SortMyBooks Woocommerce Integration

If you are selling through a Woocommerce website, you can have your Sales record directly to SortMyBooks. 

Here is how:

1. On the SortMybooks side, enable your API and get the key 

2. Ask your web developer to install this plug in to your woocommerce site

Download from here:

https://drive.google.com/file/d/15UN_aymybt2rBBRxK-niwo_4DaluotdB/view?usp=sharing

 

 

Upload the plugin zip file in Wordpress->Plugins->Add New

Activate the plugin.

Allow write permissions on the log file to track errors
wp-content/plugins/woocommerce-sortmybooks-integration/logs/

 

3. Configure the plugin

First connect your company

 

 

Next Map your payment method in Woocommerce to your Bank Accounts in SortMyBooks.
This will ensure the paymemts get recorded into the correct bank account.

 

Next indicate whether you want all customer information brought over form Woo or have a catchall customer

 

 

Next set how you want your Woo categories to map to SortMyBooks products, nominals and jobs.

To clarify, in SortMyBooks, each line item has a product, a nominal and a job. 
Woocommerce provides for categories. 
If you would like the Woocommerce category to reflect any or all of the SortMyBooks product, nominal or job, tick them here. If you do not tick any of them, SortMybooks will use the default for each.

 

 

 

Finally, just to note that Woocommerce Orders will not post to SortMyBooks invoices until they are set to status completed.

 

Hope this helps to streamline your bookkeeping, and questions please ask!