When connecting your eCommerce system to QuickBooks Connector, there are a few things you can do to help ensure a successful integration. Learn more about this below.
You'll need to set up any Sales Taxes in your shop first, as we'll be reading sales data as directly reported to us by your store.
We recommend consulting with a tax professional or an accountant on what may be your best options, plus any applicable laws to your state, country, or business.
Products and Variants
Please also ensure all your products and variants have unique SKUs / product codes setup. If you already have the same products in another system you're connecting, please also ensure product codes match for corresponding products between systems.
Please Note: There are some eCommerce apps that do not have SKU fields
In eBay items, we use the 'Custom Label' field when we match the accounting SKU field as specified here.
In OpenCart items, we use the 'Model' field when we match the accounting SKU field.
If no SKU / Item code is detected in the source system, then QuickBooks Connector will automatically generate one. This may in turn cause eCommerce products not matching with the destination system and affecting the stock sync.
It's best to make sure all your customer data is correct, as we'll be using the customer name and email to match between systems to prevent duplicate data.
3rd Party Extensions
QuickBooks Connector is built and tested to work with standard store setup, not for a store with any 3rd party extensions (e.g. POS, coupons, rewards points, etc..). Even so, we've still seen customers using 3rd party extensions and integrate successfully, so we'd recommend testing how this works. Please also reach out to QuickBooks Connector support as we'll be able to help test our any potential issues, or let you know if we're not able to work with your extension.
QuickBooks Connector is built and tested to work with your standard eCommerce fields. If you're using any custom fields, our integration may not work for you. We'd still recommend testing this out and contacting our support here for assistance in working out if QuickBooks Connector is right for you.