Why aren't all sales orders transmitting from my store to Quickbooks Desktop?

tmcbride
Tourist
3 0 3

We are trying to troubleshoot why certain sales orders are not being transmitted from Shopify to QB Desktop, but we have zero detailed documentation about exactly how the process works and what data is being transferred.  When we look at the Quickbooks Desktop Connector interface in Shopify, everything looks to be up and running, but our orders are not being transmitted.  Once we complete a sales order in Shopify...how long should it take to send that order over to Quickbooks?  All of a sudden it will just "wake" up and send some Inventory Adjustments over and some Sales Receipts...why doesn't it send them all?  When is a Sales Receipt "ready" to be sent?  All of this is very frustrating when we are trying to manage our Undeposited Funds in Quickbooks (ie record a bank deposit) and not all of the Sales Orders/Receipts have been sent to Quickbooks from Shopify.  Why?  We have called the helpdesk and they are not any help.  Any documentation that you could share about how, in detail, the interface works would be very beneficial.

Replies 9 (9)

SteelHead
Excursionist
39 0 49

Crickets............

 

This question has been asked before.  No one actually knows.

Generic1user
Excursionist
26 0 25

This is ridiculous. I can't believe they did this a month before holiday sales. We're actually now looking at also replacing QB enterprise for our financial software as well bc if we have to completely start over might as well look at a system that can do it all and won't be cancelled.

Shay
Shopify Staff
2935 455 602

Hi @tmcbride 

 

The documentation available from Shopify can be found in our Help Center. I'll link the relevant pages for you to review below:

 

Shopify Help Center | Glossary and data mapping

Shopify Help Center | Data migration considerations 

 

Data syncing should be done usually every 5 minutes or so but it can take longer if the amount of data being transferred is quite large. What is the longest wait you are experiencing for a data sync? And is there any missing data, or just delayed data?

 

This is absolutely something our QBPOS migration team should be assisting with. I do recommend connecting with them again through our dedicated phone line to chat about this. They will have access to more information then I will via the community forums. 

Shay | Social Care @ Shopify 
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 - To learn more visit the Shopify Help Center or the Shopify Blog

tmcbride
Tourist
3 0 3

Shay,

 

Thanks for getting back in touch with me.  We are experiencing delays and missing data.  We had over 300 Sales orders that did not sync with QB.  It took two weeks for the Shopify Development team (because the front line folks can't answer anything technical) two weeks to come back with "if you add a note to your sales order in Shopify, it will send it over"...we tested that theory and we didn't see the order.  They want me to go through and manually add a note to 300 sales orders so that they will sync with QB...seems pretty amateurish.   The development team also could not tell me why the orders didn't sync in the first place.   There is no easy way to determine if an order has successfully synced or not.  If we get any kind of error with the QB Connector, once everything looks correct, I would expect orders to immediately start syncing...some do, some never do.  It is a complete mess.  If an order doesn't sync it makes it very difficult to process a deposit over in QB because you have missing orders that make up that deposit.  The only way to link the Shopify Order number to an Order in QB is to create a custom report that includes the Memo field since that is where the Shopify Sales Order number is.  That is why I am looking for a field level mapping, not a transaction level mapping which is what your link refers to.  We really need more details around when/why something is sent to QB and what exactly is sent at a field level...we are flying blind and no easy way to troubleshoot when something goes wrong.  I was watching one of your training videos and it looked like you had some pretty knowledge people in that video...could they maybe weigh in on my situation?

 

Thanks,

Ted McBride

Shay
Shopify Staff
2935 455 602

Thank you Ted for that detailed response. I appreciate you taking the time to share all that with me so I can better understand what you are trying to get resolved here. 

 

I understand that these issues are obviously impacting your day to day business and that your time and energy is valuable. This is a situation that can only be assisted with by our escalated retail technical support team, who it sounds like you may have been in contact with previously. 

 

Please connect with our QB Migration support team through this link: Contact Shopify Support - Quickbooks Migration to reiterate the issues you are experiencing. This team has access to escalate these issues and will be able to gather all relevant information to further escalate this. I recognize that you have not felt that this team has been successful in troubleshooting this in the past. They are the best step though to getting this escalated to our technical team for a resolution. 

Shay | Social Care @ Shopify 
 - Was my reply helpful? Click Like to let me know! 
 - Was your question answered? Mark it as an Accepted Solution
 - To learn more visit the Shopify Help Center or the Shopify Blog

storeowner5
Tourist
4 0 3

Thanks for asking this question @tmcbride  Would love to know if you found the mapping / solution as I am also curious to know, and have been so frustrated with this migration experience.  Need way more transparency in how the integration works 

ATLASMT
Tourist
3 0 1

Now approaching four months later, and still no explanation.  I contact the migration support team at least weekly requesting updates to this and connector app not properly send data regarding inventory.  Shopify completely misrepresented their "partnered with Intuit" offering for migrating from QBPOS.

Techsavvy
Visitor
2 0 0
I need help getting my store setup for orders to be fulfilled via platform
CJ Dropshipping ASAP I have over $350 in orders and they're over a week
late please help me figure out how to set that up,, I had it setup for
seller to fullfil I didn't understand everything completely

Generic1user
Excursionist
26 0 25

We gave up on shopify POS. Looking at other options. Just wish we hadn't purchased the thousands of dollars in new equipment.