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export shopify to quickbooks

Published on: February 12 2023 by pipiads

Shopify sellers often face the challenge of bookkeeping, which can be overwhelming without proper integration with QuickBooks Online. However, there are common mistakes that can lead to a messy bookkeeping system. In this article, we will discuss the biggest Shopify to QuickBooks integration mistakes and how to avoid them.

Mistakes to Avoid:

1. Free and Cheap must be good:

- Never make a purchase decision based on the fact that a product is free or cheap.

- Avoid building financial systems around something that is free, as you may not be able to afford it later.

- Apps like the Bold app may start as free but may end up being costly.

2. Integration equals automation:

- Integration saves time and reduces manual tasks but does not eliminate bookkeeping.

- There are still many tasks that either you or a qualified bookkeeping professional need to perform regularly to ensure that your books tell an accurate story of what's going on with your profits.

3. All apps are the same:

- Shopify to QuickBooks Online integration apps are not the same.

- Consider if an app has a good integration with QuickBooks that allows you to customize the account mapping.

- Also, consider if the app has a good support team or if you're on your own when it comes to troubleshooting.

4. The dreaded data dump:

- Most apps will send detailed transactions to QuickBooks Online, causing a giant data dump.

- This clutter will slow down your QuickBooks and make it nearly impossible to reconcile amounts sold to the amounts received from payment processors.

- Use integration apps that send summarized transactions to QuickBooks Online to avoid this issue.

Avoiding Mistakes with A2X:

- Use A2X as it sends summarized transactions to QuickBooks, reducing clutter and making it easy to reconcile amounts received from payment processors.

- A2X has a great support team and even has accountants on staff who understand how the data should flow to QuickBooks Online correctly.

- A2X provides an unlimited free trial and pricing based on volume of sales as well as sales channels.

To avoid the biggest Shopify to QuickBooks integration mistakes, avoid making purchase decisions based on the fact that a product is free or cheap, understand that integration does not equal automation, recognize that not all apps are the same, and avoid the dreaded data dump. Use A2X to streamline your financial systems and ensure that your books tell an accurate story of what's going on with your profits.

Using FlowLink to Send Orders From Shopify to QuickBooks Desktop

In this article, we will discuss how Flow Link can help move orders from your Shopify store to your installation of QuickBooks Premier or Enterprise.


1. Shopify sends orders to Flow Link.

2. Flow Link prepares the orders for QuickBooks and stores them in a secure location.

3. QuickBooks Web Connector retrieves the orders from the secure location and stores them in QuickBooks.


1. Open Flow Link and add a workflow for Shopify and QuickBooks Desktop.

2. Name the workflows to represent their functions.

3. Add the workflows to the Workflow screen.

4. Create an order in Shopify and mark it as paid.

5. Run the Flow to retrieve the orders from Shopify.

6. Check the Transaction screen to see the retrieved orders.

7. Update QuickBooks Desktop using the QuickBooks Web Connector.

8. Check the Sales Orders report to see the retrieved order.

Flow Link simplifies the process of transferring orders from Shopify to QuickBooks Desktop. With its user-friendly workflows and automated system, it saves time and increases productivity.

Import Shopify orders into QuickBooks desktop using Zed Axis

In this article, we will discuss how to import Shopify orders into QuickBooks Desktop using Z Axis. Here are some key points to keep in mind:

- There are many solutions for importing orders from Shopify into QuickBooks, but Z Axis offers more control and flexibility.

- Z Axis allows you to download a file from Shopify and manually upload it into QuickBooks, giving you more control over what is imported and how it is imported.

- Z Axis supports a wide range of different fields and formats, allowing you to bring in custom fields and record inventory by site, among other things.

- Z Axis is sold as a one-time fee, rather than a monthly subscription.

Importing Orders:

- To import orders, create test orders in Shopify and mark them as fulfilled.

- Export the orders as a CSV file from Shopify and save them to your computer.

- Open QuickBooks and Z Axis and make a connection.

- Browse to the CSV file and open it in Z Axis.

- Map the columns in the import file to the corresponding fields in QuickBooks.

- Configure the shopping cart fields to associate freight and discount charges with the corresponding items in QuickBooks.

- Import the orders into QuickBooks using Z Axis.

- View the imported orders in QuickBooks and use Z Axis to undo or roll back orders if needed.

- Z Axis offers more control and flexibility for importing Shopify orders into QuickBooks.

- By using Z Axis, you can bring in custom fields, record inventory by site, and filter data to import only fulfilled orders, among other things.

- Z Axis is sold as a one-time fee, making it a cost-effective solution for businesses.

- Importing orders using Z Axis is a simple process that can be easily repeated for future orders.

Shopify Accounting | Everything You Need to Know

Today we're going to talk about accounting for your Shopify channel in your ecommerce business. I'll show you a few different methods, discuss the pros and cons of each, and explain when I think each method is appropriate. By the end of this video, you should have a good idea of what you're dealing with when accounting for Shopify activity and where to start.

- Today we're going to talk about accounting for your Shopify channel in your ecommerce business

- We'll explore different methods, pros and cons, and when each method is appropriate

- By the end of this video, you should have a good idea of where to start with Shopify accounting

Shopify Accounting Methods:

- Cash deposit method: appropriate for businesses doing less than $250,000/year in revenue

- Shopify details: appropriate for businesses doing about $250,000 to $1 million/year in revenue

- Shopify accounting guru: appropriate for businesses doing over $1 million/year in revenue

Cash Deposit Method:

- Simple, straightforward, non-time-consuming DIY approach

- Good for new businesses with limited budgets and a focus on building demand for their product

Shopify Details:

- Slightly more time-consuming than the cash deposit method

- Appropriate for businesses with moderate revenue who want more accurate information

Shopify Accounting Guru:

- For businesses with over $1 million/year in revenue who want highly accurate financial data

- Activity passes through channels, so accurate accounting requires going into the channels themselves

- Accounting for Shopify activity is essential for ecommerce businesses

- Choosing the right accounting method depends on your business's revenue and need for accuracy

- With the right approach, you can get great data to make good business decisions.

How to export Shopify orders to a CSV file and what fields does a Shopify order CSV file contain

In this article, we will discuss how to export orders as a CSV file from Shopify and then import it into RFM Calc. Shopify is one of the largest e-commerce platforms in the world, and it integrates seamlessly with RFM Calc. We will take a deep dive into the CSV file's structure, including column headings and order format, and then explore how to import the file into RFM Calc.

Exporting Orders from Shopify:

To export orders as a CSV file from Shopify, follow these steps:

1. Go to the Orders section in the Shopify dashboard.

2. Click on the Export button in the top right corner of the page.

3. Select the option to export all orders, and choose a plain CSV file format.

4. Click on the Export button to start the process.

Shopify will generate the CSV file in the background and send you an email when it's ready to download.

Analyzing the CSV File:

When you open the CSV file, you will notice that Shopify lists orders newest to oldest. The file contains multiple lines per order, especially if a customer orders multiple items. However, Shopify does not repeat key data on each line, such as billing information or delivery information. Instead, it only appears on the first line, while the order ID remains the same on every line.

To import the CSV file into RFM Calc, you need to create a new project and set the default project currency. You can select the date interpretation, and the software will automatically detect the order format. You can also customize the columns, including the order ID, order date, order value, order status, customer ID, customer email, and phone.

Exporting orders as a CSV file from Shopify and importing it into RFM Calc is straightforward. The CSV file contains all the necessary data, and RFM Calc can handle multiple lines per order. By analyzing the CSV file, you can customize the project columns and exclude refunded orders. Overall, this process is easy to follow and can help you generate insightful reports for your e-commerce business.

How to Import & Export Shopify Products Tutorial

If you have a large number of products, importing them using a standard file can be quicker. In Shopify, you can import or export products easily. This article will cover the process of importing products and the different types of products in Shopify.

Types of Products:

There are two types of products in Shopify: products with only one variation and products with multiple variations. For example, a product like coffee bar soap has only one variation, while soaps with different colors and scents have multiple variations.

Creating an Upload Spreadsheet:

To import products, you need to create an upload spreadsheet. Every product must have a handle, title, option one name, and option one value. You can leave some required fields blank, but if you upload products without filling in these fields, the information in Shopify will be wiped.

Multiple images can be uploaded on separate lines, and they need to be stored externally in a web location accessible by Shopify.

For products with multiple variations, each combination of color and scent requires a different line in the upload spreadsheet. Each row needs to have a handle and information about the variant. The format for uploading products into Shopify is a bit complicated, so creating a manual product and exporting it can be helpful.

Uploading Products:

Once you have created your upload spreadsheet, you can upload it in Shopify. You can download a CSV template to see the required format for products. If there is a match between the handle in your file and the handle in Shopify, the product will be skipped.

Importing products into Shopify can be a bit complicated, but with the right format and knowledge, it can be done quickly and efficiently. Creating a manual product and exporting it can be a helpful way to understand the format required for products. Once you have created your upload spreadsheet, you can easily upload your products into Shopify.

How to record Shopify sales in QuickBooks Online

- Introduce yourself and the topic of the video: recording Shopify sales into QuickBooks Online

- Mention that this process can be tricky and that you will be showing the manual way to do it

Recording Shopify Sales into QuickBooks Online:

- From the Shopify home screen, look for payouts and select view all payouts

- Select a specific date and view the payout for that date, which will show you the total amount recorded into your bank account, charges, growth, fees, refunds, and adjustments

- From Shopify, go to reports and select finances summary, then enter the date range for the transactions in the payout

- The finances report will show you sales, liabilities, and payments, including payments from Amazon and Shopify

- The amount received in the bank account from Shopify may be different from the finances report due to fees and adjustments

- To enter a journal entry in QuickBooks, pick up the sales income, discounts, shipping income, sales tax payable, Shopify clearing amount, and Shopify fees from the finances and payout reports

- Recording transactions from other payment processors, such as PayPal and Amazon, can be tricky and require information from those sources

- Acknowledge that recording Shopify sales into QuickBooks can be complex and time-consuming

- Tease the next video, which will discuss options for integrating Shopify with QuickBooks to streamline the process

- Provide links to valuable resources and encourage viewers to like, share, and subscribe to the channel.

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