Watch Step By Step Video Tutorial Below

1. Introduction to Integration

Integrating WooCommerce with QuickBooks is essential for automating order management. This integration streamlines invoicing and accounting processes.

Using Pabbly Connect, users can effortlessly connect these two applications. This integration saves time and reduces manual data entry errors.

2. Setting Up Pabbly Connect

Start by visiting the Pabbly Connect website. Sign in to your account to access the dashboard.

Once logged in, navigate to the “Connect” section and click on “Access Now.” This allows you to create a new workflow.

3. Creating a New Workflow

Click on “Create New Workflow” and name it “WooCommerce to QuickBooks.” Then, click on “Save” to proceed.

In the trigger window, select “WooCommerce” as the app. Change the event from “New Coupon Created” to “New Order Created” to track new orders.

4. Configuring Webhooks in WooCommerce

Navigate to the WooCommerce settings and click on “Advanced.” Then, go to the “Webhooks” section and select “Add Webhook.”

Name the webhook and set it to active. The topic should be “Order Created” for capturing new orders.

Copy the delivery URL from Pabbly Connect and paste it into the webhook setup in WooCommerce. This connects both applications.

5. Capturing Data and Creating Invoices

After setting up the webhook, test it by creating a new order in WooCommerce. Ensure that Pabbly Connect captures this data.

Next, set an action in Pabbly Connect to create a customer in QuickBooks using the data captured from WooCommerce.

Finally, create an invoice in QuickBooks for the new order. This ensures that every order generates an accurate invoice automatically.

Conclusion

Integrating WooCommerce with QuickBooks using Pabbly Connect automates invoicing, enhances efficiency, and minimizes errors in your accounting processes.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.