QuickBooks Integration for your online store
eCC makes managing your eCommerce store simple and easy. It's packed with robust features to help you streamline your operations, all while providing a user-friendly interface.
Order Management
Downloading orders from your online store to eCC
- Download orders into eCC with a click of a button OR
- Set eCC Scheduler to automatically download orders into eCC
- Setup eCC to download orders based on order status, date, or number
- Download orders from multiple online channels
Organizing orders
- eCC Dashboard shows the latest download and order status
- Orders are dynamically organized based on processing status
- Process orders individually or in bulk
- See if orders have been paid, shipped, posted to QuickBooks, or posted to your online store
- Re-download orders in eCC by clicking on the Refresh button
- Search for orders by keyword, name, etc.
- Adjust the display grid columns as you like
- Edit or delete orders
- Generate simple sales graph by time period
- Export orders - search and export orders in CSV format with adjustable data columns
- Enter and process new phone orders using customers or products from QuickBooks or Store
- Orders are automatically organized by sales channel
Posting customer information into QuickBooks
- Create new customers in QuickBooks
- Post new customers information from your online store, including name, company, billing address, shipping address, email, phone, customer type, terms, payment info, and sales rep
- Update existing customer information
- Customer matching options - select from a number of naming formats
- Option to map all transactions to one customer
Posting orders into QuickBooks
- Post orders into QuickBooks as an invoice, paid invoice (invoice + payment receipt), sales receipt, sales order, or estimate
- Post orders into QuickBooks POS as sales receipt or sales order
- Create purchase orders for all order, out-of-stock items, or items marked for Drop Ship (for QuickBooks Financials only)
- Post Amazon/eBay expenses and fees as a check or bill. Configurable options for vendors, expense line items, etc.
- Import Amazon Settlement reports
- Post shipping charges and discounts
- Post taxes (flexible tax options for single state and multi-state taxes)
- Post shipping and payment details with the transaction
- Post order notes as a line item or in the Memo field
- Generate transaction number using QuickBooks or online order number
- View posted transaction in QuickBooks Financials
Synchronize customers with QuickBooks
- Create customers in QuickBooks on the fly
- Synchronize Online store customer information with QuickBooks
- Create customers from QuickBooks to online store (limited to certain carts)
Synchronizing orders
- Support products with attributes - options/attributes (e.g., size, color, etc.) are saved in the item description in QuickBooks
- Support configurable, grouped products and bundled products (available for Magento store)
- Post orders to multiple QuickBooks files - one store can post to one QuickBooks company file.
- Purchase additional stores to connect multiple stores or QuickBooks files.
Shipping Management (Shipping Module)
Post orders back to your online store
- Update order status in store- post the order as complete or a status of your choice
- Post shipment tracking number - tracking number is posted into the corresponding field in the order
- Email notification to customers - eCC triggers the email notification from your online store to the customer
Post shipping to QuickBooks
- Post shipping charges as a line item
- Post shipping method and tracking ID as a line item in sales receipts, invoices, sales orders, and estimates
Processing shipping labels in eCC
- Generate USPS labels with DYMO Endicia, Endicia DAZzle and Stamps.com
- Process USPS labels without postage
- Generate UPS labels with UPS Direct or UPS WorldShip (UPS Ready certified)
- Generate FedEx labels with FedEx (FedEx CSP certified)
- Get shipping rates with DYMO Endicia, FedEx. Stamps.com and UPS Direct
- Validate shipping address with FedEx, Stamps.com and UPS Direct
- Retrieve UPS and FedEx tracking ID from QuickBooks Shipping Manager
- Manual shipping - enter shipping method and tracking number manually
- Generate shipping labels in bulk with one click
- Generate multiple shipments per order and track the order at shipment and item level
- Perform multi-packaging shipping with UPS Direct or UPS WorldShip
- Validate shipping address and compare shipping rates with FedEx, Stamps.com or UPS Direct
- Set domestic and international shipping default with FedEx, Stamps.com, DYMO Endicia, Endicia DAZzle, UPS Direct and USPS
- Generate packing slips - customize slips with company logo, footer text, columns, paper size and printer
- Generate customizable Pick Lists to make pick and pack faster
Product Management (Product Module)
Product matching
- Fields used to match items from your online store - SKU, product ID, and model number (depends on your store type)
- Fields used to match items from QuickBooks - item name and number in QuickBooks
- Fields used to match items from QuickBooks POS - item number, item name, ALU, and UPC
- Formula to match variants - specify a formula to match variants with 2 attributes
Product Sync
- Create new items in QuickBooks from your online store
- Synchronize product price and quantity (available quantity or on-hand quantity) in batches
- Inventory reports - generate reports of matched, missing or conflicting items between your online store and QuickBooks
- Ability to manually map items if inventory doesn’t match up
- Upload images from QuickBooks POS to store, or from local directory to store, or from store to QuickBooks POS
Managing Products in eCC
- Download products from your online store to eCC in batches of tens to thousands
- Manage store items (name, SKU#, quantity and price) in eCC
- Manage QuickBooks items (item name/number, sales description, item type, OnHand quantity, price) in eCC
- Select QuickBooks items to be drop-shipped
- Select which items in QuickBooks and your online store to be synchronized
- Features vary for different store types and QuickBooks versions. Click here for a summary of eCC product management features.
- Automatically download from your online store - orders, items, customers and settings into eCC
- Automatic download from QuickBooks - download items, customers and settings into eCC
- Automatic posting of orders back to your online store - send completed orders back to your online store with tracking information
- Automatic posting of orders into QuickBooks - post paid and shipping orders into QuickBooks
- Automatic synchronization of item price and quantity - continually update the price and/or quantity of products
- Automatically process multiple store profiles
- Automatic database backup
Offline Payment Processing (Phone orders or delayed capture)
- Process credit cards via Authorize.net, PayPal and QuickBooks Merchant Service (CC info required and not recommended)
- Capture authorized payments via Authorize.net and PayPal Pro (Authorized Transaction ID required)
- Manual payment - enter payment method and transaction ID manually
- Reconcile transactions - transactions via QuickBooks Merchant Service are matched up with your QuickBooks transactions so they can be easily reconciled
Multi-user Access
- Add more users to eCC to access from multiple computers simultaneously
- User-level permissions for certain features
- Concurrency - automatic record locking and unlocking to prevent users from over-writing changes
- Product management - restricted to the Admin user only
Multi-channel Management
- Add more online shopping carts to eCC by installing the eCC Store module for that particular cart
- Toggle between each online store or marketplace within eCC
- Post orders from all store to QuickBooks or QuickBooks POS
- Synchronize product catalog, quantity and price between QuickBooks and all stores
Maintenance, Upgrades & Backup
- Download the latest version of eCC and eCC Store module from the Webgility customer portal
- Create a backup of your database
- Archive older orders in a separate database to improve performance
- Order History - review detailed summary of order processing
- Error handling - view error logs and email error reports to Webgility Support
- Set eCC Scheduler to automatically backup the database
