Table of Contents

Chapter 1: Getting Started with Ecomigratortoc

Section 1.1: Installationtoc

Accessing the Shopify App Store: Log in to your Shopify store's admin panel and navigate to the "Apps" section. Click on the "Visit Shopify App Store" button to access the App Store.

Browsing and Searching for Apps: In the Shopify App Store, you can explore different app categories or use the search function to find the "Ecomigrator" app. Read its description, reviews, and ratings to determine if it meets your requirements.

App Details and Pricing: Click on the "Ecomigrator" app to view its details page. Here, you can find information about its features, pricing plans, and any additional requirements. Check if it's compatible with your Shopify plan and review the associated costs.

Installing the Ecomigrator App: To install the "Ecomigrator" app, click on the "Add app" or "Get" button on its details page. Confirm the installation and agree to any terms or permissions requested by the app.

Section 1.2: First Stepstoc

App Installation Process: You will be guided through the installation process for Ecomigrator. This will involve granting permissions to the app to access specific data or perform actions on your behalf. Follow the prompts and carefully review the permissions and billing charge requested by Ecomigrator. If you are comfortable with the permissions and billing charge, proceed with the installation. All Ecomigrator products come with a thirty day trial period.

Configuration and Setup: Once Ecomigrator is installed, you may need to configure it to align with your business needs. The app developer will provide instructions or a setup wizard to guide you through the process. Follow the provided steps to set up and customize Ecomigrator according to your requirements.

Accessing and Using Ecomigrator: After installation and setup, you can access Ecomigrator from the Apps section in your Shopify admin panel. Ecomigrator functions through its own dedicated interface.

Chapter 2: Authorizing QuickBooks Online for Ecomigratortoc

Section 2.1: Understanding the Authorization Processtoc

1. User Consent: As an end user, you will be prompted to authorize your QuickBooks Online account to grant access to Ecomigrator. This ensures control over which applications can access your QuickBooks Online data.
2. Scopes and Permissions: Ecomigrator will request specific scopes or permissions to access certain data or perform actions on your behalf.

Section 2.2: Initiating the Authorization Flowtoc

1. Accessing Ecomigrator: Open Ecomigrator in the installed apps section on your Shopify admin page.
2. Authorization Button: Look for a button labeled "Authorize QuickBooks Online".

Section 2.3: Authorizing QuickBooks Online for Ecomigratortoc

1. Click the Authorization Button: When you click the "Authorize QuickBooks Online" button, you will be redirected to the QuickBooks Online authorization page.
2. Log in to QuickBooks Online: If not already logged in, you will be prompted to log in to your QuickBooks Online account.
3. Grant Consent: Review the permissions requested by Ecomigrator and ensure they align with your preferences.
4. Grant Access: If comfortable with the permissions, click "Authorize" or "Grant Access" to proceed.
5. Redirect Back to Ecomigrator: After granting access, QuickBooks Online will redirect you back to Ecomigrator, completing the authorization process.

Section 2.4: Post-Authorization Stepstoc

1. Access Tokens: Ecomigrator receives access tokens to communicate securely with your QuickBooks Online account for API requests.
2. Ecomigrator Configuration: Additional configuration may be required to establish a connection between Ecomigrator and your QuickBooks Online account.
3. Data Privacy and Security: The authorization process ensures data protection, with Ecomigrator only accessing the granted data and permissions.

Section 2.5: Managing Authorized Appstoc

1. Revoking Access: To revoke access to Ecomigrator, access your QuickBooks Online account settings, locate Ecomigrator under "Apps" or "Authorized Apps," and revoke access.
2. Reviewing Authorized Apps: Periodically review authorized apps, revoking access for any no longer needed or raising concerns.

Chapter 3: Managing Preferencestoc

Section 3.1: Post Order Astoc

Setting: This option allows you to specify how the order is posted to QuickBooks. You can choose between "Receipt" and "Invoice". Selecting "Receipt" will generate a receipt for the order, while selecting "Invoice" will generate an invoice.

Section 3.2: Locationtoc

Setting: This option determines the location to be associated with Shopify and QuickBooks. You can select from the available locations in your Shopify store or select the option "All Locations". The selected location is used when managing inventory.

Section 3.3: Retentiontoc

Setting: This value represents the retention period for reports. Enter the desired number of days to specify how long the report data should be retained.

Section 3.4: Use Billing Addresstoc

Setting: Check this box if you want to use the customer's billing address.The shipping address is used by default".

Section 3.5: Create Separate Paymenttoc

Setting: Check this box if you want to create separate payment records. When enabled, separate payment records will be generated. Applies to Invoices only.

Section 3.6: Enable QuickBooks Notificationstoc

Setting: Check this box to enable QuickBooks notifications. When enabled, Ecomigrator will send notification messages to QuickBooks.

Section 3.7: Enable Shopify Notificationstoc

Setting: Check this box to enable Shopify notifications. When enabled, Ecomigrator will send notification messages to Shopify.

Section 3.8: Trace Ontoc

Setting: Check this box to enable tracing. When enabled, tracing will be activated. For support and technical issues. Using Ecomigrator with this enables may affect performance.

Be sure to click the save button when finished cganging settings.

Chapter 4: Manually Getting and Posting Orderstoc

Section 4.1: Retrieving Orderstoc

To manually retrieve orders from Shopify, follow these steps:

1. Click the "Get Orders" button in your app.
2. A date selection form will be displayed, allowing you to choose a date range for the orders you wish to retrieve.
3. Select the desired start and end dates for the order retrieval.
4. Submit the form to initiate the retrieval process.
5. The app will communicate with the Shopify API to fetch the orders within the specified date range.
6. The retrieved orders will be displayed in a table format, providing details such as order ID, customer name, and order total.

Section 4.2: Posting Orders to QuickBookstoc

To manually post selected orders to QuickBooks, follow these steps:

1. Select the desired orders from the displayed table.
2. Click the "Post Orders" button in your app.
3. The selected orders will be sent to QuickBooks for posting based on the preferences set in your app.
4. The app will process each order, generating receipts or invoices in QuickBooks as per the configured settings.
5. A report will be generated, displaying the results of the posting process, including any successful posts or encountered errors.

Section 4.3: Reviewing the Resultstoc

After the orders have been posted, a report will be displayed to provide an overview of the posting results. The report may include the following information:

• Number of orders successfully posted
• Number of orders with errors or failures
• Error details, if applicable
• Summary of the posting process

Review the report to ensure the orders were successfully posted to QuickBooks. If any errors occurred, take appropriate action to resolve them.

Chapter 5: Inventory Analysis toc

Section 5.1: Introduction to Inventory Analysis toc

Inventory analysis is a crucial process for businesses to maintain accurate records of their stock and ensure consistency between different platforms. In this chapter, we will discuss how to perform an inventory analysis using Ecomigrator. By comparing product quantities and prices found on Shopify with those in QuickBooks Online, users can identify any discrepancies and take appropriate actions to reconcile the inventory data.

Section 5.2: Using the Inventory Selector toc

The Inventory Selector is a powerful tool that allows users to filter and review inventory data based on specific criteria. It provides several options to customize the analysis process. Let's explore the available filters:

1. Show All Inventory: This filter displays all the inventory items available in both Shopify and QuickBooks Online, regardless of any differences in quantities or prices.
2. Show Inventory With Different Quantities: This filter shows inventory items that have different quantities recorded in Shopify and QuickBooks Online. It helps identify any inconsistencies in stock levels between the two platforms.
3. Show Inventory With Different Prices: This filter highlights inventory items with varying prices on Shopify and QuickBooks Online. By using this filter, users can identify any pricing discrepancies that may exist.
4. Include Drafts: Enabling this option includes draft inventory items in the analysis. Draft items are products that have been created but not yet published or made available for sale.
5. Include Items Not Found In QuickBooks: Enabling this option includes inventory items that are present in Shopify but not found in QuickBooks Online. This filter helps identify any missing products in QuickBooks.
6. Shopify Inventory Location: Users can choose a specific inventory location in Shopify to focus the analysis on a particular warehouse or store. Alternatively, selecting "All locations" will include inventory from all locations in the analysis.

Section 5.3: Matching Shopify SKUs with QuickBooks Item Number/Name toc

To perform an accurate comparison, it is essential to match Shopify SKUs (Stock Keeping Units) with QuickBooks item numbers or names. This matching process enables the system to identify the corresponding items accurately and compare their quantities and prices. By aligning the SKUs and item numbers/names, users can easily reconcile any differences found during the inventory analysis.

Section 5.4: Reviewing and Comparing Product Quantities and Prices toc

Once the inventory analysis is initiated with the selected filters and SKU matching, the system will generate a comprehensive report displaying the results. The report will include the following information:

1. Inventory Items: A list of the analyzed inventory items, including their SKUs, item numbers/names, quantities, and prices.
2. Differences in Quantities: For items with varying quantities between Shopify and QuickBooks, the report will show products that hava a descrepancy.
3. Differences in Prices: The report will identify inventory items with different prices on Shopify and QuickBooks, allowing users to review and address any pricing inconsistencies.

Section 5.5: Taking Action on Discrepancies toc

Upon reviewing the inventory analysis report, users should identify any discrepancies between Shopify and QuickBooks. Based on the discrepancies found, appropriate actions can be taken to resolve the inconsistencies. These actions may include:

1. Adjusting Stock Levels: If differences in quantities are identified, users can select the Update Webstore Quantities process followed by clicking Start Process.
2. Updating Prices: In case of pricing disparities, users can select the Update Webstore Prices process followed by clicking Start Process.
3. Ecomigrator will generate a report for review.