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Quickbooks Connection 1.0 for nopCommerce

 Installation Instructions

This addon has been tested with nopCommerce 1.30 , 1.40 & 1.50 with Nop.BusinessLogic unchanged and tested with Quickbooks 2008-2010 version Free, Pro & Premier. It is supposed to work with Quickbooks 2002 and later.
Your website must have SSL certificate properly installed ( https://www.yourdomain.com should be working ). This is required by Quickbooks for security reasons. (Replace yourdomain.com with the domain name you specified when purchased the package.)

Versions: the Free version & Paid versions perform the same funtionality with one exception. The Free version supports up to 10 nopCommerce customers only while the Paid version doesn't have this limitation.

Package includes:

  • Gabs.WebService.Quickbooks.dll.
  • WebService folder with 2 files: NewSalesInvoices.asmx and NewSalesInvoices.asmx.cs

This package fully works for YourDomainName only. (Replace YourDomainName with the domain name you specified when purchased the package.)
It also work as Free version with localhost.
 

How it works: Quickbooks (QB); Quickbooks Connection (QBC)

This solution requires Quickbooks Web Connector (QWC) which you can download from Quickbooks website. QWC works as a web broker between QBC and QB. 

  • When QBC send a new order to QB, It first sends customer info (Full name, Company name, email address and customer 's default address).
  • QB then looks for a customer with the same name in its customer list. If not exist, QB adds new customer. Then QBC continues to send the order information of the customer (Order number, Billing address, Billing phone#, Shipping address, shipping phone#, and order items) to Quickbooks to create new Quickbooks invoice.
  • For every order item, QB item name has to completely match with nopCommerce product variant SKU# or product variant name (or product name in case the product variant name is empty)* of the order. If QB cannot find (in its item list) an item match with nopCommerce product varian SKU# or product variant name (or product name in case the product variant name is empty)*, QB will disregard the whole order because QB failed to maintain integrity of the order. QB will then send an error signal back to QBC and continue asking for the next order. QBC doesn't note the order as updated into QB and goes ahead to send the next order to QB and so on...
    • * Searching priority: Product varian SKU# => Product variant name => Product name
  • In case of such an error incurred, you will see in QB a new added customer but no new order added.
  • After you have added or fixed the QB item name, run QB web connector again, QBC resends customer info + order info but QB will not add new customer as the customer already exists. QB just adds a new invoice and returns a successful signal telling QBC not to transfer the order again in the future.

Please note that

  • the nopCommerce order # will appear in QB order as PO#.
  • QBC doen't transfer Sales tax info from NopCommerce as it is handled by QB.
  • Shipping cost of nopCommerce order appears as an order line item “Shipping charges” in QB.
  • Discount in nopCommerce appears as an order line item “Discount” in QB.
  • 2 items must always exist in QB are “Shipping charges” as service type and “Discount” as discount type. If you name "Shipping Charges" and "Discount" differently, they  can be renamed by editing the value attributes of 

<add key="ShippingChargeName" value="Shipping Charges"/>
<
add key="DiscountName" value="Discount"/>

(More details in installation steps)

QB may also refuse/disregard an order if an order item generates a negative stock status. It depends on how you configure your QB.

Installation Steps:

  1. Copy Gabs.WebService.Quickbooks.dll to your hard drive
     

  2. Open MS Visual Studio 2005/2008. Open NopCommerce solution. In NopCommerceStore project, right-click on Reference -> Add Reference-> Browse and choose file Gabs.WebService.Quickbooks.dll .
     

  3. Copy WebService folder with its 2 files and paste into NopCommerceStore project.
     

  4. Open file Web.config . Within section <appSettings> Add following lines

    <!--Quickbooks Connection-->
    <
    add key="QBUsername" value="username"/>
    <
    add key="QBPassword" value="password"/>
    <
    add key="QBFile" value="Your\PathTo\QuickbooksFile.qbw"/>
    <
    add key="ShippingChargeName" value="Shipping Charges"/>
    <
    add key="DiscountName" value="Discount"/>

    For security reason, remember to change value="username" and value="password" to your own ones.
    Note : “Your\PathTo\QuickbooksFile.qbw” must be replaced by the actual path of your Quickbooks Company file. If you leave this string empty (value=””), QBC works with the Company file which is currently open.
    value="Shipping Charges" must be changed accordingly to the name of shipping service item in your QB. Otherwise an error occurs.
    value="Discount" must be changed accordingly to the name of discount type item in your QB. Otherwise an error occurs.
     

  5. Go to http://marketplace.intuit.com/webconnector/, download Quickbooks Web Connector and install it in the computer that has Quickbooks running.
     

  6. Open file notepad program, create a new file named nopCommerce.qwc. Add  the following lines to it :

    <?xml version="1.0"?>
    <QBWCXML>
    <AppName>nopCommerce Quickbooks Connection</AppName>
    <AppID></AppID>
    <AppURL>https://YourDomainName/WebService/NewSalesInvoices.asmx</AppURL>
    <AppDescription>Transfer nopCommerce orders to Quickbooks</AppDescription>
    <AppSupport></AppSupport>
    <OwnerID>{35E4FDDC-ECBB-4c22-9CCC-75EB8C80BF5E}</OwnerID>
    <FileID>{35E4FDDC-ECBB-4c22-9CCC-75EB8C80BF5E}</FileID>
    <UserName>username</UserName>
    <QBType>QBFS</QBType>
    <Style>Document</Style>
    <AuthFlags>0xF</AuthFlags>
    </QBWCXML>
     

    Replace YourDomainName with your actual domain name.
    Change username to the same as you edited in Web.Config.
    Save the nopCommerce.qwc to somewhere in your hard disk.
     
  7. From Visual Studio 2005/2008, recompile NopCommerceStore and uploade it to your webserver. You can also upload source code to webserver to run it if you want to.

  8. Run Quickbooks, open your Quickbooks Company file.

  9. Run Quickbooks Web Connector. Open nopCommerce.qwc while Quickbooks program is still running.

  10. You will go through a process instructed by Quickbooks program to register
    nopCommerce.qwc.

  11. From within Quickbooks Web Connector you are now able to transfer new orders from your nopCommerce website into Quickbooks. When Quickbooks Web Connector asks for password, enter the one your setup in Web.Config.

  12. You can set up Quickbooks Web Connector to automatically transfer new orders every few hours, or few minutes. It depends on how busy your web store is.

Thank you for supporting us and hope this add-on will save you a lot of time

Should you have questions, go to http://help.usasupportcenter.com

This document is prepared with our best effort to make you understand and make it work. If you find any errors and/or suggestion/correction, we are very happy to listen to you. Please email us sales@usasupportcenter.com

Global Advanced Business Solutions

NopCommerce is open source software of NopSolutions
Quickbooks is software trade mark of Intuit, Inc

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