This article outlines the procedure of syncing the product quantity available in QuickBooks with the quantity available in your Shopify's main location (where products would be shipped) for accounting transactions. To successfully execute this process, you need to initially download the product quantity from Shopify's location and then proceed to sync the product quantity with the quantity available in Shopify.
Ensure that Unify is connected to your Shopify store and QuickBooks, before you commence the download and sync process.
To download and sync the product quantity
1. Login to Unify Enterprise.
2. In the Dashboard, click File and then click Configure Store.
3. In the left pane of the Downloads screen, click Products.
4. In the Products screen:
a. Click the Product Sync Settings tab.
b. Select the location from the Select location to Sync drop down box.
- You need to select only the main location (shipping origin) from the Select location to Sync drop down box.
- You can login to the Shopify store and click Point of Sale > Locations or Settings > Locations to check the shipping origin.
c. An alert message gets displayed notifying that Unify will download the product quantity from your selected location. Click OK to process the operation.
d. Once the data gets downloaded, click Save & Continue.
e. Click Close to close the screen.
5. From the Products menu, click Synchronize Products.
6. In the Products screen:
a. By default, all records are displayed. If you want to filter the products, which are out of sync, based on quantity, price or both, click the appropriate option from the Show All drop down box.
b. If you want to search a specific product, based on any of the attributes like item name, item type, SKU or more, type the appropriate value to display the results, based on your selection.
c. Select the checkboxes of the products, which are out of sync and then click Synchronize.
d. Under Select an option to Synchronize data, click Update online store product, as you need to sync the data in the Shopify store.
e. Under Select info to synchronize, click any of the options: Price, Quantity or Both if you want to sync the data, based on price, quantity or both the parameters.
f. Click Synchronize.
g. If the synchronization has been successful, a success message corresponding to each record that has been posted gets displayed. Click Close to close the screen.
Note: If there are any orders that haven't been posted in QuickBooks, Unify fails to sync such records and hence displays a warning message for such records.