Shopify and Quickbooks

[CrackedCup]

I have Shopify and I have Quickbooks for my new business. I was told they could be integrated to make my life easier (by both Shopify and Quickbooks). Even though I asked, I was not told there would be another fee for this. Can anybody help me with the easiest way to get the information from Shopify to Quickbooks without ending up with ANOTHER monthly charge?

[Parextech]

Dear Store owner,

Yes, you can definitely make your life easier by integrating the Shopify to QuickBooks.
All the apps on the Shopify app store for QuickBooks integration are paid apps.

The integration is very complicated given the different accounting standards and tax rules for all the different countries and currencies supported by Shopify & QuickBooks.

I do not know how many orders do you process every month, but there are apps that charge based on your monthly volume.

Please take a look at our app, QuickBooks Bridge at https://apps.shopify.com/quickbooks-bridge

We have one of the lowest charges among all the QuickBooks apps. Also, we are charging only enough to cover the costs of our servers as well as our developers who out in lot of efforts to make the sync very efficient and accurate.

We also offer minor customizations based on your requirements for very little or absolutely no additional charge.

Do let us know if we can be of any help.

Thank you.

[Aria · Accepted solution]

Hey!

Aria here, I'm on the Social Care team at Shopify.

I'm not sure how many orders you're getting on your store right now but the Quickbooks® Sync by Bold app is free for up to 30 orders per month.

I believe that is the only free option. Does that help?

How are you getting on with your new store otherwise? Do you have any other pain points you're trying to iron out?

[Nabamita_d]

Hi, I am not sure if you are still looking for a reliable solution for Shopify QuickBooks integration. 

Having a scalable integration solution makes your life easier as your business grows. So a paid solution which is customizable and caters to your needs can be a lifesaver.

I would suggest you go through the resources to learn more about the integration processes.

You can also take a free trial of the solution as well. 

https://www.mydbsync.com/workflow/shopify-quickbooks-integration

[eCommAccountant]

For my Shopify bookkeeping clients, I find its much easier if I just export the orders from Shopify and import them into Quickbooks myself. I really haven't found any apps that work well.

[Lthomas]

CrackedCup,
Please let me know what your outcome was. We have this exact same issue. Seems everything I go to do with my Shopify account requires another app. It gets very frustrating to pay for their service then buy Quickbooks because they are so highly recommended together only to be told again that I need an app. That’s an additional $19.99 - $99 per month!!! 😬

I have learned that I don’t want to transfer every sale to QB. I only want to do the daily totals. The summary of all things net, gross, fees etc. I have been told that transferring every sale will just be an overload of unnecessary info in QB. We have Shopify for our POS system in our two Brick and Mortar locations in addition to Shopify for our online sales. We have more than the 30 sales per month that the free app offers. So that doesn’t help......😥

I would Love to Know what your offical resolution was for this matter. Thank you in advance for your time.

[AlanaBryantCPA]

Unless you’re just in love with Quickbooks Online, you could use Xero and A2X Accounting for Shopify. The cost of these two apps is usually less than the cost of a Quickbooks Online subscription. A2X Accounting summarizes the Shopify information and posts to Xero. For a typical store, it’s less than an hour a month to post sales.

If you prefer Quickbooks, there is also an A2X Accounting version for it.

To me, having the right apps is cheaper in the long run. Even if you have pay a small amount.

Thanks,
Alana Bryant (CPA and app junkie)

[Charp]

I have a massive inventory in Quickbooks and a small portion in Shopify.  I definitely don't want to sync them!  Do you have any directions or guidance on importing/exporting between the two?

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@eCommAccountant wrote:

For my Shopify bookkeeping clients, I find its much easier if I just export the orders from Shopify and import them into Quickbooks myself. I really haven't found any apps that work well.

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[eCommAccountant]

Look into SaasAnt

[Petbizgirl]

eCommAccountant, any chance you would be willing to give me a rundown on how you do this? I'm currently just exporting my orders to a spreadsheet, adding a column to calculate the tax rate by order, cut/pasting the separate tax rates into separate spreadsheets, running a total figure for each per month, then manually adding those monthly sales figures into Quickbooks. Is there any easier way? I'd love to have the orders go into Quickbooks individually.

[eCommAccountant]

Quickbooks is not a database, it cannot handle importing every order and will eventually fail when abused.
If you don't care about this, then look into Webgility, it will certainly take care of this issue but is very costly.
If you just want to do this yourself as quickly as possible, look into Exportly, here's the link
https://apps.shopify.com/exportly?surface_detail=quickbooks&surface_inter_position=1&surface_intra_p...

[MAD2017]

We also have Quickbooks and if you ever find a solution that doesn't cost a monthly fortune, please share! I ended my relationship with Clover because their services were becoming more and more obsolete, yet still advertising these services were included, and basically forcing their customers to purchase 3rd party apps at an additional monthly cost to acquire the services. None of which were exactly "affordable" for a small business. When I say "affordable", as a 350 sq.ft. brick & mortar storefront, I simply could not afford to pay a POS $80-$100 a month, plus the per transaction fee and then pay an additional $20 a month just to print a barcode label, another $50 a month to track my inventory, $99 a month to sync Quickbooks, etc.  And yet, most of these POS systems lack the capability to perform basic retail end of year auditing for tax preparation. I'm hoping either Shopify or another POS system who understands business operations will perhaps come up with a better and affordable solution.

[eCommAccountant]

Unfortunately the 3rd party apps pricing will just continue to increase as time passes and the product their selling will still be inadequate.
I would advise obtaining the services of an eCommerce Accountant, they do everything for you so you can focus on running your business instead of working in it.
They will provide weekly/monthly KPI's, financials, and inventory valuations so you'll know what product is profitable and which ones you need to stop selling, or at the very least raise the unit selling price to break even.

[Charp]

I gave up.  I tried some import/exports and what a pain. I got a couple of quotes from ecommerce accountants and they were well out of the range of ROI. 

So I hired a bookkeeper to spend a few hours a month to input into QB the absolute basic info from our Shopify sales. As long as I keep ahead of her with entering my POs and receipt for parts, it's been about $200/month. If she needs to add new parts not previously in the system, it slows her down and costs me more. As I'm using QB online and she can access my Shopify invoices, it's been pretty smooth and she can spend a few hours in an evening catching it up. Date, invoice number, product sold and verification of provincial taxes is all that's being entered.  I figured we can always track back to Shopify based on the invoice number, so full customer details become unnecessary.

For my POs, I only enter them once - into QB. Using the incoming inventory function in Shopify seemed to be too much work. The only sticking point I'm finding is I then have to update quantity in Shopify because export/import is just ridiculous to format. Nothing exports out of QB that can be readily imported into Shopify without a whole lotta modifications.  It's just not worth the time and effort. So I bring up the inventory screen and manually change the quantities when I get product in.

I am finding some issues with inventory using this dual system, but we only have about 3000 of our 10k+ parts in Shopify so it's been pretty quick to do spot inventories of fast moving parts. In a sense I don't care so much if QB 'lags' behind Shopify a bit - as long as everything matches up for year end.  For the customers, as long as they know I have the part in stock, that's all that matters on the front end.

If anyone has other suggestions I'd be interested in hearing them. This time of year I'm entering a couple hundred new parts a month into Shopify (in part due to the pain of manually changing shipping on each part - that's another topic) but have plans to do some bigger loads in our off-season.

Char, www.drmower.ca

[eCommAccountant]

I'm glad you've found a system that works for you, but that is a lot of manual labor which creates keying errors, but it does give someone a job. For my clients I import everything, if that's what they want, or just the basics, and I can do about 10,000 orders in 10 minutes, once I have the client built into my system.

[BennysBread]

How are you manually importing the orders? I cannot find a way to import a CSV file

[eCommAccountant]

Use Transaction Pro Importer or SaasAnt

[Farmersarmour]

how are you able to do this manually ? this is exactly what i need but it seems like i need to map the Invoice process and im not sure how to do this? any help would be appreciated