Here we'll cover:
- The best way to integrate your Shopify and Amazon sales channels with QuickBooks Commerce
- Part 1 of 2: Integrating your Shopify account with QuickBooks Commerce
- Part 2 of 2: Integrating your Amazon account with QuickBooks Commerce
The Best Way to Integrate your Shopify and Amazon Sales Channels with QuickBooks Commerce
If you have an Amazon account and a Shopify account and would like to integrate them with QuickBooks Commerce, the best way to do so is to:
- First, integrate your Shopify account
- Then, integrate your Amazon account
The reason we recommend you set Shopify up first is that images for variants are synced between Shopify and QuickBooks Commerce. Amazon, on the other hand, does not sync images with QuickBooks Commerce. Therefore, if you integrate with Amazon before Shopify, your images will not be imported.
Part 1 of 2: Integrating your Shopify Account with QuickBooks Commerce
Example Scenario:
Integrating your Shopify account with QuickBooks Commerce for the first time. You have not yet created products or variants in QuickBooks Commerce. Your assortment is all Purchased Products (i.e. finished goods).
Because this is the first time you’ll be creating products in QuickBooks Commerce, the installation steps are as follows:
- Prep work within your Shopify store
- Installing your Shopify store on QuickBooks Commerce
- Finalizing your installation
- Reviewing and testing your integration settings
Step 1 of 4: Prep work within your Shopify store
Here we’ll cover:
Reviewing your Product SKUs in Shopify
QuickBooks Commerce uses SKUs to identify and link inventory between Shopify and QuickBooks Commerce in order to facilitate inventory updates and streamline order management.
Before proceeding to the next step, go into your Shopify account and ensure that each product and variant have unique SKUs.
Reviewing your Existing Installed Apps (optional)
One of QuickBooks Commerce’s main benefits is to provide your business with centralized inventory control and automation.
If you are currently using any apps or integrations that update your inventory levels, we recommend that you uninstall them prior to integrating QuickBooks Commerce and Shopify.
If you’re having trouble uninstalling them for whatever reason, contact Support by submitting a ticket here.
Step 2 of 4: Install your Shopify store on QuickBooks Commerce and Import your Products
Depending on your current QuickBooks Commerce account settings, you may be taken through different onboarding flows by the installation wizard.
Here we’ll cover:
Example Scenario: The installation process
Go to the App Store by clicking “Browse Apps” on the left side bar.
Click on eCommerce, then click on the Shopify button.
Click the “Install App” button.
Follow the step-by-step instructions provided by the setup wizard.
As you only have 1 shopify store, select “I’m selling on one Shopify store” from the dropdown menu and enter your store’s address.
Click the “Connect Shopify” button.
You’ll be redirected to your Shopify account’s admin page in a new tab.
Grant QuickBooks Commerce access to your Shopify account so that it can become your business’ master of inventory.
We will now have read/write permissions for the following Shopify data - at this point in the installation, QuickBooks Commerce will not modify any data.
- All product information
- Sales orders
- Customers
- Location
Example Scenario: Product sync settings
In this scenario, as you have not yet created any products or price lists in QuickBooks Commerce, the system will automatically import all of your products from Shopify to QuickBooks Commerce.
From within the installation wizard, you can now choose how you would like your product information to sync between QuickBooks Commerce and Shopify.
|
Options |
What it does |
Recommendation |
|
Sync all product information |
If selected, QuickBooks Commerce will become your business’ master of inventory.
Any future updates that you want to make to your Shopify products should be done from within QuickBooks Commerce. This could include stock levels, prices, images or product information. |
QuickBooks Commerce’s customers select this option when they are ready to go live with QuickBooks Commerce.
They will have reviewed their Shopify settings including inventory, product SKUs and remove any installed app that could change their product inventory and pricing. |
|
Sync product prices & stock levels |
If selected, we will only be the master of your product prices and stock levels.
QuickBooks Commerce will only update your Shopify product prices and stock levels whenever there are changes in stock levels or prices. |
QuickBooks Commerce’s customers select this option when they manage multi-language stores or use specific services to customise product descriptions, images and titles on Shopify.
They only rely on QuickBooks Commerce to manage orders, prices and stock levels. |
|
Don’t sync any product information |
If selected, QuickBooks Commerce will not change or update your products on Shopify.
QuickBooks Commerce will only import and manage orders from Shopify. |
QuickBooks Commerce’s customers select this option when they haven’t reviewed their product SKUs or inventory on Shopify.
This is a safe option for most merchants as QuickBooks Commerce will only sync orders from Shopify. |
You can change your sync settings after installation process when you are ready to let us become your business’ master of inventory.
Example Scenario: Location mapping
Now that you have selected your product sync settings, let’s set up your fulfillment and inventory locations in QuickBooks Commerce.
QuickBooks Commerce will automatically detect locations within your Shopify account, create identical locations in QuickBooks Commerce and import the listed stock levels.
If you created all of your locations when preparing your Settings in the previous module, you’ll be able to map them now.
You can change these settings at any time after the installation process.
If you hold stock in multiple locations, do you want to display the sum on your store?
If you currently hold inventory in more than one location and would like the sum of your inventory listed as “available” on your Shopify store, you will need to modify your integration’s location settings after the installation process has been completed.
To start, go to the My Apps section.
Click on your Shopify store and select the Locations tab.
From this menu, you can map from which locations your Store will actively sync stock levels back to your online store.
Step 3 of 4: Finalizing your Installation
Before QuickBooks Commerce imports the data from your Shopify store, you’ll have an opportunity to review the integration settings.
If you’re comfortable with the integration settings, click “Confirm” and we will begin importing information based on the sync details you selected.
Once the import is complete, you’ll receive an email from us.
If your store has a large number of products (>10,000 variants), it may take between 3-6 hours for the import process to complete. Do not change any settings until the import process has completed - you will receive an email when the import is complete.
To review the status of your integration and sync, click on the My Apps section on the left sidebar and select your Shopify store.
Step 4 of 4: Review and Test your Integration Settings
Once your installation and import has completed, you’ll want to review and test the integration.
Reviewing your Products
Go to the My Apps section, click on your Shopify store and click the Products Listing tab and select Show “Unlinked Only” from the drop down menu to highlight if there are any products that were not imported successfully, matched or linked.
If there are any unlinked products, please submit a ticket here to contact Support.
Reviewing your Orders
If you chose to import unfulfilled orders, you can review them by clicking here: https://go.tradegecko.com/orders
To see if there are any orders that were not imported successfully, go to the My Apps section and click on your Shopify store and click the Orders Listing tab. Support can help you fix this issue if you submit a ticket here.
Create a test order from your Shopify store (optional)
To test the order sync between Shopify and QuickBooks Commerce, let’s create a test order from your Shopify Store.
From within Shopify, create a draft order for one of your products.
Mark the draft order as paid.
Go into QuickBooks Commerce. navigate to the Sales Orders section to locate your order. You can search for it by entering the draft order number into the search bar.
Once identified, go back into your Shopify store to cancel the draft order.
Updating a product’s price (optional)
To test the price sync we recommend that you complete this test with a product that is not marked as “available” within your Shopify store because the integration between QuickBooks Commerce and Shopify is now live.
From within QuickBooks Commerce, change the list price of the variant that you would like to test.
To confirm if the price change was successful, go into your Shopify account to review that variant’s “new” price.
Publish a test product from QuickBooks Commerce to Shopify (optional)
To test the product sync, let’s create a new product in QuickBooks Commerce.
Go to the Inventory section, click on Products, then click the “Create New” button and create a “new purchased product.”
Once you create the product, publish the variant to your Shopify store via the dropdown menu on the far right-hand side of the variant listing.
Don’t worry, this product will not be marked as available on your store, QuickBooks Commerce’s default publish setting is set to “not available.”
Go into your Shopify account and you should see this new product in the Products section.
From Shopify, delete this new test product. It will also be deleted in QuickBooks Commerce.
Part 2 of 2: Integrating your Amazon account with QuickBooks Commerce
Example Scenario
On your Amazon account, you sell all or a portion of the products that you sell on Shopify.
The installation steps are as follows:
- Prep work within your Amazon store
- Installing your Amazon store on QuickBooks Commerce
- Linking your products in QuickBooks Commerce with your Amazon account
- Reviewing and testing your integration settings
Step 1 of 4: Prep work within your Amazon store
Here we’ll cover:
- Reviewing your product SKUs in Amazon
- (Optional) Reviewing existing installed apps in Amazon
- Authorizing API Access for QuickBooks Commerce
Reviewing your Product SKUs in Amazon
QuickBooks Commerce uses SKUs to identify and link inventory between Amazon and QuickBooks Commerce in order to facilitate inventory updates and streamline order management.
Before proceeding to the next step, go into your Amazon account and ensure that each product and variant have unique SKUs.
These SKUs for your Amazon products should match the SKUs that are already in QuickBooks Commerce for the same Products.
If you have multiple listings for the same product/variant, this is against Amazon’s terms of service. As a result, we will not be able to centralize your inventory listing(s) for these products. If this applies to you and you need assistance, please contact Support by submitting a ticket here.
(Optional) Reviewing your Existing Installed Apps
If you are using any multi-currency plugins or product bundle plugins for your Amazon store, let Support know by submitting a ticket here so we can advise you on the best setup approach.
One of QuickBooks Commerce’s main benefits is to provide your business with centralized inventory control and automation.
If you are currently using any apps or integrations that update your inventory levels, we recommend that you uninstall them prior to integrating QuickBooks Commerce and Amazon.
If you’re having trouble uninstalling them for whatever reason, contact Support by submitting a ticket here.
Authorizing API Access for QuickBooks Commerce
Log in to the Amazon developer website for your country to access Amazon Marketplace Web Services (Amazon MWS). Learn more about Amazon MWS.
- Amazon US https://developer.amazonservices.com
- Amazon CA https://developer.amazonservices.ca
- Amazon MX https://developer.amazonservices.com.mx
- Amazon UK https://developer.amazonservices.co.uk
- Amazon IT https://developer.amazonservices.it
- Amazon DE https://developer.amazonservices.de
- Amazon FR https://developer.amazonservices.fr
- Amazon ES https://developer.amazonservices.es
- Amazon AU https://developer.amazonservices.com.au
Sign in to MWS.
To authorize QuickBooks Commerce to access your store’s API, select the following option:
“I want to give a developer access to my Amazon seller account with MWS.”
Enter the following values in the corresponding fields:
AMAZON US, CA, MX
Developer Name: QuickBooks Commerce
Developer Account No: 7950-6528-3889
AMAZON UK, IT, DE, ES, FR
Developer Name: QuickBooks Commerce
Developer Account No: 6146-4536-6656
AMAZON AU
Developer Name: QuickBooks Commerce
Developer Account No: 4302-6550-8529
Click on “Next.”
Review and accept the terms & conditions, then click the “Next” button.
Save your Merchant ID, Marketplace ID and MWS Authorisation Token - you’ll need this for the next step.
Step 2 of 4: Installing your Amazon store on QuickBooks Commerce
Here we’ll cover:
- Connecting your Amazon store
- Location Mapping
- Price List Sync
- Initial Product Import
- Review what will happen next
Connecting your Amazon Store
Go into your QuickBooks Commerce account.
Go to the App Store by clicking Browse Apps on the left side bar.
Click Marketplaces from the menu, then click the Amazon button.
Click the “Install App” button.
Please follow the step-by-step instructions provided in the setup wizard.
Make sure you select the correct country for your Amazon store.
Location Mapping
Let’s set up your fulfillment and inventory locations in QuickBooks Commerce.
In Amazon, orders could be fulfilled in 2 ways:
- Amazon MFN: Orders fulfilled by merchants fulfillment networks
- Amazon AFN: Orders fulfilled by Amazon fulfillment networks, for example, Fulfilment by Amazon
For each location in Amazon, we’ll create an equivalent location in QuickBooks Commerce and specify which fulfillment location in QuickBooks Commerce should take the orders from Amazon MFN or Amazon AFN respectively.
If you created all of your locations when preparing your Settings in the previous module, you’ll be able to map them now.
We will only update stock levels for Amazon AFN products.
Price List Sync
Let’s set up your price lists by either mapping to an existing price list in QuickBooks Commerce or creating a new one now by clicking the “Create New” button.
For each product price list in Amazon, we will create an equivalent price list in QuickBooks Commerce.
When a product price is changed in Amazon or QuickBooks Commerce, we will update the latest price information to the mapped price list.
Initial Product Import
From within the installation wizard, choose how you would like your product information to be imported from Amazon to QuickBooks Commerce.
In this scenario, we'll click "Import Products Later."
|
Options |
What it does |
Recommendation |
|
Import Products Now |
If selected, only during installation, QuickBooks Commerce will import products from Amazon as new products in QuickBooks Commerce.
After installation, if you create a new product in Amazon, we will not import the product as a new product. |
QuickBooks Commerce customers select this option when they have not set up any products in QuickBooks Commerce during their trial. |
|
Import Products Later |
If selected, during installation, we will not import or match any products from Amazon.
After installation, if a merchant creates a new product in Amazon, we will not import the product as a new product. |
QuickBooks Commerce’s customers select this option when they have already created some or all of their products in QuickBooks Commerce prior to the installation process.
Some customers also prefer this option if they have existing products within Amazon that they don’t want to bring over to QuickBooks Commerce. |
Review What Will Happen Next
When you complete the installation, depending on the sync options selected, QuickBooks Commerce will begin to:
- Import future orders based on status mapping from Amazon into QuickBooks Commerce
- For MFN products: QuickBooks Commerce will now be the master of your MFN products. QuickBooks Commerce will update product inventory and prices in your Amazon store. TQuickBooks Commerce will update your Amazon MFN products whenever there are changes in stock levels and prices.
- For AFN products: QuickBooks Commerce will only import orders from Amazon. we won’t update product inventory for AFN products, only product prices.
If your store has a large number of products (>10,000 variants), it may take between 3-6 hours for the import process to complete. Do not change any settings until the import process has completed - you will receive an email when the import is complete.
Step 3 of 4: Linking your Products in QuickBooks Commerce to your Amazon Account
Creating and linking new products between QuickBooks Commerce and Amazon
After your initial installation, new products need to be created independently in QuickBooks Commerce and Amazon. In order to manage inventory levels and orders, these products should be linked by SKU.
Create a new product in each platform.
When complete, go into QuickBooks Commerce and select the new variant that you’d like to link.
Link the variant.
Step 4 of 4: Reviewing & Testing your Integration Settings
Once your installation and import have completed, you’ll want to review and test the integration.
Reviewing your Orders
To see any unfulfilled orders that were imported into QuickBooks Commerce, click here: https://go.tradegecko.com/orders
To see if there are any orders that were not imported successfully, go to the My Apps section and click on your Amazon store and click the Orders Listing tab. Support can help you fix this issue if you submit a ticket here.
Updating a product’s price (optional)
To test the price sync we recommend that you complete this test with a product that is not marked as “available” within your Amazon store because the integration between QuickBooks Commerce and Amazon is now live.
From within QuickBooks Commerce, change the list price of the variant that you would like to test.
To confirm if the price change was successful, go into your Amazon account to review that variant’s “new” price.