QuickBooks Online

Quickbooks does one thing. Accounting, and it can't even get that right with this app. I don't mind that it brings everything over in one deposit and records the Sales, refunds, discounts and shipping as one lump for all sales. The problem I have is with how it handles sales tax. We collect and remit sales tax in two states. We use Shopify tax and it works fine for us. The problem is QB brings it over as a line item. It doesn't separate the different states, counties or city taxes. It brings everything over as one line item of tax. Sure, I can make a manual adjustment to the states sales tax, but that defeats the point of using an app to bring over transactions, and now I run the risk of tax being recorded twice. I can't zero out the tax because now the deposit amount won't match.

I called Quickbooks and was told they are aware of it and they are looking into it. The agent told me it's been a couple of months or so. I'm not holding my breath for it to be resolved anytime soon...

I’ve been actively trying to resolve the issues I’m experiencing with QuickBooks due to the Shopify integration. I’ve worked with two external accountants and even paid for additional support from QuickBooks experts, but the problems remain unresolved. The system is failing to accurately assign products, instead grouping them together in “all sales” but currently assigning them in “sales orders”, which is leading to incorrect COGS figures on my P&L statement. On top of that, there’s a $25,000 discrepancy in my Shopify sales this month due to improper integration, further complicating my financial reporting. These are only a few of many issues I am having with this app.

This app syncs your Shopify sales into QBO as Sales Orders, not Sales Receipts. This means that they do not show up in financial reports such as sales reports or on your P&L. They simply are record but have no financial impact on your QBO books.

There are instructions to set up the sync so that they come in as Sales Receipts but there is no option when doing the set up.

very very difficult, been trying to connect for 10 hours. 3rd party and they don't help at all. They blame Shopify and QBO. QBO blames Shopify and Shopify blames QBO. A mess.
why does Shopify and QBO advertise tthem, no accountability, endless exhaustive repeatitve tasks and typing....

how do I set up automating an invoice in QBO when there is a sale on my Shopify.
can someone help me?

very, very poor experience. NO SUPPORT - every support agent will just tell you to go to either shopify or quickbooks, depending on who the other party is.

on QB side, creates non-posting sales orders that don't affect inventory - so you don't get any support for COGS (and therefore profit) in your accounting system. You can't convert those SOs to invoices, and therefore they serve no purpose - and they also cannot be deleted.

all sales and refunds are aggregated into sales receipts, and because they are tied to your shopify payouts, delays the booking of revenue, sometimes by weeks.

run, don't walk away from this software...will cost you days/weeks of time to fix