How to Use QuickBooks for Dropshipping Automation?

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Dropshipping would be easier if you had the following:

Dropshipping is a popular option for businesses because it allows them to concentrate on their sales and marketing and not the fulfillment of orders to third parties. Many third-party fulfillment centers will private label your shipment with your return information. Dropshipping offers businesses the opportunity to save money by not having to purchase inventory upfront.

An author who sells an Amazon-exclusive book can order copies as they go. Books are printed as soon as they are placed and shipped out when they arrive. This saves money for the author and is more sustainable.

Dropshipping is a business that allows third-party fulfillment of your orders. This can be a compromise between convenience and profit sharing. Dropshipping comes with an additional cost. This is the cost of manually entering data into multiple systems.

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There are more moving parts in your business than there is chance that they will communicate with one another.

This is our own Service Offered by the Blog Author.

shopify dropshipping store set up

A business of any size has many tasks to manage, including getting an order into QuickBooks, filling it, shipping it and managing the inventory. You might be asking, “How do I get all the systems talking to each other to keep my business running?” Let us explore dropshipping with or without automation.

Dropshipping without automation

Joe Anderson, Connex’s CEO tells often the story about how he bought his desk. This story highlights the advantages of dropshipping as a business model for merchants, but also the drawbacks of not having automation.

Joe bought a desk from a local furniture shop about five years ago. Joe chose a desk that was not in stock. In fact, it was made on request by an Ohio third-party manufacturer. The furniture store created a sales request in order to place Joe’s order. They created a purchase order and sent it to Ohio’s manufacturer. Joe then paid a 10% deposit. Three months later, Joe received his desk from the store. Joe was sent an invoice by the store and he paid the remaining 90%. This closed the sale order.

Joe is pleased with the desk, and it even surpasses his expectations. However, Joe noticed that there was no automated furniture store system. All work was done with pen and paper. Joe wondered if automation could have saved his furniture store money and helped speed up the manufacturing and shipping of his desk.

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A local furniture shop may not be able to get many orders but an ecommerce company can quickly scale. The complexity of managing all these orders increases as the orders increase. It is not sustainable for a business to enter information manually.

Let’s instead look at ways to automate dropshipping.

Automating dropshipping

Connex is a tool that allows you to connect your systems to automate data entry.

Connex: How does it fit in the picture of automated dropshipping?

This is how Connex bridges between different parts of dropshipping.

  1. QuickBooks is used to enter a sales order (e.g. You place an order for furniture
  2. Connex syncs automatically the order to ShipStation
  3. Connex automatically syncs shipping information to QuickBooks when the order ships.

Answers to the most frequently asked questions:

Question #1: Is it possible to create a sales order prior to an order being shipped, and then an invoice once the order has been shipped? This functionality is not available in the box. You can sync orders twice: once before shipping and once after. For step-by-step instructions, click here

Question #2: Connex will close the sale order if the invoice was created later than the original date?

Connex can close sales orders no matter when the invoice was created. Connex copies the sales orders to create an invoice. Connex will attach the payment to the invoice so that it has $0 balance. For step-by-step instructions, click here

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Question #3: Is it possible to create sales orders or invoices without paying any fees?

Connex will not pay if the order isn’t paid. Click here to see step-by-step instructions on how to mark orders as unpaid.

Next steps

As your business grows, it can be difficult to keep track of all orders. You will have more work to do manually and your chances of having unhappy customers. Your business has been so well built that you don’t want to upset your customers.

This is our own Service Offered by the Blog Author.

shopify dropshipping store set up

Automating parts of your workflow reduces the chance of human error. Automation saves time and costs you less to hire someone to enter the data manually.

Automation gives you peace of mind knowing that all parts of your business communicate with each other. Your business will continue to run smoothly and your customers will be happy.

Are you looking for an automated DropShipping solution to QuickBooks?

This introductory call will help you discover Connex’s potential to assist you in:

  • Manual data entry in QuickBooks Online and QuickBooks Desktop is eliminated
  • Automate your inventory update to prevent overselling and refunds
  • One app that allows you to manage sales from multiple channels
  • Connect your shipping solutions with QuickBooks
  • Every day, keep accurate financial data in your QuickBooks
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Why our customers choose us

This guide is designed for owners of e-commerce businesses

  • Automate syncing sales and inventory across multiple e-commerce platforms into QuickBooks Desktop or Online to scale your business.
  • You can save time and money by not manually entering sales, inventory, or customers into your website and QuickBooks accounts.
  • Connex was recommended by Intuit. Connex is a respected name in the automation industry.
  • Our solution can be used to simplify your sales process if you sell through multiple channels.
  • Connex integrates with all major ecommerce platforms

Many of our customers sell through multiple e-commerce channels. Woocommerce, Shopify and Magento are just a few of the many e-commerce channels that our customers use.

They are driven to grow their company and value the security that comes with knowing their books and records are up-to-date so they can provide service to their customers.

Connex customers choose Sync with Connex

  • This guide is designed for e-commerce business owners
  • Automatically synchronizing sales and inventory across multiple e-commerce platforms into QuickBooks Desktop or Online can help you scale your business.
  • It doesn’t take much time to manually enter sales, inventory, customers, and other information into your website or QuickBooks accounts.

Connex for QuickBooks is recommended by Intuit. It will ensure that your inventory is updated. This will eliminate the frustration of missing items and overselling.

  • You can increase customer satisfaction by keeping your inventory current. This will lead to higher sales and positive reviews.
  • We can sync phone orders from QuickBooks with your shipping solution.
  • Our solution can be used to simplify your sales on multiple channels.
  • Connex integrates QuickBooks into all the major ecommerce platforms such as Woocommerce and Shopify.
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How do you determine if Connex is right to your business?

This introductory call will help you discover Connex’s potential to assist you in:

  • Manual data entry in QuickBooks Online and QuickBooks Desktop is eliminated
  • Automate your inventory update to prevent overselling and refunds
  • One app that allows you to manage sales from multiple channels
  • Connect your shipping solutions with QuickBooks
  • Every day, keep accurate financial data in your QuickBooks

Connex may not be right for you.

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