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Want an expert to help you set up your QuickBooks Online? Find out how: Click here

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Jovelyn_M
QuickBooks Team

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Thank you for returning to this forum with an update, smnelson23.

 

Your approach is correct. The only way we have to undo the Shopify integration is to remove all the transactions you currently have in QuickBooks. Before doing that, it's important to export these transactions so you have a record of them.

 

When setting up the import, choose a specific start date for bringing in transactions. This date determines the starting point for importing transactions, ensuring that your QuickBooks Online (QBO) financial records remain accurate and up-to-date. By setting this specific date, you can avoid duplicating existing entries and maintain the integrity of your accounting data within QBO.

 

To help you better manage your imports and exports in QuickBooks Online, I'll provide a link to a detailed guide: Import/export CSV files.

 

For your convenience, I've included a helpful resource that'll help you how to reconcile your accounts. This guide will ensure your records align with your bank and credit card statements: Reconcile an account in QuickBooks Online.

 

We're ready to assist you with your Shopify integration. If you need guidance or have questions, don't hesitate to ask in this forum. We value your participation and are committed to enhancing your QuickBooks experience.