QuickBooks Online

I'm a bookkeeper with 4 of my clients using Shopify and more coming. For those having issues with the new connector, I hope you can work you way through the new process, I spoke to two customer service agents today. WEN was helpful and had a good attitude.

New Connector issues: I actually like the new connector, the old one had other issues that were very frustrating and time consuming, we used the 'payout only' option, but the sales were either input with "HST EXEMPT (Purchases)" or "Out of Scope", so we couldn't use the QuickBooks Sales Tax screen properly. We took our time to change all those Sales back to "HST EXEMPT (Sales)", because our clients usually had two to 5 avenues of income and we needed to see the total sales. Then we simply input a journal entry for the sales tax from shopify (the connector did not bring over the taxes).

So, with the new connector, we choose to bring in all sales, turned off product tracking because that information is in Shopify anyways if needed, and then each sale is imported as a sales receipt to Undeposited Funds, matched to each payout to the bank. It can be very quick to verify that all the sales receipts and payouts match, and the whole process is a lot smoother for us.

The hiccup I had today - One of our clients with 4000+ product/service items had nearly 200 products as 'inventory' instead of 'non-inventory', which I did not notice at first. This is where we turned off product tracking, deleted all those sales receipts and payouts, and requested re-sync. The first person I spoke with seemed to believe I was talking about the old connector, or didn't seem to understand the question - I honestly didn't look at the inventory items and neither did they. I spent nearly 2 hours on chat between the two, and although it will take another 3-4 hours for the sync to actually come through, I can say I feel confident with Saasant's syncing capability. We've used the saasant tool Saasant Transactions to move clients between QuickBooks accounts a few times now.

The new version created a host of problems for me. I reached out to support and Jasmin helped fix the issue. She guided me step by step and was very patient and friendly.

We recently connected our Shopify with Quickbooks online to ensure seamless sync with the numbers. We however noticed that some transactions were not moving into Quickbooks and reached out to the support team.

We got assigned to Jebran, who was very resourceful, supportive and patient with us as we tried to figure out where the challenge was and automated the sync from their end to ensure this does not happen again.

We appreciate their speedy response and coming through for us through Jebran.

A happy customer this one.

Something about a new app integration caused errors with the older app integration. However, Sam did a great job walking me through the process of fixing up the old app.

Has issues with an integration for three months. SHERWIN finally helped fix my issues

My help today saved me tons of time. Sherwin got my issues resolved right away.

The app itself could be more user-friendly and better defined in the settings. Jenny has worked wonderfully with me to help me understand the relationship between the app and QBO. Hours of work! Thank you, Jenny.

Nick was an amazing support person. The app got replaced by an "upgrade" which is VERY broken. Nick walked me through restoring my old version of this integration, which always worked fine. Saved my bacon!

The sync settings on this new integration app are very limited compared to the previous version. I spoke with Chelle who looked into my issue and while there isn't currently a fix, I should receive notice once the developers add the features we need. Chelle was great to work with!

The new app isn't performing as well as expected. Nick was super helpful in troubleshooting.