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2016-07-21

Integrating Shopify and QuickBooks

Adeptia’s Shopify to QuickBooks is an end-to-end connection that is fully configured with all the triggers, data extraction and data transformation rules. For example, you can set up a Shopify to QuickBooks connection that automatically creates a new Invoice in QuickBooks whenever a new Order is placed in Shopify.

Register and try it out today by simply clicking on the connection below!

Shopify & QuickBooks Integration

With our Shopify and QuickBooks connections, you can configure any type of data exchange between these two applications. These connections support both bulk and transactional data exchange.

Triggers to kick-off the connections can be several, some of the important ones are:

  • New Customer
  • New Order
  • New Product
  • New Webhook

Similarly on the QuickBooks side here are some of the important actions you can execute:

  • Create Invoice
  • Create Account
  • Create Customer
  • Create Estimate
  • Create Journal Entry
  • Create Sales Receipt
  • Create Vendor

Use cases related to Shopify to QuickBooks can be several; here we will go through some of the examples.

Shopify Order to QuickBooks Invoice

Let’s suppose there is a new Order posted in Shopify, and you would want to convert this Order into an Invoice in QuickBooks and send it out to the customer.

In order to automate this process in Adeptia Connect, simply select Shopify and QuickBooks from the Application connector list and a simple wizard would guide you through the steps needed to automate the Order to Invoice connection.

The connection wizard is completely graphical, it prompts the user to select a particular Shopify trigger, which in this case would be “New Order”. User provides the login credentials for Shopify and then proceeds to select the target application, which in this case is QuickBooks. In this step, the user selects the type of action that needs to be performed in QuickBooks whenever a new Order is created in Shopify. After providing access to QuickBooks, the setup of the connection is complete and the connection is ready to run when a new Order is created in Shopify.

The entire setup process takes just minutes and the runtime Dashboard provides complete visibility of the number of times the connection runs and the status of each transaction along with details such as the number of records etc.

With graphical mapper built-in to the wizard, users can view, modify data mapping rules between Shopify and QuickBooks and also validate the results of the data conversion before activating the connection.

New Customer in QuickBooks

This example is also an important part of Shopify – QuickBooks integration where a new customer added in Shopify requires s similar customer record to be created in QuickBooks.

For automating this process, the steps outlined in the above example are applicable in this use case as well. Only difference is that the trigger and the related action are specific to creating a new Customer in QuickBooks.

User simply selects the trigger “New Customer” from the Shopify list of triggers in the Source configuration step of the connection wizard and then selects the action as “Create Customer” in the Destination configuration step. Once the particular trigger and the related action is selected, the connection is ready to run when a new customer is added in Shopify. Dashboard allows users to see the number of times the connection runs and can check the status of the connection along with additional transaction details.

Recently Adeptia has added several new action types in its QuickBooks Connector such as Sales Receipts, Bill Payments, Vendor Credits, Credit Memos, Employees, Payments, Transfers, Refund Receipts, Deposits, Estimates, and many more data types.

A comprehensive list of features in our Shopify and QuickBooks connectors allows citizen integrators to create powerful data integration flows between these two applications through a simple and graphical interface.

For further information, check out: