Shopify Quickbooks Integration
Hello,
We are a manufacturer who recently acquired a company that uses Shopify to process retail orders and Quickbooks Enterprise Manufacturing and Wholesale to process dealer / distributor orders. In the new company file, for now we are manually inputting the data (in the form of daily sales receipts) into Quickbooks using a single 'Web-Customer' customer and a single inventory item named 'web-item' for retail orders. This causes the need for more frequent inventory counting than desired. We plan two phases of improvement.
Phase 1 - Customer credit card processing - We've been denied a merchant account through Intuit so we cannot currently accept credit card payments for our Quickbooks customers (dealers and distributors). We are forced to find another solution for accepting credit card payments from these customers. We hope to partially integrate Shopify with Quickbooks to allow customer payments (through Shopify) for those Quickbooks customers who wish to pay with a credit card. We will not change the retail (web-order) processing in this phase.
Phase 2 – Real-time automated customer order / real-time inventory – We will need a fully-integrated solution once we get our real-time inventory processes set up.
My questions are...
1. In Phase 1 above, is it possible to use Shopify to accept customer payments for invoices that originate in Quickbooks (these are dealer and distributor invoices who send purchase orders to us and we process in Quickbooks)? We want a simple process that does not cause confusion.
2. Webgility has a high rating. Is this a good solution for both phases? If not, can you please recommend a connector that may accomplish our goals?
3. Can this be done without duplicating customers and/or items in Quickbooks?
4. Any recommendations for a better solution / work-around for Phase 1?
I appreciate any guidance or advice you can offer.
Thank you for your time.