App Overview
Cart Manager by dp is a BigCommerce embedded app — it runs inside your BigCommerce control panel as a full-page interface. It gives you a real-time view of every active and abandoned cart in your store, lets you edit cart contents, and allows you to create QuickBooks Online estimates from any cart or order without leaving BigCommerce.
The app has two main tabs:
- Carts — all active and abandoned carts tracked since installation, fetched live from BigCommerce on every load.
- Orders — all Incomplete and Pending orders from your BigCommerce store.
A Settings panel (gear icon) lets you configure QuickBooks integration per store.
Opening the App
Cart Manager is accessed from within your BigCommerce control panel. You do not need a separate login — BigCommerce authenticates you automatically each time.
Log in to BigCommerce
Go to your store's control panel at store-{hash}.mybigcommerce.com/manage and log in with your Store Owner or authorized admin account.
Navigate to Apps
In the left sidebar, click Apps → My Apps. Find Cart Manager by dp and click it to open.
App loads automatically
BigCommerce passes a signed token to the app, which verifies it and sets your session. The Carts tab opens immediately — no additional login is required.
Sessions last 24 hours. If the app stops loading correctly, simply close and reopen it from the Apps menu to refresh your session.
Dashboard Layout
The dashboard has three persistent elements visible at all times:
Carts Tab
The Carts tab is the primary view. Each row represents one customer cart tracked by the app. Cart contents are fetched live from BigCommerce every time the tab loads — what you see is the current state of each cart.
Columns displayed:
| Column | Description |
|---|---|
| Customer | Customer's full name and email address, as recorded in BigCommerce. |
| Items | Number of distinct line items currently in the cart. |
| Subtotal | Current cart value as returned by BigCommerce. |
| Status | Live or Abandoned — see Cart Status below. |
| Last Updated | Timestamp of the most recent webhook event for this cart. |
| Actions | Dropdown menu with available actions for this cart. |
Cart Status
Every cart in the table displays one of two status badges:
● Live — The cart is active. The customer has recently interacted with it or it has not yet been flagged as abandoned by BigCommerce.
● Abandoned — BigCommerce sent a store/cart/abandoned webhook for this cart, meaning it has been idle past the store's configured abandonment threshold (typically 1 hour with no activity).
Use the Abandoned filter to focus on carts that need follow-up. Abandoned carts are the most likely source of recoverable revenue.
Search & Filter
Two controls appear above the cart table:
- Search box — type any part of a customer's name or email address. The table filters in real time as you type. Clear the box to show all carts again.
- Status filter dropdown — choose All, Live only, or Abandoned only. Combines with the search box — you can search for a name within only Abandoned carts, for example.
The statistics bar always reflects the current filtered set, not the total store.
Sorting
Click any column header to sort the table by that column. Click the same header again to reverse the sort order. The default sort is most recently updated first.
Pagination
The Carts tab displays 10 carts per page. Navigation controls appear at the bottom of the table when there are more than 10 results:
- Previous / Next — move one page at a time.
- Page number buttons — jump directly to any page (up to 5 buttons visible at once).
- X–Y of N — shows the range of results currently displayed.
The page resets to page 1 whenever you change the search text or status filter.
Statistics Bar
Three summary figures displayed above the cart table:
- Carts — total number of carts matching the current filter.
- Total Value — sum of all cart subtotals matching the current filter.
- Total Items — sum of all line item counts matching the current filter.
Actions Menu
Click the Actions button on any cart row to open its dropdown menu:
| Action | What it does |
|---|---|
| Edit cart | Opens the cart editing panel to modify items, quantities, or add new products. |
| QB Estimate | Opens the QuickBooks estimate form for this cart. Visible only when QB integration is enabled in Settings. |
| Copy link | Copies a direct cart URL to the clipboard so you can share it with the customer. |
| Delete cart | Opens a confirmation dialog to permanently delete the cart from BigCommerce and the app database. |
Refresh Button
Clicking Refresh reloads all cart data from BigCommerce. While loading, the table shows a "Loading carts…" placeholder. Use this after making changes to a cart externally, or to verify the current state of the dashboard.
Editing a Cart
Select Actions → Edit cart on any cart row to open the edit panel. The panel lists all current line items in the cart with their names, SKUs, quantities, and unit prices.
Changes made in this panel are applied directly to the live cart in BigCommerce. The customer will see the updated cart if they return to the storefront.
Update Quantity
Locate the item
Find the product whose quantity you want to change in the item list.
Change the quantity
Click the quantity field next to the item and type the new value. The field accepts positive whole numbers only.
Save
Click Save changes. The cart subtotal updates immediately to reflect the new quantity.
Remove an Item
Click the trash icon
Each item row has a trash icon on the right. Click it to flag the item for removal.
Confirm removal
A confirmation dialog appears showing the item name. Click Remove to confirm, or Cancel to keep the item in the cart.
Removing the last item from a cart will leave the cart empty. An empty cart is automatically cleaned up from the dashboard on the next refresh.
Add a Product
Click "Add product"
The button appears at the bottom of the item list in the edit panel.
Search your catalog
Type at least 2 characters in the product search box. Results from your BigCommerce catalog appear as a dropdown list. Click a product to select it.
Set quantity and add
Enter the desired quantity (minimum 1) and click Add. The product is added to the cart immediately and appears in the item list.
Product search uses your BigCommerce catalog in real time. Results include product name, SKU, and price to help you identify the correct variant.
Deleting a Cart
Deleting a cart permanently removes it from both BigCommerce and the app's database. This is suitable for test carts, duplicate entries, or carts a customer has explicitly asked to cancel.
Open the Actions menu
Click Actions → Delete cart on the cart row you want to remove.
Read the confirmation dialog
The dialog shows the customer name and item count so you can verify you are deleting the correct cart.
Click "Delete cart"
The button shows "Deleting…" while the request is in progress, then the cart disappears from the table and a "Cart deleted" toast confirms success.
This action is permanent. The cart is deleted from BigCommerce and cannot be recovered. The customer's saved items will be lost. Do not use this for carts you may need to reference later.
Copy Cart Link
Select Actions → Copy link on any cart row to copy a direct URL to that cart to your clipboard. You can then paste this link into an email or message to send the customer directly back to their cart on your storefront.
A "Cart link copied to clipboard" toast confirms the copy was successful.
Orders Tab
The Orders tab displays all orders with a status of Incomplete or Pending from your BigCommerce store. These are orders where the customer began the checkout process but either did not complete payment (Incomplete) or payment is awaiting confirmation (Pending).
Loading behaviour
Orders are loaded lazily — the first time you click the Orders tab, the data is fetched from BigCommerce. Subsequent switches back to the tab use the already-loaded data unless you refresh the page.
Columns
| Column | Description |
|---|---|
| Order ID | BigCommerce numeric order identifier. |
| Customer | Billing name and email from the order. |
| Total | Order grand total including shipping and taxes. |
| Status | Incomplete or Pending. |
| Date | Date the order was created. |
| QB Estimate | Button to create a QuickBooks estimate from this order. Visible only when QB integration is enabled. |
Pagination
The Orders tab displays 5 orders per page. The same Previous / Next / page number controls used in the Carts tab apply here.
If your store has no Incomplete or Pending orders, the table shows "No orders found." This is expected and not an error.
Settings
Click the gear icon in the top-right corner of the dashboard to open the Settings modal. Settings are saved per store — changing them on one BigCommerce store has no effect on others.
QuickBooks Integration toggle
The main toggle enables or disables all QuickBooks features for this store:
- OFF (default): no QB buttons appear anywhere in the app. The QB Connection section in Settings is hidden.
- ON: QB Estimate buttons appear in the Carts Actions menu and in each row of the Orders tab. The QB Connection section becomes visible in Settings.
Click Save after toggling to apply the change.
QuickBooks Connection
Visible in Settings when QuickBooks integration is enabled. Shows the current connection status and provides the token entry interface.
Status badge
- Connected — valid tokens are stored and the connection is active.
- No badge / expired — tokens are missing or expired. Re-enter tokens to reconnect.
Entering tokens manually
Get tokens from Intuit
Go to developer.intuit.com → OAuth 2.0 Playground. Select your QuickBooks company and complete the authorization. Copy the Realm ID (Company ID), Access Token, and Refresh Token.
Open the token form
In Settings → QuickBooks Connection, click Enter tokens manually.
Paste and save
Paste the Realm ID, Access Token, and Refresh Token into the three fields. Click Save tokens. The status badge changes to Connected.
Token lifetimes: Access tokens expire after 1 hour and are refreshed automatically. Refresh tokens are valid for 100 days. If the refresh token expires, repeat the steps above to reconnect.
QB Estimate from a Cart
Creates a QuickBooks Online estimate using the products and quantities currently in a cart. Requires QuickBooks integration to be enabled and a valid connection.
Opening the estimate form
Click Actions → QB Estimate on any cart row. An estimate form expands below the row.
Form fields
| Field | Description |
|---|---|
| Quantity Type | Per Case (default) — uses units-per-case derived from the product's availability description in BigCommerce (e.g., "48" from "Pack of 48"). Per Piece — uses the exact quantity the customer placed in the cart. |
| Estimate ID (optional) | Enter an existing QuickBooks Estimate ID to append this cart's products to that estimate. Leave blank to create a new estimate. |
| Customer ID (optional) | Manually specify a QuickBooks Customer ID. If left blank, the app uses the cart's customer email to find or create the QB customer automatically. |
What happens when you submit
- The app fetches full product details (SKU, price) from the BigCommerce catalog for each cart item.
- Each product is matched to a QuickBooks item by SKU, then by name. If no match is found, a new item is created in QB.
- If no Estimate ID was provided, a new estimate is created in QB with the cart's line items.
- If an Estimate ID was provided, the cart's line items are appended to the existing estimate.
- A success message displays the QB estimate number and total.
The SKU format used for QB item matching is {base_sku}-{units_per_case}, e.g. ZB-508-48. This matches the SKU convention used by the companion bc-qbo-class-mapping integration.
QB Estimate from an Order
Creates a QuickBooks estimate from a BigCommerce order, including automatic customer resolution. Requires QuickBooks integration to be enabled and a valid connection.
Opening the estimate form
In the Orders tab, click the QB Estimate button on any order row.
Automatic customer resolution
Unlike estimates from carts, order estimates include full billing information. The app handles the customer automatically:
- Lookup by email: the app searches QuickBooks for a customer whose primary email matches the order's billing email.
- Use existing: if a match is found, that QB customer is used for the estimate.
- Create new: if no match is found, a new QuickBooks customer is created using the billing name, company name, email, phone, and address from the BigCommerce order. No manual entry is required.
Form fields
| Field | Description |
|---|---|
| Quantity Type | Per Case or Per Piece — same as estimates from carts. |
| Estimate ID (optional) | Append to an existing QB estimate instead of creating a new one. Used for multi-storefront consolidation. |
| Customer ID (optional) | Override the automatic customer lookup with a specific QB Customer ID. Leave blank to use automatic resolution. |
After the estimate is created
A success message appears showing the estimate number and total. Click Done to close the form and reset the Orders tab to its default state, ready for the next action.
Multi-Storefront Estimates
If you operate multiple BigCommerce storefronts and a customer has carts or orders on more than one of them, you can consolidate all their products into a single QuickBooks estimate using the Estimate ID field.
How to consolidate
Create the first estimate
Open Cart Manager on Storefront A. Generate a QB estimate for the customer's cart or order. Note the estimate number shown in the success message (e.g., QB #1042).
Open Cart Manager on the second storefront
Switch to the BigCommerce store for Storefront B and open Cart Manager there.
Enter the Estimate ID
Click QB Estimate for the relevant cart or order. In the Estimate ID field, enter the estimate number from step 1 (e.g., 1042). Click Create Estimate.
Products are appended
The products from Storefront B are added to the same QuickBooks estimate. The customer receives one unified quote covering products from all storefronts.
You can repeat this process for as many storefronts as needed. Each submission appends to the same estimate as long as you provide the same Estimate ID each time.
Toasts & Notifications
Cart Manager uses brief toast messages at the bottom of the screen to confirm actions or report errors. They disappear automatically after a few seconds.
| Message | Meaning |
|---|---|
| Cart deleted | The cart was successfully removed from BigCommerce and the app database. |
| Cart link copied to clipboard | The storefront cart URL was copied successfully. |
| Settings saved | Your QB integration toggle was saved. |
| Tokens saved | QuickBooks tokens were stored successfully. |
| Estimate created — QB #N — $X.XX | A QB estimate was created or updated. The estimate number and total are shown. |
| Error: Server error 4XX / 5XX | An API call failed. Check your BigCommerce or QuickBooks connection and try again. |
| Error: [message] | An unexpected error occurred. The message provides detail on what went wrong. |
Tips & Best Practices
- Check the Abandoned filter daily. Carts flagged as Abandoned are the highest-priority recovery targets. A quick review each morning takes less than a minute.
- Use the statistics bar to gauge daily activity. A sudden drop in Total Value or cart count can signal a technical issue on the storefront worth investigating.
- For B2B accounts, always check if the customer exists in QB before creating an estimate from a cart. Order-based estimates handle this automatically; cart-based estimates use email lookup if a Customer ID is not provided.
- Use Per Case for wholesale orders and Per Piece for retail orders. Mixing them in the same estimate is possible by creating the estimate in two passes with different quantity types.
- Re-enter QB tokens before they expire (every 100 days). Setting a calendar reminder avoids a disrupted workflow when the refresh token lapses.
- Do not delete carts that have been converted to orders. These are cleaned up automatically from the Carts tab on the next refresh. Manually deleting them from BigCommerce after an order is placed may cause data inconsistency.
- Refresh the Carts tab after making external changes. If you or a colleague edits a cart directly in BigCommerce, click Refresh to see the updated state in Cart Manager.