Please follow the below instructions. If you find any difficulties, feel free to contact our support team at [email protected].We are happy to assist you.
Step 1: Enable addon`
Go to the admin panel Click My addons search “X-Cart Quickbooks Online” you can see the module and switch ON the module and Click Save changes button.
Step 2: Existing data synchronization:
If you want to start fresh, I.e only new orders, customers, products need to be synchronized effectively from the date of this module configured, you can skip this step. Otherwise, please contact our support team at [email protected] to sync the data one time for you. Of course at free of cost as part of our module support (Only one time). However, we highly recommend this to be done.
What is the one-time Data migration process:
Case 1: If you have already existing customers in X-Cart, that’s not synchronized into QuickbooksOnline, then you want to import those customers into QuickbooksOnline first time.
Case 2: If you have already existing customers in X-Cart, partially customers are imported into QuickbooksOnline, then you want to import the missing Customers.
Case 3: If you have already existing Products in X-Cart, that’s not synchronized into QuickbooksOnline, then you want to import those Products into QuickbooksOnline first time.
Case 4: If you have already existing Products in X-Cart, partially Products are imported into QuickbooksOnline, then you want to import the missing Products.
Case 5: If you have already existing orders in X-Cart, that’s not synchronized into QuickbooksOnline, then you want to import the missing orders
Case 6: If you have already existing orders in X-Cart, partially orders are imported into QuickbooksOnline, then you want to import the missing orders
Step 3: Settings:
Go to the My Add-ons page search “XCart Quickbooks Online”
Click your addon then click settings option
you can see the settings page and list of options
Step 4: Quickbooks Intuit Developer account
- You should have developer.intuit.com account
- Sign in the account
- Please confirm did you create any app or not,if not please create app.
- Run this URL: https://developer.intuit.com/app/developer/playground
- Go to the Oauth 2.0 playground page
- Get authorization code
- Follow the steps to get listed keys
1: Select app you can see the list of created app production/sandbox
->choose any one app production/sandbox mode
OAuth Keys
Copy the Client ID and Client Secret values
Paste to the Addon settings page ClientID and ClientSecret field
Next step back to OAuth 2.0 Playground choose Scopes under Accounting checkbox
Next click Get authorization code
->you can see below pop choose your account then click Next button
2: Get OAuth 2.0 token from auth code
-> Copy Realm ID value and click Get tokens button
Paste to the Addons settings page QBORealmID field
3: Make API calls (optional)
Click Get Company info button
4: Refresh access token (optional)
Copy Refresh token value
Paste to Add-ons settings page RefreshTokenKey field
Step 5: you have to fill the remaining field in the addons settings page
- QBO Mode: choose production / development
Production for live
Development for testing.
- Limit the no.of products synchronized during execution to prevent flooding
Example: 25
- Limit the no.of customers synchronized during execution to prevent flooding
Example: 25
- Limit the no.of orders synchronized during execution to prevent flooding
Example:25
- Enable Products synchronization
If enabled. ‘Products sync’ work
If disabled, ‘Products sync’ does not work
- Enable Customers synchronization
If enabled, ‘Customers sync’ work. If disabled, ‘Customers sync’ does not work.
- Enable Orders synchronization
If enabled, ‘Orders sync’ work
If disabled, ‘Orders sync’ does not work
- Enable Stock synchronization
If enabled, ‘Stock sync’ work
If disabled, ‘Stock sync’ does not work
- Choose Stock synchronization
If select “Quickbooks to X-Cart” stock update to QuickBooks to X-Cart
If select “X-Cart to Quickbooks” stock update to X-Cart to Quickbooks
Finally, click the “submit” button to save all the entered values successfully.
Step 6: Go to the Admin end click Quickbooks Online menu
- You can see two sets of menus then click QBO Automation settings menu
- You can see below page
- You must have to set three crons jobs in the server (you can take from your hosting team in this regard if you are not familiar with crontabs utility)
- Customers and orders sync jobs for customers and orders data import to the QuickBooks online account
- Products Sync jobs for Products data import to the QuickBooks online account
- Stocks Update sync jobs for products stock value update both X-Cart to QuickBooks online and Quickbooks to X-Cart
Step 7: Go to the Admin end click Quickbooks online menu then click QBO Sync Report
- You can check Customers, Products, Orders, and Stock sync jobs log details here
Delete old Records used to delete the old records