The Pain of Manual Data Entry in QuickBooks and Shopify
As your Shopify store and your revenue grow, so does the complexity of your business: more people to manage, more orders to ship, and more happy (and unhappy) customers.
When you use the same system to ship orders to 100 customers as you did to ship to 10 customers, it’s inevitable that mistakes will be made: late shipments, shipments to the wrong customers, or overselling.
Each negative customer experience carries with it the risk of a bad review, and decreased seller rating.
You diligently try to keep up with the orders, but each time-management strategy can only take you so far: unless you integrate Shopify with QuickBooks, you will be manually entering data into two systems. Ouch! (for both your eyes and your business).
Manual data entry is expensive: it costs you time, money, opportunities, and possibly your whole business.
The risks of not integrating QuickBooks and Shopify are:
- Human error in manual data entry, leading to poor customer experience, bad reviews and low seller rating
- Lost opportunities, as you spend your (and your staff’s) time double-checking that QuickBooks and Shopify instead of launching a new product, discussing partnerships, or improving your marketing.
- Business plateau as you are unable to scale due to lack of automated systems
- Low employee morale due to the repetitive nature of manual data entry
- Poor company image due to low seller rating, and lack of growth
You may already know that it is time to integrate QuickBooks and Shopify to keep your inventory up-to-date (link), save yourself (and your staff) time, and make room for new initiatives to scale your business.
How Connex Integrates QuickBooks to Shopify
Connex, compatible with both QuickBooks Online and Desktop, is a data-syncing tool that automatically syncs your sales, customers, inventory, tax between your online store and your QuickBooks account.
This is a powerful tool, for those that accept phone orders or perform order management within QuickBooks and wish to send the transaction to Shopify to be processed.
How do I sync sales from QuickBooks to Shopify?
Out of box, Connex searches for sales where the class is Shopify. You must enable class tracking and add the Shopify class to the sale.
But, how to you connect Shopify to Quickbooks?
- –Use of this feature requires the Connex Growth plan or higher.
- –Syncing a sale from QuickBooks to Shopify and updating the sale will count as two orders towards your yearly limit.
- –Click here for syncing orders from QuickBooks Online to Shopify
- –Click here for syncing orders from QuickBooks Desktop to Shopify
Inventory, Orders, and Customers Between QuickBooks and Shopify
We recommend adding new products to QuickBooks, then adding stock levels. This workflow ensures you can properly track inventory and COGS. Connex can map products from QuickBooks to Shopify, if the product is missing during the inventory sync.
Connex can also locate orders matching a deposit and add the total fees as a line item on the deposit. If you already have an account with us, login to Connex and click manage. Expand refunds. Check create check. Connex will add the checks as a refund and associate them with the deposit.
-Click here for matching deposits from Shopify payout
To match customers, in QuickBooks, open the customer record for the sale. Ensure the email field in QuickBooks and the customer record in Shopify have matching emails.
Is Connex the Right Tool For Your To Automatically Sync QuickBooks to Shopify?
Most of our customers sell on multiple ecommerce channels, such as Woocommerce, Shopify, Magento, and Amazon, just to name a few.
Our customers want to grow their business, and they also value the peace of mind from knowing their books are always up to date and they can serve their customers.
Why Our Customers Chose Sync with Connex
Automatically sync online sales & inventory to QuickBooks Desktop or Online
You don’t have to spend your resources manually entering sales, inventory, and customers into your website and QuickBooks accounts.
Recommended by Intuit itself, Connex for QuickBooks will give you peace of mind that your inventory will be updated, and you will be free of the frustration of oversells and missed items.
When your inventory is up-to-date, you can achieve higher customer satisfaction, leading to more positive reviews, and increased sales.
Connex also integrates QuickBooks with all major ecommerce platforms such as Woocommerce, Shopify, Magento, Amazon and ecommerce shipping solutions such as Shipworks, Ordoro and Shipping Easy.
–Click here for a full list of our ecommerce, shipping, and payment integrations
Taxes made simple
Use Connex to automatically track the incumbent tax of every single sale. Improve compliance and reduce human error.
100% US based support
Enjoy the easy of working with a company based in the US that understands your needs, cares about your business, and knows QuickBooks inside and out.
How can you decide whether Connex is right for your business?
-Full functionality for 14 days
-Sync up to 500 sales to QuickBooks Desktop or Online
-Complimentary email/chat/phone support during your free trial
Are you unsure whether Connex is right for your business?
Click here to schedule a 30 minute call with a member of our sales team.