QuickBooks Sync is used to export paid or fulfilled orders directly from your Shopify admin to your QuickBooks Online account.
Exported orders include the following information:
- order numbers
- order sources
- products
- taxes
- dates
- payment information
- customer details
- billing addresses
- shipping addresses
- shipping costs
Exports do not include partially refunded or partially paid orders.
QuickBooks Sync doesn't manage your product inventory using the data that you export from Shopify. There are separate third-party apps available in the Shopify App Store that sync inventory data between QuickBooks Online and your Shopify store.
You can configure how QuickBooks Online receives exported information in the Settings page in your QuickBooks Online admin.
By default, QuickBooks Online records exported orders as sales receipts in the Product sales account, purchased gift cards as liabilities in the Gift cards account, purchases made with PayPal as deposits in the PayPal account, and payments associated with your Shopify orders as assets in the Payment deposits account.
Setup
- From the Shopify admin, select Apps.
- Select QuickBooks Sync.
- In the Export Shopify data to QuickBooks Online section, select the date range that you want to export orders.
- Select Export.
Note: After you've made multiple exports, you can review past orders in the Previous exports section, and select the date of a specific export to view its details.
- If your export fails, then you can select Review the export details to see which orders aren't exporting properly.