Quick Start Manual

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Manual

Intro
BizFusion Trial
User Interface
Contacts Module
Products Module
Discount Rules
Inventory Module
Sales Module
Purchase Module
Bills & Receipts
Projects
Subscriptions
Credit note / Returns
VAT Module
VAT over margin
European Trade
Foreign Trade
VAT Shifted
US Sales Tax
VAT Correction
Manufacturing
Assets Module
Current Account
Accounting Basics 1
Accounting Basics 2
Accounting Advanced
Year End
Owner Equity
Income Tax
Banking Module
Payments
Loans
Financial Lease
Cross Payment
CSV Statement
Data Import
Data Export
Plugin: MWW
Plugin: Shopify
Plugin: CCV Shop
Plugin: Shop Pagina
Plugin: WooCommerce
Plugin: Bol.com
Plugin: MyOnlineStore
Plugin: LightSpeed




 

Plugin: WooCommerce


You can link one or more WooCommerce shops to your accounting system.
Please note that this plugin was specifically designed for European Merchants.

European companies only have to deal with VAT rates that are composed of a single percentage.
This is different from American businesses where a Sales Tax can consist of multiple percentages.
A US Sales Tax can e.g. consist of: State Tax, County Tax and even City Tax.

Our WooCommerce plugin only supports single component VAT,
and is therefore not suitable for American businesses.




Technical Requirements


This plugin uses the WooCommerce 'Application Programming Interface' (API).
Software developers can use the API to link external systems to your web shop.

Please note that this plugin only works with 'WooCommerce 2.6.x' and 'WordPress 4.4.x'.
The plugin will not work with any older versions of WooCommerce and WordPress.

Double check that you have the correct versions before you start using this plugin.




Step 1: VAT settings


You should first check your VAT settings before you start importing orders.

This plugin assumes that the prices in your shop are VAT inclusive.
European companies show prices that are VAT inclusive.
This leads to no surprises at checkout, the customer knows exactly what to pay.

In WooCommerce, go to: 'WooCommerce > Settings > tax' and configure the following options:

- Set option 'Prices entered with tax' to 'Yes, I will enter prices inclusive of tax'.
- Set option 'Calculate tax based on' to 'Customer billing address'.
- Check option 'Round tax at subtotal level, instead of rounding per line'.
- Set option 'Display prices in the shop' to 'including tax'.

In most European countries, the tax amounts are rounded at the sub total level.
BizFusion also uses this method to round VAT amounts.

Note: this plugin will not import orders when the prices are set to VAT exclusive.




Step 2: Tax Rates


WooCommerce contains the following three Tax Classes:

- Standard Rate
- Reduced Rate
- Zero Rate

You can specify a Tax Rate per country within each class.
European companies will only define one VAT rate per class.

Assume that you're a Dutch entrepreneur.
Your WooCommerce store should have the following VAT rates:

- Hoog (High)
- Laag (Low)
- Geen (None)

In WooCommerce, go to: 'WooCommerce > Settings > Tax Rates'.
Click on sub tab 'Standard' and check that rate 'Hoog' 21% is present (VAT high in 2016).
Click on sub tab 'Reduced rate' and check that rate 'Laag' 6% is present (VAT low in 2016).
Click on sub tab 'Zero rate' and check that rate 'Geen' 0% is present (VAT excluded).

Also make sure that you specified a country code for these rates, e.g. 'NL' instead of '*'.

In BizFusion, go to: 'VAT > VAT' and check if the same VAT rates are present.

Important: your orders will not be imported if the VAT names don't match.




Step 3: Register your shop


You first need to give BizFusion access to your shop before you can start importing data.

First check if the WooCommerce API has been enabled.
In WooCommerce, go to: 'WooCommerce > Settings > API' and check option 'Enable REST API'.

After that, go to: 'WooCommerce > Settings > API > Keys/Apps' and click on 'Add Key'.

Enter the following data:
- Description: 'BizFusion Accounting'.
- User: specify which user account should be linked to the plugin.
- Permission: 'Read/Write'.

Click on 'Generate API Key'.

You will see a screen that shows your: 'Consumer Key' and 'Consumer Secret'.
Copy these values.

In BizFusion go to: 'Setup > WooCommerce' and click on 'New Record'.



- Specify the name of your WooCommerce shop.
- Provide the URL of your store.
- Specify the API key and secret that were generated in your WooCommerce shop.

Click on 'Save'.

You can now import your products and orders.




Product Import


Importing your products is optional, but we do recommend it.
The order import becomes faster when your products have already been imported, and you can
only register (start) stock when your products have been imported.

In BizFusion, go to: 'Setup > WooCommerce' and click on 'Import products'.



-Variants
Certain products are available in multiple sizes and colors.
A t-shirt is a good example.
A shirt is e.g. available in the colors: red, yellow and blue.
And you can choose from sizes: Medium, Large and XL.

These options/variants are automatically created when you import your products.




Import orders


You can run the order import multiple times each day.
Each import is only imported once.
Please note that the plugin only imports orders that have been fully paid.

Go to: 'Setup > WooCommerce' and click on 'Import orders'.



Each order will be translated into an invoice.
Go to: 'Income > Invoice' to see the imported orders.

You can immediately create/link a shipment to each imported order (recommended).
The system can only calculate the amount of profit that you made on an order when you ship the open items.

You can immediately add payments to imported orders.
This is recommended if you don't import and reconcile your bank statements.




Discount Rules


Please note that discount rules are never applied to imported invoices.
Discount rules are only applied to invoices that were created within BizFusion.




Refunds


Please note that this plugin will not import refunds from your WooCommerce account.
You need to manually register these in BizFusion.



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