Watch Step By Step Video Tutorial Below

1. Introduction to WooCommerce and QuickBooks

WooCommerce is a popular e-commerce platform that allows businesses to sell products online. QuickBooks, on the other hand, is a leading accounting software used for managing finances.

Integrating these two platforms can streamline your business operations. This integration helps automate the transfer of order data from WooCommerce to QuickBooks.

2. Setting Up Pabbly Connect

To start the integration, visit the Pabbly Connect website and sign in to your account. If you don’t have an account, you can create one quickly.

Navigate to the dashboard and select the option to create a new workflow. Name your workflow “WooCommerce to QuickBooks” and save it to continue with the setup.

3. Configuring WooCommerce Webhooks

In your WooCommerce settings, navigate to the Advanced tab and select Webhooks. Click on “Add Webhook” to create a new webhook for tracking new orders.

Assign a name to your webhook and set its status to active. Ensure the topic is set to “Order Created” and paste the delivery URL from Pabbly Connect into the appropriate field.

4. Capturing Data from WooCommerce

Once the webhook is set up, go back to Pabbly Connect and click on “Capture Webhook Response”. This action will allow Pabbly Connect to listen for new data from WooCommerce.

Create a test order in WooCommerce to check if the data is captured. Fill in the necessary customer details and complete the order to see if the response is received.

If the data is successfully captured, proceed to the next step of creating a customer in QuickBooks using this information.

5. Creating a Customer and Invoice in QuickBooks

In Pabbly Connect, after capturing the WooCommerce data, click on the plus button to add an action step. Choose QuickBooks and select the option to create a customer.

Map the required fields using the details captured from WooCommerce. Once you have added the customer, create an invoice by adding another action step and selecting the appropriate fields.

Save and send a test request to QuickBooks. Verify that the customer and invoice appear correctly in the QuickBooks dashboard.

Conclusion

This guide covers the complete integration process of WooCommerce with QuickBooks using Pabbly Connect, ensuring seamless order management and data synchronization.

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