Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
K
Kiki07
April 30, 2021
Question

Setting up QBO and Commerce

  • April 30, 2021
  • 5 replies
  • 15 views

I started from scratch with QBO and added Commerce. Should I set up my QBO first? Or doesn't it matter? Thanks!

5 replies

MichelleBh
MichelleBh
Level 8
May 2, 2021

Hello, @Kiki07.

 

Let me share with you some information about creating an account in QuickBooks Online (QBO). 

 

I'd recommend setting up the QBO account first and then Commerce. This way, you can easily connect the Commerce account into QBO.

 

In case you need steps in setting up the two mentioned accounts, you can follow the outlined instructions below. 

 

For QBO: 

 

  1. Go to our Plan and Pricing. 
  2. Choose the exact version and tap Select. 
  3. Select Payroll or click the Continue without payroll tab. 
  4. Tap Checkout and create an Intuit account. 
  5. Follow the on-screen steps. 

 

Visit this page for few simple steps to get our most essential, time-saving features set up: Get Started with QuickBooks Online. 

 

For Commerce: 

 

  1. Go to this Commerce website. 
  2. Click Get app now. 
  3. Pick your company in the drop-down and tap Next.
  4. Hit Connect. 

 

I'd encourage you to visit our Help Articles and Videos Tutorial for your later reference. These pages contain a lot of questions about handling your business transactions, reports, taxes, and other topics. 

 

Notify me if you have further questions about your account. I'm glad to help you out. Take care always. 

T
tj31
May 24, 2021

I downloaded my QB desktop directly into QBO.  I said no to tracking inventory but all the inventory detail was still brought over and loaded into QBO.  Will this mess up the commerce?  I assume we will have inventory detail loaded in QBO and commerce.  How can I fix it?  Is there anyway to start over fresh?

JessT
JessTModerator
Moderator
May 24, 2021

Hi tj31,

 

Thank you for letting us know about this behavior. I'll share information to check this further.

 

You can actually re-export your desktop data to QuickBooks Online. However, this will no longer make sense because the previous export has already moved the inventory items to your QBO company. Therefore, I recommend checking this behavior with our Support team. That way, they can use a screen-sharing tool to gather more details and to investigate the issue.

Feel free to share an update about your conversation, or comment below if you have other concerns.

Fiat Lux - ASIA
Fiat Lux - ASIA
Level 14
May 2, 2021

@Kiki07 

Firstly, you have setup your QBO account. You don't have to use QBO Plus or Advanced.

https:// quickbooks.grsm.io/US

https:// quickbooks.grsm.io/us-promo

 

Secondly, open the TG/QBC account. Then connect it from your QBO.

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

 

Once both apps are connected, open your TG/QBC account and you will be dropped into your personalized Commerce set up screen checklist. Make sure not importing your product list into your QBO account when setting up the QBO for the first time. You may have 3 ways to add products into TG/QBC later

1. Connect to an eCommerce store (recommended if you have a sales channel)
2. Manually add products (recommended if you only have a few products)
3. Import your products via CSV

 

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.
Terms & ConditionsAccessibility statement