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userjustinderavin1
November 2, 2024
Question

Will bringing over my shopify from the beginning of the year mess up everything that I categorized/ confirmed and reconciled?

  • November 2, 2024
  • 1 reply
  • 0 views
Should I just bring over from todays date or do I match up whats coming through now from the beginning of the year> I dont want to mess things up

1 reply

A
ArielI
November 2, 2024

Hello, Justin.

 

Let me offer guidance to make your records accurate to avoid confusion in linking your Shopify to QuickBooks Online.

 

To ensure a smooth process, I recommend importing your Shopify transactions starting from today's date. This approach will help you avoid potential issues. If you identify any duplicates during the import, you can easily match them to maintain the accuracy of your records.

 

For more information on linking your Shopify account to QuickBooks, please refer to this helpful article: Shopify for QuickBooks Online.

 

Additionally, to assist you in managing and categorizing your transactions effectively, check out this resource: Categorize online bank transactions in QuickBooks Online.

 

If you have any further questions about managing your Shopify transactions in QBO, please feel free to reach out. We're here to help you anytime.

J
Jd candle
November 3, 2024

I synced the two together and it matched up the transactions (deposits in my checking account) now I have a Shopify order that I received by Venmo for payment. I made the sales order and the expense for the fees like Shopify stats to do but now I don’t see a way to match the two together the deposit j got to my checking account 

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