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Shopify QuickBooks Integration

11
  • Shopify + Quickbooks Online Advanced Accounting Scenarios ( Return, Refund, Return Fees, tax )
  • Shopify + Quickbooks Online setup tax threshold limits
  • How to Reconcile shopify payouts with Quickbooks Online
  • How SyncTools Converts Foreign Currency to Your Home Currency for Accurate Reconciliation
  • Shopify + Quickbooks Online Transaction Categorization using Auto Mapping
  • Shopify + Quickbooks Online Deferred Revenue setup
  • Synctools: Shopify Cost of Goods Sold (COGS) Integration with QuickBooks
  • Shopify + Quickbooks Online Grouping by Sales Channel, Gateway, Country..
  • How to Setup Shopify + QuickBooks Integration
  • Shopify + Quickbooks Online Configuration Guide for Summarized Journal
  • The Complete User Guide to Integrating Shopify with QuickBooks

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Shopify + Quickbooks Online Transaction Categorization using Auto Mapping

Setting Up Your Mapping Rules #

Understanding Account Mapping #

When connecting your Shopify store to QuickBooks, it’s essential to tell SyncTools how to categorize your transactions. The Mapping section is where you’ll create these connections, ensuring your sales, refunds, and other transactions appear in the right accounts in QuickBooks.

 

Creating Basic Transaction Mappings #

To get started:

  • Navigate to Settings → Mapping
  • You’ll see Shopify transaction types on the left and QuickBooks accounts on the right
  • For each transaction type, select the appropriate QuickBooks account from the dropdown menu

For example:

  • Map your Shopify sales to a “SyncTools Shopify Sales” account in QuickBooks
  • Map refunds to a “SyncTools Shopify Refunds” account
  • Continue mapping shipping, discounts, and other transaction types as needed for your business

Quick Setup with Bulk Create & Map #

If you’re just getting started, SyncTools can set up your accounts automatically:

  • Click the “Bulk create & map” button (highlighted in the interface)
  • SyncTools will suggest appropriate accounts and create them in QuickBooks
  • Review the suggested mappings to ensure they meet your needs



Want to use your existing accounts instead? Simply click “Map to existing accounts” to select accounts you’ve already created in QuickBooks.



💡 Tip: Use the “Auto map” button to quickly match transaction types to similar existing accounts, saving you time and reducing duplicate accounts.

Once you’ve reviewed your mappings and are satisfied with the connections, click Save. Your mappings will be listed under “Mapped Accounts,” and future journal entries will follow these rules.




Now the journal entries will be based on the mapping done.

 

⚠️ Important Note: We recommend consulting with your accounting professional about your mapping structure to ensure it aligns with your financial reporting needs.

For additional assistance, our support team is available at support@synctools.ai

 

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Updated on April 28, 2025
How SyncTools Converts Foreign Currency to Your Home Currency for Accurate ReconciliationShopify + Quickbooks Online Deferred Revenue setup
Table of Contents
  • Setting Up Your Mapping Rules
    • Understanding Account Mapping
    • Creating Basic Transaction Mappings
    • Quick Setup with Bulk Create & Map

QuickBooks Integrations

  • Shopify and QuickBooks
  • WooCommerce and QuickBooks
  • Amazon and QuicBooks
  • eBay and QuickBooks
  • BigCommerce and QuickBooks
  • Walmart and QuickBooks
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  • Linnworks and QuickBooks

XERO Integrations

  • Shopify and Xero
  • WooCommerce and Xero
  • Amazon and Xero
  • eBay and Xero
  • BigCommerce and Xero
  • Walmart and Xero
  • Magento and Xero
  • Linnworks and Xero

Dynamic 365 Business Central Integrations

  • Shopify and Business Central
  • WooCommerce and Business Central
  • Amazon and Business Central
  • eBay and Business Central
  • BigCommerce and Business Central
  • Walmart and Business Central
  • Magento and Business Central

NetSuite Integrations

  • Shopify and NetSuite
  • WooCommerce and Netsuite
  • Amazon and NetSuite
  • eBay and NetSuite
  • BigCommerce and NetSuite
  • Walmart and NetSuite
  • Magento and NetSuite

Sage Integrations

  • Shopify and Sage
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  • Amazon and Sage
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  • BigCommerce and Sage
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