Getting Started with Shopify: How do I integrate Connex with Shopify?

How to install Shopify and how the fields map into QuickBooks

Is there a demo?

Here is a demo of set-up and how fields map:

How do I install through the Shopify app store?

Here are the steps:

1. Login to Connex for QuickBooks.
2. Go here: https://apps.shopify.com/connex-for-quickbooks.
3. Click get app now.

How do I install through Connex for QuickBooks?

Here are the steps:

1. Login to Connex.
2. Click add new channel and choose Shopify.
3. When prompted, enter your store name. You can find the store name in your Shopify admin URL. In this example, the store name is jmatestshop:
4. Click the submit button.
5. Sign into Shopify and agree to the permissions.
6. Return to Connex and complete the wizard.

I am being billed by Connex and from the Shopify App Store. How do I stop billing from Shopify?

Here are the steps:

1. Login to your Shopify store.
2. Go to settings > apps.
3. Uninstall Connex for QuickBooks. This will stop all recurring payments.
4. Login to Connex for QuickBooks.
5. Go to settings.
6. Go to Connex setting > update login.
7. Follow the on-screen instructions.

How do I sync orders, if they have a certain status?

Click settings, in Connex. Click order setting and click orders to QuickBooks. Under manual sync, choose a list of statuses:

When you ask Connex to pull sales by status, Connex pulls sales whose status and date modified meets the criteria. This means if you sync a sale and two days later make an update to the sale, Connex will resync.

On occasion, Shopify performs updates and Shopify updates many orders in your selling channel. This is a rare occurrence, but the update will cause Shopify to resync. We recommend adding a rule saying do not import orders, if order date is less than 1/1/2024:

1. In Connex, click rules engine.
2. Click add new rule.
3. Choose Shopify.
4. Scroll down and click the without number checkbox.
5. Click next.
6. Enter do not export older sales as the title.
7. In action, choose order > do not import order to QuickBooks.
8. Under condition, enter these values: order date, less than, 1/1/2024.
9. Click the plus sign.
10. Click submit on the conditions and click submit on the rule to write it.

🔷 Next: Step 2: How do fields map