Welcome to the Community, @Beaches.
I recognize that it's crucial to have a feature in QuickBooks Online that allows you to keep track of your sales with (Shopify POS).
QuickBooks Online has introduced a new feature that enables seamless integration with your clients' online sales channels like Amazon, Shopify, and eBay.
This eliminates the need for manual entry and cross-checking of sales and payouts in each store, as they are automatically recorded and can be reviewed and approved in the books. With QuickBooks Online's commerce accounting capabilities, your clients can:
- Connect once and seamlessly import data to QuickBooks: Connect your Amazon, Shopify, and eBay e-commerce platforms and marketplaces with a fast and easy setup to automatically import sales and payouts to QuickBooks and map them to the right accounts. Once connected, QuickBooks keeps your books up to date.
- Smart matching: QuickBooks automatically breaks down revenue, taxes, and fees across your sales channel and maps the payouts with the bank deposits.
- See trends at a glance: Get insights into your sales, revenue, and top-selling products; run detailed reports on your business performance across your sales channels.
Make tax time easier: With detailed financial breakdowns automated, maximize your deductions to take some of the stress out of doing taxes.
Check how QuickBooks Online currently automates accounting across your clients’ e-commerce stores to learn more.
Moreover, to help you connect to sales channels to QuickBooks Online, to easily and automatically bring in your orders and payouts. Allow me to guide you through the process step by step:
Step 1: Connect your sales channels.
- Sign in to QuickBooks Online as the company admin.
- Select Commerce, then select Connect sales channel.
- Select the channel you want to connect with.
- Select Next.
- Choose the date you want to bring in your sales data from, then select Next.
- Note: You can sync Shopify data up to 24 months, and Amazon or eBay data up to 90 days. You also can’t sync data past your book's closed date.
- Select Continue.
- Read through the consent to connect information and select Agree.
- Enter the info for your sales channel, then sign into your account.
Step 2: Select your bank accounts.
After you connect your sales channel, you’ll need to choose the accounts to use to get deposits and pay fees.
- Select the account where funds are deposited.
- Select the account you use to pay fees.
- Select Next.
Step 3: Complete any final setup tasks.
Once your data is synced with QuickBooks, you can complete your setup tasks. That way, you can keep your records up-to-date and your books accurate.
If you sell on more than one sales channel, you can connect to another sales channel using the same steps.
For more detailed steps, scan this article: Connect a sales channel with Commerce in QuickBooks Online
Moreover, I'll be sharing some articles you can read to widen your ideas about integrating Shopify with QuickBooks Online: Seamlessly connect Shopify to QuickBooks Online
I also added an article you can use to learn how to add, edit, delete, or merge customers, likewise send statements to show customers summaries of their invoices, payments, credits, and balances.in QuickBooks Online:
Please post again if there is anything else I can do to assist you with handling your Point of Sale in QuickBooks Online. I'll be right here to provide you with answers. Take the best care!
