Overview
Each Shopify B2B store allows you to manage customers under the Customers section, where sub-customers typically represent companies. These companies can have multiple locations, and each location may place its own orders.
To manage this more accurately, we have introduced a new feature that enhances how Shopify B2B orders are processed in QuickBooks. With this update, you can now match company specifically for B2B orders and post them separately into QuickBooks, ensuring better organization and improved accuracy in financial records.
Key Benefits
Improved Order Management – Shopify B2B orders are now matched with the correct customers in QuickBooks.
Better Financial Tracking – Distinguish between B2B and regular transactions for accurate reporting.
Setting Up the Feature
Note: Please enable the "Company" column by going to Sales and then Orders.
Follow these steps to get started:
In Webgility Online, navigate to Sync Settings, then go to Customers, scroll down and look for "Enable different customer mapping for B2B orders?"
Enable the Feature by toggling the switch
Set Matching Criteria
Company to match with Customer Name
OR
Company, Location to match with Customer Name
Save to apply changes.
How It Works
As per the current implementation, this customer matching process for B2B will yield one of two outcomes: the customer will either be matched in QuickBooks Online or not matched at all. If a match is found, the order will be posted. However, if the customer cannot be located, Webgility Online will flag the order as an error.
Note: This feature works only with Shopify B2B sales channels.