QuickBooks is an accounting software package developed by Intuit. QuickBooks products are focused mainly on small and medium-sized businesses and offer local accounting applications, as well as cloud versions that accept business payments, manage and pay bills, as well as payroll functions.
Our module allows you to:
Create clients in QB;
Create sales and invoices;
When creating a sale , we transmit information about the client (full name, mail, mail), the composition of the order, the type and status of payment, the status of the order;
Transfer changes from RretailCRM to QB: order composition, order status, type and payment status;
Generate a catalog of products for unloading from QB to RetailCRM.
Go to the tab API documents and tools/sandbox and copy Company ID.
5. Setting up integration
Go to the setup, the wrench button (Edit).
— Authorization tab
Fill in the main fields:
Account name — assigned automatically when adding a store (can be changed);
Client ID — data from the previous step;
Client secret — data from the previous step;
Company ID QBO — data from the previous step;
Mode — connection type combat(Production) or test (Development);
Note: Fields Authorization method, Access token, The refresh token is pulled up automatically after pressing Save and update the token
Redirect URI — copy this value and return to the QB application creation environment from step Creating an application to work with QB. Click the Dashboard and go to the created application, go down in the sectionKeys and credentials. At the very bottom in the sectionRedirect URI click Add API and paste the previously copied Redirect URI .
2. Click Save and update the token
— Settings tab
Fill in the basic settings on the tab:
Store — store, API key available;
Store — select 1 warehouse available to the store;
CTAX custom field code RM — select a custom field that contains a list of tax rates (for more information in Appendix 2);
Check-box: Create cron orders (every 5 minutes) — if you need to update the order, if you need to update the order;
Checkbox: Create cron payments (every 5 minutes) — enable if you need to update payments;
Checkbox: Update the file using cron (every 3 hours) — enable if you need to update the directory link;
— Tab «Statuses»
We set the correspondence of retailCRM statuses to QB statuses.
To add a new mapping, click Add, to delete the mapping, click Delete. After the status settings are completed, click Save.
— Tab «Payments«
We set the correspondence of retailCRM payment types to QB payment types.
To add a new mapping, click Add, to delete the mapping, click Delete. After completing the status settings, click Save.
— Tab «Payment statuses«
We set the compliance of retailCRM payment statuses with QB payment statuses.
To add a new mapping, click Add, to delete the mapping, click Delete. After the status settings are completed, click Save.
— «Catalog» tab
On this tab, you can create a catalog and upload products from QB to retailCRM.
To form a catalog, click Create a directory.
Then you need to combine this part of the link with this one: http://quickbooks.imb-service.ru to get http://quickbooks.imb-service.ru <id=»icml in uri» with href=»https://quickbooks.imb-service.ru/files/Nw==/icml/quickbooks-4620816365218190210.xml » target=»_blank» relative=»noopener»>/files/Nw==/xxxx/quickbooks-4620816365218190210.xml and
— «Logs» tab
This tab reflects the processes of interactions between QB and retailCRM