QuickBooks Online for OpenCart 2.3, 3.x and 4.x — invoices, sales tax, payments and stock

Accounting Sync for QuickBooks Online for OpenCart creates a QuickBooks Online invoice from an order: the customer by e-mail or a new one, product lines, shipping, discounts, and US sales tax to the cent as OpenCart charged it. In the free version you do it with a button on the order page, after a preview. Pro does it on a status, adds payments and refunds, brings the payment status back from QuickBooks and takes stock levels from there.

Version 1.0.0 is only for QuickBooks Online companies in the US: the module will not connect a company from another country and says so.

Before you install: every shop connects through its own Intuit app at developer.intuit.com. The steps and the redirect address are shown in the module settings; development keys work with an Intuit sandbox company.

What the buyer sees

The buyer sees nothing new: the checkout does not change. The QuickBooks invoice gets the order number when custom transaction numbers are on in the company.

What the admin gets

Extensions → Modules → Accounting Sync for QuickBooks Online: Connection, Invoice, Automation and Pro tabs. The environment (sandbox or production), the redirect address, the keys, the company, QuickBooks products and services for products and shipping, sales tax.

The order page has a QuickBooks panel: the order documents with numbers, totals and statuses, creating the invoice after a preview, a retry. A separate “QuickBooks invoices” page lists every document.

How it works, step by step

1. At developer.intuit.com you create an app, add the redirect address from the settings and copy the Client ID and secret into the module.
2. “Save and connect to QuickBooks”: you sign in at Intuit and choose the company.
3. You choose the QuickBooks products and services for products, shipping and fees.
4. On the order page you preview the invoice and create it; in Pro it happens by itself on a status.
5. Every 30 minutes Pro checks unpaid invoices and sets the chosen status once one is paid, and every hour it takes stock levels from QuickBooks by SKU.

Under the hood

• The secret and tokens are stored encrypted.
• Before creating a document the module looks for it in QuickBooks, so a retry never makes a second invoice.
• Sales tax: lines are marked TAX or NON, and the total tax equals the order tax to the cent.
• Discounts are spread over the products; shipping and fees go as their own items.
• Stock from QuickBooks (Pro) overwrites the quantity of the product with the same SKU (or model when there is no SKU); options keep their own quantities.
• Module language: English.

How to install

1. Extensions → Installer: upload the archive for your version without renaming the file.
2. OpenCart 3.x and 2.3: Extensions → Modifications → Refresh.
3. Extensions → Modules → Accounting Sync for QuickBooks Online → install → edit.
4. Create the Intuit app as the guide says, paste the keys and connect the company.
5. For Pro: paste the key or start the 7-day trial on the Pro tab.