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

1. Login to DBSync Cloud Workflow

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'.

Enter Login Credentials

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

Home Screen

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.

  

  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.

QuickBooks Web Connector

💡 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.

Shopify to QuickBooks Desktop

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

• 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.