Setup how products are created in QuickBooks


Notes:

1. Please note that this screen will vary, depending on your store type. Click the live support button on your left if you are confused about anything.

2. If your shopping cart supports variants, this screen will ask you to set options for the same.  Product variants are essentially items with a parent and child that also have their own SKU, quantity and price. The child items may differ based on a certain attribute like size or color. eCC enables you to specify a formula that can be used to automatically identify the parent and child items between your online store and QuickBooks. Based on the formula you've specified, you can create and synchronize the parent and child items using eCC.


 

See the video below to learn more:

 

 

 

Use the 'Products' screen to configure how to match online products with your QuickBooks items.

 

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1) Select Product Matching Criteria

 

Select field to identify products in your Online Store: Select a unique field used to identify products in your online store. You can select either SKU# (in some stores, its also known as Model Number or Product ID) or Product Name.
Select field to identify products in QuickBooks: Select the field used to identify products in QuickBooks. You can select Item Name/Number OR for QuickBooks Point of Sale, you can select Item Name, Item Number, ALU or UPC.

 

2) Configure how to handle missing products

 

Specify how to manage products received in an online order if they are not found in QuickBooks. This option is used only if eCC is unable to match a product in QuickBooks using the Product Matching Criteria. There are 4 options to handle new products:

Prompt to create the missing products or map it to another item in QuickBooks: Under this most popular option, in case a product is not found in your QuickBooks file to do its not being there or due to a mismatch, eCC will prompt you to create a new product or map to an existing one.
Automatically create products in QuickBooks if not found: If the product is not found in your QuickBooks file, it will get created automatically (without you getting a prompt) based on your choice of setup options as in the image below. Please remember that this option will automatically create the product, even if the product is already in your QuickBooks file, but cannot be detected due to a mis-match. For this to work, once the option is selected, you must click on the setup button and configure the default settings as shown in Step 4 below.

 

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Use a standard product in place of the missing product: Use this option if you prefer to use a default product for every new product not found in QuickBooks. The drop down displays a list of all products in your QuickBooks company file. eCC will use this standard product whenever a product from your online order does not match your QuickBooks company file.
Flag the order as an Error: Use this option if you prefer to flag the orders where the online store product does not match any QuickBooks products.

 

3) Product Sync Settings:

 

Here you can choose various settings for product synchronization.

 

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4) Configure Default Settings:

 

Use these tabs to specify the default options when creating new products in your online store or in QuickBooks. You can use these defaults to create items in bulk using eCC.

 

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