Finance · Some setup
Send online shop sales to your accounting software
Shops with many small orders can't enter sales one by one. Syncing them gives you up-to-date revenue and sales tax figures.
Software used
Shopify
Has a free plan
What happens
When
An order is paid in your Shopify store.
Then
- The sale is recorded in QuickBooks.
- Revenue, tax and payment fees show in your reports.
How the tools connect
With a built-in integration. QuickBooks Online lists Shopify as an integration on its website.
Set it up
Connect Shopify from QuickBooks' apps.
Choose whether to bring in each order or a daily summary. Summaries keep the books tidy for high volumes.
Compare one day's sales in both systems before you rely on it.
Menus change, so these steps say what to do rather than where to click. Each company's help pages have the current screens.
Watch out for
- Refunds and partial refunds need checking the first few times.
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