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December 1, 2023
Question

How do I set up the interface with Shopify for getting different customer in Quickbooks based on the Shopify Sales Channel?

  • December 1, 2023
  • 1 reply
  • 0 views
Based on Shopify Sales Channel, I want to select different customer in Quickbooks. For example, if it is the Shopify Sales Channel, I want to use the Shopify Online customer in Quickbooks, if the sales channel is Amazon, I want to use the Amazon Online Customer.

1 reply

December 1, 2023

I understand you want to use specific customers based on their channels, @only4keepers. I'm here to share some pointers after connecting Shopify to QuickBooks Online.

 

Once your sales channels are connected, your data is synced with QuickBooks, you can finalize your setup tasks. This will help ensure that your records remain current and your books stay accurate.

 

Furthermore, QBO imports customer information and displays it as:


This way, you can readily identify the specific sales channel to which your customer belongs.

 

With open arms, we are here to help you further while managing your customers and sales transactions within QuickBooks Online. Don't hesitate to add them to this thread. Have a pleasant day, @only4keepers.