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Replying to:
FateCandylaneT
QuickBooks Team

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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.

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