Shopify + QuickBooks Setup Guide

Pamela Calilung
Customer success manager Request support

Overview of Shopify + QuickBooks Online

Connect Shopify and QuickBooks to start syncing your daily sales transactions.

  • Sales
    • 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.

Before you start

How to set up Shopify + QBO integration

  1. Register or sign in the Amaka dashboard to get started.
  2. Click the New integration button and select Shopify + QuickBooks Online from the integrations list to commence the setup.
  3. Sign in to your Shopify account by clicking the Connect new account button underneath Shopify logo. Follow the guided authentication process to grant all relevant permissions.
  4. Authenticate your QuickBooks Online account following the same procedure, then click Save + Continue.
  5. Follow the wizard to choose your preferred setup method, invoice breakdown, invoice format, mapping and scheduler options to complete the setup of the integration.
  6. Click Save + Continue to finish and activate the integration.

After completing the setup, the new integration will be listed on the app dashboard where you can edit it or start a new one.

Express setup
Every day, an invoice with your daily sales summary will be created into QuickBooks Online.

The integration will automatically map sales and payments from Shopify into QuickBooks Online by creating the following default accounts:

Account and code mapping
Sales TypeQBO AccountQBO Account Type
SalesShopify SalesIncome
DiscountsShopify DiscountsIncome
Shipping/Delivery FeesShopify Shipping/Delivery FeesIncome
Shopify FeesShopify FeesExpense
TipsShopify TipsOther Current Liability
Gift CardShopify Gift CardOther Current Liability
AdjustmentShopify SalesIncome
Cost of Goods SoldShopify COGSCost of Goods Sold
InventoryShopify InventoryOthe Current Asset

For US regions only:

Transaction TypeQBO Account and Product NameQBO Account Type
Sales TaxShopify Collected TaxesOther Current Liability
Payment mapping
Payment TypeQBO AccountQBO Account Type
Shopify PaymentShopify Payment BalanceBank
CashShopify Cash ClearingOther Current Asset
Cash on Delivery (COD)Shopify Cash ClearingOther Current Asset
Gift CardShopify Gift CardOther Current Liability
Exchange CreditShopify Exchange Credit ClearingOther Current Liability
All Other Payment TypesShopify Other Payment ClearingOther Current Asset
Advanced setup
The advanced setup will allow you to choose your own custom mapping in relation to sales and payments in Shopify.
Recommended for professional bookkeepers and accountants.
Guided setup
Schedule a call with one of our integration experts that will guide you through the setup. Schedule a call now

FAQ on how to set up Shopify + QuickBooks

Yes! Using our free 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.
Forever free plan available. Visit our pricing page to find out more about premium features.
Of course! If you would like to request a walkthrough or discuss the capabilities of the integration in more detail, you may schedule a support session with one of our integration experts.
Sure, you can select the date that you wish the data to be synced from through the integration scheduler page.
In case you have revoked the access or changed credentials of an account used for an integration, you can easily reconnect it by expanding the options menu and clicking the Reconnect (or Edit) button in the Connected accounts page.
At any time, you can access your Amaka dashboard and disable an integration by either turning it OFF or deleting it entirely. You can follow the instructions here.

What’s next?

Need any help?
Need help? Visit our Help desk or Schedule a support session.