Index How to install InfinitySync plugin 2

Add the plugin to plugins listing 2 Proceed to Installation 3

How to use the Activation email and Activation code 4

Setup and Settings 6 Connection Settings 6

InfinitySync Username 6 InfinitySync Password 6 Sync Frequency 6 Time Zone 6

Connection Setup 7 QWC File 7 Use of QWC file 7 Start import 8 Enable Customer sync 9 Enable Product sync 10

Products Settings 10 Mapping Settings 10

Enable Order Sync 12

Products Listing (Mapped and unmapped listing) 13 Simple products 13 Products with variations 15

Customers listing (All woocommerce customers) 18

Orders listing (All woocommerce orders) 19

How to install InfinitySync plugin After you purchased the plugin, given below are the steps on how to install infinitySync plugin:

Step 1 - Add the plugin to plugins listing

You need to go to WordPress admin area and visit Plugins » Add New. After that, click on the

Upload Plugin button on top of the page.

This will bring you to the plugin upload page. Here you need to click on the choose file button

and select the plugin file you downloaded earlier to your computer.

Step 2 - Proceed to Installation

After you have selected the file (the one you have downloaded when you purchased the plugin),

you need to click on the install now button.

WordPress will now upload the plugin file from your computer and install it for you. You will see

a success message like this after the installation is finished.

How to use the Activation email and Activation code If you have purchased the plugin from official website of infinitySync then you now have an

activation email and activation code which you can use to activate the infinitySync plugin.

Once your plugin is installed and activated, you will be redirected to the screen given bellow:

Note: Go to plugins listing page and click on settings if you are not redirected to settings page

automatically.

Enter the license key and licence email in the above fields and press activate button. You

can find the licence key and licence email from “my account” section under purchased

plugins.

Setup and Settings The first page you will see after successful activation of plugin using the activation code and

activation email will be the setup page. This page will contain the following fields:

Connection Settings

InfinitySync Username The username is used in the QWC file for QuickBooks Web Connector to authenticate with the plug-in.

The setup page will auto-populate a username based on the WordPress domain. If the domain is www.donchez.us, the username field will contain donchez-quickwoo-user. The user may optionally edit this value.

InfinitySync Password The user will need to enter the password in the QuickBooks Web Connector to authenticate with the plug-in.

The setup page will auto-populate a randomly generated password consisting of random letters, numbers, and symbols. A button next to the password field will allow users to generate a new random password.

Sync Frequency The initial interval used by Web Connector to connect to InfinitySync. We recommend selecting 1 minute to start during the initial import of customers and products. The frequency can be updated later in the Web Connector.

Time Zone

The user must select their time zone from the drop down list. The list of supported time zones should be limited to regions within the expected market to avoid too many items in the drop down list. The final format needed in PHP is ‘America/New_York’, but this does not display nicely to the user. The drop down list will need to display a list of nicely formatted options with the PHP time zone names stored as the drop down values to save to the database.

Connection Setup Once you are done with the connection settings section, InfinitySync is now ready to connect

to QuickBooks!

QWC File QuickBooks Web Connector requires an XML file with a qwc file extension to connect to a service. The plug-in had generated a file named quickwoo-setup.qwc file after you have completed the setup page. Click on the download button to get the file on your local machine.

Use of QWC file Once you have downloaded the QWC file using the above step, Open your QWC file using

“Quickbook Web connector” to load the file. Once file has been loaded successfully, you will see

the below screen

Fill the password in the opened “Quickbook Web connector” which we have generated with our

IS plugin. This will ask you to save the password or not. Save the password for future use.

Start import Now again go to the plugin’s setting page from where we had downloaded the QWC file and

click on “Go to import” button. You will be redirected to the following page.

Click on “start import” button.

Your plugin will start syncing with Quickbook web connector software.

Enable Customer sync Under the “customer setup” tab, there is a checkbox with label “Enable Customer Sync”.

Check that checkbox and click on nice big purple button “Update”.

This will start the import process of customers from quickbook. Once all the customers have

been imported, the process of making woocommerce customer on quickbook will start

automatically.

Enable Product sync Product sync section is a bit tricky as you have to carefully follow the steps. There are

basically two sections in the product sync.

Products Settings

Similar to customer sync, product settings section have a checkbox “Enable Product Mapping”.

Check that checkbox and you are done with the products settings section.

Mapping Settings

This section has five dropdowns out of which 4 are madandary fields. Choose the appropriate

option from download for the following accounts:

- Sales Account.

- Inventory Asset Account.

- Cost of Goods Sold Account.

- Shipping.

The dropdowns contain all the accounts available in your quickbook desktop software.

Note : Initially, the “default products” dropdown will not show any records because this will be

fetched when you first save this setting under products setup.

You will see a message on top that indicate that your product has been started. Wait for few

minutes as it will take some time to initialize the product syncing.

Refresh the page after few minutes. Now choose the default product and click save button.

Note : Default product will be the products which will be used as product in order if ordered

product is not sync with Quickbook desktop software.

Enable Order Sync Now go to orders sync tab under setup. You will see the below screen:

Tick the “Enable order sync” checkbox, select “create order as” under “Mapping settings” and

press save button. This will start the syncing of woocommerce orders with Quickbook orders.

Products Listing (Mapped and unmapped listing)

In this section, there are two tabs “Simple products” and “Products with variation”

Simple products

This section have list of all simple woocommerce products (Without variation). Here you can

manage the simple product mapping with Quickbook products. You can map or unmap single

product or use the bulk action to map multiple selected products to quickbook.

Features in simple products section:

- Automap of products.

- Remap products.

- Bulk actions

Lets understand what these features are:

Automap of products: This feature allows the mapping of woocommerce products to

quickbook products automatically. For this feature to work, the SKU of woocommerce

product should match with the SKU of quickbook product. This will automatically run when you

will setup the products mapping section.

Have added some products in quickbook with same SKU after activation? No issue. The second

feature is for you to remap the products manually by just clicking big purple “remap” button on

the top right corner of product listing.

Remap: As explained above, this feature allows you to manually remap the products to

quickbook if you have added matching products to quickbook(With same sku as woocommerce

products) after activation of plugin.

Bulk actions: This feature is of not much use if you have matching products (With same SKU) in

woocommerce and quickbook as the first features will automatically map woocommerce

products with quickbook products. But if you have products on quickbook with different SKU

than woocommerce then you can use this option to map multiple selected products to

quickbook products. Follow these steps:

● Check the checkbox left to Id# in the product listing to select all the products.

Note : Some checkbox are marked red and not clickable. This is because you may not

have selected “quickbook product” or “quickbook class” from the dropdown next to the

product name.

● Click on the “apply” button and you are done. This will map all selected products to

quickbook products.

Products with variations In this section all the woocommerce products with multiple variations will appear. Similar to simple products section, the products with same SKU will automatically get mapped to quickbook when you first setup the products in settings. There are two parts in this section i.e parent products and child products. Parent products:

The default listing in variation tabs have all parent products from woocommerce. You have to

map parent product to enable the view of child products. To map the parent product,

● Select the quickbook product from the dropdown next to woocommerce product

● Choose the class from quickbook class dropdown.

● Click on the Save button.

Child products:

To view all the child products of a parent product, click on the “+variation” button from the

product listing and a section will be displayed like given bellow:

To map the child products,

● Select the quickbook child product from the dropdown

● Click on the “Save variations” button.

Customers listing (All woocommerce customers)

This section will display all the woocommerce customers and the customer name of

quickbook. This section has the following features:

● Ability to search the users.

● Filter mapped vs unmapped customers

● Cancel customer mapping.

Orders listing (All woocommerce orders)

This section will display all woocommerce orders made by the customers only. Please note

that this section will not show orders made by users with role other than customer.

All the orders will automatically get mapped/synced to quickbook when a new order is made by

the customer. Similar to customer section this section have following features:

● Ability to search orders

● Filter mapped vs unmapped orders.

● Unmap the orders.