I've got details to share and steps to ensure you're able to connect Shopify Balance to QuickBooks Online (QBO).
We appreciate you for providing us with the error message you've encountered when connecting the third-party app in QBO. To better isolate the issue, we can log in to your account using an incognito browser. Private browser prevents saving cache and cookies that sometimes cause errors when running frequently visited websites. Here are the useful shortcut keys you can use to access one:
- Ctrl+ Shift + N for Google Chrome
- Ctrl + Shift + P for Mozilla Firefox and Microsoft Edge
- Command + Shift + N for Safari
Then, all Shopify data and transactions will automatically be imported to QuickBooks once integrated. You may refer to the steps below to guide you in syncing your Shopify account to QBO. Here's how:
- In your QBO company, go to Apps from the left menu bar.
- In the Find Apps page, enter Shopify in the search box.
- Choose the third-party app that would fit your preferences.
- On the App page, click on the Get app now button.
- Follow the on-screen directions and select confirm.
If it works, return to your default browser and clear its cache. Every so often the cache becomes overwhelmed with older data which can potentially cause viewing and performance issues. Clearing it will refresh the system, and you'll be able to work with a clean slate. Switching to another compatible one to help rectify the issue.
Moreover, you can check out this reference to guide you in reconciling these transactions in QBO: Reconcile an account in QuickBooks Online.
Let us know in the comments below if you have additional questions about importing your Shopify transactions to QBO. I'll be here to help you out.
