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How to Transfer Product Variants from QuickBooks POS to Shopify Using Webgility Desktop

This article helps Webgility Desktop users understand the requirements and process for transferring product variants from a QuickBooks POS system to Shopify channel. It emphasizes the importance of proper product structuring in the QuickBooks  POS system to ensure a successful and accurate transfer.

Key Requirements for Variant Transfer

  • Variants Must Exist in POS: Only items set as variants (e.g., as styles or attributes such as size or color) under a parent product in POS will be recognized as variants in Shopify.
  • Consistent Naming: All variants must have the same parent product name in the POS. Discrepancies may lead to import errors or separate listings in Shopify.

Steps to follow:

1. Navigate to Connections and then Accounting/POS/ERP, and then click on Posting Settings.

2. Select Products in the left column. Then select the box next to "Use styles for product variants?" Define the attributes that correspond with the attributes in QuickBooks Point of Sale. Click Save & Continue and close the configuration pop-up.

In QB POS, the variants should be set up so that each variant in QB POS has an item number.

3. Go to the Products tab in Webgility, and on the left side panel, select Missing in WooCommerce or Missing in Shopify (depending on your store connection).

Type the product name into the search field in order to show all the variants. Select all the variants, then select Create Product at the bottom of the window.

4. In the Create Product window, you can see all the variants on the left side. You can use Get Image if you have images in your POS or Browse for an image if you have images in a folder. You would do this for each variant on the left to have an image. Check the information for each variant and make sure the attributes and size match up; for example, that color shows the value with the color name, and size shows the size. If they do not match, you can change them in step (2). above.

5. Once all the products are set correctly and saved, you can select Continue at the bottom of the page. You will see a message that states, "You are about to create products in WooCommerce or Shopify." If all is good, select Continue.

6. After the products are made in your online store, you will see the message Successfully Created.

The products have now been transferred to your online store. There will be a Parent Product Name, and all the Product Variants will be listed under the parent product. These variants will automatically map with the products in QB POS.