Overview:
You can set up your B2B customers as companies to use B2B on Shopify. Companies control all of the customizations that apply to your customer experience, such as pricing, products, store content, payments, and delivery options. A company is the main organization that can have one or more locations. If a business has several locations, you can store all their details under one company profile and set specific information for each location.
A company location is the specific place or branch of the business you're selling to in a B2B deal. Each location can have its own tax ID, tax exemptions, shipping and billing addresses, prices, payment terms, and contacts.
To manage this more accurately, we have introduced a new feature in Webgility Desktop 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.
Note: This feature works only with Shopify B2B sales channels.
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
1). In Webgility Desktop navigate to Connections in the menu options, then goto Accounting/POS/ERP and click on Sync Settings.
2). Enable Company matching
Under Customers settings look for “Enable B2B Company matching criteria for orders” and enable it by checking the box.
Set the Matching Criteria
From Sales Channel the options available are:
CompanyID+LocationID
CompanyID+LocationID+Company Name
CompanyID+Company Name
Company Name+LocationID
Company Name+Location Name
Company Name
From Quickbooks the option available is
Customer Name
3). If Company not found
This customer matching criteria will yield one of two outcomes: the customer will either be matched in QuickBooks or not matched at all. If a match is found, the order will be posted under the same customer, but if the customer cannot be located so for this you will need to set a condition under “If Company not found”
Create new QuickBooks customer on the basis of above criteria
Mark error, let me create customer manually in QuickBooks
So enable the required option and click on Save and Continue.
4). Once done, you can test with an order posting and verify the customer on the QuickBooks transaction.
If the problem persists, contact Webgility Support for further assistance.