Online store customers vs. wholesale customers in QBO

Hi and good day, srockfeld1.

You can add them as customer and then use the class tracking feature to classify the transactions by departments, product lines, or any other segments in your business. 

You can enable the feature by following these steps:

1. Go to the Gear > Account and Settings.
2. On the left panel, select Advanced.
3. Select Categories to expand and put a check mark on the Track classes box.
4. Click Save and then Done.

I'd also recommend consulting with your accountant for any advice about tracking these customers.

I'm sharing these articles for your reference:

• Get started with class tracking in QuickBooks Online
• Shopify for QuickBooks Online

I'll be around if you have any additional questions or other concerns. Take care and stay safe.

@srockfeld1 

I would consider using an inventory management app as the central node to integrate with QBO. Shopify for B2C and it integrates to an inventory management app with a feature of B2B portal for resellers.

Is there a specific app you recommend. This one seems highly rated. https://quickbooks.intuit.com/app/apps/appdetails/quickbooks_online_with_shopify/en-us

thnx!

Is there an app you recommend? https://quickbooks.intuit.com/app/apps/appdetails/quickbooks_online_with_shopify/en-us this one seems highly rated. 

Thanks
Scott 

Thank you. Do classes work with an inventory app so I could sync customers from my eCommerce store differently than my wholesale customers? thnx!

I'm glad to see you here in Community, @srockfeld1.

Yes, classes work with an Inventory app but first make sure to turn on the class tracking feature in your QuickBooks Online.

To turn on this feature, here's how:

1. Go to the Gear icon then under Your Company select Accounts and settings.
2. On the Accounts and setting page choose Advanced.
3. On the Categories, click on Track classes then click Save.

To know more about Inventory App, click on this link: Do More with Apps: Inventory by erplain.

Let me know if there's anything else I can help you with. I'll be happy to assist you further.

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@srockfeld1 wrote:

Is there an app you recommend? https://quickbooks.intuit.com/app/apps/appdetails/quickbooks_online_with_shopify/en-us this one seems highly rated. 

There are many options in the market. 

https:// go.tradegecko.com/register?code=fiat-lux

https://www. zaperp.com/ref/25/

You might want to try SKUSavvy for this task since it will connect with your Shopify store to bring over locations, products, inventory, customers, and orders then enable you to track inventory, manage inbound orders, visually create a warehouse layout, and pick-pack-ship orders. 

Everything is updated back to your Shopify account which is connected to Quickbooks.