How to Import Products and Inventory from QuickBooks Desktop into Shopify

Integrating QuickBooks Desktop with Shopify enables businesses to easily manage inventory and financial data in one central location. By importing products and inventory from QuickBooks Desktop into Shopify, sellers can maintain accurate, up-to-date records across platforms. Our team works with a large number of imports large and small, simple or complex.

This guide will take you through a step-by-step process to achieve this integration.

Prerequisites

Before starting, ensure that you have the following:

• A QuickBooks Desktop account with the required inventory data
• A Shopify account
• Administrative access to both platforms
• An internet connection

Step 1: Preparing Your QuickBooks Desktop Data

1. Open QuickBooks Desktop and navigate to the Products and Services tab.
2. Export Your Inventory Data: Select the products you wish to export and choose the export option, typically found under the ‘File’ menu.
3. Choose the Appropriate File Format: Select CSV or Excel format for the export, which is commonly accepted by Shopify.
4. Save the File Locally: Store the file in a known location on your computer for easy access later.

Step 2: Using a Third-Party Integration Tool (Optional)

If you prefer an automated process, consider using a third-party integration tool. Some popular options include:

• Zapier
• OneSaas
• Webgility

These tools usually provide direct synchronization between QuickBooks and Shopify, avoiding manual uploads. Follow the specific instructions provided by the tool you choose for seamless integration.

Step 3: Importing Data into Shopify

If you prefer manual importing or if your specific use case isn’t supported by third-party tools, follow these steps:

1. Log in to Shopify: Navigate to your Shopify admin panel.
2. Go to Products: Click on ‘Products’ in the left menu.
3. Import Products: Click the ‘Import’ button, usually located at the top of the page.
4. Choose File: Select ‘Choose File’ and find the CSV or Excel file you saved earlier from QuickBooks.
5. Match Fields: Shopify will ask you to match the fields in your CSV file to the appropriate Shopify fields. Make sure all fields are matched correctly.
6. Start the Import: Click the ‘Start Import’ button. The process might take a few minutes, depending on the size of your file.
7. Review Imported Products: Check your products to ensure that all data has been imported correctly.

Another Option: Matrixify.

Matrixify (formerly known as Excelify) is an app that can significantly simplify the process of importing products and inventory from QuickBooks Desktop into Shopify. This tool has been specifically designed to handle bulk imports, updates, and exports, making it an ideal choice for handling large quantities of data. Here’s how Matrixify can make this integration easier:

Matrixify Features for QuickBooks and Shopify Integration

1. Bulk Importing: With Matrixify, you can import thousands of products and their associated data in one go, making it ideal for businesses with large inventories.
2. Data Flexibility: Matrixify supports various file formats, including CSV, Excel, and Google Sheets, giving you flexibility in how you prepare your QuickBooks data for import into Shopify.
3. Field Mapping: Matrixify offers advanced mapping capabilities. If your file’s structure doesn’t match Shopify’s fields exactly, you can map them according to your needs. This reduces the manual work required to match fields correctly.
4. Scheduling: You can schedule regular imports to keep your Shopify store in sync with QuickBooks. This can be daily, weekly, or any other time frame that fits your business needs.
5. Error Handling: If there are any errors during the import process, Matrixify provides detailed logs, allowing you to pinpoint and correct any issues.
6. Automation and Integrations: Matrixify can work with API to connect QuickBooks Desktop with Shopify directly, allowing for real-time or scheduled updates.
7. Customer Support: Matrixify offers robust customer support, including tutorials, forums, and direct support, to help you navigate the import process.

How to Use Matrixify to Import Products and Inventory from QuickBooks Desktop into Shopify

1. Export Data from QuickBooks: Export the desired products and inventory data from QuickBooks Desktop in a supported file format (e.g., CSV or Excel).
2. Install Matrixify on Shopify: Go to the Shopify App Store and install Matrixify.
3. Prepare Your File: Open the file and ensure it is formatted correctly. Matrixify provides templates and guidance on how the data should be structured.
4. Upload Your File: In the Matrixify app on Shopify, click ‘Import’ and upload the file you prepared. You can also set up mappings if your fields don’t match exactly.
5. Review and Import: Check the data preview, make any necessary adjustments, and then click ‘Import’. Monitor the progress in Matrixify’s dashboard.
6. Set up Automation (Optional): If you want to automate future imports, you can schedule them within Matrixify to keep your inventory continuously synchronized.

Conclusion

Matrixify can significantly reduce the time and effort involved in importing products and inventory from QuickBooks Desktop into Shopify. Its robust features, combined with its user-friendly interface and customer support, make it an appealing option for businesses of all sizes looking to streamline their data management across platforms. By utilizing Matrixify, businesses can ensure that their inventory is always up-to-date and aligned across both QuickBooks and Shopify.