Start Smart Checklist
Start Smart Checklist
The following checklist will help you setup your QuickBooks Online Company in preparation to connect it to your weintegrate account. You will want to go through this checklist before connecting y…
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1
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48
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October 29, 2022
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Map Gift Cards to Other Current Liabilities Product from QBO
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0
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225
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March 17, 2021
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Select Bulk or Unique Item Matching in QuickBooks Online
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0
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185
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January 2, 2021
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Enable Store Connection Item Matching to Unique Items in QuickBooks Online
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0
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81
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July 31, 2022
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Sales Default - Integrate Shopify with QuickBooks Online - Post Sales to Sub-Accounts
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0
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82
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May 28, 2022
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How Do I Get Help and Contact You?
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0
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165
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January 3, 2021
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Learn the Basics
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1
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298
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January 25, 2021
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Your Dashboard - Orders Pending Fulfillment
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0
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175
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January 9, 2021
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Your Dashboard - Overview of Operational Snapshot
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0
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177
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January 9, 2021
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While Integrating Shopify to QuickBooks Online, Set to Track Class
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0
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199
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January 3, 2021
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If Shopify Item Not Found in QuickBooks Online, Load Sales into Bulk Item in QBO
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0
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166
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January 2, 2021
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If Shopify Item Not Found in QuickBooks Online, Auto-Create a New Item in QBO
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0
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163
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January 2, 2021
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Set Unique Item Matching between Shopify and QuickBooks Online
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0
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170
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January 2, 2021
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Setup Shopify Integration with QuickBooks Online - Item Matching
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0
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301
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December 13, 2020
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While Integrating Shopify to QuickBooks Online, Convert Inactive Items to Active
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0
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195
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January 3, 2021
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Setup Shopify Integration with QuickBooks Online - Customer Matching
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0
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216
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December 28, 2020
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While Integrating Shopify to QuickBooks Online, Convert Inactive Customers to Active
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0
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161
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December 31, 2020
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If Shopify Customer Not Found in QuickBooks Online, Load Sales into Bulk Customer in QBO
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0
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168
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December 30, 2020
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If Shopify Customer Not Found in QuickBooks Online, Auto-Create a New Customer in QBO
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0
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175
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December 30, 2020
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Add Secondary Match to Customer Matching between Shopify and QuickBooks Online
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0
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156
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December 30, 2020
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Set Unique Customer Matching with Primary Match between Shopify and QuickBooks Online
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0
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176
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December 29, 2020
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Select Bulk or Unique Customer Matching in QuickBooks Online
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0
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174
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December 28, 2020
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While Integrating Shopify to QuickBooks Online, Update Customer Address
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0
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192
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December 31, 2020
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Refunds Default - Integrate Shopify with QuickBooks Online - Reference #
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0
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177
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December 27, 2020
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Refunds Default - Integrate Shopify with QuickBooks Online - Message Displayed on Refund Receipt
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0
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262
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December 27, 2020
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Refunds Default - Integrate Shopify with QuickBooks Online - Transaction Date
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0
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148
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December 27, 2020
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Refunds Default - Integrate Shopify with QuickBooks Online - Who assigns the transaction number
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0
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200
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December 27, 2020
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Refunds Default - Integrate Shopify with QuickBooks Online - Payment Method
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0
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157
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December 27, 2020
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Refunds Default - Integrate Shopify with QuickBooks Online - Refund from
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0
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184
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December 27, 2020
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Refunds Default - Integrate Shopify with QuickBooks Online - Record Refund Type
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0
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163
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December 27, 2020
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