Product Matching Troubleshooting

Products failed to map between QuickBooks and my selling channel

How to troubleshoot product matching issues

Problem

Our software fails to sync sales to QuickBooks because the products in your selling channel website fail to match.

Description

Your selling channel SKUs and QuickBooks products failed to match or you've instructed our software to look at the wrong QuickBooks field to match.

Solutions

Select proper matching field

Ensure you have selected the proper product matching setting in your Connex for QuickBooks settings:

  1. Log into our software.
  2. Click the settings button.
  3. Click the product matching link on the left.
  4. Under product matching field, select the proper value.

These are the options:

  • QuickBooks item name
  • QuickBooks SKU (QuickBooks Online users only)
  • Manufacturer Part Number (QuickBooks Desktop users only)
  • Bar code (QuickBooks Desktop users only)

For more info on product matching, read these guides:

Ensure SKUs and QuickBooks products map

In your selling channel, ensure the products have SKUs. If they exist, ensure the SKUs match your QuickBooks item. If the products fail to map, Connex will tell you to map the fields on our dashboard. For more information, read this guide.

SKUs have special characters or spaces

If your product has dashes, ensure there are no spaces:

EXAMPLE -SKU 123

Notice how example has a space inbetween the - and the word SKU. We recommend product SKUs have letters, numbers, dashes or spaces only.

We recommend SKUs contain only these characters:

  • Numbers
  • Letters
  • Single Space

Here is a product SKU in Shopify and QuickBooks:

Here is QuickBooks Online:

Here is QuickBooks Desktop:

Sales after the update should sync correctly. Sales prior to the update require manual data entry.

Upload a spreadsheet of one-to-one mappings

You can upload a spreadsheet that contains a list of products in your selling channel and a list of products and QuickBooks. This is ideal for a small number of items where there is no matching scheme. For more information, read this guide.

Create rules to replace parts of a SKU

You can say if the product SKU contains a phrase, in our software should replace it with something else. Many users ask next to trim the SKU to a certain number of characters. For more information, read this guide.