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
- Sign up for a Shopify account and a QuickBooks Online account (if you haven’t already).
How to set up Shopify + QBO integration
- Register or sign in the Amaka dashboard to get started.
- Click the New integration button and select Shopify + QuickBooks Online from the integrations list to commence the setup.
- 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.
- Authenticate your QuickBooks Online account following the same procedure, then click Save + Continue.
- Follow the wizard to choose your preferred setup method, invoice breakdown, invoice format, mapping and scheduler options to complete the setup of the integration.
- 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.
If you have selected today’s date as your scheduled sync start date, your transactions will not appear in QuickBooks Online until tomorrow.
If you need assistance, you can close the wizard at any time and schedule a support session with one of our integration experts or contact your trusted accountant/bookkeeper for support. The integration will be saved as a DRAFT automatically.
Setup methods
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:
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 | Othe Current Asset |
For US regions only:
| Transaction Type | QBO Account and Product Name | QBO Account Type |
| Sales Tax | Shopify Collected Taxes | Other Current Liability |
Total sales tax amount is synced to a separate line within the generated invoice and mapped to the Shopify Collected Taxes by default. The Tax Exempt tax rate will be used as the tax rate for the transaction lines such as sales, discounts, shipping, etc.
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.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 nowFAQ 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.
