Connecting Ecwid with QuickBooks

You can connect your Ecwid store with QuickBooks (Online and Desktop) to sync the data and automate your routine accounting tasks such as creating new customer records or sales receipts.

QuickBooks is particularly useful for e-commerce entrepreneurs because there you can:

  • record your sales from several channels (your own store, Amazon, eBay, etc.)
  • sync your finances from multiple payment systems (Paypal, Square, etc.)
  • track your inventory
  • keep track of your bills
  • capture any expense by taking a picture of the receipt

Using the Synder app

You can integrate your Ecwid store with QuickBooks Online and Desktop by using the Synder app from our App Market. For that, you will need to install the Synder app in your store admin and follow the setup steps. These steps include connecting your accounting system (QuickBooks) as well as connecting the payment provider(s) you use in your store.

Once you install the app and set up your Synder account, Synder will synchronize your store data with QuickBooks. Every time there is a transaction via the payment gateway (e.g., Stripe, PayPal, or Square), Synder will import all the necessary order data (customer information, product names, quantities, totals, taxes, and discounts) into QuickBooks.

The Synder app costs from $19.99 to $199.99 per month and has a 7-day free trial.

* This video features the old version of the Synder app interface.

Plan availability: Business, Unlimited.

To connect your Ecwid store to QuickBooks:

  1. From your Ecwid admin, go to Apps → App Market.
  2. Find the Synder: Automate QuickBooks and Xero bookkeeping app and click Install. You will be redirected to the Synder onboarding page.
  3. Enter your phone number and other required data, then click Next step.
  4. Fill out the information about your organization, and click Next step.
  5. Select which services you want to integrate:
    • your accounting system (QuickBooks Online or QuickBooks Desktop)
    • the payment processors you use in your store (click View all processors to see the whole list)
      To double-check which payment gateways you use in your store, go to the Payment page in your Ecwid admin.

      Using_the_Synder_app__1_.png

      You don’t need to choose Ecwid in the Sales platforms list as it is already connected as your sales platform.
  6. Click Next step when you’re done selecting services.
  7. Click Connect to connect your accounting platform:

    Using_the_Synder_app__2_.png

    • If you’re using QuickBooks Online, you will be redirected to your QuickBooks account, where you need to grant permissions to Synder to record data (by clicking Next).
    • If you’re using QuickBooks Desktop, you’ll need to follow several simple connection steps. See the detailed instruction on how to connect and sync data to QuickBooks Desktop →
  8. Click Connect to connect your payment provider(s). You will be redirected to your payment provider account, where you need to grant permissions to Synder.
    To add several payment platforms, connect them one after another.
  9. Set up your payment provider: choose an account for payouts (usually, it’s your Checking account).
  10. Click Continue.
  11. On the opened page, click Create account.

Learn more about connecting Ecwid to Synder in the Synder Help Center →

Once you connect your Ecwid store to QuickBooks through the Synder app, new transactions will be synchronized automatically within an hour after the sale happens. All synchronized transactions will have the “Synced” status. You can check all your transactions in your Synder account, in the Transactions section in the menu on the left.

“Ready to Sync/Not Synced” status means transactions are not in your accounting yet, and they are to be synchronized manually. To do so, select all in bulk and click Sync in the dropdown menu on the top:

Using_the_Synder_app__3_.png

To learn more about the Synder app abilities and workflow, check out the Synder Help Center.

Using the T-HUB Online app

You can connect your Ecwid store with QuickBooks Online and Desktop with the help of T-HUB Online solution that connects online stores with QuickBooks accounting and UPS/FedEx/USPS shipping services.

To get started, install the T-HUB Online: QuickBooks Sync. and Shipping Manager application. You can sign in to your active T-Hub account or you can sign up for a free account.

Connect your T-HUB account with your Ecwid store

  1. From your T-Hub dashboard, go to Settings → Online Store Marketplaces (Channels) and click the Add New Store button.
  2. In the appeared pop-up window, select Ecwid from list of supported carts and hit the Click to connect to your ecwid store button for application installation:

    Ecwid_Quickbooks

  3. Check your Company Information. If some information misses, please enter those values for shipping process:

    Ecwid_Quickbooks

  4. Click the Save Changes button to save your connection details, then hit the Test Connection to check how T-HUB Online connects to your Ecwid site:

    Ecwid_Quickbooks

Connect your T-HUB account with your QuickBooks Online account

  1. Before you connect your T-HUB account with your QuickBooks account, go to your QuickBooks account → Settings → Company Settings.
  2. On the Company Settings page, click the Sales section and edit the Sales form content field.
  3. Enable Shipping, Discount and Deposit options. Save the changes.
  4. From your T-HUB dashboard, go to Settings → QuickBooks Connection and click the Connect to QuickBooks button.
  5. Choose the Company File you want to connect with. Authorize the connection between your T-HUB account and your QuickBooks account.
  6. Hit the QuickBooks Company Sync Details icon to refresh lists from QuickBooks.
  7. Once the information is synced, go back to Settings → QuickBooks Settings and define how the orders should flow into your QuickBooks Online. Check this video:

How the T-HUB integration with QuickBooks Online works

Once an order is placed in your Ecwid store you’ll be able to find the invoice with the order details in your T-HUB dashboard → Orders. To pull orders from your store, click Fetch Orders → My Ecwid Store button.

Ecwid_Quickbooks
The latest orders will be visible at the top of the page.

On the Orders page, you can select one or several orders at once. As soon as you do a selection, the toolbar appears at the bottom which shows you the actions you can do with these orders: you can print packing lists, ship orders, flag them with user-defined flags to process the orders differently, send them to your QBO account.

Ecwid_Quickbooks

Check this detailed video to find out what other actions you can do with your orders:

For more information about T-HUB Online service and pricing, visit their official site.

How the integration with QuickBooks Desktop works

The connection between your Ecwid store and your QuickBooks Desktop application works via the T-HUB application. Check the Connecting T-HUB to Ecwid instruction to properly connect your Ecwid Store with QuickBooks Desktop. 

For more information about T-HUB service and pricing, visit their official site.

The integration is developed by Atandra
Contact developer

 

Through Zapier (no-code)

You can connect your Ecwid store with QuickBooks Online without any coding skills. With Zapier service you can simply select a trigger (when something should happen) and an action (what should happen). As a result you will have an automated task, a “zap”, for example, creating customer records, invoices or sales receipts in QuickBooks from the new orders in your Ecwid store.

The following triggers and actions are available in Zapier:

  • New order (Ecwid) → Sales receipt (QuickBooks)
  • New customer (Ecwid) → Create customer (QuickBooks)
  • New order (Ecwid) → Sales invoice (QuickBooks)
  • New order (Ecwid) → Create Bill (QuickBooks)
  • New customer (QuickBooks) → Create Customer (Ecwid)
  • New Sales Receipt (QuickBooks) → Create order (Ecwid)
  • New Invoice (QuickBooks) → Create Order (Ecwid)
  • and more
You can use Zapier service on all paid Ecwid plans. QuickBooks Online is a premium app in Zapier — you’ll need a paid Zapier plan to enable a zap for QuickBooks.

Here is an example instruction on how you can create customers and sales receipts in QuickBooks from the new sales in your Ecwid store:

  1. Sign up for an account with Zapier or log in to your existing Zapier account, if you already have one.
  2. In your Zapier account, click Make a zap:

Connecting_Ecwid_to_Quickbooks_Online__1_.png

  1. At the “When this happens…” step, in the Choose App & Event section, type “Ecwid” in the search field and click on the Ecwid icon to choose it:

Connecting_Ecwid_to_Quickbooks_Online__7_.png

  1. In the Choose Event Trigger section, select New Paid Order:

Connecting_Ecwid_to_Quickbooks_Online__3_.png

  1. Click Continue.
  2. At the “Choose account” step, click Sign in to Ecwid and log into your Ecwid account.
  3. Click Continue.
  4. Click Test Trigger to check if the right store has been connected and if the right trigger is set up.

To successfully pass the test, you need to have an order with the selected statuses in your Ecwid store (it’s Paid payment status in our example).

  1. Click Continue.
  2. At the “Do this...” step, in the Choose App & Event section, find and choose QuickBooks Online:

Connecting_Ecwid_to_Quickbooks_Online__4_.png

  1. In the Choose Action Event section, select Create Customer.
  2. Click Sign in to QuickBook Online and grant Zapier with permission to access your QuickBooks account. In the pop-up window that appears, click Connect to link Zapier with your QuickBooks account
  3. In Customize Customer section, select what data should be sent to QuickBooks:

Connecting_Ecwid_to_Quickbooks_Online__8_.png

  1. Click Continue.
  2. Click Test and Continue.
  3. Click the + sign to add an extra step (in our example, it is creating sales receipt in QBO):

Connecting_Ecwid_to_Quickbooks_Online__9_.png

  1. In the Choose App section, make search for QuickBooks Online and choose this app.
  2. In the Choose Action Event section, select Create Sales Receipts:

Connecting_Ecwid_to_Quickbooks_Online__5_.png

  1. Click Continue.
  2. Select your QuickBooks Online account.
  3. Click Continue.
  4. In the Customize Sales Receipt section, select the order data you want to include in sales receipts in Quickbooks:

Connecting_Ecwid_to_Quickbooks_Online__6_.png

  1. Click Continue.
  2. Click Test and Review to check if all the required values export to QuickBooks.
  3. Name your zap, then click Done Editing.
  4. Click Turn on zap.

That’s it. You’ve set up an automated task — creating new customers and sales receipts in QuickBooks from the new Ecwid orders.

Connecting_Ecwid_to_Quickbooks_Online__2_.png

Via export tool (CSV file)

You can manually export data such as orders from your Ecwid store to CSV file and then import it into QuickBooks.

To get the file with your Ecwid order data:

  1. From your Ecwid admin, go to My Sales → Orders.
  2. Click Export All at the bottom of the list or tick the orders you want to export and click Export selected.
  3. In the export settings dialog, select delimiter (what is it?) and the columns you want to get in a file and click Download CSV file.
  4. Save the CSV file on your computer.

After that, you can import the exported file into QuickBooks.

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