cancel
Showing results for 
Search instead for 
Did you mean: 
julian-gardentow
Level 1

Does the Shopify Connector by QuickBooks provide Shopify sales as Sales receipts in QBO? thanks.

 
3 Comments 3
Adrian_A
Moderator

Does the Shopify Connector by QuickBooks provide Shopify sales as Sales receipts in QBO? thanks.

Hello, julian-gardentow.

 

I'm here to share more information about Shopify and QuickBooks integration.

 

QuickBooks for Shopify allows you to seamlessly export all of your Shopify sales to QuickBooks. As a default, once you integrate QuickBooks and Shopify, orders will be exported as sales receipts. 

 

I'm leaving this article to learn more about how Shopify works with QuickBooks Online: Shopify for QuickBooks Online.

 

If there's anything else that I can help you with, please let me know in the comment section below.

julian-gardentow
Level 1

Does the Shopify Connector by QuickBooks provide Shopify sales as Sales receipts in QBO? thanks.

Great! Thanks! Sometimes we have promotions that produce orders for $0 . We don’t need all those pulled into QBO. Is it possible to exclude those with the Shopify Connector?

FateCandylaneT
QuickBooks Team

Does the Shopify Connector by QuickBooks provide Shopify sales as Sales receipts in QBO? thanks.

Thanks for the follow-up, julian-gardentow. Allow me to share additional insights on how we can exclude these transactions from Shopify Connector and QuickBooks Online (QBO).

 

Since QuickBooks depends on the transactions linked from your Shopify account, I'd recommend checking those orders to confirm if these can be excluded before syncing them to QBO.

 

Additionally, if these orders appear as sales receipts in your QBO account, we can have them deleted to remove these from QuickBooks. Let me show you how:

 

  1. Go to Sales from the left menu bar and select the All sales tab.
  2. Choose the specific $0 transaction and click the dropdown icon under the Action column.
  3. Select Delete.

 

Here's a screenshot for reference.

 

deleteorder.JPG

 

If this transaction appears on the Banking tab, we can have them excluded. Here's how:

 

  1. Click on Banking from the left menu bar, and choose the transaction.
  2. Select Exclude.

 

I've also added this screenshot for reference.

 

bankingexclude.JPG

 

Moreover, you can check out this helpful reference to guide you with any of your QBO tasks in the future: Help articles for QuickBooks Online.

 

Keep us posted if you have other QuickBooks-related concerns. We'll further assist you anytime. Have a good one!

Need to get in touch?

Contact us