Easy ECommerce and QuickBooks Integration Option
Featured Product – Webgility’s eCC
So you are starting a new online store, expanding your current website shopping cart, or migrating to multiple online sales channels, and you find yourself wondering how to get all your sales and inventory data into my QuickBooks. You work hard to generate sales but spend hours entering orders into QuickBooks, only to then re-type customer information into your freight software to generate shipping labels. Once the order is shipped, you must update your inventory and send the customer email notification. All together you’re spending more time transferring information between systems than in growing your business.
Suddenly you find your business expanding faster than you can hire people to do the work, and you don’t relish the idea of expanding to the point of having to meet Obama-care requirements. The days of printing sales orders and passing one copy to warehouse personnel for fulfillment, and clerical staff for keying into QuickBooks have got to end.
One answer is eCC by Webgility; eCC is QuickBooks Gold-certified software designed to eliminate manual data entry, cut down order processing and reduce duplicate data entry between your ecommerce presence and QuickBooks. It not only connects your online store to QuickBooks but also your shipping processors to automate your online business. With eCC, you can automatically post orders to QuickBooks, keep your inventory in balance, generate shipping labels, track order activity and more.
eCC is not just a single solution, a variety of offerings make it possible to work with various shopping carts and integrate with QuickBooks (desktop editions), QuickBooks Point-of-sale, or QuickBooks Online. You can integrate your online store so all accounting and inventory related tasks can be accomplished with a few clicks of a mouse. No more manual data entry, no more out-of-balance accounts, your accounting is up-to-date and accurate. Simultaneously eCC tracks your taxes, keeps your customers in-sync, generates purchase orders for insufficient quantities or special orders, and even records your actual shipping expenses as payables. eCC integrates with a variety of major Shopping Carts including: Amazon, BigCommerce, CS-Cart, eBay, LiveCart, Magento, OpenCart, osCommerce, Pinnacle Cart, Shopify, Volusion, WordPress, X-Cart, Yahoo, ZenCart, and many others.
Flexibility of configuration is a key feature of eCC. For example, you can determine different methods for posting to QuickBooks based upon cart order status, payment methods, and a variety of other choices. In one example I was able to configure all orders with insufficient quantities on hand to post to QuickBooks as Sales Orders, while all orders in stock charged to open accounts posting as Invoices, and all paid orders posting as Sales Receipts. That type of control means that you can quickly determine the status of each order within QuickBooks at a glance.
Similarly you might wish to map the SKU in your shopping cart to the Alternative Look-up in QuickBooks Point-of-sale rather than the Item Name/Number field. Capabilities like this, and other options, permit SKU variants to track true to sub-items in QuickBooks rather than forcing a new item to be created for each variation.
Keeping your product information up-to-date, inventory in balance, and pricing accurate can seem almost impossible if you have a large product catalog, high order volume and multiple sales channels. It’s easy to oversell products and create serious customer service issues if you have chosen to maintain limited inventory or are working with multi-channel sales. Attempting to track it all manually can quickly increase data errors, overburden your staff, impact customer relations and affect your bottom line.
The product module built into eCC, can transfer your QuickBooks product catalog to your online store, or create new items in QuickBooks from products you first publish in your store. This module also insures that inventory remains in-sync for not only item counts, but costs and sales prices. If you have a large catalog of products, high order volume or multiple sales channels, keeping the product information, inventory and pricing accurate can be a nightmare. With multiple points of sale and limited stock, you can oversell and create customer service issues. With multiple sales channels, you can use QuickBooks as the master catalog and easily sync information across your all your on-line stores.
New Order Entry is an often overlooked, but important feature of shopping cart integrators, and eCC has the ability to enter new orders without using either your store or QuickBooks. Using the Enter Phone Orders screen in eCC you can do everything from creating a new customer that will update to both your store and QuickBooks, to picking items based upon on-hand quantity; you can even use a barcode scanner to directly scan a product into a telephone order. This allows use of the multi-user version of eCC and reduces the need for additional QuickBooks licenses that might necessitate migrating from Pro/Premier to Enterprise.
Another advantage of this method of order entry is not being restricted to QuickBooks Merchant Services as your only integrated payment solution. eCC can process phone orders using credit card merchant solutions not capable in QuickBooks. Payment Methods Supported: Authorize.net, PayPal, QuickBooks Merchant Services.
eCC automates order fulfillment allows you to improve service to your customer by shipping faster. Since order processing time is mission critical you need to get each customer’s shipment out the door as quickly as possible. You can literally spend hours each day creating pick-tickets, packing slips and shipping labels if you don’t have an integrated approach. eCC ties your online store to major shipping carriers automating order fulfillment. Shipping Methods Supported: Dymo Endicia, Express1, FedEx, QuickBooks Shipping Manager, Stamps.com, USPS & UPS Direct & WorldShip
eCC downloads each online order and organizes them on an easy-to-read dashboard with all the order details including items, weights, destination and requested shipping. With a few mouse-clicks you can calculate the weight of your packages with an integrated weight scale, get ‘live’ shipping rates, print pick lists, and generate shipping labels and packing slips. Once your shipments are processed, eCC updates your online store with the current order status and emails your customers with their shipment tracking information. Throughout the process the eCC dashboard keeps you on top of every order.
Customer support from a product information and instructional standpoint is excellent. The team for day-to-day problem resolution is supportive; however, more complex issues or customization requests are not as responsive. Because of the complexities associated with a lot of alternatives in configuration, there can be several set-up issues that needed to be addressed. Most responses were received within a day or so, sometimes more immediate depending on time of day and day of the week. They don't really have 24-hour support which seems odd since their product is designed for the round-the-clock world of ecommerce.
Summary and Overall Impression:
In general I have found eCC a very beneficial solution for the integration of one or more web-stores with QuickBooks. The look and feel of the product is very sophisticated. eCC does exactly what it advertises for each shopping-cart and QuickBooks product; however, you have to be careful not to read into their advertising what you would have it to say, as they deliver as promised, not as imagined. eCC is continually updating their product and seems very open to suggestions for enhancements. So if you need a shopping cart integrator, more often than not, eCC by Webgility will fit your needs.
William “Bill” Murphy