Hi guys, I am having trouble recording the transfers that are deposited into my primary checking account from Shopify. I know I am doing something wrong but not sure what to change, I have attached a screenshot. The deposit transaction is not being recorded, and a charge is always placed right after.
Solved! Go to Solution.
Hello there, @platinumedition.
Thank you for visiting the Community space. I can help you correct the recording of your Shopify transfer deposits in QuickBooks.
May I know the account where you deposit your payment from Shopify? The steps we need to follow depend on the account used. If it's the Undeposited Account, you will have to create a bank deposit:
If it's a different account, you will have to create a transfer from the account where it was deposit going to the primary checking account:
That should correct the deposit transaction, platinumedition.
Let me know if there's anything else you need or you have additional questions. I'm still here to help you more. Have a good one!
The transfer (deposit) is made directly from Shopify, I am trying to match the transfer (deposit) Shopify automatically does every other day into my checking account.
You can try to check your Shopify setting to see if you've selected the correct mapping for your deposits.
In case you need more help with your Shopify acccount, please try reaching out to their support.
Once, you're able to correct the account mapping. Try to deposit a transaction to see if it creates a deposit and a charge inside QuickBooks.
Please let us know if you have any questions.
There is no way to change that in the Payment settings, I can only adjust the frequency rate on which the payouts are scheduled into my checking account from Stripe(Shopify).
I appreciate you coming back to us for additional support, @platinumedition.
Allow me to join this thread again and share some more insights about integrating Shopify with QuickBooks.
Customizing or editing the account mapping in QuickBooks is currently not an option since those transactions are dependent with your third-party application. Another, your access on your Shopify account might also have limitations which will require you to directly get in touch with their customer service team.
They have the tools needed to correct the mapping preference of the transactions.
That's it. Keep me posted again if you have more questions for me. You can mention my name or click the "Reply" button. I'd like to make sure that this is taken care of.
Hi there, @platinumedition.
Thank you for getting back into this post and giving some more details. We're able to confirm that the issue is not related to your third-party application. Let's work together to fix this!
Creating a deposit in QuickBooks should only show one entry. However, since you're still getting the double transaction on your register though it's a regular deposit, I recommend contacting our phone support. They'll be able to initiate a screen sharing session to better investigate the cause of this.
Here's the link on how and when to contact them:
And of course, I’m here to help you if you have other concerns. Please also keep me posted on how the call goes. I'd like to make sure this is taken care of.
Good day, @platinumedition.
Thanks for the update. I’m glad you were able to record your transaction successfully in QuickBooks.
Should you need anything else, don’t hesitate to leave a comment below or start a new conversation. The Community is here to help. Take care!