, and where your team takes over.
- 1In WooCommerce
Your customers stay the same in both
- Customers go from WooCommerce into QuickBooks Online, or both ways if you like, so every order lands on the right customer.
- 2In WooCommerce
The order is paid
- An invoice is created in QuickBooks Online for the same customer, with the product lines, shipping and fees.
- Coupons arrive as one Discount line and tax as one line, so the total matches the order.
- 3In QuickBooks Online
The payment is booked
- A payment is recorded in QuickBooks and linked to the invoice, dated the day the order was paid.
- Bank transfers count once the order leaves on hold, cash on delivery once it is completed.
- 4In WooCommerce
Cancelled or refunded
- A cancelled or failed order voids its invoice, unless QuickBooks already recorded a payment on it.
- A refunded order stays paid: record the refund in QuickBooks yourself.
Ready when you are
Create this setup in one click
This button sets up the integration for you in CRM Connector, with everything on this page already chosen. All that is left is connecting your two systems and pressing start.
Filled in for you
- Customers, WooCommerce into QuickBooks Online
- Paid orders become invoices
- The setup opens, filled inWooCommerce and QuickBooks Online are chosen and the record types below are ticked, exactly as on this page.
- No account yet? No problemSign in or create an account first, and you land straight back in this setup afterwards.
- You connect and checkSign in to both systems, look over the fields and filters, and change anything you like. Nothing syncs until you press Start syncing.
Set it up your way
Your choice, your rules
Pick what should reach your books.
When an order travels
- The default.
- An order travels once it is paid, with the payment linked to its invoice.
Already sending orders to QuickBooks with another extension, such as MyWorks QuickBooks Sync? Switch it off for the same orders, or each order lands twice.
What you decide
From which date
Only orders placed on or after the date you pick travel, so your history stays where it is.
From which amount
Optionally only orders worth at least an amount you set.
Which customers
Everyone with an account or an order, or only people who paid.
Also works with
Not on QuickBooks Online?
WooCommerce orders become invoices in these accounting systems too.
Get started
Set it up in about five minutesEvery plan starts with a 7 day free trial
The setup opens with WooCommerce and QuickBooks Online and every record type on this page filled in. Connect both systems, check it, and watch the first sync run.