Main issue: merchants want exact, accountant-level detail on how the Shopify Connector syncs with QuickBooks Desktop. They ask which transactions post, the timing, field-level mappings, and which accounts (Sales, COGS, Expense, Asset) are used. They also ask if sales post as credit to Sales, debit to Undeposited Funds, credit to Inventory, debit to COGS, and how PO receiving flows.
Documentation and support: no official detailed doc found. Support “can’t advise,” and the glossary isn’t sufficient. One guess is that the Expense account may capture merchant/credit card fees.
Workarounds and limitations: suggestion to use Webgility to link inventory and items from QB Enterprise to Shopify. Reports that Shopify support lacks QB POS knowledge; assemblies are not supported, forcing rebuilds of inventory. Some consider alternatives (e.g., Lightspeed) or ask for a POS closest to QB POS.
Operational problems: orders intermittently get “stuck” and don’t transmit; the Connector UI shows what was sent but lacks diagnostics on why others aren’t sent. No visible metadata/flags indicating readiness or success.
Current status: months later issues persist—random delays where sales appear days later, unclear inventory/Stocky mapping, and inventory purchases posting as expenses. No resolution or authoritative guidance yet.
Can someone tell me if there is any document that explains EXACTLY (i.e. Quickbooks accountant-speak) how the data sync works? What transactions are sent to Quickbooks, how do they show up once there, and what are the accounts that should be used in the mapping (Sales and COGS I understand, Expense and Asset I do not). When a sale is made, do we get a credit to sales, debit to undeposited funds, credit to Inventory and debit to COGS like it’s supposed to? How do inventory purchases show up - all from one PO or in pieces as items are received? Seems to be a black box…
Well, 65 people have looked at this and not one response so I guess that answers the question. No one knows how this works, at least no one I am allowed to talk to. Very very disappointing. I’m sending the rest of my clients to Lightspeed.
You’re probably going to have to use something like webgility to link your inventory to shopify.
If you have all of your items in QB enterprise, you can use that tool to link them to your shopify items so the accts info should transfer (I’m told anyway.)
I’ve spoken with several different shopify support reps and they don’t seem to know how QB POS works. Intuit kind of screwed them on this by apparently not telling them how the POS functions before they started telling customers it would be a simple transition.
For example they didn’t know what assemblies were.
Most of our products are assemblies (almost 2,000) and they won’t export so we have to rebuild our entire inventory/item system from scratch now.
If thats the case there’s no reason to use shopify POS.
Does anyone know which POS is closest to resembling QB POS functionality?
Did you ever find any documentation on how the Shopify to Quickbooks desktop actually works? I am interested in understanding field level mappings and how/when transactions are actually sent. We have many orders that are getting “stuck”, not sending to Quickbooks desktop and the support cannot answer my basic questions. When I look at the Connector app in Shopify, it really doesn’t give me any good information. It tells me, when I click on Details, what transactions have been sent, but I can’t figure out why others aren’t being sent. Also, you can look anywhere to see if an order has been sent or not. There has got to be a piece of metadata indicating that the Sales Order is ready to be transmitted and then has been successfully transmitted…but I can’t find that anywhere??? We are completely in the dark and I guess so is the “help” line. Any documentation you have found about what is sent, when it is sent and how it all works would be very helpful.
Several months later, a lot more views, but apparently still no answer? We have two main issues with Shopify connector app to QuickBooks desktop after migrating from QBPOS. 1) Sometimes, randomly, sales will not go across. Usually resolves – they magically appear – within a few days. No explanation. 2) Shopify/Stocky seem to have no ability to properly communicate inventory details to QB. Mapping not clear, purchases of inventory (for resale) appear as expenses, … A complete MESS. Any suggestions very much appreciated.