Shopify User Setup Scenarios (New)

Setting up AccountEdge and Shopify

Background

Beginning with AccountEdge 2014 (Build 18.0.6) AccountEdge introduced the ability to sync with Shopify. This allowed users to sync their product information (name, description, SKU, images) between AccountEdge and Shopify. Starting with AccountEdge 2015 we introduced the ability to sync inventory levels between Shopify and AccountEdge. This way if you create a sale in Shopify it will effect the quantity in AccountEdge (once the order is synced in) and if you create a Purchase or Inventory Adjustment in AccountEdge and then sync your products it will update the quantity available on Shopify.

AccountEdge Pro Customer: New to Shopify

  1. Create Shopify Store. WARNING: Do not setup any products in Shopify. Your products from AccountEdge will sync up to Shopify. If you create products in both places you will end up with duplicates and it will only cause you problems.
  2. Verify AccountEdge Pro is updated to at least 18.0.12. Check AccountEdge Pro requirements
  3. Backup your company file
  4. Launch AccountEdge Pro; Open company file; Open the Web Store Setup pane (Setup > Web Store)
  5. Complete the web store setup. View the Link FAQ for details

Shopify Customer New to AccountEdge

Note

As a safety measure and precautionary step, it is advised to export your products from Shopify. Shopify will email you a CSV file off all your products currently on Shopify. This can come in handy if an issue were to arise during the sync process.

For more detailed information on exporting products, please visit Shopify's FAQ found here: Export Products from Shopify

  1. Install AccountEdge Pro 2014 or later
  2. Verify AccountEdge Pro is updated to at least 18.0.12. Check AccountEdge Pro requirements
  3. Create an AccountEdge Pro company file. Review Company File videos (10 minutes)
  4. WARNING: Do not setup any products in AccountEdge. Your products from Shopify will sync down to AccountEdge. If you create products in both places you will end up with duplicates and it will only cause you problems.
  5. Open the Web Store Setup pane (Setup > Web Store)
  6. Complete the web store setup. View the Link FAQ for details
  7. As an existing Shopify user, it is important for you to know:
    • None of your existing Shopify orders will be synced to AccountEdge Pro; only new orders will be synced
    • Your items will be sent to AccountEdge Pro, and all item-related management should occur in AccountEdge Pro, these include price changes, edited descriptions, etc.
    • In AccountEdge Pro > Setup > Web Store > Selling Details you have the option to sync over descriptions from Shopify. If you have long descriptions on your Shopify items (ie: HTML code - more then 500 characters) you should leave this preference unchecked.
    • The quantities on hand in Shopify are not synced to AccountEdge Pro
  8. In order to define your AccountEdge Pro opening inventory count of your Shopify items
    • In the Product section (not Reports) of Shopify, Export your products and look for the Variant Inventory Qty column. This is your quantity on hand
    • In AccountEdge Pro open the Inventory > Inventory Count window and enter the quantity per item in the Counted column. The click Adjust Inventory
    • In the Adjustment Information screen, click Continue; do not put an Account number in the field on that window
    • AccountEdge will recognize that you are entering an opening balance, so click the Opening Balances button
    • In the Adjust Inventory window, you’ll see all your items listed with the Quantity on Hand. You can enter your Cost, for capturing your cost of good sold later on
    • Click Record — this will not affect your accounts, but update your quantitys' on hand in AccountEdge Pro

Existing Shopify Customer Who Also Has An Existing AccountEdge Pro File

NOTE:

As an existing Shopify Customer who also has AccountEdge Pro already set up you are in a position where you need to make a decision. If you have your items already set up in both AccountEdge and Shopify these items will not merge together. If you sync Shopify and AccountEdge you will end up with duplicate items in both places.

The best practice is to delete all products from Shopify and then use your AccountEdge items. You will want to follow these instructions:

  1. Backup your company file
  2. Verify AccountEdge Pro is updated to at least 18.0.12. Check AccountEdge Pro requirements
  3. Export your products from Shopify (Click on Export in the upper right of the Shopify Administrator's Product Page - this will email you a text file export of your product information)

    For more detailed information on exporting products, please visit Shopify's FAQ found here: Export Products from Shopify



  4. Check off the top box of on the Shopify Administrator's Product Page to select all products and then click Bulk Actions to delete all products.
  5. Open AccountEdge and log in to your company file; Open the Web Store Setup pane (Setup > Web Store)
  6. Complete the web store setup. View the Link FAQ for details