Re: Quickbooks 2016 Download
Kirby Apodaca
@TheRealChipAI am trying to link my square checking/debit to quickbooks online, is this possible? I don't want to have to do the download from square checking then upload to QB - if I wanted to do that I would have stayed on desktop instead of paying for monthly online service :(.
> If there isnt already an existing integration, how do you get around it to sync with each other?
Are you able to export CSV files from QB Online Plus? If so, you could then import that data into your Airtable base.
After that you could use a third party automation tool like Zapier or Make to keep the data in sync by identifying each piece of data's unique ID and using that to identify their respective records in Airtable
Here's a link to the Zapier QB Online Plus page that has some examples of the triggers and actions
Just an FYI that I try to get everybody off of Zapier and onto Make's advanced automations & integrations, because Make is a tiny fraction of the cost of Zapier and yet it is infinitely more powerful & customizable than Zapier.
Even more importantly in your situation, using QuickBooks with Zapier is much more difficult and much more limited than using Make. Just as one example, it is extremely difficult to create invoice line items in QuickBooks with Zapier, whereas it is built into the product & very easy to do in Make's QuickBooks automations. Make offers about 50% more functionality with QuickBooks than Zapier.
Hi @ScottWorld, I was very disappointed to find out that zapier boasted integrations with airtable, but you can't use it to create a new Project in Quickbooks from a new project record in Airtable. I got a client to sign up only to find out that this was not possible, so I'm in a bit of a bind. Are you able to tell me if this is possible via Make? I looked at their website but I'm not seeing the option... and if not, how much would it cost me to have you train me to create a custom integration for this purpose? If it's something you can help me with, let me know if I should just contact you directly through your website. I was just hoping to know if this is even possible before paying for a consultation or training.
@ScottWorld I actually reached out through your website to see if I could hire you for a training- though it's really the quickbooks side of the make integration that I'm stumbling with, not the airtable side as much... did you get my request, and if it's not something you could help with, do you have a recommendation for someone that could? Thanks!
Has ANYONE gotten the Quickbooks Desktop Connector to run properly? Or at all? This thing is driving me crazy. It works somewhat occasionally but usually not at all. The latest and most frequent message is 'create failed'. This program has not been well thought out or tested in the real world, if at all. The folks on the phone are very nice, but the problem never get
I am currently trying to migrate from QBPOS to Shopify. The migration of products, customers, vendors was fine... but I can't even get the "Shopify Connector" to install within QBD and "support" chat literally just sends me tidbits from different help articles that do not cover anything to do with the issue I am having... so may be moving to a different POS solution.
I have everything setup except for generating a token in Quickbooks Desktop Pro Plus 2023. When I hit the token button to generate a token, I get this error, "Uh oh, there's a connection problem. Sorry, the app did not connect. Please try again later, or contact customer support for help." I've called both Intuit and Shopify. Intuit blames Shopify, Shopify blames the third-party app developer. The third-party app developer blames Intuit. They keep jerking me around with no fix in sight. I hope someone can shine a light on this problem. I blame Intuit for these issues. Quickbooks POS has given us very few issues over the years and now were stuck with a non-working integration. What a joke! Very unhappy with Intuit. But at the same time Shopify needs to step up and deliver what they promised as a working POS system which has been anything but.
Same situation here. Been trying to connect for a month and a half. Intuit blames Shopify, Shopify has now escalated issue to their "tech team" where I sent them a series of logs. No word yet. They ask if I have migrated data and, yes, we have migrated and have been using Shopify for six weeks.
They have asked me for logs also. I also get the same thing asking the same question over and over if I have migrated data and sometimes I am not sure whether they understand I am having problems with Quickbooks Desktop not Quickbooks Desktop Point of Sale. The support team answering the phones has no technical knowledge!
Thank you for looking at the WeIntegrate Shopify to QuickBooks Online instant sync integration. While we do support Shopify online orders and Shopify POS orders (including the move from QuickBooks POS to Shopify POS), we only support QuickBooks Online not QuickBooks Desktop.
When I try to generate the app token, I get a spinning wheel for a bit and then a message that says "Authentication Failed" but there is not information and nothing else to click on. Infuriating. I have requested help multiple times but I am just getting "help" who think I am having a problem with Intuit POS, not Quickbooks and the Shopify Desktop Connector app. If I find a solution I'll come back and post it!
Has anyone had any luck getting a token from quickbooks so you can use shopify? when we do all the steps in quickbooks enterprise 23 and asks for a token it acts like its going to work and then after a few mins the screen goes blank. Was on the phone with quickbooks 2xs yesterday and they blame shopify and shopify says its an intuit problem.. help! we need to go live with shopify asap. we have migrated all the info.
Which, BTW, I author. Have been taking care of QuickBooks Desktop customers for years. CartSpan does not use the problematic WebConnector as you are experiencing, but rather QuickBooks' own QBXML API for imports (ultra-reliable). Communication with Shopify is accomplished via PrivateApp connection (also ultra-reliable).
So has ANYONE gotten the connector to work? I even tried pre-existing apps and those don't really work either. Shopify has been NO HELP at all!!! I passed frustrated a week ago. If anyone has a suggestion I would appreciate it!
I just want to say I feel your pain and frustration. I just now found this thread and misery loves company. I thought Quickbooks customer service was bad and here we are with the same mess at Shopify. At least the PIN generation takes away all the painful account verification Quickbooks requires. I really need all of this resolved yesterday. What a mess. Please post any helpful updates.
I author the CartSpan ecommerce integration for Shopify and a number of other systems. For the last 3 years, I've been integrating Shopify with QB POS and Shopify directly to QuickBooks Desktop. Only in the last 6 months have I begun to integrate Shopify POS to QuickBooks desktop accounting. These accounts have been QB Desktop users that began using Shopify POS and had not previously used the QB POS system. Some tweaking of the CartSpan integration has been necessary to accommodate the lack of billing and shipping information that is collected during the POS checkout, but everything has been working well. More recently, I've been getting calls from those of you using the QB POS system which is being shut down. My initial assessment was that, it shouldn't be a problem, but there are underlying issues that need to be resolved before any system like mine can be helpful. These are my findings from interacting with a number of QB POS users regarding the current state of connecting with Shopify.
The QB POS system has been responsible for managing the purchasing/receiving process and associated transaction detail. In its 'financial exchange' with QB Desktop, the POS system has performs a general journal entry (JE) to record the value of goods received (inventory asset) and updates the standard cost on affected item masters (typically Non-Inventory) with the last purchase price. In some configurations, I think there are no items at all, just high-level JEs. In the same 'financial exchange', POS performs general JEs (journal entries) to transfer value from the Inventory Asset account to the COGS account. These journal entries are required given that there are no underlying costs maintained for Non-Inventory parts in QuickBooks as invoicing a Non-Inventory part results in zero change of the COGS account on the P&L. The cost value that you see on the item master only serves to populate purchase orders for the item.
As QB POS has always been the 'master' of stock, there has been no reason to maintain items in QuickBooks as anything other than 'Non-Inventory' item types. This is due to the POS system taking ownership COGS transactions via general journal entries as previously described. But in the absence of a viable integration that can reliably perform the same journal entries, it is necessary to use QuickBooks in a conventional manner for tracking item-specific inventory quantity and valuation. This implies conversion of all 'Non-Inventory' parts to a type of 'Inventory Part' and associating the appropriate amount of the Inventory Asset account to each individual product. This then allows QuickBooks to naturally manage the underlying COGS transactions during import process without having to rely on general journal entries. By necessity, QuickBooks then becomes the master of inventory...requiring the use its own mature purchasing/receiving functionality.
The downside of the Intuit/Shopify connector trying to manage supporting journal entries can be high. For starters, the journal entry process must be perfect...there can't be any mistakes as the transaction is a multi-step process for the connector; An invoice is imported which registers sales, followed by JE for the COGS transfer. Any disconnect can result in unrecorded COGS and result in overstated Net Income. If for any reason, a QuickBooks user decides to delete a transaction (Invoice) in QuickBooks (which is allowed), they must also manually perform multiple journal entries to revert the underlying COGS value back to the Inventory Asset account. These original JEs may or may not be easy to find if the user even remembers to perform the action. Even worse, the JE could be aggregated (I'm not sure how it is intended to work). This circumstance was never allowed to happen with the historically tight integration between QuickBooks Desktop Accounting and the QuickBooks POS systems. The mechanism that prevented such orphaned transactions was the fact that one could not simply delete a transaction in the POS system, it had to be reversed. The underlying transactions were then appropriately handled in the next 'financial exchange'. Such fail-safe mechanisms cannot be guaranteed with systems that are more loosely coupled. With QuickBooks Desktop managing stock, when an invoice is deleted, stock transfers from COGS back to Inventory Asset happen automatically...integrity guaranteed.
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