If Shopify Customer Not Found in QuickBooks Online, Load Sales into Bulk Customer in QBO

The following article relates to matching unique customer details when integrating Shopify orders with QuickBooks Online. If you opt to bulk load all of your order details into a single QBO customer, you can bypass this article.

The ‘If Customer is not found then’ field of the Customer Matching screen lets you advise weintegrate how to handle the customers that cannot be located in QBO.

The 2 options you can select from are:

‘Create New’ - will create a new customer in QBO based on data from Shopify
‘Use Default Customer’ - will load the Shopify order into a selected general customer

Use Default Customer’

When you select to use an existing default customer from QBO when a customer match between Shopify and QuickBooks Online cannot be achieved, the ‘Select Default from QBO’ field will appear.

Select Default from QBO - allows you to specify which customer in QuickBooks Online to load all Shopify sales into. The list of customers available in the dropdown list has been imported from the QuickBooks Online account you connected to the weintegrate app. Note you will have an opportunity to specify a different Default Customer for each one of your Shopify sales channels if applicable.

Click here to learn about Converting Inactive Customers to Active when integrating Shopify with QuickBooks Online.