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angie100
November 16, 2023
Question

When syncing over Shopify/Broad my invoice numbers are switching over to the invoice numbers from Shopify and not staying concurrent with my Quickbook invoice numbers.

  • November 16, 2023
  • 7 replies
  • 66 views
No text available

7 replies

Kevin_CModerator
Moderator
November 16, 2023

Thanks for reaching out to us, @angie100. I'll share some insights about the syncing process of sales transactions from Shopify to QuickBooks Online (QBO).

 

The invoice numbers that are synced from your Shopify sales will be based on how you configure the integration between Shopify and QBO. When you tick the When an Order is created in Shopify, create a Sale in QuickBooks Online workflow, you will be asked to:

 

  • Set up the filters to determine which orders will be retrieved from Shopify.
  • You also have the option to select whether you want the sale to be created as a Sales Invoice or Sales Receipt to QuickBooks Online

 

Based on your statement, it seems that you've chosen to create a sales invoice. That said, you can review the syncing option of your invoice by clicking on the Default Products and Advanced Options. Then, select Automatic Invoice Numbers to allow you to disregard the Shopify order number completely and use the sequential numbering convention within your accounting system.

 

Otherwise, I recommend communicating with Shopify support. They can assist you with your setup and provide additional information or the necessary steps needed to proceed with the reconfiguration.

 

Additionally, one of our most popular eCommerce integrations is Shopify. If you're encountering several known issues, the possible solutions are outlined here: Troubleshoot Shopify issues.

 

Please stay in touch if you have further questions or concerns about Shopify and QBO integration. I'll be more than happy to help. Keep safe!

angie100Author
November 18, 2023

I’ve been using this for several years and the issue just started. It appears to be on Quickbooks side not Shopify

Shania_CQuickBooks Team
QuickBooks Team
November 18, 2023

Hi there, @angie100.

 

I understand how this can disrupt your workflow and cause inconvenience. I understand the frustration of not having this process fixed quickly. Rest assured, I'm here to provide valuable insights and guide you toward the appropriate support channels to investigate this issue promptly. 

 

I recommend contacting our support team for expert assistance and accurate guidance with troubleshooting.

 

Here's how:

 

Contact Support

  1. Sign in to your QuickBooks Online company.
  2. Select Help (?).
  3. Select either tab to get started:
  • Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you need further help, you can still Talk to a human.
  • Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
    • Start a chat with a support expert.
    • Get a callback from the next available expert.
    • Ask the community to get help from businesses like yours.

 

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Please don't hesitate to reach out if you have any other questions or concerns in QuickBooks Online. I'll be here to lend a hand.

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