Watch Step By Step Video Tutorial Below
1. Setting Up Your Workflow
Begin by visiting Pabbly Connect’s website and signing in to your account. After logging in, navigate to the connect section to start creating a new workflow.
Click on “Create New Workflow” and give it a name, such as “Shopify to QuickBooks”. This setup will help you manage your data flow efficiently.
Next, switch the app from webhook to Shopify in the trigger window. Ensure you select the method as “New Order” to capture all new orders in Shopify.
2. Configuring Shopify for Integration
Access your Shopify account and go to the settings section. Click on “Notifications” to set up webhooks for order creation.
On the notifications page, create a webhook by choosing “Order Creation”. Use the JSON format and paste the webhook URL from Pabbly Connect.
After saving, the webhook setup will be complete, allowing Pabbly Connect to capture data every time a new order is placed on Shopify.
3. Capturing Data and Syncing with QuickBooks
To capture data, click on “Capture Webhook Response” in Pabbly Connect. This feature waits for the new order data from Shopify.
Once an order is placed in Shopify, the customer details will be captured by Pabbly Connect. Verify the captured data, including customer name and address.
Now, sync this data to QuickBooks by selecting QuickBooks in the action window. Choose “Create a Customer” to add the new customer information into QuickBooks.
Conclusion
This guide details integrating Shopify with QuickBooks using Pabbly Connect, covering workflow setup, Shopify configuration, and data syncing steps.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
- Sign Up Free – Start your journey with ease!
- 10,000+ Video Tutorials – Learn step by step!
- Join Pabbly Facebook Group – Connect with 21,000+ like minded people!
- Know more about Pabbly Connect – Automate workflows effortlessly!