Shopify orders synchronization

We're glad you've posted your concern in this forum, Tsukiji_XP. I'll discuss how integrating Shopify into QuickBooks Online (QBO) works.

The ability to set particular synchronization rules for Shopify orders imported into QBO is currently unavailable. Although you can filter which orders will be retrieved from Shopify, this is based on the payment and fulfillment status. It will not distinguish if these are preordered or not.

Alternatively, you can consider using additional supported software that could provide the necessary rule-based filtering when sending your data to QuickBooks.

Moreover, you might want to browse this material for guidance on matching your payouts with the corresponding bank deposits: Match online bank transactions in QuickBooks Online.

Please respond to this thread anytime for further inquiries about integrating apps in Quickbooks Online. We're always here to assist you with any concerns you have.

Thank you very much for the quick response!

I would like to ask couple more questions about this topic if you don't mind.

1)

Regarding this, I would like to check what the current filter setting is but I can't find it. Would you mind explaining me where I can find it? I was assuming it would be somewhere in the Connected Channel's settings menu that I've attached as screenshot. I don't know if the UI looks different for the user who has actually set up the connection and other users, so just in case this matters, the account I'm using has not done the initial connection setup.

2) I've noticed that orders which have been imported from Shopify are displayed with the date matching the local machine instead of the shop's timezone. Is that correct?

The office from where I'm checking is located in Japan, but the store is set up with Central-Time (GMT-06). If my assumption/guess/finding is correct, that would likely cause problems when sales from the last fiscal year's day are shifting into the next fiscal year.

Thank you very much in advance!

 Not to worry, I'm here to provide important information that will help you with Shopify integrations in QuickBooks Online (QBO), Tsukiji.
 

The filter is available for selection solely during the configuration process. When connecting to Shopify, you can only verify the filter at that time. See the screenshot below: 

In regards to the time it will follow the time zone that you selected to connect in your Shopify. Because it will go through to the synchronization option in the time zone, Integration starting date, and Email sync report options.

Additionally, I've added an article that'll help you learn more about moving the items from your system to QuickBooks Online through QuickBooks Connector: Manage the Push of Products.

The community is here to assist you in managing integrations or other QuickBooks related-question, just comment below. Have a great one!

Hello

I've just disconnected the Shopify shop and went through the setup again, this time my self.

However, the screen that you shared did not appear. Is that, by any chance, a different app?

The screenshot above features the interface from an app exclusive to other regions. @Tsukiji_XP. I'll provide the information you need to know why.

The Shopify Connector by QuickBooks app integrates with QuickBooks Online (QBO) US versions. The visual reference comes from the Shopify Connector by Intuit, available in global versions. With this, our Customer Support Team can guide you with the synchronization process.

Consider suggesting to our Product Developers the option to set up a synchronization rule, as it is currently unavailable. Here's how:

1. Click the Gear icon and choose Feedback.
2. Enter your feedback Suggestion.
3. Press Next.

Track your request's progress on our Feedback forum.

Additionally, you can transfer contacts from Shopify to QBO. For detailed instructions, see the article: Integrate Shopify contacts into QuickBooks Online with OneSaas.

Feel free to reach out if you have questions or concerns about connecting QBO to Shopify. We're here to help and will respond promptly.

Thank you for your reply.

So it looks like we were using a different app.

However! The app you suggested doesn't work for us as you can see in the attached screenshot.

So I believe, the other Shopify Connector with an average rating of 2.4 is what we have to use and where using initially.

The problem with that connector though is the one I previously mentioned, we can't even set the fulfillment status etc. as a requirement/filter for pulling in data.

And reading the reviews, the support for this connector has been stopped.

I would appreciate if you could let me know how to proceed from here.

Thank you very much in advance.

Kind regards

Thank you for getting back to us, @Tsukiji_XP. I appreciate you sharing further details about the Shopify Connector app connected to your QuickBooks Online (QBO) account.

I'm jumping in to provide further guidance to successfully connect your Shopify store to QBO so you can manage your order fulfilment status effectively.

To confirm, QuickBooks currently offers the Shopify by QuickBooks Connector app for integrating Shopify with QBO US versions. Moreover, please know that its primary focus is on adding payouts, which are the payments received from your Shopify store only for completed orders. Given this, you might want to explore alternative third-party apps that can bridge your Shopify store and automate the import of order details and payouts.

It's great that you're reviewing the Shopify Connector by QuickBooks app. It's equally important to review alternative apps thoroughly as well. While we can't recommend a specific name for the app, you can follow these steps:

1. Go to Apps in your QBO account.
2. Select Find apps.
3. In the search field, type in "Shopify."
4. Click on the app you're interested in and choose the Overview or Reviews tab to learn more about the app.
   
   

After this, you might want to check out this article about running sales and inventory reports to gain helpful insights about the items you buy and sell: Use reports to see your sales and inventory status in QuickBooks Online.

We'll be here in the Community if you have further questions about connecting your Shopify sales channel to QBO. We're committed to offering ongoing support.

Thank you very much for your response.

I see. Since we don't want all paid orders per say, but depending on the paid AND the fulfillment status, we have to either choose a third party plugin or develop our own solution, given the high subscription prices of the third party plugin providers.

Thanks again

You can set up a custom integration to synchronize Shopify orders with QuickBooks Online (QBO) based on specific conditions using Skyvia. Here's how to do it step-by-step:

1. Log in to your Skyvia account. Add the necessary connections: for Shopify, select Shopify as the connection type and authenticate using your Shopify credentials, for QuickBooks Online, select QBO as the connection type and log in to your QuickBooks account.

2. Create a data integration by navigating to the Integration Wizard and clicking + New. Choose Import to set up a one-way sync from Shopify to QBO.

3. Define the source and target. Set Shopify as the data source and QuickBooks Online as the target system.

4. Configure the synchronization logic by setting up filters for pre-order and non-pre-order products.

5. Map the fields by matching relevant Shopify order fields like OrderID, CustomerName, PaymentStatus, and FulfillmentStatus to their corresponding fields in QuickBooks Online. Ensure that all mandatory QBO fields are properly mapped.

6. Set a schedule for the integration to run automatically at regular intervals, such as hourly or daily, to ensure the data stays up-to-date without manual effort.

This setup should help.