Install Magento Extensions for QuickBooks Online

Install Magento Extensions for QuickBooks Online

Use the following steps to install or upgrade linksync extensions for Magento. The guide is written for a basic web server setup (one server with a Apache and Mysql). For more advanced setups please consult with your system administrator, website developers, or hosting company. 

We advise that you install any new extension on a test site before you add it to your live site. This enables you to test the extension and confirm it meets your needs before enabling it on your live site.  

Step 1 - Turn off Magento Compilation Mode

Check to see if Magento compilation mode has been enabled. If it has, it’s vital to turn it off before installing an extension or making any code changes at System > Tools > Compilation.

Not disabling compilation mode before installing an extension could make your site inaccessible (including the admin area).

Step 2 - Turn off Magento Cache

Turn off the Magento Configuration Cache to ensure any database updates associated with the extension are applied correctly.  

Step 3 - Install the extension

We do not recommend using Magento Connect to install linksync extensions as it can result in server permission issues and/or result in errors when attempting to upgrade a linksync extension in the future.

Download your linksync extension from the release notes page associated with the solution you're installing, and unzip the extension files into a separate folder on your PC/Mac. 

Next, upload the unzipped files to your Magento server using and FTP or SFTP client such as Filezilla. To do this: 

  1. Connect to the server
  2. Navigate to your Magento root folder
  3. Upload the previously unzipped files to your root folder by dragging them from your local computer to your Magento root folder

Note: Make sure you successfully uploaded all files via FTP before logging out the website admin.

The location of the Magento root folder depends on where you originally installed Magento, and is also driven by your webhosting company. Common folder locations to check include:

/ 
/public_html 
/www 
/var/www/ 
/home/YOURUSERNAME/www 
/home/YOURUSERNAME/public_html 
/srv/ 

You know you've found the right folder if you see this path "app/code/local/Linksync"

Step 4 - Refresh Magento Cache.

If you can’t find the Magento root folder, get in touch with your hosting company and ask them to help you locate it. In most cases, it is the same as the document root.

Refresh the Magento cache to register the new extension and run any installation routines. Do this by navigating to the Cache Management page and pressing the orange Flush Magento Cache button. 

Step 5 - Enable Cache Management

Step 6 - Log Out of Magento Admin and Log Back In

Log out and then log back into the backend of your Magento store to reload any access rules associated with the new extension. Check the Configuration page if it has successfully installed, click on linksync menu > Configuration. If it gives you 'access denied' or '404 not found' error, you would need to remove the extension from FTP server and start again on Step 3.

Step 7 - Re-run Magento Compilation Process

If you disabled the Magento compilation mode at Step 1, you need to press the Run Compilation Process button at System > Tools > Compilation to update the compiled state with the newly installed extension.

After you completed all these steps and successfully installed the extension, you may now enter the API key on configuration settings and save. Then you can Setup Tax on QuickBooks Online.

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