How to Auto-create Invoices in QuickBooks for New Shopify Orders

What if I say that creating invoices in QuickBooks for new Shopify orders is like a walk in the park. You might doubt that! Because connecting two different services is a complex process.

Not anymore, here we are going to show you the easiest method to integrate Shopify and QuickBooks using Pabbly Connect to clear all your doubts.

But before moving forward, let’s understand both software and why there is a need to integrate Shopify with Quickbooks. Shopify is an e-commerce platform that lets you build your own store. And, on the other hand, Quickbooks Online is accounting software that creates invoices, manages expenses and cash flow of small & large businesses.

Hence, by connecting Shopify with Quickbooks Online, you can create Quickbooks Online invoices whenever an order placed in Shopify in real-time.

Why Choose This Method Of Integration?

In contrast with other integration services-

Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
Create “Unlimited Workflows” and smoothly define multiple tasks for each action
As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

But in general, when it comes to connecting this two software, we get caught in between. Then we spend days searching for resources that would easily connect both services. This is a lot of work to do in such a hectic life.

But guess what! Here we are saving all trouble by suggesting affordable integration software named Pabbly Connect. It is the best business integration software that lets you create unlimited workflows, triggers, and actions without knowing any coding skills.

Unlike most of the top integration platforms, Pabbly Connects doesn’t restrict you on any features like workflows, filters, and much more even in its free plan.

Here, in this article, we will learn how to connect Shopify and QuickBooks in real-time.

How to Auto-create Invoices in QuickBooks for New Shopify Orders (step by step)

1. Sign up to Pabbly Connect

2. Access Pabbly Connect

3. Create WorkFlow

4. Setting Trigger

5. Connecting to Shopify

10. Check Response

So, let’s headstart the integration process.

Step 1: Sign up to Pabbly Connect

Start the process of connecting Shopify to QuickBooks by clicking on the “Sign Up Free” icon on the Pabbly Connect dashboard. Further, fill-up all the details manually or you can sign up using Gmail credentials.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Next, to create a QuickBooks invoice from new Shopify orders, login into the Connect account, then click on the “Access Now” button as shown in the above image.

Step 3: Workflow for Shopify to QuickBooks Integration

(a) Start with a New Workflow

Create New Workflow

Start the process of building a workflow for integration by clicking on the “Create Workflow” button.

(b) Name the Workflow

Name the Workflow

Now, add the name of workflow which in our case is “Shopify to QuickBooks”. Nevertheless, you can always name the workflow according to your requirements.

Step 4: Setting Trigger for Shopify to QuickBooks Integration

Next, after building a workflow, you have to choose the integration app to create a workflow for integrating Shopify to QuickBooks. Using Pabbly Connect you can get unlimited actions and triggers, click here to try Pabbly Connect for free.

(a) Select Application you Want to Integrate

The following step is to select “Shopify” from the dropdown, then choose the “New Order” option to create QuickBooks invoices.

(b) Copy the Webhook URL

The next step is to copy the webhook URL which is appearing on the dashboard.

Step 5: Connecting Shopify to Pabbly Connect

To create QuickBooks invoices from Shopify orders, you gotta paste the copied Webhook URL in the software. For that, you have to log in to your Shopify account.

(a) Go to Shopify Settings

Go to the “Settings” section at the bottom of the dashboard after signing in to your Shopify account.

(b) Click on Notifications

Next, when you click on Settings, a tab with a different option will open. To paste the Webhook URL, just click on the “Notifications” option.

(c) Move to Webhook Option

You will see the Webhook option below in the “Notification” tab, just click on the “Create Webhook” button.

(d) Paste the Webhook URL

As soon as you click on the “Create Webhook” option, it will open up the window with a certain option. In “Event”, choose “Order Creation” from the dropdown, the “Format” would be JSON. Simply paste the copied URL in the “URL” column. Lastly, click on “Save Webhook” to save the setting.

(e) Make a Purchase to Test Shopify Integration

Consequently, in order to test the integration among Shopify & Pabbly Connect, just make a dummy purchase in your Shopify account of any product. After that, enter all the required details and tap on the “Continue Shipping” button. But before making the purchase, you need to go to the Pabbly Connect dashboard and press the button named “Capture Webhook Response”.

Step 6: Test the Response in Pabbly Connect Dashboard

Test the Response

As soon as you click on the “Pay Now” option in the Shopify account, the entry will appear on the “Pabbly Connect” dashboard. Further, click on the “Save” option.

Step 7: Setting Action for Customer Creation

To make this Shopify QuickBooks Online integration work, you have to create a customer in QuickBooks for automatically generating its invoice

(a) Select Application you Want to Integrate

Select Quickbooks Online

Click on the “+” icon to add an action for your trigger. Then select the application which is “Quickbooks Online” in our case. Next, choose the “Create a Customer” option.

(b) Click the Connect Button

Click the Connect Button

Click on the ‘Connected with Quickbooks Online’ button after making all the appropriate adjustments. In addition, the authorization window will open for which you have to log into your QuickBooks Online account.

(c) Map Field Details

Map Field Details

Next, map the required field from the drop-down such as for the display name, select the name, and for the billing address, map the address.

(d) Save and Send Test Request

Save and Send Test Request

Subsequently, after filling all the details, save the setting and then “Send Test Request” to test the Shopify QuickBooks Online integration.

Step 8: Test the Response in Pabbly Connect Dashboard

Test the Response and Save

As you can see we got an API response for customer created in QuickBooks

Step 9: Setting Action Shopify to QuickBooks Integration

Now our final action involves creating invoices in QuickBooks through customer id.

(a) Select Application you Want to Integrate

Select QuickBooks

Click on the “+” icon to add an action for your trigger. Then select the application which is “Quickbooks Online” in our case. Next, choose the “Create an Invoice” option.