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How to Set Up QuickBooks Commerce in QuickBooks Online

· 5 min read
Debits

Introduction​

QuickBooks Commerce is an integrated solution designed to help businesses manage inventory, orders, and sales across multiple channels. By setting up QuickBooks Commerce in QuickBooks Online, you can streamline your operations, gain better visibility into your inventory levels, and efficiently track sales from various platforms. This guide provides a step-by-step process for setting up QuickBooks Commerce in QuickBooks Online.

Step 1: Access QuickBooks Commerce​

1.1: Log in to QuickBooks Online​

  1. Log in to QuickBooks Online: Start by logging into your QuickBooks Online account with your credentials.
  2. Navigate to Commerce Setup: Once logged in, click on the Commerce tab from the left-hand navigation menu.

1.2: Subscribe to QuickBooks Commerce​

  1. Choose a Plan: If you haven't already subscribed to QuickBooks Commerce, you’ll need to choose a subscription plan that fits your business needs.
  2. Subscribe: Follow the prompts to complete your subscription and gain access to QuickBooks Commerce features.

Step 2: Set Up Your Sales Channels​

2.1: Connect Sales Channels​

  1. Add Sales Channels: In QuickBooks Commerce, go to the Sales Channels section and click Add a sales channel.
  2. Select Platforms: Choose the platforms where you sell your products, such as Shopify, Amazon, WooCommerce, or eBay.
  3. Connect Accounts: Follow the on-screen instructions to connect your accounts for each sales channel. This allows QuickBooks Commerce to automatically sync orders, inventory, and customer data from your online stores.

2.2: Configure Sales Channel Settings​

  1. Set Up Integration: Customize the integration settings for each sales channel. For example, you can set preferences for order importing, inventory syncing, and sales tax handling.
  2. Test Connections: After configuring the settings, test the connections to ensure that data flows smoothly between QuickBooks Commerce and your sales platforms.

Step 3: Import Products and Inventory​

3.1: Import Existing Products​

  1. Access Product Catalog: Go to the Products tab in QuickBooks Commerce.
  2. Import Products: If you already have a product catalog, you can import it into QuickBooks Commerce. Click Import Products, then upload your product list via CSV or directly from a connected sales channel.
  3. Review and Edit: Once the products are imported, review the details and make any necessary adjustments, such as pricing, descriptions, and SKU assignments.

3.2: Set Up Inventory Levels​

  1. Enter Initial Inventory: For each product, enter the initial inventory levels into QuickBooks Commerce. This ensures accurate tracking from the start.
  2. Configure Reorder Points: Set reorder points for each product to automatically trigger purchase orders when stock levels fall below a certain threshold.

Step 4: Manage Orders and Fulfillment​

4.1: Process Orders​

  1. Order Dashboard: Navigate to the Orders section in QuickBooks Commerce to view all incoming orders from your connected sales channels.
  2. Review and Fulfill: Click on each order to review the details, and then proceed with fulfillment. QuickBooks Commerce allows you to track the status of each order, from processing to shipping.

4.2: Automate Order Management​

  1. Set Up Automation Rules: Use automation features to streamline order processing. For example, you can automate tasks like sending order confirmation emails or updating inventory levels after each sale.
  2. Monitor Shipping: Integrate with shipping carriers to automatically calculate shipping costs, print labels, and track shipments directly within QuickBooks Commerce.

Step 5: Sync Data with QuickBooks Online​

5.1: Ensure Data Sync​

  1. Automatic Syncing: QuickBooks Commerce automatically syncs data with QuickBooks Online, ensuring that your financial records are always up to date.
  2. Manual Sync: If necessary, you can trigger a manual sync to update your data immediately. This can be done by navigating to the Settings section and selecting Sync Now.

5.2: Review Financial Reports​

  1. Access Reports: Go to the Reports section in QuickBooks Online to review financial reports that include data from QuickBooks Commerce.
  2. Monitor Performance: Use reports like Sales by Product/Service, Inventory Valuation Summary, and Profit and Loss to monitor the financial performance of your business across all sales channels.

Step 6: Maintain Your QuickBooks Commerce Setup​

6.1: Regularly Update Inventory and Products​

  1. Add New Products: As your product offerings expand, regularly add new products to QuickBooks Commerce to ensure accurate tracking.
  2. Adjust Inventory Levels: Periodically review and adjust inventory levels to account for physical stock counts, returns, and damages.

6.2: Optimize Sales Channels​

  1. Analyze Sales Data: Use the insights gained from QuickBooks Commerce to optimize your sales strategies across different channels.
  2. Adjust Integration Settings: Modify integration settings as needed to accommodate changes in your business operations, such as new sales channels or updated tax regulations.

Conclusion​

Setting up QuickBooks Commerce in QuickBooks Online is a powerful way to streamline your inventory management, order processing, and sales tracking across multiple channels. By following the steps outlined in this guide, you can integrate your sales platforms, manage your inventory effectively, and ensure that your financial data is always accurate and up to date. Regular maintenance and optimization of your QuickBooks Commerce setup will help your business grow efficiently and profitably.