How to Connect QuickBooks With Wix | Quickbooks wix integration

[John King]

Once you connect QuickBooks Online with Wix OneSaas you will never manually enter data again. It is actually saving your hours every day. Wix by OneSaas will automatically enable you to share when an order is formed in Wix and make or update the sales invoice or receipt in QuickBooks Online

 

Wix is ​​robust software platform and works effectively as a website building instrument. Wix helps and supports users in building their own websites or online stores without any type of coding skills. Wix runs on its own server or “in the cloud” and so it works as an operative “hosted” solution. If a user has a web browser and access to the internet then it will be easier for him to build, maintain as well as promote a Wix website. The major advantage of integrating Wix and QuickBooks Online is that it is time-saving and cost-effective by automatically sharing data. The success integration helps in creating new items in QuickBooks and also gives its users choices to configure new items. The integration of these two apps also concerns the tension of manual data entry which might result in human errors.

 

Steps for integrating Wix and QuickBooks Online by using QuickBooks Connector (OneSaas).

QuickBooks Connector supports in integrating with any of the following Wix modules:

• Wix Stores
• Wix Events
• Wix Bookings
• Wix Hotels
• Wix Invoices

Step 1: To Add QuickBooks Connector to your Wix store

1. First of all, users should go to Wix App Market and then search for QuickBooks Connector.
2. Now, users are supposed to select Add to Site
3. Next, users should create their account
4. impressed, users are advised to follow the prompt to authenticate the connection to QuickBooks Online

Step 2: To Setup synchronization options

For any type of configuration and synchronization process, users should have basic knowledge of accounting so that the integration settings are personalized flawlessly to their business and accounting practices.

Before configuring workflows, users should set up -

1. Account timezone
2. Integrations starting date
3. Email sync report options

Step 3: To Set up your order workflow

Every time, users select the “When an Order is Created” in Wix, it creates a Sale in QuickBooks Online checkbox , then they are supposed to:-

1. Set up the filters which can determine the orders to be recovered from the Wix app. The setting up of filters will be completely based on the order status.
2. To select the mode of displaying orders in QuickBooks wix Integration app . The users should select the suitable option for their business in choosing their Wix orders which is to be sent to QuickBooks Online as Sales Invoices or Sales Receipts.

Step 4: To Set up the advanced options

• Order Number Prefix - The prefix attached by users should be added to all their orders which are retrieved from their Wix account.
• Assign Sales to Class/Assign Sales to Location - The two options will benefit users in choosing a default class or location within their QuickBooks Online system.
• Original Customer/Customer's Organization/Generic Online Sale Customer - This option will enable users in choosing the nature of the customer record that they want to create. However, the default option is Original Customer but if your Wix customer specifies a specific name then you can go for the Customer's Organization option.
• Automatic Invoice Numbers - In this option, users have the choice to disregard the Wix Order Number completely, and then use the convention of sequential numbering within their accounting system.

On the other hand, if users don't want to create any customer records within their accounting systems then they can choose the Generic Online Sales Customer option. It implies that all sales will get synced to the user's accounting system against a generic “WIX” customer record.

• Discount Product - Users can specify a dedicated discount “Item” for tracking their discounts on sale.
• Rounding Off Product -This product will only be used to assign if and only if there is any type of rounding discrepancy in the grand total of an order in a QuickBooks Online invoice or Sales Receipt.
• Use Shipping Item - The Quicbooks wix integration will permit users to specify a dedicated “Item” to assign extra shipping charges. It will permit users in tracking down any revenue which is generated from shipping charges. 
• Use Default Customer Message - In this option, users will be permitted to use the messages which exist only on the template in QuickBooks rather than from any notes which are populated from Wix.
• Allow Credit Card Payments - In this option, users can enable credit card payments for transactions.

Step 5: To Use QuickBooks Connector in creating new items in QuickBooks Online

For all data which is inventoried, QuickBooks Connector will allocate only the COGS account for the products on creation. On the other hand, it won't sync the COGS price of products.

For all non-inventory data, users will have to select the income and expense accounts.

Step 6: To Match Wix products with QuickBooks Online Account

For perfectly integrating sales with your accounting system, all Wix items have to be set up with unique SKUs.

With QuickBooks Online integrations, there are two product matching options and they are:

• Name : To match product SKU field from Wix to product's name field in QuickBooks Online perfectly.
• SKU : To match product SKU field from Wix to product's SKU field in QuickBooks Online perfectly.

Step 7: To Create credit notes in QuickBooks Online

In this workflow, users are permitted to map a fallback account from which payment money is refunded. former users will be requested to input their preferred refund number prefix which will be attached before the refund receipt number. The users are supposed to note that integration only syncs refunds for Wix Store orders and Wix Bookings. In case, if users want to integrate credit notes to QuickBooks Online then they should select the Refunded and Partially Refunded status in the order filter.

Step 8: To Set up your tax

For each tax created in Wix, users are supposed to select its corresponding tax code in QuickBooks Online.

Step 9: To Send payments from Wix to QuickBooks Online settings

The settings of sending payments from  Quickbooks wix integration  Settings will permit users in selecting whether they want payment data from Wix to get registered against their sales within QuickBooks Online. After selecting the Map Individual Payment Methods link, users can easily map different payment methods to different clearing accounts. After making significant changes satisfactorily, users should now select Save .

Step 10: Successful Syncing

To conclude, your account is all ready to be sync to your data across your apps. After permitting auto-sync, your account will automatically sync every hour but still you can activate manual sync at any time. On top of your Manage tab, the user should select the Sync Now , which is placed in the Synchronisation Options.