Set up Shopify Manual Orders synchronization
Disclaimer: initially Synder will NOT be able to process manually created orders and will just skip them.
To record the manually entered orders from Shopify in your QuickBooks/Xero company (remember initially the app is not able to “see” them) you would need to create the additional settings for Manual Orders in Synder, only after that Synder will be able to process these kinds of transactions. To do so please follow these simple steps:
1. Select the Organization needed at the top right of the page – – > click on the Settings button on the left menu – – > click on the Configure button under Shopify.
2. Select the Manual Order type from the Create additional settings dropdown.
- Select the Shopify Manual Order bank account from the dropdown in the Sales tab. Shopify Manual Order is a clearing account that will be auto created in your QuickBooks/Xero company.
Note: manual orders are to be deposited to the separate clearing account (“Shopify Manual Orders Bank Account”), as these transactions will not be included into your payouts (Shopify transfers to the bank), so it is easier to manage them on a separate clearing account, reconciling the way you prefer for your bookkeeping (you can consult with your accountant upon what is the best way for you, if needed this account can be changed).
- Click Update to save the changes.
How to sync Shopify Manual Orders
Once you set up the additional settings for Manual Orders Synder will be able to “see” orders created manually on Shopify side and will be able to synchronize them to your QuickBooks. Please use the Import historical data tab (see more details here) to import historical orders or make sure Auto sync option is enabled so that the app could synchronize newly created orders. See more details on how to sync in this guide.