Setting up your Shopify Sales Channel with Purchased Products and Bundles and/or Pack Sizes

QuickBooks Commerce makes it easier than ever to manage your Shopify store, from order to fulfilment. As your business grows, use QuickBooks Commerce to manage your price lists, inventory, orders, fulfilment, accounting sync and more for all of your sales channels.

Because this is the first time you’ll be creating products in QuickBooks Commerce, the installation steps are as follows:

1. Prep work within your Shopify store
2. Installing your Shopify store on QuickBooks Commerce
• Example Scenario 1
• Example Scenario 2
3. Finalizing your installation
4. Creating linked bundles in QuickBooks Commerce
5. Creating linked pack sizes in
6. Reviewing and testing your integration settings

 

Step 1 of 6: Prep Work Within your Shopify Store

Here we’ll cover:

• Reviewing your product SKUs in Shopify
• (Optional) Reviewing existing installed apps in Shopify
• Confirming your Shopify account settings

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.

 

(Optional) Reviewing your Existing Installed App

One of our 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 6: Install your Shopify store on QuickBooks Commerce and Import your Products

Note
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 1:
• You have a fresh QuickBooks Commerce account and have not yet created products or price lists in QuickBooks Commerce
• Your Shopify store does not have any existing unfulfilled orders.

• Example Scenario 2:
• You have created some products and/or price list in QuickBooks Commerce
• Your Shopify store may or may not have some existing unfulfilled orders.

Example Scenario 1:
You have a fresh QuickBooks Commerce account and have not yet created products or price lists in QuickBooks Commerce. Your Shopify store does not have any existing unfulfilled orders.

Here we’ll cover:

• The installation process
• Product sync settings
• Location mapping

Example Scenario 1: The installation process

Go to the QuickBooks Commerce 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.

QuickBooks Commerce will now have read/write permissions for the following Shopify data - at this point of the installation, we will not modify any data.

• All product information
• Sales orders
• Customers
• Location

Example Scenario 1: 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, QuickBooks Commerce 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.

 

Example Scenario 1: 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.

 

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, in QuickBooks Commerce 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.

Continue on to Step 3 of 6 (Skip Scenario 2).

Example Scenario 2
You have created some products or price list in QuickBooks Commerce. Your Shopify store may or may not have some existing unfulfilled orders.

Here we’ll cover:

• Initial Product & Order Import
• Product Sync
• Price List Sync
• Location Mapping

Example Scenario 2: Initial Product & Order Import

From within the installation wizard, choose how you would like your product and order information to be imported from Shopify to QuickBooks Commerce.

Options	What it does	Recommendation
Products
Match & import products	If selected during installation, QuickBooks Commerce will identify and match products in Shopify with products in QuickBooks Commerce by SKU.   If QuickBooks Commerce can’t find a matching SKU, it will import the product from Shopify as a new product in QuickBooks Commerce.   After installation, if you create a new product in Shopify, QuickBooks Commerce will import the product as a new product.	QuickBooks Commerce’s customers select this option when they have previously set up products in QuickBooks Commerce during their trial.   *We will only identify matching products by SKU.   If you have identical products in QuickBooks Commerce and Shopify with different SKUs, a “duplicate” product will be created.
Don’t import existing products now	If selected during installation, QuickBooks Commerce will not import or match any products from Shopify.   After installation, if you create a new product in Shopify, QuickBooks Commerce will import the product into the system.	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 Shopify that they don’t want to bring over to QuickBooks Commerce.
Orders
Yes, import my unfulfilled orders now	If selected during installation, QuickBooks Commerce will import all orders that have unfulfilled status from Shopify.   After installation, we will import all new orders with any status.	QuickBooks Commerce’s customers select this option if they have recent unfulfilled orders and want to keep a record in QuickBooks Commerce.
No, only import new orders	If selected during installation, QuickBooks Commerce will not import any historical orders created prior to the installation.   After installation, we will import all new orders with any status.	QuickBooks Commerce customers select this option if they do not want to import historical orders intoQuickBooks Commerce.   If historical orders are imported into QuickBooks Commerce, it will commit inventory to the order, making it unavailable for sale until the order is canceled or fulfilled.

Example Scenario 2: Product Sync

From within the QuickBooks Commerce installation wizard, 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 and product details.   Once connected, 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.   Product information in QuickBooks Commerce must match product information in Shopify, as we will become your business’ master of inventory and product details.
Sync product prices & stock levels	If selected, QuickBooks Commerce will only be the master of your product prices and stock levels.   Once connected, 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 customize 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.   Once connected, we 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.

Example Scenario 2: Price List Sync

If you selected the following sync settings in the above Product Sync step - “All Product Information” or “Product Prices & Stock Levels” - you can map your Shopify price list to an existing price list in QuickBooks Commerce.

After doing so, QuickBooks Commerce will be the master of price and update price changes to Shopify - any active price list changes made in QuickBooks Commerce will be synced to your Shopify store.

Note
If you want to create a new price list by importing your product prices from Shopify, you can do so by clicking the “+ Create a New Price List” option.

Example Scenario 2: 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, you’ll be able to map them now.

Note
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, in QuickBooks Commerce 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 6: 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 QuickBooks Commerce will begin importing information based on the sync details you selected.

Once the import is complete, you’ll receive an email from us.

Note
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 6: Creating Linked Bundles in QuickBooks Commerce

Note
You cannot create a Bundle for batch tracked products.

When QuickBooks Commerce imports inventory from your Shopify account, you will notice that any bundles that you had, would have been imported successfully.

Now, you can convert these individual variants into bundles that have links to the variants it is made up of using our Bundles Converter Tool.

 

Step 5 of 6: Creating Linked Pack Sizes in QuickBooks Commerce

In this scenario, we’ll be adding a Pack Size to an existing product that was created during the sales channel import.

Note
You cannot create a Pack Size for batch tracked products.

Recall
When QuickBooks Commerce imports inventory from your Shopify account, it treats each listing (including kits/bundles and pack sizes) as a single variant. 

In this step, we’ll show you how to create and link a Pack Size.

First, you’ll need to go to the Pack Size that was created as a new product during the inventory import process. Go to the Inventory section and click on the Products section to find the variant in question.

Click on the product, then the variant and write down its SKU (you’ll use this to link the Pack Size to your Shopify product later).

Next, unlink this variant from your Shopify store.

Go to the My Apps section and click on your Shopify store. Click the Products Listing tab and search for the product in question.

Click on the product and then click the “Unlink” button. Do not click the “Unpublish” button as this will delete the product from your Shopify store.

Next, we’ll delete the pack size product from QuickBooks Commerce (recall, QuickBooks Commerce currently thinks this pack size is a single variant).

Go to the Inventory section, then the Products section. Search for the product in question.

Click into the product. At the top right-hand corner of the window, click the “Delete Product” button.

Next, we’ll create the Pack Size in QuickBooks Commerce.

Go to the Inventory section and click on the Products section.

Select the product within which we’ll create a Pack Size for. Find the variant you’d like to create a Pack Size for.

From the variant’s row, click on the dropdown menu on the far right-hand side. Select “+Add a Pack Size.”

Fill out the fields as required.

The wholesale, retail and buy prices are auto-filled, as a multiple of the variant prices. However you can edit the pack size prices.

Click the “Save” button.

Next, we’ll change the Pack Size’s SKU to the one listed in Shopify.

Click on the new Pack Size. Within the SKU field, enter the SKU that you copied earlier.

Click the “Save Changes” button. Adjust the details in the other tabs as required.

Next, we’ll link this Pack Size to the product currently listed in Shopify.

Go to the My Apps section and click on your Shopify store. Click the Products Listing tab and search for the product in question.

Click on the product and then click the “Create Link” button.

You’re done!

 

Step 6 of 6: Review and Test your Integration Settings

Once your installation and import have 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.

 

(Optional) Create a test order from your Shopify store

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.

(Optional) Updating a product’s price

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 of 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.

(Optional) Publish a test product from QuickBooks Commerce to Shopify

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.

Congratulations - you’re done!

With the installation complete, your products will have been imported successfully into QuickBooks Commerce. If there are any discrepancies, please submit a ticket here to contact Support.

Continue setting up your QuickBooks Commerce account → Read next: Importing and Creating Relationships