What happens if we use a WOO Commerce plug-in with Quickbooks: Premier Plus Manufacturing and Wholesale Edition 2023 in processing orders?

Thank you for your detailed inquiries to help streamline order processing from WooCommerce to QuickBooks Desktop, AC_Counting.

When a customer places an order on your WooCommerce website, the integration plug-in automatically syncs the order information into QuickBooks. However, since the program relies on the transaction data provided by your website, this doesn’t automatically create sales orders, invoices, purchase orders, pick tickets, product quantities, or payment information.

Also, most WooCommerce plug-ins for QuickBooks integration don’t send an email notification directly for new orders placed on your website. However, you may want to configure email settings from them to notify you of every new order. With that, in your QuickBooks Desktop, you can check for new orders by reviewing the synced data.

In regard to your second question, you’ll need to manually review all available inventories and create purchase orders directly to vendors if necessary. Since QuickBooks doesn’t automatically generate pick tickets, you can utilize the program’s inventory tracking features.

Alternatively, if your plug-in supports workflow automation, this can help simplify the process of creating pick tickets based on the synced sales order data and transmittals to the warehouse.

Lastly, your assumption that the pick ticket would physically be returned to the QuickBooks user for invoicing is correct. However, as order volumes increase, manually managing pick tickets and other tasks can become inefficient. To address this, you can explore third-party logistics tools or fulfillment software that integrates with QuickBooks to automate processes and improve workflow efficiency.

For any additional queries, you’re always welcome to reply to this thread.

@AC_Counting 

You need an inventory management app as the hub.

Thank you! That is a lot of information.

You wrote, "When a customer places an order on your WooCommerce website, the integration plug-in automatically syncs the order information into QuickBooks." What does that mean exactly? How would I know that there's an order that needs generating? How would I have the bill to and ship to information? Where does it show up in Quickbooks?

The data that will sync into QuickBooks Desktop from WooCommerce will depend on how you configure the product, AC_Counting.

Synced data in QuickBooks is organized based on the type of information imported. For example, if a third-party application integrates an order as an invoice, QuickBooks will automatically generate the invoice, which will then appear in the invoices section within the software.

To gain a better understanding of how to configure WooCommerce and determine which data will sync to QuickBooks Desktop, I recommend reaching out to WooCommerce support directly, as they specialize in managing sync functionality and configurations outside of the product.

If you have any additional questions, feel free to reply to this thread.

So I'm still a bit confused. If an invoice is automatically (I know, I keep using that word) generated in Quickbooks, how would I know there's a new invoice?