This system wide Sales Defaults >> Accounting Document to Record Sales setting controls the document type that will be used within QuickBooks Online (QBO) for any Shopify store connection’s sales orders that are integrated by WeIntegrate. The available choices to select from are:
- Sales Receipt
- Invoice
Sales Receipt
This is the default setting. When Sales Receipt setting is used, WeIntegrate will create a Sales Receipt document in QuickBooks Online (QBO) for all orders that come in through your Shopify store(s) connection.
Unlike Invoice, when using this setting, Shopify orders which have a financial status of Pending will be synchronized to WeIntegrate but will be held from creating a Sales Receipt on QBO until its financial status changes to Paid. These orders will have an orange Pending status that is displayed on the Documents page.
Invoice
When Invoice setting is used, WeIntegrate will create an Invoice in QuickBooks Online (QBO) for all orders that come in through your Shopify store(s) connection.
Unlike Sales Receipt, when orders which have a financial status of Pending, WeIntegrate will create them on QuickBooks Online with the same terms that were specified on the order (i.e. Net 30). When the financial status changes on the Shopify order, it will automatically be updated on the WeIntegrate Documents page as well as the previously created Invoice in QBO.
Accessing these settings after the initial wizard
After you’ve completed the wizard, to access the system wide Sales Default settings:
- Click on the gear icon on the top right
- From the dropdown, click on Preferences
- Click on Sales Defaults
Next, Learn about Deposit Payment to
Click here to learn about setting the Deposit Payment to account default for integrating with QuickBooks Online.