Screenshots on how the sale maps
How does the product SKU / QuickBooks item name map?
Connex maps the Shopify product SKU to your QuickBooks matching field, located under settings > product matching in Connex. If your product has no SKU, Connex will enter unknown_do_not_delete as the SKU.
If you create a custom order in Shopify, your product will have no SKU. In this case, make this rule:
- Login to Connex.
- Go to rules engine.
- Choose Shopify.
- Use the rule template map item name to SKU.
- Click submit.
How does payment method map?
Out of box, Connex maps the phrase credit card as the payment method. In January 2024, Shopify made an update where they changed how we receive payment methods. For each sale, Connex must make a round trip to Shopify to pull payment methods. Here is a payment method on a sale:
This process is fine for less than two hundred sales or less. To pull payment methods, follow these steps:
- Login to Connex.
- Go to settings > order settings > advanced > misc. settings.
- Click pull payments separately.
- Click save.
If you select pull payments separately, Connex will map the order exchange rate and any Shopify fees on the sale. You must enable merchant fee mapping and exchange rates, so Connex adds these fields.
How do cancelled and edited orders map?
Customers can edit an order, like add or remove items. In this case, an order gets cancelled. Usually, a new order is placed to supersede the old one.
To set up this integration, follow these steps:
- Login to Connex.
- Go to settings.
- Click orders to QuickBooks.
- In the order status field, enter paid. This means when a paid order is marked as cancelled, Connex will create a credit memo.
If you cancel an order in Shopify that was already paid, then Connex will create a credit memo or refund receipt. Only items that are marked as cancelled on the sale will sync to the refund. In this example, Connex will create a credit memo for the refunded products:
How do discounts map?
If your customer enters a coupon code for a dollar amount off the sale, then Connex will map a separate line item. Here is an example:
If the discount is a percentage with or without a coupon code, Connex will subtract the discount from the order. A $100 product with a 10% coupon will create a $90 line item in QuickBooks. These discounts have no amount and the discount is applied to all line items. Therefore, we subtract the amount from all line items.
How do I map coupon codes as a separate line item?
To create this discount in Shopify, follow these steps:
- In Shopify, click discounts.
- Click add new discount.
- Click order discount as the type.
- As method, enter discount code.
- In the code field, enter a code like 10OFF.
- In the field discount value, select fixed amount.
- Enter a dollar amount.
Here is the end result:
In Shopify, I mark products as no restock when I create a refund. How does Connex map products?
When a user creates a refund, the user can mark the products as restock. If you sold a pair of Jeans and the customer wanted a return, you can restock the jeans and resell them. If you sold food and the user consumed the food, then there is no way to restock. Here is the field in Shopify:
Connex will create a product called ShopifyNoRestock:
How does Connex map the payment reference number?
It is possible for an order to have multiple payments. For example, a user can pay cash and credit card. Connex looks for duplicate payments by order number, date and payment amount. To ensure orders can accept multiple payments, Connex maps the reference number to PayPal payments. Shopify payments will map the order number. Here is an example:
To map the order number from Shopify, like JMA1171, follow these steps:
- Go to our rules engine.
- Click add rule.
- Select Shopify.
- Choose the rule template, Map Reference Number as Order Number.
- Uncheck the order number field and click submit.
- On the rules page, click submit again to create the rule.
How do the other fields map?
Here is Shopify:
Here is an order in QuickBooks
