This automation scenario allows you to connect WooCommerce and QuickBooks Online
It can be build using Automateio, a no-code workflow automation tool. Automateio allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
WooCommerce and QuickBooks Online can also be integrated using automation tools other than automateio:
When this trigger fires in WooCommerce
Triggers when there is a new Order. This will trigger for orders with any Order Status, such as, Completed, Cancelled, Failed, Refunded, etc.
Then this action happens in QuickBooks Online
Creates a customer, updates existing one based on Display name
This guide contains information on how to set up an automatic workflow that allows to Sync WooCommerce Orders as Customers in QuickBooks.
Part I
First, we need to connect WooCommerce and QuickBooks Online to Automateio.
Create Automateio account.
Create Automateio account if you don't have one.
Connect WooCommerce to Automateio.
Give Automateio access to your WooCommerce account, using WooCommerce credentials.
Connect QuickBooks Online to Automateio.
Give Automateio access to your QuickBooks Online account, using QuickBooks Online credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Automateio.
Set up a Trigger action for WooCommerce
Choose the following trigger: New Order (Triggers when there is a new Order. This will trigger for orders with any Order Status, such as, Completed, Cancelled, Failed, Refunded, etc.).
Then set up an Action for QuickBooks Online
Choose this action: Add or Update a Customer (Creates a customer, updates existing one based on Display name).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between WooCommerce and QuickBooks Online.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Sync WooCommerce Orders as Customers in QuickBooks!
Triggers when any Order is created, updated, deleted, etc.
Triggers when any Customer is created, updated, deleted, etc.
Triggers when a new order is created.
Triggers when any Subscription is created, updated, deleted, etc. WooCommerce Subscriptions must be installed and enabled.
Triggers when any Product or Variation is created, updated, deleted, etc.
Triggers when a new customer is created.
Adds a new customer.
Adds a new invoice to customer by name.
Adds a new sales receipt (with line item support).
Creates a new payment, optionally linked to an invoice.
Send an existing invoice.
Updates an existing customer.
QuickBooks Online alternatives
Cloud automation platform which automates marketing, sales, and business workflows with no-code workflows
Automate.io was acquired by Notion in September 2021. Notion will be closing down the Automate product on October 31, 2022.