Order Number Prefix - The prefix you input here is added to all orders retrieved from your Shopify account.
You also have the option to select whether you want the sale to be created as a Sales Invoice or Sales Receipt to QuickBooks OnlineĬlick on the Default Products and Advanced Options and set up the following:.You will have to set up the filters based on the Order Status Set up the filters to determine which orders will be retrieved from Shopify.When you tick the When an Order is created in Shopify, create a Sale in QuickBooks Online workflow, you will be asked to: Stock Level Updates from QuickBooks Online will be sent to Shopify.Products from Shopify will be created in QuickBooks Online.Payouts from Shopify will be sent as Deposits in QuickBooks Online.Sales from Shopify will be sent to QuickBooks Online as an Invoice.
In this walkthrough, these workflows will be selected to demonstrate the full capabilities of the setup process. You will be presented with workflows that are all optional.
You will be required to set up your Synchronization Options before you can start configuring your workflows. Please be aware that we do expect you to have some basic accounting knowledge to make sure that the integration settings are tailored to your business and accounting practices.ġ.
The configuration process below will present you with various options detailing exactly how you want your Shopify and QuickBooks Online integration to work. If you haven't already connected your apps, you can follow our guides to connect Shopify and QuickBooks Online. Connectīegin by connecting your apps to QuickBooks Connector. NOTE: The QuickBooks Connector for QuickBooks Online is not compatible with QuickBooks Self-Employed, QuickBooks Desktop, and QuickBooks Enterprise. Below is a step-by-step walkthrough, highlighting some useful key points throughout the process. Set up your integration between Shopify and QuickBooks Online within minutes using our simple setup process.