How does Connex for QuickBooks Online match products?

How does Connex for QuickBooks Online match products?

Connex for QuickBooks Online will match the product SKU from your online store to the QuickBooks name field by default. You can map the product title and SKU to different items in QuickBooks.

Matching

By default, here are the fields Connex Online matches:

QuickBooks

Store

From an online store, here is an example SKU:

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Product SKU

We highly recommend entering SKUs in all of your products, regardless of them being inventory items. SKUs almost never change and they usually contain numbers or letters, which QuickBooks accepts as the name field. In the event that a product has no SKU, Connex Online will insert a SKU called unknown_do_not_delete into QuickBooks. If your product SKUs and QuickBooks name field matches, then there is no manual matching you must perform. If you need to match SKUs and QuickBooks names manually, see this article.

Match Product SKU and QuickBooks SKU Field

It makes sense to add the product name to the QuickBooks name field and the SKU into the SKU field. Here is an example matching:

 

To match the product SKU and QuickBooks SKU fields, expand the Product Matching tab and check the box "match QuickBooks SKU to Product SKU":

Can Connex Online log errors and stop creating products, if orders are missing?

Yes, Connex Online can log errors and tell you to map products. For more details, read this guide.

Product Title

Product titles can change and many contain special characters, like trademark and copyright signs. These can cause sync errors because QuickBooks cannot accept them in the name field. Connex Online will strip many of these characters. Although we recommend against matching a product title to a QuickBooks name, it can be accomplished. Here are the steps:

  1. Login to Connex for QuickBooks Online.
  2. Select the gear/Settings drow down menu
  3. Click Rule Engine.
  4. Select Add New Rule from the Action drop down menu.
  5. Enter these values: 

How does Connex Online match kits?

QuickBooks has a product type called bundles. This product is a container for several items. The bundled item price total is bundle total price. Here is an example:

Our tool cannot override the price of a bundled item. As a workaround, Connex Online can add a discount below the bundled item price. In this example, the order was for $2.50 and the QuickBooks item was $10. Connex Online added a $7.50 discount called rounding.

My kits come in as $0. Is this normal?

The sum of the kit items make the price. In QuickBooks, look up the items. Make sure they have a sales price. Here is an example:

If all the items have no sales price, then the bundle will have a total of 0. Here is an example with prices:

I am currently using bundled products and I need to use inventory items. How do I migrate?

Make the kits inactive and resync. Here are the steps:

  1. In QuickBooks, open the kit in products and services.
  2. Make the kit inactive. 
  3. Resync the orders and update them. Connex Online will make new inventory items and add the prices correctly.
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