Downloads & Tools
Free resources to help you set up and optimize your QuickBooks-Shopify integration.
Integration Mapping Checklist
A comprehensive checklist to ensure you've mapped all critical accounts correctly—taxes, fees, shipping, COGS, and inventory.
Coming soon: Download our PDF mapping checklist. In the meantime, use this quick checklist:
- ✓ Revenue account mapped
- ✓ Tax codes configured for each jurisdiction
- ✓ Gateway fee expense accounts set up
- ✓ Shipping revenue account mapped
- ✓ Discount handling method chosen
- ✓ COGS account configured
- ✓ Inventory locations mapped
- ✓ Refund process tested
ROI Calculator
Calculate how much time and money you'll save with automated integration vs manual methods.
ROI Calculator
Estimate hours and costs saved with automation
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For Accountants
Need client onboarding materials or month-end close checklists for QuickBooks-Shopify integration?