Close the books without touching them. When a WooCommerce order is paid, this workflow creates a matching QuickBooks invoice — pulling the customer (creating a new one if needed), mapping line items with SKUs, calculating tax by jurisdiction, adding shipping as a separate line, and recording the payment. The WooCommerce order is updated with the QuickBooks invoice number for traceability. A confirmation is sent to your finance Slack channel. Handles multi-jurisdiction tax and supports both QuickBooks Online and QuickBooks Desktop. End tax season panic.
Fires on paid WooCommerce order
Creates or matches QuickBooks customer from order data
Line items, tax by jurisdiction, shipping as separate line
Creates invoice, updates WooCommerce with QB number, notifies finance
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