QuickBooks® Integration Setup

ShopKeep integrates with QuickBooks Online to automatically sync register totals to your QuickBooks account and simplify how you balance the books.

Watch our QuickBooks Integration Setup video:

QuickBooks® Integration Setup

Table of Contents

Sign Up for QuickBooks

Sign up for an account to start using QuickBooks. Users who already have an account can skip ahead to the Enable QuickBooks Integration section.

  1. In BackOffice, click 'Settings' and select 'QuickBooks'.
  2. Click 'Sign up now'.
  3. Select 'Buy Now' or 'Free Trial' and pick a version.

    Note: QuickBooks Self-Employed is not supported.

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  4. Enter your information and click 'Create account'.
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  5. Follow the remaining prompts to finish QuickBooks account setup.
  6. Complete the steps below to enable the QuickBooks integration with ShopKeep.
    Never used QuickBooks before? Visit our Advanced Topics FAQ for links to helpful tutorials, webinars, and other resources from Intuit.

Enable QuickBooks Integration

Once you have a QuickBooks Online account, link it to ShopKeep to enable QuickBooks integration and begin automatically syncing register data.

  1. Disable your web browser's pop-up blocker.
  2. In BackOffice, click 'Settings' and select 'QuickBooks'.
  3. Click 'Buy Now'.
  4. Click 'Add to plan' to add Quickbooks to your ShopKeep account.
  5. Select 'OK' to confirm.
  6. After the integration is added to your account, refresh the page and click 'Connect to QuickBooks'.
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  7. Click 'Connect to QuickBooks' on the pop-up.

    Don’t see a pop-up? Learn to disable your pop-up blocker here.

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  8. Enter your QuickBooks login information and click 'Sign In'.
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  9. Click 'Authorize'.
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  10. Click 'Complete Setup'.
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  11. Review how QuickBooks integration works and click 'Next'.
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  12. Decide if you'd like to create a QuickBooks department for your ShopKeep store and click 'Next'.

    If you have multiple ShopKeep stores syncing to QuickBooks, departments allow you to view sales by location with the Sales by Department report.

    Creating departments in QuickBooks requires the QuickBooks Plus subscription.
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  13. Decide if you’d like to post payouts to QuickBooks and click ‘Next’.
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  14. Click 'Create' to allow setup of the default ShopKeep accounts and items in QuickBooks.
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  15. Click 'Done' to complete the integration setup.
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  16. (Optional) Update account mapping to change the QuickBooks accounts that ShopKeep syncs with.

    If you decide to update account mapping, we recommend doing so before any information syncs to QuickBooks to avoid potential issues.

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With setup complete, visit our Advanced Topics article for more on using QuickBooks with ShopKeep.

Frequently Asked Questions

Continue below for answers to some common questions about QuickBooks Integration.

Which versions of QuickBooks does ShopKeep integrate with?

QuickBooks integration works with three versions of QuickBooks Online: Simple Start, Essentials, and Plus.

Note: The Self-Employed version of QuickBooks Online is not supported.

My ShopKeep and QuickBooks accounts are connected. What data will sync?

The data that syncs between ShopKeep and QuickBooks is shift sale data.

Note: Inventory data does not sync with QuickBooks.

Can I use ShopKeep’s integration with QuickBooks for PC / Mac?

No. If using QuickBooks for PC/Mac, set up QuickBooks integration through the ShopKeep integration with SHOGO. Visit the QuickBooks® via SHOGO article to learn how to sign up.

Can I use ShopKeep’s QuickBooks integration internationally?

At this time, QuickBooks integration is only available to businesses located in the United States.

What information does ShopKeep sync to QuickBooks?

ShopKeep syncs summaries of sales, returns, tender totals, tax, discounts, & payouts to a set of default “SK” accounts. Visit QuickBooks® Integration: Advanced Topics to learn how to view this data in QuickBooks.

Do I need to do anything to make my data sync?

Yes, you must close the shift every day.

Data is sent automatically from ShopKeep to QuickBooks every day at 4 am only after shifts are closed. If a shift is left open, totals do not sync to QuickBooks until 4 am the day after it is closed.

I set up my QuickBooks Integration. Now what?

Visit our QuickBooks® Integration: Advanced Topics article to learn how to view QuickBooks journal entries and properly account for gift cards & liabilities.

How can I get help with QuickBooks Integration?

Visit our QuickBooks Integration Troubleshooting guide for help solving some common problems.

If you have more questions about QuickBooks integration, visit our Advanced Topics FAQ.


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