What are the effective steps for QuickBooks and Ecwid Integration?

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Meta Title- How can we perform QuickBooks and Ecwid Integration effectively?

Ecwid is a robust POS (point-of-sales) software platform, which works effectively as a successful SaaS (Software as a Service) tool where users don’t own the software, but pays monthly fees regularly to use it. It allows users to set up “catalogs” of their products, along with their photos, pricing, weight, etc for each and every item. It helps users in defining shipping rates and accepts credit card payments, making it an ideal e-commerce solution platform. It is crafted in such a way that users can add an online store to their existing website or online store. The users can easily manage their marketing, merchandising, and sales anywhere through Ecwid’s POS integration, email marketing integrations, and dedicated mobile apps. This software application offers impressive SEO tools and other noteworthy features like Analytics and Reporting, Mobile Store Management App, Abandoned Cart Recovery, Promotions, and Discounts, Order Management, Inventory Management, Product Options, and Attributes, and Sell Digital Items.

Ecwid app users can seamlessly integrate with both versions of QuickBooks (Online and Desktop versions) and offer a wide range of benefits. It saves users valuable time and money by automatically sharing data between Ecwid and QuickBooks Online. It helps in connecting multiple sales channels to QuickBooks which makes sure that stock levels are updated properly. The integration substantially eliminates manual data entry and shortcuts which results in unwanted human errors.

 

 

 

 

QuickBooks and Ecwid Integration

You can seamlessly integrate your Ecwid store with QuickBooks (both Online and Desktop versions) to sync the data and can also automate your routine accounting tasks like new customer records, sales receipts, and more.

Integration through the Synder app

By using Synder App, you can integrate your Ecwid store with QuickBooks Online and Desktop, from Ecwid’s App store. So, you are advised to install the Synder App in your store admin and then follow the setup steps. The setup steps include connecting user’s accounting system (QuickBooks) and connecting the payment provider(s) used by users in their store.

Steps to QuickBooks and Ecwid Integration

1.   To begin with, you should open your Ecwid app account, and from Ecwid Admin, you should go to App and then press App Market.

2.   Next, you should find the Synder: Automate QuickBooks and Xero bookkeeping app and click Install.

3.   Subsequently, you will be redirected to the Synder onboarding page.

4.   Now, you should enter your phone number and other important data information, and then click Next Step.

5.   Thereafter, you should fill out the information about your organization, and then click Next Step.

6.   Now, you should appropriately select the services you want to integrate- your Accounting System (QuickBooks Online or QuickBooks Desktop), and the payment processors you use in your store.

7.   Next, you should click View all processors to see the whole list of services.

8.   In the next step, you should go to the Payment page in your Ecwid admin to double-check the payment gateways you are using in your store.

9.   You are advised not to select Ecwid in the Sales Platform list

10.                Now, you should click the Next step after selecting desired services.

11.                Next, you should click Connect to connect your accounting platform.

12.                If you are using QuickBooks Online, then you will be redirected to your QuickBooks account, where you have to grant permission to Synder to record data (by clicking Next).

13.                If you are using QuickBooks Desktop, then you should follow several simple connection steps.

14.                Next, you should click Connect to connect your payment provider(s).

15.                Accordingly, you will be redirected to your payment provider account, where you need to grant permission to Synder.

16.                For adding several payment platforms, you should connect them one after another.

17.                Next, you should set up your payment provider.

18.                Now, you should choose an account for pay-outs (usually, it’s your Checking account) also.

19.                Thereafter, you should click Continue

20.                Subsequently, a page will open, where you should click Create Account

21.                Lastly, after successfully integrating your Ecwid store to QuickBooks through the Synder App, fresh transactions will be automatically synchronized within an hour, after the sale happens.

22.                As a result, the synchronized transactions will be having “Synced” status.

 

Conclusion

In this blog, we have explicitly described every important aspect and the steps of QuickBooks and Ecwid Integration, which will surely benefit the readers. If you need any additional help or information, then you can freely contact our technical support team.