# Shopify to QuickBooks Online

### 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.

### Steps to Use This Template

#### 1. Import the Template

Navigate to the **Template Library** in your DBSync project and import the **Shopify to QuickBooks Online** template.

#### 2. Connect Your Applications

Go to the **Connect** tab and select the required applications:

* **Shopify**\
  Enter the following details:
  * **Shop URL**
  * **Admin Access Token**\
    Click **Validate Connection** and then **Save Connection**.
* **QuickBooks Online**\
  Use OAuth-based authentication to log in and authorize access. Save the connection once validated.

<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>

#### 3. Configure Setup Options

In the **Setup** tab, answer the following configuration questions:

* **Create/Update Shopify Product in QuickBooks?**\
  Choose between *Transaction Product* or *None*.
* **Select Item Type in QuickBooks**\
  Choose between *Service*, *Inventory*, etc.
* **QuickBooks Transaction Type**\
  Options include *Invoice*, *SalesReceipt*, etc.
* **Create/Update Transaction Payment in QuickBooks?**\
  Yes or No.
* **Shopify Fulfillment Status**\
  Choose a status, like *Shipped*, *Fulfilled*, etc., to filter synced orders.

<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 Online</p></figcaption></figure>

#### 4. Run the Integration

After setup, go to the **Run** tab. You’ll see a confirmation message:\
\&#xNAN;**"All set. Your template is now ready to run."**\
Click **Run Now** to trigger the integration immediately.

<figure><img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2FWgO5aaj3QVwpwTi80B37%2Flan%2011.PNG?alt=media&#x26;token=5f82d60e-2852-4ce3-9c1b-efa26afa24ef" alt=""><figcaption><p>Run Now</p></figcaption></figure>

You can also schedule the sync under the **Schedule** tab to run at regular intervals.

<figure><img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2FKfk9eud5q8mm67jdFuyY%2Flan%2012.PNG?alt=media&#x26;token=26661932-5271-4dd3-8760-8e6282465475" alt=""><figcaption><p>Scheduler</p></figcaption></figure>

{% hint style="info" %}
You can also choose to set a schedule to your sync: Update the task, start and end time along with frequency which ensures that both the applications are in common sync at all times.
{% endhint %}

* Click **'Next'** to **'Run Now'** to complete the sync.

### Flow Details:

| Source                 | Denstinaton                                         |
| ---------------------- | --------------------------------------------------- |
| Shopify Products       | QuickBooks Online Items                             |
| Shopify Orders         | QuickBooks Customers, Items, SalesReceipts/Invoices |
| Shopify Order Payments | QuickBooks Online 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](https://docs.mydbsync.com/cloud-workflow/connectors/shopify): To know more about how to configure the Shipify Connector, visit the page.
* [Quickbooks Online Connector](https://docs.mydbsync.com/cloud-workflow/connectors/quickbooks-online): To know more about how to configure QuickBooks online Connector, visit the page.


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