Shopify is the customer’s online store/web store. It is where customers display products, take online orders, manage customer-facing store activity, and sell items through a website.
AccountEdge is the brains/headquarters. It is the accounting system and should be treated as the source of truth for inventory quantity, inventory value, sales records, costs, customer cards, reports, deposits, and tax/accounting activity.
ShopSync is the middleman connector. It sits between Shopify and AccountEdge and helps move data between the two systems. Reps mainly use it for visibility, troubleshooting, and escalation evidence.
ShopSync URL: https://shopsync.accountedge.com
This is the ShopSync interface reps may reference during troubleshooting. It provides visibility into synced Orders, Items, and Transactions coming from Shopify before or while data moves into AccountEdge. Reps mainly use this screen to confirm whether activity reached the connector and to gather details for troubleshooting or escalation.
Rep reminder: ShopSync is mainly a visibility and connector layer. AccountEdge remains the accounting and inventory source of truth.
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For the AccountEdge + Shopify integration, the main Shopify windows reps typically deal with are Orders, Products, and Customers. These are the most relevant Shopify Admin screens when explaining sync behavior, reviewing web-store activity, or confirming what the customer is seeing on the Shopify side.
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Treat AccountEdge as the source of truth for accounting, inventory quantity, inventory value, sales records, costs, and reports.
Shopify is where the customer sells products online. Reps should know the basics, but Shopify-only store design/support belongs with Shopify Support.
ShopSync is the middleman between Shopify and AccountEdge. It is mainly used for linking, visibility, troubleshooting, and escalation evidence.
Shopify web orders sync into AccountEdge. AccountEdge sales do not sync back up to Shopify as Shopify orders.
Item/product changes can sync, but inventory quantity and value should be controlled through AccountEdge activity.
Process Web Orders brings in Shopify orders. Sync Items handles item/product changes only.
Paid Shopify orders bring in the payment, but the payment lands in Undeposited Funds until the customer prepares the bank deposit.
Orders created with payment due later can still sync into AccountEdge, but they come in as open invoices without an applied payment.
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Use the line: AccountEdge is the brains/headquarters, Shopify is the storefront, and ShopSync is the connector in the middle.
Support the AccountEdge integration and sync behavior. Send Shopify-only store design, themes, collections, discounts, growth tools, and marketing questions to Shopify Support.
Those are the main Shopify Admin areas reps need to understand. Orders map to sales, products map to items, and customers map to customer cards.
Open the newest Shopify log and scroll to the bottom. Warnings/errors are usually shown there, similar to import logs.
A warning may still mean the transaction imported. Review the log to see what needs attention.
For paid Shopify orders, check Prepare Bank Deposit because payments default to Undeposited Funds.
Sync Items does not bring in web orders. Process Web Orders is the correct action for Shopify sales/orders.
Sales/orders are one-way from Shopify into AccountEdge, not from AccountEdge back into Shopify as web orders.
Entering quantity in Shopify does not create purchases, bills, inventory value, or proper on-hand quantity in AccountEdge.
Unlinking should be reserved for serious connection problems, failed linking, or escalation/development guidance.
Selling Details and Linked Accounts require assignments. Tips, refunds, sales tax, and imported item accounts may need to be filled in before setup can continue.
Allocated tip and refund items are AccountEdge-side items used to satisfy Shopify order behavior. They do not need to be linked as normal sellable Shopify products.
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Use this screenshot to point reps to the main store controls: Store Address, Visit Web Store, Configure Web Store, Unlink Web Store, and View Shopify Logs.
Shows the store from the customer-facing view, as if a shopper is looking at the website.
Opens the Shopify Admin side. This is where Shopify users manage Orders, Products, and Customers.
Do not use casually. Reserve for serious connection problems, failed linking, or escalation/development guidance.
Opens the Shopify Logs folder. Logs also live next to the company file wherever that company file resides.
Use this screenshot to explain the customer’s Shopify sales behavior before processing web orders.
The customer chooses which AccountEdge items should be made available in Shopify. They can select all items or only web-store items.
Recommended when the customer wants to easily identify Shopify sales in AccountEdge. Shopify order numbers usually look like #1001, #1025, etc.
Use when the customer wants individual Shopify customer names imported into AccountEdge as customer cards.
Use when the customer wants all Shopify web orders attached to one default AccountEdge customer card, such as Shopify Orders.
Even if the customer does not use tips, AccountEdge may require an AccountEdge item assigned here. It does not need to be a Shopify product.
Used when Shopify refund activity needs a line/item representation on the synced AccountEdge transaction.
Use this screenshot to explain where Shopify sales tax and new-item defaults are assigned.
Most customers should already have a Sales Tax Collected liability account. It must be linked so Shopify sales tax posts correctly.
If a product is created in Shopify and later synced into AccountEdge, AccountEdge can automatically mark the item as I Buy and/or I Inventory.
If I Buy is checked for imported items, an expense/cost account needs to be assigned.
If I Inventory is checked for imported items, inventory linked accounts need to be assigned correctly.
Use this screenshot to explain that setup-window sync options are for item/product sync behavior, not processing web orders.
| Task | Correct Action | Rep Note |
|---|---|---|
| Bring Shopify sales/orders into AccountEdge | Process Web Orders | Use the Sales Command Center or Sales Register. This is not the same as item sync. |
| Sync item/product changes | Sync Items / Sync Now | Used for item/product changes only. |
| Sync when opening/closing company file | Sync Options | Controls item sync timing. It does not replace Process Web Orders. |
| Check connector visibility | ShopSync | Use for troubleshooting and escalation evidence. |
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Use calm wording: “A warning does not always mean the order failed. The order may have imported successfully, but AccountEdge noticed something we should review.”
Paid Shopify web order payments come into Undeposited Funds. The customer still needs to use Prepare Bank Deposit to deposit them into the checking account.
Entering quantity in Shopify does not create an AccountEdge purchase, bill, inventory value, or proper quantity history. AccountEdge inventory should come from inventory adjustments, purchases, bills, or Adjust Items.
No. AccountEdge should be treated as the master for inventory quantity. Syncing should not add Shopify quantity to AccountEdge quantity. AccountEdge quantity should control/overwrite the Shopify display after sync.
There are no special Shopify-only AccountEdge reports. Shopify orders become normal AccountEdge sales. Recommend using Shopify order numbers so the customer can identify Shopify-originated sales more easily.
Use this wording: “ShopSync is the connector between Shopify and AccountEdge. It is mostly for linking, sync visibility, troubleshooting, and development review. It is not a place where customers do normal daily work.”
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Shopify is where your customers place orders. AccountEdge is where the accounting and inventory records live. The connector saves you from manually entering those Shopify orders into AccountEdge.
We can help with the AccountEdge integration and sync behavior. For Shopify web store design, themes, collections, or Shopify-only settings, Shopify Support would be the best resource.
Warnings are not always failures. The transaction may have imported successfully, but AccountEdge is telling us something needs review.
ShopSync is the middleman between Shopify and AccountEdge. We mainly use it to confirm whether data reached the connector and whether it synced to AccountEdge.
AccountEdge should be treated as the source of truth for inventory quantity and value. Shopify can display products, descriptions, and images, but AccountEdge controls the accounting side.
That setting will affect orders going forward. It will not automatically rewrite older transactions that already synced.
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