Bold's QuickBooks integration works flawlessly with QuickBooks Online to help you keep track of your customer's orders.
From the QuickBooks Integration's settings page, you can choose where and how the information that you export from Shopify appears in QuickBooks Online.
- From the Shopify Admin, select Apps.
- Select QuickBooks Online.
- Select your QuickBooks accounts for each category.
Note: Visit QuickBooks Online Chart of Accounts for more information.
- Select Export your payout fees and adjustments from Shopify Payments. (optional)
- Choose your Payment Fees accounts for each category.
- Under Tax Settings, select the relevant tax agency or create a new one.
Note: When you export your orders, the tax agencies that you choose here will appear in the Sales Tax Center in QuickBooks Online. The name of each new tax rate will begin with Shopify.
Note: Our QuickBooks Integration requires that you enable taxes and choose a tax agency in QuickBooks Online, even if you aren't actively charging tax through your Shopify store.
- Under Product export settings, choose how you want your products to appear in QuickBooks Online.
- Under Customer export settings, choose how you want your customer records to appear in QuickBooks Online.
Note: By default, the QuickBooks Integration creates separate customer records in QuickBooks Online for each of your Shopify customers. If you select Do not export customers to QuickBooks Online, then the QuickBooks Online app assigns all exported orders to a single Shopify - Customer record in QuickBooks Online.
- Under Export settings, choose if you want to schedule Automatic exports daily (after midnight) or Receive export notifications by email.
Note: If an order is missing from the automatic export, you can add it by creating a new export with the date range that includes the date of the missing order.
- Select Save / Complete setup.