WooCommerce QuickBooks Integration with Pabbly Connect: Step-by-Step Guide

Learn how to integrate WooCommerce with QuickBooks using Pabbly Connect for seamless customer management and order processing. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect to Start Integration

To begin integrating WooCommerce with QuickBooks, you must first access Pabbly Connect. Visit the official Pabbly website and hover over the product section to select the Connect option. You can sign up for a free account or log in if you already have one.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘WooCommerce to QuickBooks’. This sets the stage for integrating these applications effectively.

2. Set Up WooCommerce Integration in Pabbly Connect

In this section, you will integrate WooCommerce with Pabbly Connect. Start by selecting WooCommerce as your trigger app. Choose the ‘Order Created’ trigger method, which means that every time a new order is made in WooCommerce, it will trigger the integration.

• Choose WooCommerce as the application.
• Select the trigger method ‘Order Created’.
• Copy the generated webhook URL.

Next, you need to set up the webhook in your WooCommerce account. Go to WooCommerce settings, select ‘Advanced’, and then click on ‘Webhooks’. Here, you will add a new webhook with the name ‘WooCommerce to QuickBooks’ and set its status to active. Paste the copied webhook URL into the delivery URL field and save the changes.

3. Capture Webhook Response in Pabbly Connect

After setting up the webhook, return to Pabbly Connect to capture the webhook response. This step is crucial as it allows you to receive data from WooCommerce whenever a new order is placed. Your Pabbly Connect dashboard will indicate it is waiting for a response.

To test this, create a new order in WooCommerce. Add a product to your cart and proceed to checkout. Fill in the customer details, such as name and email, and then place the order. Once the order is confirmed, go back to Pabbly Connect, where you will see the captured response containing customer details like name, email, and phone number.

4. Set Up QuickBooks Integration in Pabbly Connect

Now that you have captured the webhook response, it’s time to integrate QuickBooks with Pabbly Connect. Click on the plus button to add another action and select QuickBooks as your application. Choose the action method ‘Create a Customer’. This means that for every new order, a customer will be created in QuickBooks.

Connect your QuickBooks account by selecting ‘Connect with QuickBooks Online’. Authorize the connection, and once successful, you will be prompted to map the fields from the WooCommerce order to the QuickBooks customer fields. This is where you can map the customer’s first name, last name, email, and any other relevant details.

• Select ‘Create a Customer’ as the action method.
• Authorize your QuickBooks account.
• Map the fields from WooCommerce to QuickBooks.

After mapping the fields, save the integration. You can now test this by creating another order in WooCommerce to ensure that the customer is created in QuickBooks automatically.

5. Test and Confirm Integration Between WooCommerce and QuickBooks

To confirm that your integration is successful, create another test order in WooCommerce. Follow the same steps as before, ensuring you enter different customer details. Once the order is placed, check your QuickBooks account to see if the new customer has been added.

If everything is set up correctly, you should see the newly created customer in QuickBooks with all the relevant details, just as you mapped them earlier. This seamless integration between WooCommerce and QuickBooks is made possible by Pabbly Connect, allowing you to automate your customer management efficiently.

Conclusion

Integrating WooCommerce with QuickBooks using Pabbly Connect streamlines customer management and order processing. This step-by-step guide helps you automate the process, ensuring new customers are added seamlessly whenever an order is placed. Enjoy the benefits of automation with Pabbly Connect!