Demo | How to Integrate QuickBooks Online with Magento 2

When a creates a customer account on your website, they will automatically appear in your customer list. You can access your full customer list on the Magento admin panel under the “customers” tab. 

In the Magento customer list, you will notice a green checkmark in the “QuickBooks Sync Status” column, which indicates the record has been synced in QuickBooks online. When you navigate to your customer list on QuickBooks Online, you will see the new customer there as well.

Once a new customer makes a purchase while signed in to your Magento store, their order will be created in Magento 2. You can easily double-check the automation by looking up the order number under the Sales tab.

This time, you’ll notice a red X under the “QuickBooks Sync Status” column. That’s because by default the order is not synced with QuickBooks Online until after an invoice is sent from Magento. In the Magento orders list, click the “Action” dropdown on the far right of the order. Choose “Edit.” Once the invoice loads, scroll to the bottom and click “Send Invoice.” When you go back to your orders list, you’ll now see a green checkmark under “QuickBooks Sync Status.

Once you’re logged in to your QuickBooks Online account, you can see that the address, order and shipping information has all been synced from the Magento store. Notice the invoice number matches the order number in Magento. The “Terms” and “Invoice Due Date” fields are configurable, so you can adjust them as needed. 

On the product page, click the “Select” dropdown on the far right of the line item. Click “Edit” to make changes to the product name, price and other details. When you navigate to QuickBooks, you will see the changes have been successfully updated automatically.