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Shopify Connector by Intuit app questions

Forum|Forum|4 years ago
October 19, 2021
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I'm new to QB online. The reason for my switching to QBO is that hopefully it will make entering our Shopify sales must more streamlined. If you also do this or use this app could you help me with a few things?

1. Should the Shopify orders be synced as Sales Receipts or Invoices? Why? What's the difference in entering them as one or the other?

2. When the orders are imported does quickbooks use it's Automatic Sales tax functions to figure the sales tax or does it simply record what Shopify figured?

3. What is the purpose of the Expense Acct when setting up how the Products are imported to QBO? Is it Necessary?

4. When refunds are made in Shopify or if an order is cancelled Will those changes be updated in QBO if that order had previously been synced?

Thank you for any answeres that you can provide on these questions.

QuickBooks Apps

Best answer by MaryLandT

Thank you for contacting us about how things work between Shopify Connector and QuickBooks, Jmartz.

The level of detail transferred to QuickBooks depends on how Shopify Connector handles its sales. Meanwhile, the Shopify Connector by QuickBooks will automatically:

Update stock levels between QuickBooks Online and Shopify
Share any updates or created products from Shopify to QuickBooks Online
Share when an order is made in Shopify and create or update the sales invoice or receipt in QuickBooks Online
Ongoing support service from our team.
Orders are imported with all of the sales tax data for easy viewing by agency, amount paid, and amount owed.

You can also refer to this link for the key benefits and how the app works with QuickBooks: Shopify Connector by Intuit.

About refunds and other Shopify concerns, I recommend contacting their support team. They can provide more details about the integration and how it works with QuickBooks.

To get in touch with them, use the email address or support link from Shopify Connector. Here's the screenshot for your visual guide.

Also, an expense account is created to track the cost of products you sell. Check out this link to learn why you need an expense account when setting up an item: Add product and service items to QuickBooks Online.

Don't hesitate to leave a comment below if you have QuickBooks concerns. I'm always right here to help manage your account and track your daily sales.

MaryLandTAnswer