After you Install eCC Desktop and login you will be prompted to add a store. Adding a store involves connecting eCC Desktop to your shopping cart, QuickBooks and configuring some basic settings.
Step 1: Select Store
Give your store a name which will appear in eCC Desktop. Then select your store type from the dropdown menu.
Step 2: Connecting to store
Depending on the type of store you selected in the first screen, this will determine the information that is needed to connect eCC Desktop to the online store. Each store connection requirements are different. Click here to view how your store connects.
Step 3: Store Address
This will be the "ship from" address when using the shipping module and packing slip.
Step 4: Connect to QuickBooks
Connecting to QuickBooks varies depending on whether eCC Desktop is connecting:
Step 5: Order Processing Settings
Posting to QuickBooks Settings: You need to tell eCC Desktop how to record orders into QuickBooks. You also need to tell eCC how to identify customers in QuickBooks and Products in the store.
Payment and Shipment Settings: If you are using eCC Desktop to process shipping, check the box to use eCC Desktop to generate shipping labels. You can setup the specific shipping processors later in the store configuration.
If you are connecting your payment processor with eCC Desktop to process order payments after the order is shipped also check that box. The specific payment rules can be setup in the store configuration.
Identify what your online order status mean: In this area, you can setup how eCC Desktop interprets the order status used in your online store. Hover over the "?" to find out more information about how each status is handled in eCC Desktop. If you only want specific orders to be downloaded by eCC Desktop based on order status, that can be setup in the Orders screen of the store configuration.
Start downloading orders from: eCC Desktop will automatically download the most recent 50 orders.
Step 6: Ready to Roll
Option 1: (Dashboard) eCC Desktop will download the 50 most recent orders and begin processing orders.
Option 2: Configuration of your store profile for the QB Financials or the QB POS integration.