- Learn how Shopify sales and payout transactions are synced into QuickBooks Online with the Shopify + QuickBooks Online integration.
On a daily basis, the Shopify + QuickBooks Online integration will sync an invoice for each closed sales order or a summary of your previous day’s sales data.
To view the integrated sales transactions:
Sign in to your QuickBooks Online account.
Click on the Sales menu and then Invoices.
Select the date range of the sales you wish to view.
Click on the invoice to view the details.
The default contact name for a daily summary sync is “Shopify” or the sales channel (if specified). If you have modified this, you can find the details within the integration settings in the General section.
The default contact name if you are syncing each closed transaction individually is the first and last name of the contact created in Shopify. If the name is not available, the email address will be used as the contact name.
Payouts coming in or out of your business bank account are synced as bank transfers. You need to match and reconcile these transactions. Find our Shopify + QuickBooks Online reconciliation guide.
To view the payout transfers from Shopify in QuickBooks Online:
In your QuickBooks Online account, click on the Transactions menu and then Chart of Accounts.
Find the Shopify Payments Balance account and click on Account history.
You will find a list of transactions and the payout transfers are tagged as Transfer type.
The integration also syncs other payout transactions such as fees into a Journal Entry.
To find other payout transactions:
In your QuickBooks Online account, click on the Reports menu.
Select the Journal report.
Select the date range for which you want to view the journal entries.
Include the Memo/description in the visible columns.
Click the Journal Entry you want to view.
The preset accounts below are created and mapped by default when you initially set up your integration.