How to integrate QuickBooks with Magento 2 via Zapier?

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Unsurprisingly, QuickBooks Online is an effective application for your business. So, how to integrate QuickBooks Online with Magento 2? This article is the key you are looking for. Congratulations! You have reached your destination.

QuickBooks Online is an excellent accounting software developed by Intuit. This tool provides business owners with remote access conveniently. This is the perfect solution for anyone who wants the ease and flexibility of access while on the go.

In addition, QuickBooks Online comes with powerful features and functions that help reduce the amount of accounting work for you. It’s time to select QuickBooks Online for your Magento 2 store to experience the great features that it brings.

How to integrate QuickBooks Online with Magento 2

To integrate QuickBooks Online

  • Step 1: Sign up the Zapier account
  • Step 2: Sign up the QuickBooks Online account
  • Step 3: Integrate Magento 2.x
  • Step 4: Integrate QuickBooks Online for your Magento 2 store

Step 1: Sign up the Zapier account

Step 2: Sign up the QuickBooks Online account

After logging into Zapier, choose Make a Zap to start integrating

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Step 3: Integrate Magento 2.x

  • In this step, choose Magento 2.x so that Zapier can get all data from your store.

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  • Then, choose New Customer in select Magento 2.x Trigger field and click on continue.

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  • After that, you need to connect an Account in select Magento 2.x account field. In this step, please enter full domain, admin username and admin password of your Magento 2 store as the following image:

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  • After generating your Magento 2.x account, the screen will display as an image below. Then, choose Save + Continue.

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  • Great! You have just tested Magento 2.x successfully. Please continue doing the next step.

Step 4: Integrate QuickBooks Online

  • In Choose an Action App field, choose QuickBooks Online and click on Continue.

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  • Then, you need to choose one of the options in drop-down list of Select QuickBooks Online Action field. After choosing, click on continue.

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  • Next, you need to select QuickBooks Online account. Please click on Connect an Account.

  • Now, your screen will display as an image below:

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  • Click on Yes, Continue box, you will see the confirmation to access your QuickBooks Online account as the following image. Please choose Authorize button.

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  • Next, you have to set up QuickBooks Online Invoice. Now, please enter all required fields on page, then choose continue box.

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  • Wow, you have tested QuickBooks Online sucessfully. Finally, choose Finish and set the name your zap to complete.

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  • Your Zap is working and it will auto-check for your Magento 2.x new customer.

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  • After all, you have just done and here is the result of the integration. You can see the data as an image below:

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  • Now, you have just integrated QuickBooks Online with Magento 2.
  • Good luck ^^
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Vanessa

Vanessa is a content executive at Mageplaza. Cooking and reading books are her passion. Her particular hobby is travelling, helping her discover all around. She is an energetic marketer with the hope of making her words magical.
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