Feeling Overwhelmed with All the Ecommerce QuickBooks Integration Choices Out There?
Did your business ever invest in a tool just to find out a few months later that it wasn’t the right tool? Perhaps the solution lacked critical features, or it was difficult to use. Buyer’s remorse is one thing when you bought the wrong pair of jeans, and it’s another when your business’ future is at stake.
Choosing the right QuickBooks ecommerce integration is one of the most important business decisions you will make.
You need to have accurate financial information for most business decisions. Do you have enough funds to hire someone? How much can you invest in marketing? Which products are selling well?
Your QuickBooks account is the source of truth for all your financial questions. Thus, you need to make sure that you choose an automation that keeps your in QuickBooks accurate and up-to-date.
Some businesses start out by manually entering orders into their QuickBooks and shipping solutions. However, as your order volume increases you need an automated solution to get all your data into QuickBooks and your shipping solution, and to update inventory on all your selling channels.
As your QuickBooks account is central to most business decisions, you need to think long-term when choosing a solution. Avoid tools that only work for you now, but will not fit your needs in 2-5 years.
Below, you will find a list of mistakes to avoid when choosing a solution.
Top Mistakes to Avoid When Choosing a QuickBooks Ecommerce Integration
Mistake #1: Vendor does not support updates for your integrations
Some vendors fail to update their software and their integration no longer works. For example, In 2021, Amazon notified software companies that they must upgrade their Amazon integration or they will no longer be able to sync as of July of 2022. Be sure that the vendor you choose stays current with all the updates needed to support your integrations.
Mistake #2: Choosing a solution that cannot be customized to your business
As your business grows, your tool needs to be able to accommodate your growth. Specifically, your integration tool should allow you to customize how you sync your sales and how you map fields between your selling channel and QuickBooks.
Mistake #3: Vendor does not have a knowledge base with tutorials
Before you purchase, inquire about tutorials provided by your vendor. Tutorials can speed up the set-up process and troubleshooting. While most vendors provide technical support, if you need help over the weekend (as many business owners do), you want to be able to quickly troubleshoot any issues so you can get back on track as quickly as possible.
Mistake #4: It is an incomplete solution
This is a common one. Imagine getting a new phone that takes great pictures but poor videos. So much for recording wonderful memories from your long-awaited vacation! Similarly, if your solution syncs orders, but not refunds or sales taxes, you are still stuck entering or correcting data by hand. We recommend a solution that syncs orders, inventory, full and partial refunds, merchant fees, sales taxes, and it allows you to match by product and customers.
Mistake #5: You can only sync in one direction
Most QuickBooks automations sync only from your selling channel to QuickBooks. This may be enough if you only have one selling channel, for example, on Shopify. Syncing in only one direction is no longer enough if you have multiple selling channels. If you sell the same item on Amazon and on Shopify, you cannot update the inventory on both sites with a one-way sync. Instead, you need the capacity to sync your inventory in both direction between QuickBooks and your selling channels so that it is up-to-date on all sites.
Mistake #6: Solution cannot accommodate your order volume
Many tools can sync your sales during off-seasons. However, during a flash sale or the holidays, most tools will not be able to sync your orders in a timely manner to QuickBooks or your shipping solution. This can lead to errors in QuickBooks that you will need to fix manually later on. Ensure that the solution can accommodate the high order volume you expect during the busy seasons.
Mistake #7: Tool lacks an intuitive user-interface
Whether you are an accounting professional or business owner, you don’t have time to figure out one more solution. You purchased a tool to make your job easier and to save you time. Watch videos from your solution provider to get a sense for the user-interface to ensure that it will be easy to set up by you and your team members.
With proper planning, you can avoid the common mistakes that keep you stuck with a solution that was not a good fit for you. Need a list of questions to ask potential providers? Click here for our handy checklist.
What Are the Next Steps If You Are Ready to Move Onto a New QuickBooks Solution?
As your company grows, you will need to scale your processes and introduce automation.
One advantage of automation is that it opens up more of your team’s time to pursue other projects such as marketing campaigns and product development.
We recommend getting feedback from your staff about their needs in a QuickBooks ecommerce automation so you can make the best decision for your business.Download our checklist here to interview and evaluate vendors.
Connex’s QuickBooks automations works for most businesses who sell on Shopify or Amazon, or use ShipStation. If you would like to find out whether Connex is a good fit for your business, click on the button below to contact sales.