Shopify QuickBooks Integration: How to Connect Your QuickBooks to Shopify

by James Antonio

Automating your e-commerce company’s accounting side not only ensures accuracy and flexibility over your company’s lifeblood, but you are also rewarding yourself with the time to invest your resources elsewhere.
Shopify is a leading cloud-based E-commerce program designed for medium and small-sized enterprises.

Simultaneously, QuickBooks is accounting software for small and medium-sized enterprises that manage all your finances. By integrating your Shopify order data with QuickBooks Desktop and QuickBooks Online. It syncs multichannel inventory and shipping as well.

With enormous data coming through, you will need a way to stay organized and keep your books updated. When you integrate QuickBooks with Shopify, your orders, inventory, customers, and shipping are automatically renewed and accurate.

Your payouts and fees can be automatically imported into QuickBooks, so you don’t miss any expenses. It will automatically import your sales, inventory, and order details into QuickBooks. Your orders can be imported with all sales tax data for effortless viewing by agency, the amount paid, and the amount owed. It will provide you a full summary of your orders and their total value.

Shopify and QuickBooks Online – Integration

QuickBooks for Shopify enables you to seamlessly export all of your Shopify sales to QuickBooks, straight from your admin. With a single click, your order data is automatically sent to your QuickBooks Online account. QuickBooks Online is a mobile, cloud-based software that still has powerful functionality but without the steep learning curve of QuickBooks Pro.

This online version of QuickBooks that supports integration with Shopify lets owners invest more time in growing their enterprise rather than investing time in understanding or using different payment platforms.

QuickBooks and Shopify Desktop Integration

QuickBooks Desktop is the old way of accounting software that was launched way back in 1992. However, QuickBooks Desktop is still one of the primary software choices of accountants worldwide.

QuickBooks Desktop most often indicates QuickBooks Desktop Pro, although there are three different QuickBooks Desktop products: QuickBooks Desktop Pro, and QuickBooks Desktop Enterprise, and QuickBooks Desktop Premier.

The principal difference between the three is that Pro is intended for small enterprises, Premier for medium enterprises, and Enterprise for large enterprises. Each plan progresses in terms of features and available users.

Each desktop version of QuickBooks offers unbelievable accounting tools and great features, including budgeting, expense tracking, and job costing, 200 integrations, and positive customer feedback.

However, It’s worth heeding that QuickBooks Desktop is only available on Windows operating systems.

Advantages of Shopify QuickBooks Integration

  • It lets you easily and quickly import all your orders and refunds from Shopify into QuickBooks, including customers and products associated with the order. Plus, you can export historical data from as far back as you like from Shopify into QuickBooks. With one click, you can allow orders to be automatically exported.
  • You can automatically export your fees and payouts for Shopify Payments. You can enable this setting, so all your Shopify Payments fees and payouts are automatically exported to QuickBooks Online.
  • When you export your Shopify Orders into QuickBooks Online, you’ll be provided a full summary of all Shopify orders and their total value. Items and taxes are automatically exported.
  • Every order you export from Shopify into QuickBooks will automatically cover all line items and taxes, so you don’t need to bother about adding them in.
  • It automatically imports tax rates for several tax agencies. It will automatically set up new tax agencies and their associated tax rate based on your imported orders.
  • You can easily choose which account you would like your product sales income and gift cards to go into. It lets you select an existing account or create a new one to import your order information, which includes being able to classify your gift card sales in a liability account.

Steps to Connect Shopify with QuickBooks Online or Desktop:

Step 1: Visit the Registration page of QuickBooks Online and then sign-up for your desired plan.

Step 2: Now, once you become a registered member, install the QuickBooks Online app from your Shopify App Store.

Step 3: Once this installation is complete, you can follow on-screen instructions so that you can log-in and get connected to your account.

Frequently Asked Questions

Does QuickBooks track the inventory that I sell through Shopify?

Yes. Shopify updates QuickBooks with every sales transaction’s details, including how many of each item you sold. Then, QuickBooks automatically subtracts the sold items from your quantity on hand, so it’s always up-to-date.

What QuickBooks data is synced with Shopify?

Shopify will sync the product data stored in the QuickBooks Online account to Shopify.

How are the Shopify Sales imported?

All orders and refunds from Shopify show up as a sales receipt in your QuickBooks. Every order you export from Shopify into QuickBooks will automatically cover all items and taxes, including shipping.

Can I integrate Shopify with QuickBooks Desktop?

Yes, you can integrate Shopify with all QuickBooks Desktop, Online, and Enterprise.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Exports

Deletes

Customization

How Dancing Numbers Will Help You

 

Dancing Numbers is SaaS-based software that can easily be integrated with your QuickBooks account. You can import, export, and delete lists or transactions from your company file. Using Dancing Numbers you can simplify and automate the process, saving time and increasing productivity. Just fill in a few fields and apply the relevant features to complete the task.

It saves your time and money that you can invest in your business. It has no human errors, works automatically, provides a user-friendly interface (easy to use and learn), and more. You can also have access to the comprehensive features set if you use it to import, export, and delete services.

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Devices Supported

  • Windows

Deployment

  • On Premise

Language Support

  • English

Pricing Model

  • Annual Subscription

Customer Types

  • Small Business
  • Medium Business

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.

Get Support

The Bulk Import, Export, and Deletion can be performed with just an easy single-click. We offer a simplified process that assures you that you will be able to focus on your core work.

Are you worried about losing your time with error-prone software? Worry no more. Our error-free add-on lets you focus on your work and boost your productivity rate to a considerable extent.

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