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caulfieldcables
Level 1

What is the best way to import transactions from Shopify Balance Card into Quickbooks online?

I use the Shopify Balance card for our payouts from Shopify as well as for business transactions but I cannot find a way to effectively import the data the Shopify Balance gives me into quickbooks.
2 Comments 2
FateCandylaneT
QuickBooks Team

What is the best way to import transactions from Shopify Balance Card into Quickbooks online?

Welcome to the Community, caulfieldcables.

 

I've got details to share and steps to ensure you're able to import your transactions from Shopify to QuickBooks Online (QBO).

 

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:

 

  1. In your QBO company, go to Apps from the left menu bar.
  2. In the Find Apps page, enter Shopify in the search box.
  3. Choose the third-party app that would fit your preferences.
  4. On the App page, click on the Get app now button.
  5. Follow the on-screen directions and select confirm.

 

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. We'd be happy to assist you anytime. Take care and have a good one! 

Fiat Lux - ASIA
Level 15

What is the best way to import transactions from Shopify Balance Card into Quickbooks online?

@caulfieldcables 

You can explore MT Online or one of the converter tools (e.g csv2qbo).

https://www.moneythumb.com/?ref=110

 

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