How does Cloud Cart Connector match products?

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Introduction

Cloud Cart Connector will match the product SKU from your online store to the QuickBooks name field by default. You can map the product title and SKU to different items in QuickBooks.

Matching

By default, here are the fields Cloud Cart matches:

QuickBooks

Store

From an online store, here is an example SKU:

Product SKU

We highly recommend entering SKUs in all of your products, regardless of them being inventory items. SKUs almost never change and they usually contain numbers or letters, which QuickBooks accepts as the name field. In the event that a product has no SKU, Cloud Cart Connector will insert a SKU called unknown_do_not_delete into QuickBooks. If your product SKUs and QuickBooks name field matches, then there is no manual matching you must perform. If you need to match SKUs and QB names manually, see this article.

Match Product SKU and QB SKU Field

It makes sense to add the product name to the QB name field and the SKU into the SKU field. Here is an example matching:

To match the product SKU and QB SKU fields, Click on the Field Mapping Tab and check the box under product mappings:

Can Cloud Cart log errors and stop creating products, if orders are missing?

Yes, Cloud Cart can log errors and tell you to map products. For more details, read this guide.

Product Title

Product titles can change and many contain special characters, like trademark and copyright signs. These can cause sync errors because QB cannot accept them in the name field. Cloud Cart will strip many of these characters. Although we recommend against matching a product title to a QuickBooks name, it can be accomplished. Here are the steps:

  1. Login to Cloud Cart Connector.
  2. Hover over the gear box and click rules engine.
  3. Click add new rule.
  4. Enter these values: 

How does Cloud Cart match kits?

QuickBooks has a product type called bundles. This product is a container for several items. The bundled item price total is bundle total price. Here is an example:

Our tool cannot override the price of a bundled item. As a workaround, Cloud Cart can add a discount below the bundled item price. In this example, the order was for $2.50 and the QB item was $10. Cloud Cart added a $7.50 discount called rounding.

My kits come in as $0. Is this normal?

The sum of the kit items make the price. In QB, look up the items. Make sure they have a sales price. Here is an example:

If all the items have no sales price, then the bundle will have a total of 0. Here is an example with prices:

I am currently using bundled products and I need to use inventory items. How do I migrate?

Make the kits inactive and resync. Here are the steps:

  1. In QB, open the kit in products and services.
  2. Make the kit inactive. 
  3. Resync the orders and update them. Cloud Cart will make new inventory items and add the prices correctly.
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