Here’s what you need to know about how the integration works between QuickBooks Commerce and Magento.
Magento Order Sync
QuickBooks Commerce checks Magento for new Orders every 10 minutes. When a Magento order is imported into QuickBooks Commerce,
1An order with line item(s) will be created.
2You will have the option to create a Shipment.
3Tax treatment for an order is ALWAYS indicated as 'inclusive'.
4A new company is created using the contact details from that order.
5Billing and Shipping addresses are created under the company.
- Please note historical orders (created prior to integration) can not be imported into QuickBooks Commerce.
- If the Billing and Shipping addresses are the same, only 1 address will be created.
- The location you assign to the order will be where your stock levels will be subtracted from when the order is fulfilled.
Go to Apps> Magento> 'Settings'.
This location is determined by what you’ve set up in your QuickBooks Commerce main app settings. It could either be a specific location or All Locations.
Existing orders are also updated every 10 minutes based on the changes made in Magento.
Which changes will be updated during the order sync❓
IInvoices are imported and payment will be created on QuickBooks Commerce. However, this will only be updated if the Magento Order is fully invoiced.
IIFulfillments will be created on QuickBooks Commerce if the Magento Order is fully shipped.
IIIIf an order was canceled on Magento, it will be made void on QuickBooks Commerce.
When will an order fail to sync from Magento to QuickBooks Commerce❓
IOrders, where the Variants are not marked as 'Sellable', will not be imported.
IIIf the currency used in Magento when creating the order is not set up on your QuickBooks Commerce account, the order will not be imported into QuickBooks Commerce. We check if the currency exists by matching the ISO ( i.e., 'USD', 'SGD').
For example 👇🏽
Let's say you receive an order on Magento in Japanese Yen (¥). However, you have not set up Japanese Yen (¥) as a currency in QuickBooks Commerce.
Therefore, the Order you received in ¥ from Magento will NOT be created on QuickBooks Commerce.
IIIIf the Order created on Magento contains products or variants that are not in your inventory on QuickBooks Commerce, your order will NOT be imported.
For example 👇🏽
Let's say you received an order for five frisbees. However, frisbees do not exist as products/variants in your inventory on QuickBooks Commerce.
In this case, your Order for five frisbees will NOT be imported from Magento into QuickBooks Commerce.
QuickBooks Commerce always checks the Product ID from Magento against those variants that were published to Magento from QuickBooks Commerce first. If no matches are found, QuickBooks Commerce then tries to match the item’s SKU to a variant in your inventory. If a match is still not found, the Order will NOT be imported.
When the Status of order on Magento reflects as 'Canceled', it will be created in QuickBooks Commerce as either a 'Deleted' or 'Void' order.
If the Order on Magento has an invoice attached to it, an invoice and payment will automatically be created in QuickBooks Commerce. Shipping line items will also be included on both invoices and payments.
Order
|
Magento Order |
syncs as |
QuickBooks Commerce Order |
|
customer_email |
⇒ |
|
|
created_at |
⇒ |
issued_at |
|
customer_note |
⇒ |
notes |
|
increment_id |
⇒ |
order_number |
Company
|
In Magento |
syncs as |
In QuickBooks Commerce |
|
first_name + last_name |
⇒ |
name |
|
note |
⇒ |
description |
|
|
⇒ |
|
|
phone_number |
⇒ |
phone_number |
|
fax |
⇒ |
fax |
|
company_type (default: 'consumer') |
Shipping/Billing Address
|
In Magento |
syncs as |
QuickBooks Commerce Order |
|
company |
⇒ |
company name |
|
first_name & last_name |
⇒ |
address1 |
|
street |
⇒ |
address2 |
|
city |
⇒ |
city |
|
region |
⇒ |
state |
|
country id |
⇒ |
country |
|
postcode |
⇒ |
zip code |
|
telephone |
⇒ |
phone number |
|
|
⇒ |
|
Magento Inventory Sync
New products created in Magento are not imported into QuickBooks Commerce after the initial integration.
What happens when I publish a QuickBooks Commerce variant to a Magento channel❓
- A new product will be created in Magento.
- All Magento products created by QuickBooks Commerce will always be set as a “Simple Product” type.
- Products created by QuickBooks Commerce in Magento will always be set to status “1” which means it is “enabled in-store”.
- Products created by QuickBooks Commerce in Magento will always be set to visibility “3” which means they are searchable but are not in the catalog.
- Products will not be created in Magento if the QuickBooks Commerce product does not have any SKU OR if the SKU already exists in Magento.
- A Product will not be created in Magento if no price is assigned to the QuickBooks Commerce variant.
Depending on the Price List selected in your main app settings, QuickBooks Commerce variants will not be published to Magento if the 'Retail (USD)' price on the variant does not have any value.
This means that the Price fields that you see in the screenshot below need to be filled in, in order for the variant to be published on Magento.
