Installing LedgerPort in WooCommerce Store and Connecting to QuickBooks Online

This guide covers installing the LedgerPort plugin on your WooCommerce store and completing the connection to QuickBooks Online through the Setup Wizard.

Before You Start

• Your site must be using HTTPS. LedgerPort requires a secure connection and will block the connection flow on HTTP-only sites.
• WooCommerce must be installed and active. LedgerPort will not activate without it.
• You need an active LedgerPort account at ledgerport.com. If you do not have one, you can create one at app.ledgerport.com.
• Your WooCommerce store currency must match your QuickBooks Online company’s home currency. LedgerPort does not convert currencies and will block activation if there is a mismatch.

Step 1: Install the Plugin

Option A: Install from WordPress.org

1. In your WordPress admin, go to Plugins » Add New Plugin.
2. Search for LedgerPort.
3. Click Install Now, then Activate.

Option B: Upload the zip file

1. In your WordPress admin, go to Plugins » Add New Plugin.
2. Click Upload Plugin.
3. Select the ledgerport.zip file you downloaded.
4. Click Install Now, then Activate.

After activation, LedgerPort will redirect you to the Setup Wizard automatically. If you are not redirected, go to LedgerPort » Dashboard in the admin menu and click Set Up Connection or find the Setup Wizard link.

Step 2: Open the Setup Wizard

The Setup Wizard opens as a full-screen overlay. It walks you through connecting your store to LedgerPort and authorizing access to your QuickBooks Online company.

Click Connect to LedgerPort to begin.

Step 3: Authorize the Connection

After clicking Connect, LedgerPort redirects you to app.ledgerport.com to complete authorization.

1. Log in to your LedgerPort account (or create a new one).
2. Select the LedgerPort business account you want to connect to your WooCommerce store.
3. Click Authorize to grant LedgerPort access to your store.

You are then redirected back to your WordPress site automatically.

Step 4: Connection Provisioning

When you are redirected back, LedgerPort runs the provisioning flow automatically in the background:

1. Saves your API credentials securely.
2. Creates a WooCommerce REST API key with read access.
3. Registers the following WooCommerce webhooks to send real-time data to LedgerPort:

Webhook Topic	What it captures
order.created	New orders
order.updated	Order changes (status, items, etc.)
order.deleted	Deleted orders
product.created	New products
product.updated	Product edits
product.deleted	Deleted products
customer.created	New customers
customer.updated	Customer profile changes
customer.deleted	Deleted customers
refund.created	Order refunds
product_variation.created / updated / deleted	Variable product variants

4. Registers the connection with the LedgerPort platform.

If provisioning succeeds, you land on the LedgerPort Dashboard and the connection is active.

Troubleshooting Connection Errors

“Your site is not using HTTPS” Your site must have SSL enabled. Contact your hosting provider to enable HTTPS, then return to the Setup Wizard and try again.

“Currency mismatch” Your WooCommerce store is set to a different currency than your QuickBooks Online company. Go to WooCommerce » Settings » General and update the Currency field to match your QBO company’s home currency, then reconnect.

“Maximum connections reached” Your LedgerPort plan has a limit on the number of connected stores. Log in to app.ledgerport.com, review your plan, and upgrade if needed.

“This site is already connected to another account” Your site URL is already registered under a different LedgerPort account. If you own that account, log in to app.ledgerport.com and disconnect the existing connection, then reconnect. If this is unexpected, contact LedgerPort support.

Provisioning failed midway LedgerPort uses a transactional rollback. If any provisioning step fails, all completed steps (API keys, webhooks) are automatically undone so your WooCommerce store is not left in a partial state. Return to the Setup Wizard and try again.

Disconnecting

To disconnect your store from LedgerPort:

1. Go to LedgerPort » Connection.
2. Click Disconnect.
3. Confirm the disconnection.

LedgerPort will:

• Delete the WooCommerce REST API key it created.
• Delete all LedgerPort webhooks from WooCommerce.
• Notify the LedgerPort platform so the connection is deactivated on the SaaS side.

Your WooCommerce store and orders are not affected. Only the LedgerPort-specific API key and webhooks are removed.

Reconnecting

To reconnect after a disconnection, return to LedgerPort » Dashboard and click the setup or reconnect button to run the Setup Wizard again. All previous mappings stored in LedgerPort are retained.

Frequently Asked Questions

Do I need to create the WooCommerce API key manually? No. LedgerPort creates and manages the WooCommerce REST API key automatically during the connection flow. You do not need to set anything up in WooCommerce » Settings » Advanced » REST API.

Will LedgerPort affect my existing WooCommerce webhooks? LedgerPort only creates and manages its own webhooks (named “LedgerPort – topic”). It does not modify any webhooks you created yourself.

Where are my credentials stored? Your LedgerPort API key and WooCommerce credentials are stored in the WordPress options table, encrypted using AES-256-CBC with your site’s WordPress security keys.

Can I re-run the Setup Wizard without disconnecting? If you are already connected, the Setup Wizard will recognize the existing connection. To start fresh, disconnect first from the Connection page, then run the wizard again.

What WooCommerce user role is required to connect LedgerPort? You must have the manage_woocommerce capability, which is assigned to WordPress Administrators and WooCommerce Shop Managers by default.

If you run into any issues, please feel free to contact us by clicking here. Our support team will be able to help you.