Scaling to a multichannel ecommerce business can lead to more profits, but it also comes with challenges. How do you make sure that your selling channels and shipping solutions communicate with each other, and that they integrate with QuickBooks? How will you make sure that your inventory on all the channels is in sync with QuickBooks? Order fulfillment on multiple channels also adds additional layers of complexity that businesses need to traverse as they scale.
Simplify and scale your business with Connex
Connex was founded in 2011 by Joseph Anderson, a young programmer who automated the process of data entry between ecommerce channels and QuickBooks. Over the next 10 years, Connex helped over 5000 businesses to free themselves from manual data entry, reduce overhead costs, and increase profits.
As Connex grew from $20 to a multi-million dollar company (described in the book “The $20 SaaS Company: From Zero to Seven Figures” by Anderson), it evolved into more than just a QuickBooks sync.
Connex’s signature technology is the Rules Engine (see diagram below), which gives users infinite flexibility in field mapping to QuickBooks. As we will show you in this article, Connex helps businesses to simplify their business processes through automation by eliminating manual data entry and human error at every step of the ecommerce order fulfillment proces.
Step #1: Automatically and correctly sync data to QuickBooks
Many apps sync your ecommerce sales to QuickBooks. However, most apps lack the advanced features necessary for a multichannel ecommerce business that is looking to scale. For example, many apps do not sync with QuickBooks Desktop, because of complexity of syncing with a desktop software. In addition, it is important to have flexibility in field mapping to QuickBooks when you sell on multiple channels.
Connex was founded on the premise that you must have accurate financial information on hand in order to sustainably grow your business.
To help businesses easily implement automation, our Founder, Joseph Anderson, created the Connex Rules Engine to give business owners infinite flexibility in how they want to map fields in QuickBooks.
Here are just a few ways that the Connex Rules Engine, helps you to scale your busness:
- Correctly record orders, fees, sales tax, and inventory from multiple channels to QuickBooks,
- Speed up fulfillment on all your selling channels,
- Automatically mark up shipping costs for additional business revenue,
- Record your cost of goods sold and reduce tax liability,
- Keep your inventory in sync and eliminate oversells and overstocks.
By automating data entry into QuickBooks, and mapping the field correctly, you can have peace of mind that your QuickBooks is up-to-date and you can make financially informed decisions.
Automatically sync individual sales from selling channel to generate accurate sales reports in QuickBooks
Connex integrates with Avalara, TaxJar, Taxify, and QuickBooks Online Automated Sales Tax so you can create sales tax liability reports in QuickBooks
Connex saves you hundreds of hours a year by automatically matching payouts from online sales with bank deposits.
Step #2 Use Connex to speed up your order fulfillment process
As we described in one of our articles on QuickBooks Blog, many of customers experienced problems with order fulfillment when they expanded to a new selling channel. With more orders coming from more selling channels, there were additional layers of complexity with syncing data between selling channels and QuickBooks.
Using Connex, our multichannel customers have been able to automatically sync both sales orders and invoices, and speed up the fulfillment process even as they expanded their businesses.
How to Speed Up Fulfillment With Sales Orders Using Connex for QuickBooks
How to Streamline Fulfillment with Invoices using Connex for QuickBooks
Step #3: Sync your inventory and eliminate oversells and overstock
Keeping your inventory up-to-date is one of the biggest challenges for multichannel ecommerce merchants. On the one hand, you want to have enough inventory on hand, but on the other you don’t want to tie up your capital. When you sell on multiple channels, the inventory on all of the channels needs to be in sync with QuickBooks.
Connex’s inventory syncing capability allows you to sync your inventory amongst multiple channels. For example, if you sell all your products on one channel, this will be synced to QuickBooks and then synced back to your selling channels.
How Connex Automates Inventory Syncing Between Your Selling Channels and QuickBooks
If your business works with purchase orders, Connex can sync your inventory with QuickBooks when it arrives.
Step #4: Automatically mark up shipping cost, and automate dropshipping if needed.
Connex integrates with the most popular shipping solutions:
Having an automation between your selling channels and your shipping solution is essential when you are a multichannel ecommerce business. Here is a quick overview of the Connex-ShipStation integration. With Connex you can have a 2-way sync between your shipping solution and QuickBooks as shown in the diagram below.
Connex can also hep you to automatically mark up shipping to adjust shipping surcharges and the increasing cost of shipping:
Step #5: If you have Salesforce, Hubspot, or Keap, sync your deal or orders from QuickBooks
If you have Salesforce, Hubspot or Keap, you probably want to sync your CRM with your sales. Which sales person is making the most sales? Which customers need to be followed up with?
Connex can create a deal in Hubspot, or an order in Salesforce of Keap when you make a sale. This helps you to keep track of sales, and also to automatically enter new customers into a drip welcome campaign. If you are a multichannel ecommerce business, you can adjust your marketing efforts according to the performance of individual channels.
With Connex you can automatically sync your sales to Hubspot/Salesforce/Keap and streamline your business processes in sales, marketing, and order fulfullment.
Is Connex the right tool for you to scale your business to multichannel ecommerce?
Most of our customers sell on multiple e-commerce channels. For example, Woocommerce, Shopify, Magento, and ShipStation, just to name a few.
They 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 Choose Sync with Connex
- Developed specifically e-commerce business owners
- You can scale your business by automatically syncing sales & inventory from multiple e-commerce platforms 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. 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.
- For phone orders, we can sync sales from QuickBooks to your shipping solution.
- If you sell on multiple channels, you can simplify by using our solution instead of multiple tools.
- Connex integrates QuickBooks with all major e-commerce platforms, such as Woocommerce, Shopify, Magento, Amazon, and e-commerce shipping solutions such as Shipworks, Ordoro, and Shipping Easy.
How can you decide whether Connex is right for your business?
During this introductory call, you will discover how Connex can help you to:
- Eliminate manual data entry into QuickBooks Online or QuickBooks Desktop
- Automatically update your inventory and prevent oversells and refunds
- Manage sales from multiple channels in one app
- Connect your shipping solutions to QuickBooks
- Have accurate financial information in your QuickBooks every day
Are you unsure whether Connex is right for your business?