We use Online Global to connect Shopify Plus to QBO We want all our D2C customers to go into one account in QB and all our B2B customers to have their own accounts. Online Global lets you send orders to QB based on the Company/organisation field during checkout. So to get all our D2C customers into one account, we would have to pre-populate the organisation/company field on D2C with, say, consumer. They would then all go into the consumer account in QB.
Any ideas? Shopify’s response was, as usual, “There’s an app for that!”
You’re on the right track with your idea.
Since Online Global maps orders to QuickBooks based on the Company/Organization field, pre-populating that field for D2C customers is a smart way to control how orders sync.
If your D2C and B2B customers are separated (for example, by customer tags, storefronts, or a wholesale app), you can use a small customization or a checkout extensibility app to automatically fill the Company field with “Consumer” for D2C checkouts.
There isn’t a native Shopify setting for this, but a simple script or checkout UI extension can handle it, so it is not needed for a full new app. If you already use Shopify Plus, your developer or Shopify Partner can easily add logic like:
If customer tag != “B2B,” set Company = “Consumer” before the order is created.
This keeps all D2C orders flowing into a single “Consumer” account in QuickBooks while preserving unique company data for B2B.
We have this working; if anyone else is looking to solve this problem, we are happy to help.
You need a custom checkout extension on Shopify Plus to auto-fill the Organization field with “Consumer” for D2C orders. This requires app development to add logic that sets the field based on customer type before the order processes.