Quickly and easily upload your orders to QuickBooks Online from CFWebstore.
You can now have a secure, web-based integration that gives you the ability to upload customers and orders from your CFWebstore website to the QuickBooks Online accounting system. With the click of a button, your CFWebstore generates a qbXML file (QuickBooks language) and sends it your QuickBooks Online account via secure communications (https). Customer and Sales Order entries are made following QuickBooks best practices and accounting logic to ensure proper entry.
That's it! This solution automates the order entry process, saving time, increasing efficiency and avoiding mistakes from double entry.
Setup
After the code is installed you'll need to set up your QuickBooks Online account to allow CFWebstore to upload customers and orders.
- Log in to your Quickbooks Online account as an administrator
- Create a new product/service called "CFWebstore Product"
- Click on the "Clients" tab.
- Click "Products and Services List."
- Click the "New" button in the lower right.
- Enter the name "CFWebstore Product" (without quotes). You can leave the other fields blank.
- Click the "Save" button.
- Suggested connection name "cfwebstore"
- Access rights must be set to "All Accounting" (First and default option)
- Login security should be set to "No" or else user must always login to QBOE first. Sounds scarey, but the app still needs a connection key.
- Copy the connection key and paste it into the "Connection ticket" field in Site Design > Main Settings.
Upload an Order
QuickBooks reporting integrates right into the order processes. When you push an order from Pending to In Process or In Process to Filled, you can also upload it to QuickBooks Online at the same time.
In QuickBooks, if first checks to see if the Customer already exists. If he does not, it proceeds to enter the billing and shipping information. Once it has a customer, it then creates a Sales Receipt.
Product Limitation
Unfortunately, QuickBooks Online doesn't allow us to add inventory items through the API interface. If an inventory item is not present when you try to upload an order, the interface throws an error. That's why we use a single item that you pre-install directly into QuickBooks.
Future Features
The application interface (API) with QuickBooks Online (QBOE) allows for more functionality than what we currently offer. We focused on developing the necessary functionality to enable the moving of orders between systems. We plan to continue to improve and extend the functionality of the integration service as clients request additional functionality.
