What's the best app for syncing Quickbooks with e-commerce platforms?

[Christina_Bergs]

Does anyone have good experience with a straight forward app to sync shopify to quickbooks? It is so painful. I was using the Bold Apps one for a few years, but it randomly breaks down, and I am missing data. I need something that sends payout info & tax info. I don't need all the product details or shipping details. And I don't want to spend a fortune - 

Help please??!!

Thank you,

Christina

[harptabs]

Hi, i think you should read Shopify APIs Documents at here: https://shopify.dev/api

[tobebuilds]

There are about 15 QuickBooks integration apps: https://apps.shopify.com/search?q=quickbooks

Most of them have pretty good reviews, so I think you'll be able to find one that works for your store and budget.

[swheeler]

Greetings @Christina_Bergs,

The CartSpan Accounting Integration for Shopify can reliably accomplish what you are asking for if you are using any version of desktop QuickBooks (Enterprise/Premium/Pro).  CartSpan is not listed in the Shopify Apps exchange as it is a native MS Windows-based application (like your QB) that installs on your desktop and uses Shopify's Admin API to retrieve orders.  Without getting too far 'down into the weeds', what I believe makes CartSpan more robust/reliable, is that is does not utilize QB's Web Connector to execute the back-and-forth communications between systems. 

By default, CartSpan does bring in a complete Invoice, Order, or Receipt; So, you will  get all of the product detail for the transaction.  If you don't really need all of this in your system on a customer-by-customer basis, you could certainly point all transactions to common 'Customer Name' to avoid bloat in the accounting system.  

CartSpan has lots of useful features that people often didn't know they could utilize.  Just in the area of tax that you mention, CartSpan has a feature that can rollback tax by marketing channel for those channels that collect and remit tax for you.  

Given that product detail isn't really a concern for you, CartSpan also offers a feature that allows you to point every line-item to a common 'Item Name' during the import.  This could be a simple non-stock item that doesn't mess with your inventory, but still allows you to record sales.  

Feel free to call me for a no-pressure conversation to better determine if CartSpan will meet all of your key business requirements.  My contact number is posted at the very top of the CartSpan website.

Thanks,

Scott Wheeler

[vm_wasek]

A2X is what we use with our accounting clients. It sends over summarized transactions into QuickBooks Online.

[kpauli]

Have you had any issues with using A2X and Quickbooks Online?  Has it simplified the accounting process?

[sellercpa]

A2X is definitely the industry standard when it comes to Shopify integration with QBO, but it's not perfect and requires a review of the balance sheet every month to ensure proper accounting. When setting up A2X, there is a lot of mapping of accounts from A2X to QBO that is required. By default, A2X sends other gateway payments (meaning anything but Shopify payments) to a clearing account call "Shopify Clearing Account". This is initially a catch all for non-Shopify payments. Using this default setup makes it very difficult to reconcile, so the best practice is to set up a clearing account for other gateway payments. Here are some examples:

• PayPal payments - If Shopify Payments has not started processing PayPal payments for you, and you accept PayPal, you will likely see the most activity on this other payment gateway. You need to setup a specific clearing account. All express checkout payments and preauthorized bill pay user payments must go to this account from the connected PayPal bank feed in QBO. Then you must configure the A2X mappings to send all PayPal payments to the PayPal clearing account in QBO. The end result should be zero each month in the clearing account just by correct mapping. Where this gets tricky is when you are receiving payments into PayPal not associated with Shopify or sending payments, not associated with Shopify refunds. Even if Shopify payments is processing payments for PayPal, you may still receive payments there is you are accepting sales on Meta.
• Meta - If you are accepting sales through Meta, you must set up a specific Meta clearing account which should also zero out each month just based on the correct mapping.
• Shop Cash - If you are accepting Shop Cash, you must set up a specific Shop Cash clearing account which should also zero out each month just based on the correct mapping.
• Shop Pay Installments - If you are accepting Shop Pay Installments, you must set up a specific Shop Pay Installments clearing account which should zero out give or take a few days at the end of the month if you have directed all payments received as "SHOPPAYINST AFRM" to this account and recorded the fees manually. The manual recording of these fees must be done each month by running a report in Shopify. If you don't do this, that account will not have fees on your P&L and the balance sheet account will grow.
• Pending payments - What you do in Shopify flows through A2X to QBO. If you mark an order paid without receiving payment, a balance sheet account will show money due to you. Likewise if you owe a customer a refund, it will show a negative balance here. These balance sheet accounts should be reviewed monthly.
• Manual orders - Manual orders can cause some issues too. Balance sheet accounts must be reviewed monthly to diagnose issues.
• Shopify Clearing Account - Anything that doesn't go to the other clearing accounts, which show up here. If you have mapped all your clearing accounts and still see a balance here, that means you've accepted payment through a new gateway and you'll need to determine if you should set up a new clearing account.
• Shopify Loan - Took a Shopify loan? Make sure to record the interest using the loan agreement, if not, you'll end up with a negative amount on the balance sheet liability account after applying all the payments.

Is there an easier way? Process wise, no. But you can outsource your monthly bookkeeping to an ecommerce accounting firm and save hours that can be used focusing on what you do best.

The Seller CPA is an ecommerce specialized CPA firm. You can book a call with us here. Learn more about our Shopify bookkeeping services here: https://www.sellercpa.com/shopify-bookkeeping

[JmBookkeeper]

I use bookkeep for some of my client or Quickbooks Connector for free integration. 

[weintegrate]

Hi Christina!  Our app, WeIntegrate, is brand new to the Shopify App Store.  We automate the sync between Shopify and QBO instantly and very accurately. We offer a free 15-day trial to kick our tires before committing.  Feel free to reach out to me for any further assistance.

https://apps.shopify.com/we-integrate-synchronization

Best,

Marc

[Johnharper]

Sign in to your QuickBooks Online account.
Go to the Apps section, then find and install Shopify Connector by Intuit.
Select Connect.
You will then be redirected to the Connections tab in QuickBooks Connector (OneSaas). Select Connect to Shopify.
A new page will pop up on your screen, and it will ask you to enter the domain URL. Once done, select Connect to Shopify.
Sign in to your Shopify store.
Your Shopify account is now connected and authorized with your QuickBooks Connector file.

Also, if you want seamless integration, you can contact any QuickBooks Enterprise Cloud Hosting provider which can help you with integration.

[DaveAZ]

Thanks John, I'm going to try this.  Once you make the connection using Quickbooks Connector, I assume there are some steps you go through to select how items / fields are catagorized in quickbooks?  Is there a way to to a test connect, for example to send along a few sales receipts to quickbooks to test that it's working properly?  Does it send a long a sales receipt for each order or does it send one for each day?

[mchleshaw]

We are having issues with our QuickBooks connector app since we switched to the new version of quickbooks enterprise... Shopify is still trying to talk to the old version.  Can anyone help us, neither intuit or shopify have been any help.

[TeamCare]

The free QuickBooks connector stopped working for us too, I think they’re phasing it out. We tested other apps but went with MyWorks in the end. We’ve been with them for the past year and it’s been a breeze, highly recommend.

[allposture]

+1 for MyWorks. It was great for a few other stores that I'm working on and set up is super simple!