Let’s configure your Shopify and QuickBooks Online (QBO) together, @user57. This is to make certain your sales transactions are well synchronized in both applications.
Let’s start with connecting your Shopify account to automatically bring in your orders and payouts to QBO:
- Log in to your QBO as a company admin.
- From there select Commerce, and choose Connect sales channel.
- Select Shopify and tap Next.
- Since you haven’t entered any data into your Shopify yet, you can proceed to click Next. Then, Continue.
- Select Agree after reading through the consent to connect information.
- Enter the info for your sales channel, then sign into your account.
After that, choose the accounts to use to get deposits and pay fees by following the steps below:
- Select the account where funds are deposited.
- Choose the account you use to pay fees.
- Lastly, click Next.
Once done connecting and setting up your bank accounts, complete any setup task to keep your records up-to-date and your books accurate.
To begin entering your sales receipts, you can refer to Shopify’s page to see the best way or the usual workflow for entering the sales transaction. The application has its own designated website which outlines the application’s suggested procedures.
Moreover, you can review and add payouts to your accounts in QuickBooks with Shopify. These are sent from your sales channel for completed orders. You can proceed to that by referring to this article: Review and add payouts to your books in QuickBooks Online with Commerce.
I’m always around the Community if you need further assistance with the data synced from your sales channel to QBO. I wish your business to prosper. Have a good one!
