If you use WooCommerce and accept payments using other payment platforms, e.g., Stripe, PayPal, Square, WooCommerce Payments, it is strongly recommended to connect them all to Synder. In this case, you will get flawless and automated records of sales, fees, refunds, and payouts from those payment platforms with additional information provided by WooCommerce orders. Thus, you can perform perfect WooCommerce accounting. But what if you connect only WooCommerce for your WooCommerce QuickBooks integration?
There are a few limitations brought upon by WooCommerce API (API is like a language apps use to talk with each other). Here are the ones that you need to be aware of:
Additional Settings in Synder are Required
For Synder to be able to see orders created manually or with no connected platforms in WooCommerce, you will need to go to Synder settings → Payment platforms → WooCommerce → Configure and:
1) Click create additional settings.
2) Select ‘Orders’ and ‘Refunded orders’ there. Please double-check the settings for newly created tabs to make sure you are good with what you see.
3) Click ‘Update’ to save new settings.
Once you have done so, proceed with the import of data (Import Historical Data tab on the left side menu), this time, you should be able to see all the orders in Synder available for the sync.
Refunds Flow for WooCommerce integration
WooCommerce orders have only two statuses in the API: Completed and Refunded, and these statuses are not updated automatically. So if you refunded a manual WooCommerce order in your WooCommerce store, Synder would not recognize it as refunded immediately. You’ll need to go to Synder, find that order, roll it back, and resync.
There is no technical ability to synchronize partial refunds directly from WooCommerce, so please make sure you record them manually into your accounting.
WooCommerce sync without any payment platforms will create only sales receipts with gross amounts and without any fees or payouts, so the balance of the WooCommerce Bank account will be gross, not net – unlike with all other Synder integrations. You’ll need to account for fees and transfers manually.
Fees: you may want to create one batch expense for all the fees for a week or a month instead of entering each fee.
Money transfers: you may need to create transfers in your QuickBooks or Xero from the WooCommerce clearing to your business checking account to zero out the clearing account and reconcile checking.
To sum up: all the above is valid only for cases when you don’t connect to Synder anything other than WooCommerce shop. If you connect your payment gateways to Synder separately alongside WooCommerce (or you use WooCommerce Payments), everything will be synchronized automatically and ready for reconciliation with no need for manual interactions, like it usually works with our app.