United States United Kingdom Australia Canada (English) Canada (French) France Singapore South Africa Global Ireland
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
Tiara Dobbs
Level 3
posted
‎February 10, 2024 07:14 PM
last updated ‎February 10, 2024 12:14 AM

Shopify Connector: Automatically make payment in quickbooks when I mark paid in shopify for Invoice

At the moment, when I recieve a direct depost into my bank account, I need to do two things 1. Mark paid in shopify, then directly allocate the funds to the customer the deposit is made for. Is there a way to do it in one and it flows to the other, say mark paid in shopify and it will create a payment in quickbooks, or allocate funds in quickbooks and it will makr paid in shopify? 

 

Another thing that happens is that sometimes customers pay their bill online or with their visa card. If the invoice has already come into quickbooks, the updated payment isn;t reflected in quickbooks so the invoice still shows owing. Anyways to make this more integrated? 

 

Much appreciated

Reply
4 Comments 4
LeizylM
QuickBooks Team
QuickBooks Team
‎February 10, 2024 09:58 PM

Shopify Connector: Automatically make payment in quickbooks when I mark paid in shopify for Invoice

I understand the importance of allocating funds in QuickBooks and it will be marked as paid in Shopify, Tiara. I'm here to share insight about this. 

 

The data in QuickBooks depends on the information/payout shared by Shopify. Since the payment made is outside Shopify, I suggest manually marking the invoice as paid in QuickBooks Online (QBO).

 

We can open the invoice by clicking on Receive Payment and entering the details on the next page. I've added a screenshot for your reference.

 

Here's how:

 

1. Go to Sales from the left menu.
2. Click on the Invoice tab.
3. Choose the invoice and click the Receive Payment under the Action column.Capture.JPG

 

You can check this article for more information on receiving payment: Record customer payment.

 

Please keep us posted if you need additional assistance in managing invoices in QBO. We want to make sure your employees are paid on time. Take care. 

Reply
4Gal
Level 11
‎February 11, 2024 01:10 PM

Shopify Connector: Automatically make payment in quickbooks when I mark paid in shopify for Invoice

@Tiara Dobbs 

Consider having another a 3rd party connector app to reconcile your Shopify transactions into QBO.

Reply
Tiara Dobbs
Level 3
‎March 12, 2024 06:15 PM

Shopify Connector: Automatically make payment in quickbooks when I mark paid in shopify for Invoice

@4Gal Do you have one in mind you could recommend? Marking paid in two places is a recipe for human error. 

Reply
4Gal
Level 11
‎March 12, 2024 06:35 PM

Shopify Connector: Automatically make payment in quickbooks when I mark paid in shopify for Invoice

You can compare the following ones

https://partnerstack.synder.com/quickbooks

https://linkmybooks.com/?fpr=fiat-lux68

 

Reply