Tags: Summary Sync
Difference between Individual order sync and Summary sync
1. Individual order sync
With this option, our app syncs sales, its products, customers, payments, payouts, tax, and shipping information. Our app will create an invoice/sales receipt in QuickBooks for each order in Shopify. Please refer to the screenshot below for how the order placed in Shopify is synced to QuickBooks.
With individual order sync, by default our app will sync products that are part of an order and the products will be mapped with the QuickBooks product based on the matching criteria selected on our app settings page.
Whenever a sale or refund is done in Shopify, the quantities of products associated with the sale or refund will be reduced or increased from QuickBooks. This is an internal feature in QuickBooks.
With individual order sync, our app will sync the customers that are part of an order.
There is an option available in our app settings to choose whether you want to sync each customer from Shopify and create the invoice/sales receipt in QuickBooks with actual customer details OR use a default customer for all the invoices/sales receipts in QuickBooks.
2. Summary sync
With this option, our app will create one journal entry per Shopify payout and one journal entry per day for each of the other payment methods ( like Afterpay, Klarna, PayPal, etc.)
- For the Shopify payment method, our app will create journal entries based on each Shopify payout received by your store. The frequency of Shopify payout depends on the payout frequency selected with Shopify.
- The summary of payment methods other than the Shopify payment method will be synced daily considering midnight as the cut-off time
All the different amounts will be represented on the same journal entry for the Summary sync. This will include the totals of the Sales, Refunds, Discounts, Fees, etc. Please refer to the below screenshot of how the summary will be synced by our app.
With this option, products will not be synced by our app. Inventory will not be updated in QuickBooks when the sale or refund is created in Shopify.
With the summary sync option, customers will not be synced by our app. All of the summaries will be created under the same customer selected in our app settings.