Chapter 1: Getting Started↑ toc

Section 1.1: Installation

Log in to your Shopify store's admin panel and navigate to the Apps section. Click Visit Shopify App Store to access the App Store.

Search for SyncMyCart in the App Store. Review the description, reviews, and pricing to confirm it meets your requirements.

Click on the SyncMyCart listing to view its details page — features, pricing plans, and compatibility information are listed there.

To install, click Add App or Get on the details page. Confirm the installation and agree to any permissions requested.

Section 1.2: Connecting Your Store

SyncMyCart supports Shopify, WooCommerce, and Wix. The connection process varies slightly by platform.

Shopify

1. From the SyncMyCart dashboard click Connect Shopify.
2. You will be redirected to the Shopify App Store to authorize the connection.
3. Click Install to grant SyncMyCart access to your Shopify store.
4. You will be redirected back to SyncMyCart upon completion.

WooCommerce

1. From the SyncMyCart dashboard click Connect WooCommerce.
2. Enter your WooCommerce store URL when prompted.
3. You will be redirected to your WooCommerce site to authorize the connection.
4. Click Approve to grant SyncMyCart access.
5. You will be redirected back to SyncMyCart upon completion.

Wix

1. From the SyncMyCart dashboard click Connect Wix.
2. You will be redirected to the Wix App Market to authorize the connection.
3. Click Add to Site to grant SyncMyCart access to your Wix store.
4. You will be redirected back to SyncMyCart upon completion.

Section 1.3: First Steps

During installation you will be guided through the authorization process. This involves granting SyncMyCart permission to access specific data on your behalf. Review all permissions carefully before proceeding. All SyncMyCart plans include a thirty-day free trial.

Once installed, you may need to configure SyncMyCart to align with your business needs. A free onboarding call with the founder is required before your first sync — email support@syncmycart.com to schedule.

After installation and setup, access SyncMyCart from the Apps section in your Shopify admin panel. SyncMyCart operates through its own dedicated interface at syncmycart.com.

Chapter 2: Authorizing Your Accounting Software↑ toc

Section 2.1: Understanding the Authorization Process

1. User Consent: You will be prompted to authorize your accounting software to grant SyncMyCart access. This ensures you control which applications can access your accounting data.
2. Scopes and Permissions: SyncMyCart will request specific permissions to access order, customer, and account data on your behalf.

Section 2.2: Initiating the Authorization Flow

1. Open SyncMyCart from the installed apps section in your Shopify admin.
2. From the dashboard, click the Connect button for your accounting software (QuickBooks, Xero, or Wave).

Section 2.3: Completing Authorization

1. Click the Connect button for your accounting software on the dashboard. You will be redirected to the authorization page for your accounting platform.
2. If not already logged in, you will be prompted to log in to your accounting software account.
3. Review the permissions requested by SyncMyCart.
4. Click Authorize or Connect to proceed.
5. Your accounting software will redirect you back to SyncMyCart, completing the authorization.

Section 2.4: Post-Authorization Steps

1. Access Tokens: SyncMyCart receives access tokens to communicate securely with your accounting software. These are stored encrypted and never visible to you or Ubiquitous LLC staff.
2. Configuration: Additional settings configuration may be required. Your onboarding call will cover this.
3. Data Privacy: SyncMyCart only accesses the data and permissions explicitly granted during authorization. This applies equally to QuickBooks, Xero, and Wave.

Section 2.5: Managing Authorized Apps

1. Revoking Access: To revoke SyncMyCart's access, go to your accounting software's settings, locate SyncMyCart under Apps or Connected Apps, and revoke access.
2. Periodic Review: Periodically review authorized apps and revoke access for any that are no longer needed.

Chapter 3: Managing Preferences↑ toc

Section 3.1: Post Order As

This option controls how orders are posted to your accounting software. Select Receipt to generate a Sales Receipt for each order, or Invoice to generate an Invoice. Most stores use Sales Receipt. Use Invoice if you need to track accounts receivable.

Section 3.2: Location

This setting determines which Shopify location is associated with inventory management. Select from the available locations in your Shopify store, or select All Locations to include inventory from all locations.

Section 3.3: Retention

This value sets the retention period for report data. Enter the number of days to specify how long posting history and report data should be retained.

Section 3.4: Use Billing Address

Check this box to use the customer's billing address on receipts and invoices. The shipping address is used by default.

Section 3.5: Create Separate Payment

When enabled, a separate payment record is generated for each invoice. Applies to Invoice mode only — has no effect when posting as Sales Receipt.

Section 3.6: Enable Accounting Software Notifications

When enabled, SyncMyCart will send notification messages to your accounting software when orders are posted.

Section 3.7: Enable Shopify Notifications

When enabled, SyncMyCart will send notification messages to Shopify when sync activity occurs.

Section 3.8: Trace On

When enabled, detailed logging is activated. Use this setting when troubleshooting or working with support. Note that enabling Trace On may affect performance and should be disabled during normal operation.

Be sure to click the Save button after changing any settings.

Chapter 4: Manually Retrieving and Posting Orders↑ toc

Section 4.1: Retrieving Orders

To manually retrieve orders from Shopify:

1. Click the Get Orders button on the Orders page.
2. A date selection form will appear — choose a start and end date for the orders you want to retrieve.
3. Submit the form to initiate retrieval.
4. SyncMyCart will fetch orders from Shopify within the specified date range.
5. Retrieved orders will appear in a table showing order number, customer name, fulfillment status, and order total.

Section 4.2: Posting Orders to Your Accounting Software to Your Accounting Software

To post selected orders to your accounting software:

1. Select the desired orders from the table.
2. Click the Post to Accounting Software button.
3. SyncMyCart will process each order — resolving customers, matching items, and building receipts or invoices based on your settings.
4. Orders already in your accounting software are detected and skipped automatically — no duplicates.
5. A results report is displayed when posting is complete.

Section 4.3: Reviewing the Results

After posting, a report displays the outcome including:

• Number of orders successfully posted
• Number of orders skipped (already existed)
• Number of orders that failed with error details
• Summary of the posting run

If any errors occurred, review the error detail and contact support@syncmycart.com if needed before posting additional orders.

Chapter 5: Inventory Analysis↑ toc

Section 5.1: Introduction to Inventory Analysis

Inventory analysis allows you to compare product quantities and prices between Shopify and your accounting software to identify discrepancies and reconcile inventory data. Run this periodically to keep both platforms in sync.

Section 5.2: Using the Inventory Selector

The Inventory Selector provides filters to customize the analysis:

1. Show All Inventory: Displays all inventory items in both Shopify and your accounting software regardless of differences.
2. Show Inventory With Different Quantities: Shows items where the quantity recorded in Shopify differs from your accounting software.
3. Show Inventory With Different Prices: Highlights items with different prices on Shopify vs your accounting software.
4. Include Drafts: Includes draft products in the analysis.
5. Include Items Not Found In QuickBooks: Shows Shopify products that have no matching item in your accounting software.
6. Shopify Inventory Location: Filter the analysis to a specific Shopify warehouse or store location.

Section 5.3: Matching Shopify SKUs with Accounting Software Items

SyncMyCart matches Shopify SKUs to item numbers or names in your accounting software. This matching enables accurate comparison of quantities and prices. Ensure your SKUs in Shopify align with the item names or numbers in your accounting software for best results.

Section 5.4: Reviewing Quantities and Prices

The analysis report includes:

1. A list of analyzed inventory items with SKUs, item names, quantities, and prices
2. Items where quantities differ between Shopify and your accounting software
3. Items where prices differ between the two platforms

Section 5.5: Taking Action on Discrepancies

After reviewing the report, take action to resolve any discrepancies:

1. Adjusting Stock Levels: If quantity differences are found, select the Update Webstore Quantities process and click Start Process.
2. Updating Prices: If pricing differences are found, select the Update Webstore Prices process and click Start Process.
3. SyncMyCart will generate a confirmation report after each process completes.