Bigcommerce

Introduction

Connex for QuickBooks can be installed through the Bigcommerce App Store. You must find the app and click the get app now button.

Instructions

Here are the steps:

  1. Visit the Bigcommerce Connex for QuickBooks app page.
  2. Click get it now.
  3. Follow the on-screen instructions.

Invoices and Payments

You must mark an order as awaiting shipment, shipped, or completed to send payments to QuickBooks. If you want to mark orders as processing, then completed and have payments flow to QB, follow these steps:

  1. On the Connex configure page, click the order export tab.
  2. In the order status field, enter shipped,completed.
  3. Click save and sync.

As you update orders, if they have the right status they will import as paid.

Incomplete Orders and Abandoned Carts

Connex will not import orders whose status is incomplete, which is an abandoned cart. If these orders get updated to awaiting fullfilment, our software will skip them. To import these orders, follow these steps:

  1. Update the order to shipped.
  2. On the Connex configure page, click the order export to QB tab.
  3. In the order status field, enter a comma separated list of statuses. We recommend awaiting fulfillment,shipped.
  4. Click save and sync.
  5. Update the order to shipped.
  6. Wait a few minutes.
  7. Run the web connector.

The order will sync with QuickBooks.

Tracking Numbers

Orders must ship to have tracking numbers. To show them in QB, follow these steps:

  1. On the configure page, click the order export tab.
  2. On the order status field, enter Shipped. If you want to export other statuses, you may enter them in a comma separated list.
  3. On the advanced tab, check off insert tracking number as a line item.
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