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How to Set Up WooCommerce with Bookkeep

How to Connect WooCommerce to Begin Your Daily Accounting Automation​

WooCommerce is an ecommerce plugin for WordPress that powers millions of online stores. To begin utilizing Bookkeep's automated journal entries for WooCommerce, follow these steps to connect your WooCommerce store and start importing data.

1. Connect Your WooCommerce Store​

First, visit the "Connections/Apps" page and click "Add an app" to search for WooCommerce:

Screenshot showing the search for WooCommerce in the app integrations

2. Choose Your Connection Option​

Clicking the WooCommerce icon will take you to the connection screen. If you have the API keys, click "Connect Now," or you can invite the store owner to connect.

Screenshot showing the option to connect WooCommerce with API keys or invite the owner

3. Obtain WooCommerce API Keys​

note

Please note that these API keys are retrieved from your WooCommerce account and will be discussed further below.

Screenshot showing where to enter API keys

Log into your WooCommerce store and visit the Dashboard. In the left-side navigation, hover on "WooCommerce" and click "Settings."

Screenshot showing WooCommerce settings location in the dashboard

Depending on your version of WooCommerce, you will see either an "API" tab or an "Advanced" tab.

::info If you see the "API" tab, click on it, ensure the "REST API" checkbox is enabled, and then click "Keys/Apps."

Screenshot showing the API tab in WooCommerce settings :::

info

If you see the "Advanced" tab, click on it and then visit the "REST API" tab to create an API key.

Screenshot showing the Advanced tab in WooCommerce settings

Create a new API key with the name "Bookkeep" and set the permission to Read.

Screenshot showing how to create a new API key named "Bookkeep" with Read permissions

Once generated, you will see your Consumer Key and Consumer Secret.

4. Enter API Keys into Bookkeep​

Enter your Consumer Key, Consumer Secret, and store URL (in the format domain.com) into the Bookkeep connection view.

Screenshot showing where to enter WooCommerce API keys in Bookkeep

5. Map Accounts to Your Accounting Platform​

Now that your WooCommerce store is connected to Bookkeep, complete your mapping to the accounts from your Accounting Platform (e.g., QuickBooks Online). Go to the "Connections" tab, click "Setup," and then "Map" WooCommerce to the appropriate accounts.

Screenshot showing the mapping process for WooCommerce accounts in Bookkeep

6. Configure End of Day and Time Zone​

To ensure accurate data retrieval, configure the end of day and time zone for your connected WooCommerce store. This can be done by clicking "Configure" in the "Connections/Apps" tab for WooCommerce.

Screenshot showing how to configure end of day and time zone settings for WooCommerce in Bookkeep

7. Activate Journal Entries​

Once you’ve completed the settings and mapped the sales summary journal entry template, turn the journal entry to ON. You will begin seeing daily sales summaries posted to your accounting platform the following day.