Question

Shopify orders synchronization

Forum|Forum|1 year ago
November 1, 2024
2 replies
2 views

Hello QBO,

As far as I could see, our team has set up the Shopify integration by using "Shopify Connector by QuickBooks" and it seems it's syncing the orders where the payment status is "paid". So far so good.

In our shop though, we have products that can be pre-ordered and those orders are getting synced when the order's payment status changes to "paid" too I believe. However, we would like to set a rule for the synchronization process so that it only pulls in information of orders that have been paid in case of non-pre-order products, and orders that have been paid AND where the fulfillment status is set to "fulfilled" in case of pre-order products. I would like to know if that's possible or not, and in case it is possible, I would like to ask for a detailed description on how to set that up.

Thank you very much in advance!

Kind regards

QuickBooks Online

K

KimberlyS

Moderator

We're glad you've posted your concern in this forum, Tsukiji_XP. I'll discuss how integrating Shopify into QuickBooks Online (QBO) works.

The ability to set particular synchronization rules for Shopify orders imported into QBO is currently unavailable. Although you can filter which orders will be retrieved from Shopify, this is based on the payment and fulfillment status. It will not distinguish if these are preordered or not.

Alternatively, you can consider using additional supported software that could provide the necessary rule-based filtering when sending your data to QuickBooks.

Moreover, you might want to browse this material for guidance on matching your payouts with the corresponding bank deposits: Match online bank transactions in QuickBooks Online.

Please respond to this thread anytime for further inquiries about integrating apps in Quickbooks Online. We're always here to assist you with any concerns you have.

T

Tsukiji_XPAuthor

Thank you very much for the quick response!

I would like to ask couple more questions about this topic if you don't mind.

1)

Although you can filter which orders will be retrieved from Shopify, this is based on the payment and fulfillment status.

Regarding this, I would like to check what the current filter setting is but I can't find it. Would you mind explaining me where I can find it? I was assuming it would be somewhere in the Connected Channel's settings menu that I've attached as screenshot. I don't know if the UI looks different for the user who has actually set up the connection and other users, so just in case this matters, the account I'm using has not done the initial connection setup.

2) I've noticed that orders which have been imported from Shopify are displayed with the date matching the local machine instead of the shop's timezone. Is that correct?

The office from where I'm checking is located in Japan, but the store is set up with Central-Time (GMT-06). If my assumption/guess/finding is correct, that would likely cause problems when sales from the last fiscal year's day are shifting into the next fiscal year.

Thank you very much in advance!

MsNorthPND1881

QuickBooks Team

Not to worry, I'm here to provide important information that will help you with Shopify integrations in QuickBooks Online (QBO), Tsukiji.

The filter is available for selection solely during the configuration process. When connecting to Shopify, you can only verify the filter at that time. See the screenshot below:

In regards to the time it will follow the time zone that you selected to connect in your Shopify. Because it will go through to the synchronization option in the time zone, Integration starting date, and Email sync report options.

Additionally, I've added an article that'll help you learn more about moving the items from your system to QuickBooks Online through QuickBooks Connector: Manage the Push of Products.

The community is here to assist you in managing integrations or other QuickBooks related-question, just comment below. Have a great one!

E

ElijahStownton

You can set up a custom integration to synchronize Shopify orders with QuickBooks Online (QBO) based on specific conditions using Skyvia. Here's how to do it step-by-step:

1. Log in to your Skyvia account. Add the necessary connections: for Shopify, select Shopify as the connection type and authenticate using your Shopify credentials, for QuickBooks Online, select QBO as the connection type and log in to your QuickBooks account.

2. Create a data integration by navigating to the Integration Wizard and clicking + New. Choose Import to set up a one-way sync from Shopify to QBO.

3. Define the source and target. Set Shopify as the data source and QuickBooks Online as the target system.

4. Configure the synchronization logic by setting up filters for pre-order and non-pre-order products.

5. Map the fields by matching relevant Shopify order fields like OrderID, CustomerName, PaymentStatus, and FulfillmentStatus to their corresponding fields in QuickBooks Online. Ensure that all mandatory QBO fields are properly mapped.

6. Set a schedule for the integration to run automatically at regular intervals, such as hourly or daily, to ensure the data stays up-to-date without manual effort.

This setup should help.

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