Shopify and QuickBooks Online integration
Connect Shopify sales and settlement data with QuickBooks Online around your bookkeeper’s posting rules. We map the records needed for reconciliation, account for refunds and fees, and establish a historical cutoff before synchronizing live transactions.
A few clients we’ve worked with
What we do
Connect Shopify sales and settlement data with QuickBooks Online around your bookkeeper’s posting rules.
What the connection includes
We agree on the records, fields and operating rules before connecting Shopify and QuickBooks Online. The scope below defines the work to review together.
- Solution
- Integrations
- Connected systems
- Shopify + QuickBooks Online
- Data flow
- Shopify supplies agreed order information and Shopify Payments settlement details where available; other gateways require their own data source. QuickBooks Online receives the approved accounting records and remains the owner of bookkeeping classifications.
- Order-level or payout-level mappingWe review whether the accounting workflow needs individual sales records or an approved summary. The mapping keeps Shopify orders, payments and payouts distinguishable so the same activity is not counted through multiple import paths.01
- Discounts, refunds and settlement feesA payout may combine sales, refunds, fees and adjustments. We identify each required input, preserve traceable references and define the destination treatment with the bookkeeping owner.02
- Backfill and repeated eventsBefore loading history, we inspect existing QuickBooks Online entries and Shopify connectors. The scope names the cutoff date, matching keys and recovery process for failed or repeated transfers.03
Client reviews
“Norml Studio's professionalism and responsiveness were impressive.”
“They were proactive in suggesting improvements we hadn't considered.”
“They delivered what they said they would, on time.”
“They focused on how to make our daily operations easier, not just on building features for the sake of it.”
“They understood that the app needed to be practical for someone sitting in a car, not just look good on a desktop.”
“Their level of dedication to the success of the project and GoPetZen's business as a whole is unique.”
What we need to scope the work
- The accounting owner’s examplesProvide approved account mappings and sample expected entries, including shipping, discounts and partial refunds. Accounting and tax policy remain with your bookkeeper or accountant.01
- Payment-provider inventoryIdentify Shopify Payments and any other payment methods. A Shopify Payments payout view does not cover every gateway; each source and its permissions must be checked for the agreed reconciliation scope.02
- The correct QuickBooks companyWe verify the Online company, region, account capabilities and existing integrations. Desktop is outside this scope, and automatic invoice emails or downstream actions need explicit review before imports are enabled.03
How we build and check the connection
- [Trace a completed settlement]Step 01
Choose a representative payout and its constituent activity. Compare the available source information with the bookkeeper’s expected QuickBooks records.
- [Implement a bounded mapping]Step 02
Configure the supported connector or API route. Test an ordinary order, a discount, a refund and a repeated event, with separate checks for settlement adjustments.
- [Reconcile and release]Step 03
Review totals and references across a limited period before widening the import. Document unmatched records, historical exclusions and the responsibilities for month-end review and connector maintenance.
The people who do this work.
Meet the whole teamNo account layer between you and them. These are the Norml specialists this work runs through.
Let's chat
“I've spent 10 years working across development and marketing. I started as a developer, but design, SEO and advertising were already part of the job. That taught me to treat a website as one system: the business, the content, the design and the code have to work together. At Norml, I lead the architecture behind our work and stay involved wherever strategy, design, development and search meet.”
Max TymoshynFounder & Architect
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Integration questions
Can Shopify payouts be reconciled?
We can connect the available payout components to the approved accounting model. Shopify Payments exposes payout and transaction detail, but the specific connector coverage and any non-Shopify gateway data must be verified.
How do historical imports avoid duplicate sales?
We inspect existing entries and integrations before defining the start date. Source references, matching rules and a bounded reconciliation check prevent a new backfill from being treated as an unrelated set of sales.
Will an order and its payout both become revenue?
They should not be posted that way by assumption. The bookkeeper defines the model, and the connection keeps the sale and its settlement distinct. Our tests compare the resulting records with approved examples.
Are fees and refunds included automatically?
Only when the chosen source and connector supply the required details. We list supported adjustments and identify any manual review or additional gateway connection needed; net payout alone does not explain its components.
Connect Shopify and QuickBooks Online.
Share your website and one example of the record you need in QuickBooks Online. We will review the existing setup, agree on the data mapping and identify the access needed.