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How to Export Data With QuickBooks Integration For Zen Cart


Let's take a closer look at Export Wizard. To start working with QuickBooks you need to choose one of the available export options: Product Export to QuickBooks, Customer Export to QuickBooks and Orders Export to QuickBooks. Than Export wizard will guide you step-by-step through export setup process. These steps are quite alike for all export options.

Export Preview - enables you to filter data by different parameters. With filters and sorting you can rearrange products the way you want. Pay attention to the fact that filters will affect the result of export.
Next thing you will have to do is set Import/Export Options: connect to your QuickBooks database, select the corresponding export method, taxes and product options. This step also enables you to select the type of entry you want to create: Inventory, Non Inventory, Service or Other Charge entries. Now you can also optionally update product quantity, export refunds and select time period (orders export).

The next step - Map Products/Customers/Orders from your store to the corresponding items from QuickBooks. You can do it either automatically or manually. This will help you to avoid duplicates. Please note that Export will start when you click the "Export" button. Check all the settings before you start Export.

Few seconds and you're done. Export is completed. The last step of Export Wizard will show detailed log: the list of created/modified items, exported products (customers, orders) list and errors if any took place. When export is completed you can check the results in QuickBooks.

QuickBooks Integration also enables you to Import products from QuickBooks straight to Zen Cart database. Import wizard is quite similar to Export. You have to select product import from the options available, set same Import/Export settings as in Export wizard, Preview Import data (use various filters and sorting to filter or rearrange records the way you want). The Import will start right after you click "Import" button. It's that simple. When the process is completed you can open the log to view details. Currently, we are also working to make customer and order import available for you.  Read Full Story

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