Read this next: Creating a Trial & Selecting your Plan
Hey - Welcome to QuickBooks Commerce!
We’re really happy to have you here and want to help you get your account up and running as quickly as possible.
To make sure everything is set up and connected properly, we’ve designed an easy to follow, step-by-step journey with several mile markers so that you can track your progress. Once everything has been set up, we’ll show you how to use each of QuickBooks Commerce’s features.
Setup time can vary based on your product assortments and the number of integrations you have in your commerce ecosystem. If you have any questions along the way, you can always type your question into the Knowledge Center’s “Search” bar or contact our Support team.
To get started we’ll first give you a quick tour of the product and the connected apps.
We’ll then show you how to create your trial account (if you’re coming to the Knowledge Center before having done started already) and select a plan that is the best fit for your needs today.
Once you’ve picked a plan and subscribed to QuickBooks Commerce, we’ll show you how to clear the demo data from the trial and walk you through the Settings section, tell you which items you need to pay attention to now, and which ones we’ll come back to later.
The next stop on your journey will be to import your product and inventory details into QuickBooks Commerce.
We’ll then explore the Relationships section and show you how to upload your supplier and customer data.
Creating your price lists and assigning them to your inventory is the next step, followed by a visit to the Stock Control section to update stock location, stock quantities, and more.
At this point, you'll have the basics set up within QuickBooks Commerce. The last thing we’ll need to take care of is integrating your sales channels - like Shopify or Amazon.
Once your sales channels have been integrated, then we can integrate your accounting platform, whether you use Xero or QuickBooks Online.
Let’s get started!