Documentation

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Documentation

Requirements
Download
Installation
Update
Client Portal
Employee Portal
Migrating to Akaunting
- Overview
- Import/Export
User Manual
- Welcome
  - Overview
  - Setting Up Your Company
- The User Interface Framework
  - Overview
  - Sidebar
  - Profile
  - Notifications
  - Search
  - Quick add
  - Settings
  - Help
  - Favorites
- Personalize Your Profile
  - Overview
  - Profile
  - Users
- Personalize Akaunting
  - Create a new Organization
  - Personalize the Interface
- Settings
  - Overview
  - Company
  - Localization
  - Invoice
  - Default
  - Email Templates
  - Scheduling
  - Categories
  - Currencies
  - Taxes
  - Calendar
  - Live Currency
  - Offline Payments
  - PayPal Standard
- Dashboard
  - Overview
  - Create and Manage Dashboard
  - Add Widgets
    - Default Dashboard
- Items
  - Items
- Sales
  - Invoices
    - Invoices
    - Recurring Invoice
  - Customers
- Purchases
  - Bills
    - Bills
    - Recurring Bills
  - Vendors
- Banking
  - Assign
    - Assign
    - New Expense
  - Transactions
    - Net Income
    - Transactions
  - Accounts
  - Other
  - Reconciliation
  - Transfers
- Reports
  - Reports
- App Store
FAQ
App Manual
- Accounting
- Analytics
- CRM
- eCommerce
  - OpenCart
  - WooCommerce
- Help Desk
- HR
  - Expenses
- Import Export
  - Expensify
  - OFX
  - QuickBooks
  - Zoho Books
  - Xero
  - Freshbooks
- Inventory
  - Inventory
- Notification
- Operation
  - Custom Fields
- Payment Method
  - Square
  - PayFlexi
- Payroll
- Point of Sale
  - Point of Sale
- Time Tracking

WooCommerce

This app will sync your current and future WooCommerce data (categories, products (items), customers, tax rates, orders) with Akaunting.

Keep in mind that both WordPress plugin and Akaunting app are required in order to have the 2 system talk to each other.

1) WordPress Plugin Settings

Akaunting URL: The full path of your Akaunting installation. If you're using our cloud service, then it's https://app.akaunting.com

2) WooCommerce REST API Keys

After entering the Akaunting URL, you should get the WooCommerce API keys. Make sure you set the Permissions as Read/Write. Here you can find more information.

3) Akaunting App Settings

Akaunting app will get and send data automatically between Akaunting and WooCommerce. In order to get the current data after first installation, you can click on the Sync Current Data button. It's not required for future data.

WordPress URL: The full path of your WordPress installation without "wp-admin" or "wp-login" parts. For example: https://my-wordpress-domain.com

WooCommerce Consumer Key: Generated in the previous step

WooCommerce Consumer Secret: Generated in the previous step

Order Status IDs: The status ids that WooCommerce order should have in order to get transferred to Akaunting.

Invoices Category: The category that invoices will be assigned to.

Payments Account: The bank account that payments will be attached to.

2-way Create/Update: Select whether to sync the create and update actions between Akaunting and WooCommerce for categories, products (items), tax rates, and orders. In other words, when a product is created/updated in WooCommerce, it will also be created/updated in Akaunting, automatically. Same for vice-versa.

2-way Delete: Select whether to sync the delete action between Akaunting and WooCommerce for categories, products (items), tax rates, and orders. In other words, when a product is deleted in WooCommerce, it will also be deleted in Akaunting, automatically. Same for vice-versa.

Common Issues

Here there are some solutions based on the common issues faced by other users.

401 Unauthorized

Your API keys or signature is wrong. It may also be caused by your server settings. Check out this tutorial for a solution.

Found errors? Think you can improve this documentation? Please, edit this page.