Improve bookkeeping accuracy with the BigCommerce Connector by Intuit, which syncs data directly into QuickBooks. Edit, categorize, and match BigCommerce orders, payments, customers, and products.
The app imports order details like net amount, fees, taxes, discounts, products/services, and customers.
View status or orders/items
BigCommerce orders will be automatically added to your books. You can view the status of the transactions and items being imported in the Integration transactions (Take me there) page. There are several tabs on this page:
- Imported includes all orders and items that were successfully imported from BigCommerce.
- Processing includes all orders and items that are in progress and not yet imported.
- Excluded includes all orders and items that have been manually excluded from being imported.
Once an order is created in BigCommerce, it appears in the Imported tab of the Integration transactions screen, usually within 4 hours.
How to connect
You need a BigCommerce account to use the BigCommerce Connector by Intuit. If you haven't already, create a BigCommerce account first. Then you’re ready to get started!
- Select Integrations
, then Find integrations (Take me there). - In the search bar, enter “BigCommerce Connector by Intuit”, then select it when you find the app.
- Select Get app now.
- Then enter your BigCommerce username (or email address) and password and select Login.
- To authorize BigCommerce to send your orders to QuickBooks, select Approve.
- Complete the app settings. You can change these settings later by selecting Settings from the options in the BigCommerce tile.
- Select the date you want BigCommerce to start importing orders, then click Done.
Note: You can import up to 1 year's worth of historical orders. - Once the connection is complete, select Go to Integration Transactions.
Tips and terminology for your app settings
Retrieve settings specifies which order statuses should be retrieved.
Select the BigCommerce order statuses from which the app will retrieve sales to sync into your QuickBooks Online.(e.g., Depending on the nature of your business, you may want to also sync sales in the Pending or Awaiting Payment statuses)
Sales settings tell QuickBooks how to create sales.
-
Create Sales in QuickBooks as specifies whether to create an order from BigCommerce as an invoice or a sales receipt.
Sales receipts won’t get imported into QuickBooks until they are fully paid. - Order Number Prefix - The prefix you input here is added to all orders retrieved from your BigCommerce account. For example: If you have order '1234' in BigCommerce and you add the prefix 'BC-' in the configuration, your order will be retrieved into QuickBooks Connector with the order number 'BC-1234' and sent to QuickBooks accordingly.
-
Automatic Invoice Numbers lets QuickBooks generate an invoice number for each sale.
By selecting this option, you will allow your accounting system to assign an automatic invoice number, e.g., to adhere to sequential invoice number rules, rather than using the invoice number provided by the source system.
Please note: To generate Invoice Numbers in QuickBooks, the Custom Transaction Numbers option in the Sales settings must be off. You can check the guide here. - Shipping charges says which item to use for shipping charges. This setting is only required if the Shipping option isn't enabled in the company settings.
- Discounts applied define which item to use for discounts. This setting is only required if the Discount option isn't enabled in the company settings.
Item settings tell QuickBooks how to create items.
-
Create items specifies whether to create items as non-inventoried or inventoried items. Select Inventoried Items if you would like to track inventory in QuickBooks.
Please note: Select Inventoried Items if you would like to track inventory in QuickBooks. If you do not intend to track inventory within your QuickBooks Online, then you can specify the app to create items as Non-Inventoried Items within your QuickBooks Online - Match items specifies whether to match BigCommerce product SKU by the QuickBooks SKU or Name field. If the imported product matches the QuickBooks item, the app won’t create a new item.
- The Use Income account specifies which account will be used for all items. The account selected here will be the default income account assigned to all items that are sold.
- Use Expense Account specifies which account to use for purchased items. A value is recommended for the Expense Account.
Tax settings specify which BigCommerce tax rates map to QuickBooks tax rates. This setting is only applicable if you have taxes set up in QuickBooks.
Payment settings configure which QuickBooks accounts get used for BigCommerce payments and fees.
You’re ready to go! The BigCommerce App and your orders are available in App transactions (Take me there).
How to disconnect the app:
1. Go to My Apps, then the Overview tab.
2. Find the BigCommerce app card, select more options, then select Settings.
3. Select Disconnect.
BigCommerce orders/items overview:
| Transaction Type / Item | What you'll see in QuickBooks |
| Invoice / Sales Receipt | QuickBooks imports detailed line item data and customer data from BigCommerce. You can also match a transaction to existing invoices and sales receipts if you already recorded them in your QuickBooks Online account. |
| Payment | If orders are imported as invoices, then a separate Payment associated with the invoice will be created. |
| Refund Receipt | BigCommerce refunds are imported as a Refund Receipt. |
| Fees | Fees associated with orders will be imported as an expense transaction with the Sales Receipt. Note: Fees are categorized into a Fee expense account which you can set in your app settings. |
| Customers | Customers will be automatically created when the order associated with the customer is imported. |
| Items (Products / Services) | Products / services sync as line items on the invoice or sales receipt. And they will be automatically created when the associated order is imported. |
Comments
0 comments
Please sign in to leave a comment.