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Experienced Member

Using QB desktop right now, about to start up ecommerce website

Currently, using QB desktop.  About to startup an ecommerce website.  If I am going to allow payments online, etc... what add-on do I need to intergrate my Q.uickbooks, the website and (if you know anything about CRM, ACT is what we use now).

 

I am hoping to be prepared for the software needs to run a smooth website, selling a product and how much it is going to cost me to buy required add-ons, etc.

 

I know nothing about ecommerce.

 

Thank you in advance!

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Best answer 03-12-2018

Accepted Solutions
Content Leader

Re: Using QB desktop right now, about to start up ecommerce website

Hey @JUSTG,

 

Welcome to the community and welcome to e-commerce (I worked in a few e-commerce startups, so I'm super excited for you). 

 

Here's some info about enabling online payments (and pricing) through QuickBooks. As far as an API for your website, that might be more difficult - QuickBooks is really designed for sending Invoices to customers which are payable online. Fortunately, there are platforms that integrate with QuickBooks, like PayPal, and have embedded front-end API for accepting payments - not sure exactly what your needs and volume are, but PayPal is a pretty solid bet. Is this a website you built or are you hosting your e-commerce on a larger platform? 

 

If you're going into e-commerce, I'd also recommend checking out Webgility. It's a great insight CRM tool and helps you keep track of all these different channels. I'd love to invite @DustinT to tell you a bit more, and I am sure he has a few recommendations for how to get started. 

4 Comments
Content Leader

Re: Using QB desktop right now, about to start up ecommerce website

Hey @JUSTG,

 

Welcome to the community and welcome to e-commerce (I worked in a few e-commerce startups, so I'm super excited for you). 

 

Here's some info about enabling online payments (and pricing) through QuickBooks. As far as an API for your website, that might be more difficult - QuickBooks is really designed for sending Invoices to customers which are payable online. Fortunately, there are platforms that integrate with QuickBooks, like PayPal, and have embedded front-end API for accepting payments - not sure exactly what your needs and volume are, but PayPal is a pretty solid bet. Is this a website you built or are you hosting your e-commerce on a larger platform? 

 

If you're going into e-commerce, I'd also recommend checking out Webgility. It's a great insight CRM tool and helps you keep track of all these different channels. I'd love to invite @DustinT to tell you a bit more, and I am sure he has a few recommendations for how to get started. 

Experienced Member

Re: Using QB desktop right now, about to start up ecommerce website

I am only the Office Manager. I don't know anything about building websites, much less ecommerce.

 

I do the reporting and taxes, but my client wants me to find a sollution for integrating Quickbooks (I am guessing all I need is Point of Sale) and Paypal, but we have a CRM program called ACT.  He wants to capture the customer info and transfer to the CRM database with one push.

 

I guess I will be learning.

Content Leader

Re: Using QB desktop right now, about to start up ecommerce website

Hey Justin,

 

Sounds good. The first thing you should do is ask for a raise!

 

Wearing multiple hats at a job is fun - it encourages you to learn fast and challenge yourself.

 

So, you need to be able to integrate PayPal and QuickBooks with your existing CRM tool.

 

PayPal can act as a virtual point of sale, but it depends on where you need that button/function to live. Do you need that to be customer-facing? Or do you just need to enable PayPal as a form of payment? Builder sites like SquareSpace and WordPress offer very easy integrations - usually, it's the matter of enabling the feature in the admin menu. 

 

Custom built websites need to have that functionality actually built to work (refer to the previous link I posted about the API). This is quite a bit more complicated, but if you have the resources and talent it should not be too difficult. Do you happen to know what your website is currently built on?

 

Actually connecting QuickBooks to PayPal is quite simple - if you have a PayPal account, all you have to do is download the connector app and the transactions will automatically sync with QuickBooks. You also have the option to send invoices directly from QuickBooks and enable PayPal as an option. This is by far the easiest method, but it requires you, the seller, to create and send the invoice to each customer.

 

I am not familiar with ACT but it looks like others users have also asked about integrating QuickBooks and ACT. Have a look at the article and see if that will satisfy your needs.

 

You are absolutely proving your value by being proactive and seeking advice. Your boss has tasked you with a big job. Taking the time to set it up properly from the beginning will save you a lot of time and money in the long run. We (the community) are gonna prepare you guys as best we can. 

 

I'd recommend sitting down with your boss, laying out the various technical/workflow requirements and planning out each step - the overall path will change depending on the workflow you choose.

 

I'm going to bring a few other folks into the conversation who have experience in e-commerce and QuickBooks - let's get you as many perspectives as possible so your team is equipped to find the tools that will best suit your purposes. 

 

@sentryair@Micro4Now@jmisunas@WineGuy do you have any guidance to help @JUSTG get started? Thanks in advance, folks!

Community Backer **

Re: Using QB desktop right now, about to start up ecommerce website

Hi,

 

After reviewing your concerns i would recommend you to first  set up your Website and Choose which version of QuickBooks you need based on your Accountants requirements.If you need a very basic setup of just entering the transactions like POS you cand do so by getting POS but if you need the Proper Accounting to be done then i would recommend the QuickBooks Enterprise or at least Pro version. This will not only help you manage the inventory but primarily it will help in Proper Accounting also.

Now coming to your Website , you need to first identify which shopping cart you need to have as there is a huge list of carts available in the market.I will recommend you to go with biggies like Magento or Shopify or Woo-Commerce .Then you have to decide on the Payment Processor. There are many but Paypal, Authorize.net are common.  Plus you need an integrator to download the Orders and Post them to QuickBooks which you can try Unify Desktop From Webgility which is one of most recommended and trusted application in ecommerce integrators.  Regarding the Act software i know webgility does not integrate as they integrate with Salesforce CRM . If you really want to keep track of customers then you can keep track in Quickbooks as well but it has certain limiations to Customer records as how many customers you can create. I guess Enterprise Version does not  have this limitation.Please feel free to respond back so i can provide some more insights on this.