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Webgility for Shopify

Seamlessly Connect Shopify to QuickBooks Online and QuickBooks Desktop

Reduce manual data entry and save time on everyday accounting, inventory, and shipping tasks with Webgility's Shopify integration for QuickBooks.

Integrate Shopify and QuickBooks

Sync Shopify Sales Straight to Your QuickBooks Accounting Software

Simplify Shopify accounting and accurately track orders, taxes, and expenses. Grow your business with features that maximize profitability at your POS and in your online stores.

No more switching between your Shopify store and QuickBooks to manually enter information. Webgility's QuickBooks data sync for Shopify posts and syncs sales data to QuickBooks as sales receipts, sales orders, invoices, or estimates.

  • Customize your accounting method at the transaction level
  • Download orders by status and date range
  • Set automation rules to download and post orders as often as every 15 minutes
  • Post Shopify payouts to QuickBooks automatically to reconcile Shopify sales quickly
  • Sync order updates in case of a return, refund, or exchange
  • Edited orders post automatically with clean, audit-ready entries, no manual fixes required
  • Auto-record refunds as well as returns, no manual input required
  • Automatically capture and post every Shopify payout fee and deposit for complete cost clarity
  • Record payout fees as expenses and deposits to your chosen accounts for easy, 1-click reconciliation between QuickBooks and your bank statements
  • Get cleaner books, comprehensive cost tracking, and accurate visibility into margins for every Shopify payout
  • Automatically handle marketplace-collected taxes from Shopify's Shop app orders without manual adjustments
Sync Rules Every 15 min
New order downloadedPosted as sales receipt
Order editedClean, audit-ready re-post
Return / refund / exchangeAuto-recorded, no manual input
Shopify payout receivedFees + deposit posted
Shop app marketplace taxHandled automatically
B2B

Streamline Shopify B2B Orders with QuickBooks Online

Experience a new level of workflow automation with our specialized B2B features tailored for Shopify merchants. Keep your wholesale customers and your fulfillment team in the know.

  • Ensure seamless operations by automatically syncing PO#s for B2B orders
  • Map order payment terms for B2B orders in your accounting system to streamline invoice generation and ensure accounts receivable are accurately tracked
  • Track B2B buyers accurately by matching customers using company name and location
  • Track payments received for outstanding invoices in Shopify or QuickBooks Online, and easily sync bidirectionally
B2B Order Mapping Bidirectional sync
PO # 55021QBO invoice #INV-2210
Net-30 termsQBO payment terms
Company: Northwind Supply Co.Matched customer record
Invoice payment receivedSynced Shopify ↔ QBO
Inventory

Save Time and Update Inventory and Pricing Across Channels

Avoid overselling, stocking out, and other costly ecommerce inventory management issues. Sync product prices and quantities between your Shopify store and QuickBooks, and always know what you have and its location.

  • Set up an automated inventory sync for Shopify
  • Streamline how you transfer products and variants from QuickBooks to Shopify
  • Optimize cash flow with inventory forecasting
  • Customize quantities and prices per channel
Inventory Sync Synced
Stock level (QBO)Shopify storefront
Products & variantsQBO ↔ Shopify
Per-channel pricingCustom quantities & prices
Reorder forecastCash flow optimized
Reporting

Improve Profits and Performance with Real-Time Financial Reports

Webgility does more than automation. Real-time financial reports provide over 70 actionable insights, such as sales trends, top selling products, and customer locations from all your sales channels. No need to track performance separately.

  • Identify products and channels that provide the highest return
  • Plan ahead with daily and monthly revenue forecasting
  • Access interactive heat maps of where your products are selling
70+
Actionable insights
Daily
& monthly forecasting
Heat maps
Where products are selling

Does Shopify Integrate with QuickBooks?

Yes! Let us show you how easy it is to connect QuickBooks and Shopify.

Explore Sandbox  ·  No Signup Required

See Webgility in Action.

A real instance pre-loaded with sample orders, channels, and accounting entries. Nothing to install. No account needed.

🔒 my-sandbox.webgility.com
Online
CONTACT SALES
PREVIEW MODE
S Shopify Store
Open the Sandbox
Free to explore  ·  No account needed  ·  Sample data only
The Demo

Find out what your operational gaps are actually costing you.

Our team of experts will help surface your operations and finance concerns. In 30 minutes, we will discuss your channels, accounting setup, leakages, inventory inconsistencies, and close process.

Operational Snapshot ● Live
Orders reconciled today 1,247 ✓
Amazon payout tied out $47,241 ✓
Exceptions resolved 3 cleared
Inventory synced All channels ✓
Books status Certified ✓