WooCommerce (Version 2.4 and above)- Integration Setup Guide

This guide is for users using WooCommerce Version 2.4 and above. If you are using an older version, read this guide instead. 

We now Support WC3.1.x however, please ensure to create a backup before upgrading as a precautionary step. Please be advised that you will need to have authentic SSL enabled on your website to ensure a successful integration experience.

To install the Quickbooks Commerce WooCommerce Integration, login to your WooCommerce account first.

Go into Settings on the lefthand menu of your WooCommerce dashboard. Click on the 'Products' tab above. Here, go into the 'Inventory' tab. Make sure that the checkbox next to 'Enable stock management' is checked.  

Next, click on the API tab. Check the box to Enable the Rest API.

Now under your Settings, click on the Permalinks tab.

Under the common settings for Permalinks you will need to set your common settings to POST NAME, in order for your integration to work.

Step 1

Now go to you Quickbooks Commerce account. Click on Browse Apps and then click the WooCommerce tile to kickstart your integration.

Step 2

Copy and paste your WooCommerce URL into the store address field. 

Step 3

You will be redirected to the following page. Select Approve. Proceed to Step 4 if you do not face any issues.

If your installation failed:

If you were unable to connect Quickbooks Commerce to your WooCommerce store or retrieve API keys, follow the manual steps outlined below.

Go to the WooCommerce dashboard, click on Settings and in the Advanced tab, select REST API > 'Add key'.

Under Key details, fill in the three required fields to generate your API keys.

1. Description field – assign your key a name (e.g. Quickbooks Commerce)
2. User field – main user or administrator of the account
3. Permissions filed – set read/write access

Now, click on 'Generate API Key' which will then redirect to a page with both your Consumer Key and Consumer Secret.

Next, copy the respective credentials and navigate back to the Quickbooks Commerce app (Step 2 of this guide) where you can paste them in the Woocommerce installation fields. First, remember to check the option below so that the fields will appear. Do input your store URL as well.

Your store is now connected to proceed with the next few steps to complete the installation.

Step 4

You will need to set up your Retail Price List, Sale price List, Stock Locations and ensure that you have correctly set up the Currency that you wish to import your products in.

 

Step 5

If you do not already use the WooCommerce-Quickbooks Commerce Plug-in, you can now choose if you would like to import all your products over from Woocommerce now or you can choose not to import now and publish your products from Quickbooks Commerce to WooCommerce at a later date.

If you wish to switch from using the Plug-in, to using this new integration, click on the third option to Match my products from WooCommerce. This option matches your products by SKUs, preventing duplicate entries.

Note

If you choose to match your products, your stock levels in Quickbooks Commerce will override those existing on WooCommerce as Quickbooks Commerce is now the master of your inventory.

 

Step 6

Once your products have been matched, you will receive an email notification.

 

Note

Quickbooks Commerce will automatically create webhooks on your WooCommerce Store. Do not delete these otherwise Quickbooks Commerce will not be notified of any changes made on your WooCommerce store causing your changes to not be updated on Quickbooks Commerce.

 

Final step 🎉

Click on Finish and your installation is complete!

Keep in mind

If you wish to uninstall your WooCommerce integration, please ensure that you uninstall it on Quickbooks Commerce account BEFORE revoking your keys on your Woocommerce account. Failing to do so will prevent us from cleaning up the webhooks that were created by Quickbooks Commerce

Please contact us if you are unable to install WooCommerce.