Fixing the Puzzle: Payment Sync Problem with Shopify Plus and QuickBooks Online

The Client

In the dynamic world of eCommerce. Our USA-based Toy Shop client faced a challenge after expanding from direct-to-consumer (D2C) to business-to-business (B2B) sales, they upgraded to Shopify Plus The transition caused synchronization issues with QuickBooks Online, especially for B2B credit transactions. Satva Solutions aim to swiftly resolve this, ensuring seamless Shopify Payment API integration through QuickBooks Online and accurate financial tracking for our client’s growing business.

The Challenge

Synchronization Hurdles

• The merchant’s B2B customers, unlike D2C clients, were offered credit terms, with payments processed through QuickBooks Online. However, these transactions weren’t syncing back to Shopify Plus, leading to confusion among Shopify Plus B2B clients who saw their orders were not marked as paid (i.e. unpaid). This discrepancy not only caused customer service issues but also affected the merchant’s financial tracking.

Initial Attempts at Resolution

• The merchant initially reached out to Webgility, their accounting automation tool, but found no viable solution. They explored alternative approaches like Zapier integrations and consulting with developers. However, these attempts were not successful because Zapier didn’t have this capability, and developers didn’t have enough experience in the QuickBooks ecosystem to propose a creative solution.
• Furthermore, other SaaS accounting automation products, such as Toy Shop’s Shopify development team, A2X Accounting, Synder, and several others, hesitated to implement the requested feature because Shopify’s order JSON format keeps changing over time and the substantial effort it would entail to develop this feature exclusively for Shopify Plus merchants.

Satva Solutions: A Turning Point

• Faced with these challenges, the merchant turned to online searches for an expert accounting Integrations company with prior experience in QuickBooks Online and custom applications. This is when Satva Solutions emerged as the solution provider. The Satva Solutions team delved into a comprehensive analysis, taking the time to grasp the distinct needs of the merchant’s Shopify Plus and QuickBooks Online configuration. After a thorough examination, they presented two viable solutions: leveraging Robotic Process Automation (RPA) or creating tailor-made custom API integrations.

Choosing the Right Path: Shopify Integration Service

• After careful consideration, the merchant decided on a Custom Shopify API Integration Service. This choice was driven by the need for a reliable, long-term solution that could adapt to the evolving needs of their Shopify Plus and QuickBooks Online systems. The major reason for choosing this path was that the client wanted further ongoing customization as his business expanded. We managed Shopify API integration solutions where clients didn’t have to worry if anything broke because it would be taken care of proactively and at speed.
• Implementing the Solution: The Shopify integration service by Satva Solutions efficiently bridged the gap between Shopify Plus and QuickBooks Online. This solution synced payments from QuickBooks to Shopify Plus accurately, resolving the confusion B2B customers faced and streamlining the merchant’s financial tracking.

Conclusion: A Seamless eCommerce Experience

This journey highlights the importance of adaptable, custom solutions in the ever-evolving landscape of eCommerce. The merchant’s pro-active approach, combined with Satva Solutions’ expertise, resulted in a seamless integration between Shopify Plus and QuickBooks Online, to resolve the Payment Sync Problem while enhancing their operational efficiency and customer satisfaction.

This case study for Shopify merchants facing similar challenges underscores the value of custom solutions tailored to specific business needs.

Key Takeaways:

• eCommerce challenges require flexible, customized solutions
• Effective integration of platforms like Shopify Plus and QuickBooks Online is crucial for seamless operations.
• Partnering with experienced Integration solution providers can lead to successful outcomes in complex e-commerce scenarios.