Integrating QuickBooks Desktop With Shopify(5 Easy Steps)

Integrating QuickBooks Desktop with Shopify offers businesses a powerful solution to streamline their operations and enhance their e-commerce management. This seamless integration enables businesses to synchronize crucial data between QuickBooks Desktop and Shopify, automating processes and reducing manual entry errors. With QuickBooks Desktop integration with Shopify, businesses can effortlessly manage their orders, track inventory levels, and generate accurate financial reports.

This integration simplifies reconciliation, ensures precise accounting, and provides a comprehensive view of the business’s financial health. By integrating QuickBooks Desktop with Shopify, businesses can save time, improve efficiency, and make informed decisions based on up-to-date and accurate e-commerce data.

To integrate you need to set up your tax preferences, generate an app token, map your account, and then start the integration and that’s what we’ve discussed below in the simple steps.

List of things to do prior to starting with the integration process

A. Update QuickBooks Desktop to the Latest Release

Open QuickBooks Desktop
Go to Help > Update QuickBooks Desktop
Click Update Now and then click Get Updates
Once the updates are successfully installed, click OK
Now restart QuickBooks Desktop

B. Create QuickBooks Company Data Backup

Open QuickBooks Desktop
Go to File > Back Up Company > Create Local Backup
Now follow the onscreen instructions to create a company file backup

Note: If you want our experts to do the integration process for you, please contact us.

Integrating QuickBooks Desktop With Shopify in 5 Simple Steps

Step 1: Setup Tax Preferences in QuickBooks Desktop

Open QuickBooks Desktop
Go to Edit > Preferences…
On the left panel, select Sales Tax and choose Company Preferences
Choose Yes in the Do you charge sales tax section
Choose the type of Sales Tax item:
To Add a Sales tax item, do the following
Click Add sales tax item…
Choose the type of Sales Tax
Under Sales Tax Name, give a name to your sales tax item
In the Description section, enter the “Sales Tax”
In the Tax Rate(%) section, enter the “0%”
Now Click OK
To Add the Most Common Sales Tax item
Choose the tax item from the drop-down menu, in the most common sales tax item section
Click OK

Step 2: Generate an App Token in QuickBooks Desktop

After you set up tax preferences, you need to generate an app token in QuickBooks Desktop. Also, ensure that you’re logged in to your Intuit account as an admin with a single-user mode.

In the QuickBooks Desktop go to File > App Management
Then select Manage Web Apps
In the search apps section, search and enter “Shopify connector”
Under the Action column, click Set up
Then click Generate Token
Now you will be prompted to the ‘QuickBooks – Application Certificate’ window. You need to choose the option Yes, whenever this QuickBooks company file is open.
Click Continue
Now your token has been generated, click Copy to Clipboard

Step 3: Log in to your Shopify Account and Download QuickBooks Desktop Connector

Log in to your Shopify Store
After login to the Shopify admin panel, directly go here to download the QuickBooks Desktop connector from the Shopify app store.
Now click Add app
Then click Install app

Step 4: Create your Stocky API key

Stocky is a Shopify inventory management application. You need to download Stocky and add your Stocky API to start syncing your data.

To Download Stocky App

Go to the Shopify Home section
Click Settings on the left panel
Go to Apps and sales channels
Click Shopify App Store
Type Stocky in the search field and click on the Stocky app
Click Add App
Now click Install app
Once your account is synced, click OK

To Create Stocky API

Click Settings on the left panel
Go to Apps and sales channels
Under installed apps, click Stocky
Then click Open App
Go to Preferences > API access
Click Generate a new API key
Now Copy the current API key

Step 5: Map and Integrate QuickBooks Desktop With Shopify

To start integrating QuickBooks Desktop with Shopify.

Click on the Shopify home section
Then click Apps on the left menu, and it automatically shows you the QuickBooks Desktop connector under the installed apps
Click on QuickBooks Desktop Connector
Now click Start Integration. Please Note: The sync process only supports the latest QuickBooks version 2021, 2022, and 2023.
Click Continue with Integration
The next window prompts you to follow the steps to generate the app token(that we’ve done in Step 2) skip the guide and scroll the window to the bottom and enter the app token you generated.
Then click Next
In the Account Mapping section, select your QuickBooks fields to match Shopify categories.
Under the Sync mode section, select Summary or Detailed sync mode for customers, inventory, and vendors.
In the Enter Stocky API key to start the sync section, enter the Stocky API key
Then click Start Integration

In order to sync your data continuously, you need to keep QuickBooks Desktop Connected app installed in your Shopify store after the integration. The data sync runs every 5 minutes.

After following all the above steps, you can easily integrate QuickBooks Desktop with Shopify. In case, you get some errors or any kind of help. Please reach out to us or Dial Our TollFree.

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