Overview of Shopify + QuickBooks Online integration
Connect Shopify and QuickBooks to start syncing your daily sales transactions.
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Sales and transfer sync
- On a daily basis, the integration will sync a summary of your previous day’s sales data into QuickBooks Online generating an invoice or opt to sync each Shopify order into an individual QuickBooks Online invoice.
- You can customise your preferred sales summary view choosing from a wide array of formats.
- Capture all payment transactions including gift cards, tips, tax and payment fees.
- Easily reconcile Shopify sales and payments in QuickBooks Online.
How to set up Shopify + QBO integration
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Register or sign in to the Amaka dashboard to get started.
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Click the New integration button and select Shopify + QuickBooks Online from the integrations list to commence the setup.
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Sign in to your Shopify account by clicking the Connect new account button underneath the Shopify logo. Follow the guided authentication process to grant all relevant permissions.
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Authenticate your QuickBooks Online account following the same procedure, then click Save + Continue.
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Follow the wizard to choose your preferred configuration method, invoice breakdown, invoice format, mapping and scheduler options to complete the setup of the integration.
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Click Save + Continue to finish and activate the integration.
Configuration methods
At the beginning of your setup wizard, you’ll be able to choose your preferred configuration method from the options listed below.
Express configuration
Every day, an invoice with your daily sales summary will be created in QuickBooks Online.
The integration will automatically map sales and payments from Shopify into QuickBooks Online by creating the following default accounts:
Default accounts mappingAccount and code mapping
| Sales Type | QBO Account | QBO Account Type |
| Sales | Shopify Sales | Income |
| Discounts | Shopify Discounts | Income |
| Shipping/Delivery Fees | Shopify Shipping/Delivery Fees | Income |
| Shopify Fees | Shopify Fees | Expense |
| Tips | Shopify Tips | Other Current Liability |
| Gift Card | Shopify Gift Card | Other Current Liability |
| Adjustment | Shopify Sales | Income |
| Cost of Goods Sold | Shopify COGS | Cost of Goods Sold |
| Inventory | Shopify Inventory | Other Current Asset |
For US regions only:
| Transaction Type | QBO Account and Product Name | QBO Account Type |
| Sales Tax | Shopify Collected Taxes | Other Current Liability |
Payment mapping
| Payment Type | QBO Account | QBO Account Type |
| Shopify Payment | Shopify Payment Balance | Bank |
| Cash | Shopify Cash Clearing | Other Current Asset |
| Cash on Delivery (COD) | Shopify Cash Clearing | Other Current Asset |
| Gift Card | Shopify Gift Card | Other Current Liability |
| Exchange Credit | Shopify Exchange Credit Clearing | Other Current Liability |
| All Other Payment Types | Shopify Other Payment Clearing | Other Current Asset |
Advanced setup
The advanced setup will allow you to choose your own custom mapping in relation to sales and payments in Shopify.
Guided setup
Schedule a call with one of our Integration Specialists that will help you decide on the best configuration method for you and guide you through the setup.
Schedule a call nowFAQ on how to set up Shopify + QuickBooks Online
Find answers to the most frequently asked questions about this integration.
Yes! Using our integration, a summary of your previous day’s sales data is automatically synced from Shopify into QuickBooks Online as an invoice. This means you get perfectly reconciled accounts.
Amaka’s Shopify accounting integration works on Simple Start, the lowest tier plan available for QuickBooks Online.
Sure, you can select the date that you wish the data to be synced from through the integration scheduler page.
With the Shopify + QuickBooks integration, your sales and fees are automatically accounted for with payouts reconciliation. There’s no need to manually match up transactions. In QuickBooks Online, select Banking and then For Review. Select the Recognised filter from the dropdown and find the transaction. From the Action column, select Match so that the transaction is matched in both accounts.
By regularly reconciling your data, you can ensure that the Shopify Payments data from Shopify matches up with the amount Shopify deposits into your bank account. You’ll be able to identify potential issues such as fraud, chargebacks and disputes before it’s too late.
What’s next?
Shopify accounting eBook
Learn how to automate your Shopify accounting and spend less than an hour on your books every month.
