Connect WooCommerce sales data with QuickBooks Online using a posting model your bookkeeper approves. We define the transaction mapping, separate orders from settlement information and check historical coverage so a repeated sync does not become a repeated sale.
We agree on the records, fields and operating rules before connecting WooCommerce and QuickBooks Online. The scope below defines the work to review together.
We map customer, SKU and line-item identifiers to the approved QuickBooks Online records. The bookkeeper chooses the sales representation, including whether the integration works at order level or uses an agreed settlement summary.
A store total and a bank deposit are different records. We identify where gateway fees and settlement adjustments are available, then map the supported payment and refund information without treating net deposits as extra sales.
The connection retains source references and a defined import cutoff. Existing bookkeeping entries are reviewed before backfill, and repeated events are matched to the intended record instead of creating another transaction.
Provide the correct company and an authorized connection, plus the relevant WooCommerce gateways. This page covers QuickBooks Online; QuickBooks Desktop requires a different implementation.
Your accounting owner supplies account codes, item treatment, tax mappings and sample expected entries. They also approve how discounts, shipping and partial refunds should be represented.
Agree on which order states qualify, when a record is ready to post and who reviews exceptions. Inventory synchronization and customer invoice emails need separate decisions, including any existing automatic email settings.
Review orders, payments and settlements together with the bookkeeper. Document the selected granularity and identify data that the store alone cannot supply.
Implement the selected connector or API path. Compare normal sales, discounts, refunds and repeated events with approved expected records, including source IDs and line totals.
Run a bounded history check and review missing or duplicate entries. Hand over the field map, failed-record queue and procedure for corrections after records have been posted.