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cca_110
April 21, 2024
Question

Simple inventory question...

  • April 21, 2024
  • 1 reply
  • 9 views

When my company sets up a POS such as Shopify Retail POS and has it connected to QB Desktop 2024 and we sell items through POS does inventory go both ways? Meaning - will shopify POS pull inventory out of QBDT when a sale is made so that both programs always show the correct quantities of items? And IF forsome strange reason our bookkeeper made a sale 9or at least accepted a payment) on QBDT would Shopify POS's inventory be adjusted as well? (I can't think of any examples for the second part of the question, but I know this has been brought up over the years.

 

And, as a caveat, what if we were to integrate another program for making work orders and billing service calls, etc... Would inventory kept correct across all 3 programs? Does anyone know of any 3rd party apps that could help us connect a POS and a Service program both to QBDT 2024 and help make sure that inventory is kept correct across the board?

 

I just don't use or know either programs enough myself to know, but I'm trying to learn how it all works better so that I can also try to help out my coworkers. We get things done, but I wouldn't say that we actually know a lot about it all and almost certainly aren't using the programs to their full potential and we've always had inventory issues over the years.

 

thanks very much for any info!

1 reply

Clark_B
Clark_BQuickBooks Team
QuickBooks Team
April 21, 2024

I appreciate you for the detailed information, @cca_110. 

 

I know the importance of your questions regarding inventory, Shopify, and third-party apps in QuickBooks Desktop (QBDT).

 

To start, syncing the data for the inventory or between the sales channel and QuickBooks will depend on your setup. To clarify, I recommend contacting Shopify support to see if your product in QuickBooks can be synced in two ways. Also, with the other sales channel that you want to sync in the future, you can ask Shopify support for further information and verification.

 

On the other hand, you can go through this link to search for a third-party app that could help you connect POS and a service program on both QBDT 2023 to make sure that your inventory is kept across the board: Apps for QuickBooks Desktop.

 

Moreover, you can also consider checking out the required system specifications for QuickBooks Desktop 2024 to check if it runs compatibly with your system.

 

Please keep me informed if you require additional support about Shopify or inventory. I’ll be around to lend a helping hand. Have a great day and keep safe.

C
cca_110Author
April 23, 2024

Thanks so much for the reply and the links. Unfortunately I know that one of the owners has contacted the Shopify about this or similar issues quite a few times and we're not getting much help on that end at all. Initially they had decided to totally ditch QuickBooks desktop and go to QuickBooks online because we were told that was the only option with it forward. I can't remember exactly who told us that but it was kind of all over the internet and I think since you're people that we had working with the company as far as that as well. Then at the last second, at the end of last week, we found out that QuickBooks desktop was, in fact, still an option and we didn't have to go to online. I know that there's probably a lot more options with QBOL but our bookkeeper wanted to stick with what she knows and didn't like the idea of financials going cloud-based and potentially losing the data at some point ( although I know we can always export reports and whatnot).. from what I am being told, we were told that Shopify retail POS would seamlessly integrate with QuickBooks Online and then that ended up to not necessarily be the case. I can't speak to whether or not that's a certainty but that's what I was told. I'll definitely check out eastlinks and I appreciate it. I had made another post, and somebody had chimed in that QuickBooks desktop 2024 didn't have anywhere near as many third-party connecting apps as QuickBooks online. They even made it sound like there might be done but I haven't had a chance to look yet. Regardless, I definitely appreciate the response and I will do some digging when I have time!

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