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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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How to prevent syncing Sales orders with "

 pending" status from Shopify… Why you might disable 

 pending orders… How to enable/disable 

 methods: credit card (Mastercard, Visa, American Express)… If 

 fails, you’ll receive a notification and will need to update billing details to keep access

 is still unsuccessful after 20 days, your account will be locked… Enter updated 

 provider… especially useful when aligning with accounting systems or matching the actual exchange rate used during 

Edit currency rate and date for sales / purchase orders

 terms are set in QuickBooks based on its configurations… Delivery deadline 


 term data doesn't exist in Katana… as Katana does not manage 

Syncing Katana sales orders to QuickBooks Online as invoices

 pending Shopify orders will also be imported… Orders with 

 pending status when you have not enabled importing those

How sales orders sync between Shopify and Katana

 terms, sales reps, delivery instructions, internal status codes, links… For each custom field, choose: 
Name — for example, "Customer PO number," "

 terms (Net 30 / Net 60 / COD), priority (Low / Med / High), internal status codes 
Number

Annual subscriptions require a non-refundable upfront 

 orders – Choose whether to import SOs in Awaiting 

Once you're ready, click Continue to billing, add your 

 information, and you'll be ready to proceed

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