Shopify to QuickBooks Desktop
Learn how to integrate CRM with E-commerce application
Overview
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.
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
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
Login to DBSync Cloud Workflow
Click on 'Login' and choose 'Cloud Workflow' as shown in the image below:
Provide your 'User Name' and 'Password' setup during signup and click 'Login'.
You will be redirected to DBSync Cloud Workflow Home Screen as shown below
Steps to Use This Template
Step 1: Import Template
Go to the Template Library in your DBSync workspace.
Search for Shopify to QuickBooks Desktop.
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.
Connectors
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.
💡 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.
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.
Shopify Product
QuickBooks Desktop Items
Shopify Orders
QuickBooks Desktop Customer, Items, SalesOrder, SalesReceipt, Invoice
Shopify Order Payments
QuickBooks Desktop Payments
Next Steps
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:
Shopify Connector: To know more about how to configure the Shipify Connector, visit the page.
Quickbooks Desktop Connector: To know more about how to configure QuickBooks Desktop Connector, visit the page.
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