Try For Free My Account

User Setup Scenarios

Table of Contents

To get started, you’ll need to sign up for a ShopSync account.  Visit the Shopify App Store at https://apps.shopify.com/accountedge-sync to subscribe and get started linking your store to your AccountEdge company file.      

Important Note: 
Web store product descriptions and images do not sync with AccountEdge.  Manage your item descriptions and images in your Shopify store admin. This will enable you to use HTML-based descriptions for your products and store high-resolution images.  


Your initial sync with Shopify will only send and receive items – no orders will be sent to AccountEdge.  This is to ensure that all items used to create Shopify orders are successfully sent to AccountEdge, and that your AccountEdge items are sent to Shopify.

After the initial sync, you’ll have several sync options inside AccountEdge – In the Setup > Web Store Setup window, and from the main Command Center.  Once all your items are set, typically you’d only need to sync Web Store Orders from the main Command Center window or Process Web Orders from the Sales Register window.  

There are three main scenarios to consider when connecting your Shopify store to your AccountEdge company file.  They are:

  1. You have been using AccountEdge, but are new to Shopify
  2. You have been using Shopify, and are new to AccountEdge
  3. You have been using Shopify and AccountEdge

If you are new to AccountEdge and have a new Shopify store, we recommend setting each system up completely before connecting your store to ShopSync and then to AccountEdge.  While you can set up your items in either AccountEdge or Shopify, determine which one works for you and move forward with the initial setup and sync with AccountEdge.  

Next Step:

Click here to view our Web Store Setup Help file.  Open the Getting Started link to learn how to manage your connection to AccountEdge depending on your specific user scenario with tips on auto-linking your store products to your AccountEdge items.  


Here is how your items will be handled when initially setting up and syncing;

  1. If you have been using AccountEdge and are new to Shopify
    You can select which items you want to send to your store in the Setup > Web Store Setup window and sync them to Shopify.
  2. If you are new to AccountEdge and have been using Shopify
    During your initial sync, your store products will be imported into AccountEdge as items.
  3. If you have been using Shopify and AccountEdge, products from your store will sync into AccountEdge.  This could result in duplicate items in your AccountEdge company file.  You’ll want to manage those items in AccountEdge.  We recommend using Combine Items.  Open the Inventory > Item List > Combine Items window, select your AccountEdge item as the Secondary item, and merge it into the Primary item, which is your Shopify item.  This will maintain all your transaction history and keep the Shopify record ID in sync with your store.  When completed, this is the item that will sync.