# Shopify to QuickBooks Desktop

### Overview <a href="#shopifyconnector-overview" id="shopifyconnector-overview"></a>

DBSync's Shopify connector is highly customizable. It can connect your Shopify instance with additional applications - like CRM software and other systems.  As a Shopify user, you can also use this connector to integrate Shopify with other On-demand, On-premise, or SaaS-based applications - such as MSCRM, Salesforce, SkuVault, and databases. &#x20;

The Shopify connector exposes all standard objects available within the connected user's Shopify instance. So, while reading/ writing the data, the Shopify connector passes the data for all fields that are mapped within the project.

### Prerequisites <a href="#shopifyconnector-prerequisites" id="shopifyconnector-prerequisites"></a>

To establish a connection to Shopify via the DBSync Shopify connector, a user must:

* Have a valid license to DBSync Shopify connector, username, and password to connect to DBSync iPaaS platform.
* Have a valid Shop URL and Admin Access Token to access Shopify.
* Be sure that the Shopify instance has privileges to connect to Shopify APIs.

## **DBSync  Profile and Application Setup** <a href="#salesforce-and-quickbooksonline-bidirectionalintegration-_toc381191462dbsyncprofilesetup" id="salesforce-and-quickbooksonline-bidirectionalintegration-_toc381191462dbsyncprofilesetup"></a>

1. Login to DBSync Cloud Workflow&#x20;
2. Click on **'Login'**  and choose **'Cloud Workflow'** as shown in the image below:
3. Provide your **'User Name'** and **'Password'** setup during signup and click 'Login'.

<figure><img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2FUsCNVHxiZdKbcC5BjvBU%2Fcw5.JPG?alt=media&#x26;token=73dca1c7-75dd-4251-b085-7ba98c96b90d" alt=""><figcaption><p>Enter Login Credentials</p></figcaption></figure>

4. You will be redirected to DBSync Cloud Workflow Home Screen as shown below

<figure><img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2FGH2LHUFrGutIbQeIRUzM%2Fcw6.JPG?alt=media&#x26;token=d3dceadc-a78e-44fa-abbe-eb2bfd292968" alt=""><figcaption><p>Home Screen</p></figcaption></figure>

### Steps to Use This Template

### Step 1: Import Template

1. Go to the **Template Library** in your DBSync workspace.
2. Search for **Shopify to QuickBooks Desktop**.
3. Click **Import** to bring the template into your project.

### Step 2: Connect Applications

Navigate to the **Connect** tab and link your apps:

#### A. Connect Shopify

* Enter the following details:

  * **Shop URL**
  * **Admin Access Token** Click **Validate Connection** and then **Save Connection**.

  <figure><img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2FrDdVFYMoSxH0SE4ZfcAf%2Flan%2014.PNG?alt=media&#x26;token=c8bc4887-5900-4135-81fc-4c41a61acbbb" alt=""><figcaption><p>Connectors</p></figcaption></figure>

#### B. Connect QuickBooks Desktop

* Select **QuickBooks Desktop** from the left panel.
* Fill in the following fields:
  * **QuickBooks File**: Path to your `.qbw` file.
  * **QuickBooks Version**: Choose from the dropdown (e.g., 2010 or later).
  * **Number of retries**: Recommended value is 2.
* Click **Save Connection**.
* Click **Download Web Connector** to install the required utility.

<figure><img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2F1oc9x07gAsyVqdG67Rs8%2Flan%2013.PNG?alt=media&#x26;token=c90f9160-07d2-47d0-91ad-a0535512fdc5" alt=""><figcaption><p>QuickBooks Web Connector</p></figcaption></figure>

> 💡 To find your QuickBooks file path, open QuickBooks and press `F2` to view file info.

### Step 3: Setup Integration

Answer the setup questions based on your business needs:

| **Configuration Option**                         | **Purpose**                                                   |
| ------------------------------------------------ | ------------------------------------------------------------- |
| Create/Update Shopify Products in QuickBooks?    | Sync Shopify product catalog (e.g., Transaction Products)     |
| Select Item Type in QuickBooks                   | Choose how to create items (Service, Inventory, NonInventory) |
| QuickBooks Transaction Type                      | Choose Invoice, Sales Order, or Sales Receipt                 |
| Create/Update Transaction Payment in QuickBooks? | Select "Yes" to sync payments as ReceivePayment               |
| Shopify Fulfillment Status                       | Filter orders by status (e.g., Shipped)                       |

Click **Next** after configuration.

<figure><img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2FcUFOTGEx8zSmibUZdeej%2Flan%2015.PNG?alt=media&#x26;token=ae2cd7e0-b1b0-490e-bcfb-7b8ea31027ad" alt=""><figcaption><p>Shopify to QuickBooks Desktop</p></figcaption></figure>

### Step 4: Run or Schedule Sync

You can now run the flows manually or schedule them for automation.

#### Manual Sync

Go to the QuickBooks web connector and click on update selected after selecting the relevant DBSync profile from there.

#### Schedule Sync

You can also schedule the sync from the QuickBooks Web connector.

| Source                 | Destination                                                           |
| ---------------------- | --------------------------------------------------------------------- |
| Shopify Product        | QuickBooks Desktop Items                                              |
| Shopify Orders         | QuickBooks Desktop Customer, Items, SalesOrder, SalesReceipt, Invoice |
| Shopify Order Payments | QuickBooks Desktop Payments                                           |

#### Next Steps <a href="#next-steps" id="next-steps"></a>

* Monitor the sync status in the **Logs** tab.
* Configure notifications and retry options in the **Notification** tab.
* Access Webhooks, API endpoints, and Forms via the respective tabs if needed.

#### Additional Resources: <a href="#additional-resources" id="additional-resources"></a>

* [Shopify Connector](https://docs.mydbsync.com/cloud-workflow/connectors/shopify): To know more about how to configure the Shipify Connector, visit the page.
* [Quickbooks Desktop Connector](https://docs.mydbsync.com/cloud-workflow/connectors/quickbooks-desktop): To know more about how to configure QuickBooks Desktop Connector, visit the page.


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