Connect Store to Quickbooks with Zapier

You can connect your Store with QuickBooks (Online and Desktop) to sync the data and automate your routine accounting tasks such as creating new customer records or sales receipts.

QuickBooks is particularly useful for eCommerce entrepreneurs because there you can:

  • record your sales from several channels (your own store, Amazon, eBay, etc.)
  • sync your finances from multiple payment systems (Paypal, Square, etc.)
  • track your inventory
  • keep track of your bills
  • capture any expense by taking a picture of the receipt

Connect Store to Quickbooks with Zapier

You can connect your Store with Quickbooks Online without any coding skills. With Zapier service you can simply select a trigger (when something should happen) and an action (what should happen). As a result you will have an automated task, a zap, for example, creating customer records, invoices or sales receipts in Quickbooks from the new orders in your Store.

The following triggers and actions are available in Zapier:

  • New order (Store) → Sales receipt (QuickBooks)
  • New customer (Store) → Create customer (QuickBooks)
  • New order (Store) → Sales invoice (QuickBooks)
  • New order (Store) → Create bill (QuickBooks)
  • New customer (QuickBooks) → Create customer (Store)
  • New sales receipt (QuickBooks) → Create order (Store)
  • New invoice (QuickBooks) → Create order (Store)
  • and more
Note

You can use Zapier service on all paid store plans. Quickbooks Online is a premium app in Zapier—you’ll need a paid Zapier plan to enable a zap for Quickbooks.

Here is an example instruction on how you can create customers and sales receipts in Quickbooks from the new sales in your Store:

  1. Sign up for an account with Zapier or log in to your existing Zapier account.
  2. In your Zapier account, click Make a Zap.
  3. On the When this happens... step, in the Choose App & Event section, type and select Ecwid from the list.
  4. In the Choose Event Trigger section, select New Paid Order.
  5. Click Continue.
  6. On the Choose Account step, click Sign In to Ecwid and log in.
  7. Click Continue.
  8. Click Test Trigger to check if the correct store has connected and if the correct trigger is configured.
    To successfully pass the test, you need to have an order with the selected statuses in your Store (it’s Paid payment status in our example).
  9. Click Continue.
  10. On the Do this... step, in the Choose App & Event section, find and select Quickbooks Online.
  11. In the Choose Action Event, select Create Customer.
  12. Click Sign in to Quickbook Online and grant Zapier with permission to access your Quickbooks account. In the pop-up window that appears, click Connect to link Zapier with your Quickbooks account.
  13. In the Customize Customer section, select what data should be sent to QuickBooks.
  14. Click Continue.
  15. Click Test and Continue.
  16. Click the + sign to add an extra step.
  17. In the Choose App section, make search for Quickbooks Online and choose this app.
  18. In the Choose Action Event section, select Create Sales Receipts.
  19. Click Continue.
  20. Select your QuickBooks Online account.
  21. Click Continue.
  22. In the Customize Sales Receipt section, select the order data you want to include in sales receipts in Quickbooks.
  23. Click Continue.
  24. Click Test and Review to check if all the required values export to Quickbooks.
  25. Name your zap, then click Done Editing.
  26. Click Turn on zap.
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