This feature is only available for ShopKeep merchants on select pricing packages.

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

Add QuickBooks Integration

If QuickBooks integration is not part of your current pricing package, follow the steps below to upgrade to a package that includes QuickBooks integration.

If your current package includes QuickBooks integration, either sign up for a QuickBooks account or link an existing QuickBooks account.

  1. Sign into BackOffice as the Business Owner.
  2. Click ‘Integrations’ and select ‘QuickBooks Accounting’.
  3. Click ‘Add QuickBooks Integration’.

    Don’t see this page? Contact us to ask about upgrading your pricing package.

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  4. Follow the prompts to upgrade to a pricing package that includes QuickBooks integration.
  5. Follow the steps to sign up for a QuickBooks account or link an existing QuickBooks account.

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. Sign into BackOffice as the Business Owner.
  2. Click 'Integrations' and select 'QuickBooks Accounting'.
  3. Click the link to sign up for a new account.
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  4. Select 'Buy Now' or 'Free Trial' and pick a version.

    Note: QuickBooks Self-Employed is not supported.

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  5. Enter your information and click 'Create account'.
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  6. Follow the remaining prompts to finish QuickBooks account setup.
  7. 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. Sign into BackOffice as the Business Owner.
  3. In BackOffice, click 'Integrations' and select 'QuickBooks Accounting'.
  4. Click 'Connect to QuickBooks'.
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  5. Enter your QuickBooks login information into the pop-up and click 'Sign In'.

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

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  6. Click 'Connect'.
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  7. Click 'Complete Setup'.
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  8. Review how QuickBooks integration works, then click 'Next'.
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  9. Click ‘Select Accounts’ to allow setup of the default ShopKeep accounts and items in QuickBooks and choose which QuickBooks accounts ShopKeep data will sync to.
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  10. (Optional) Update the default QuickBooks account mappings.
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  11. (Optional) Enable settings for posting locations, non-cash gratuity payouts, and cash expense payouts.
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  12. Click ‘Save’.
  13. Click 'Done' to complete the integration setup.
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With setup complete, visit the Advanced Topics article for more info on using QuickBooks with ShopKeep. Having issues with sales syncing to QuickBooks? Visit our troubleshooting guide for help.

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.

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 total sales, returns, tender amounts, taxes, discounts, and payouts for each register shift closed after QuickBooks integration is enabled. Other information, including data from shifts closed before setting up the integration, does not sync to QuickBooks.

Visit our QuickBooks® Integration: Advanced Topics article to learn how to view QuickBooks reporting and if you have issues with data syncing to QuickBooks, visit our troubleshooting guide for help.

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

Yes, you must close register shifts every day.

Data is sent automatically from ShopKeep to QuickBooks every day shortly after a register shift is closed. If a register shift is left open, totals for that shift will not sync to QuickBooks until after it is closed.

Can I manually import data into QuickBooks?

QuickBooks allows certain types of information to be imported, but ShopKeep cannot provide support to help with this. If you need help importing data to QuickBooks, visit QuickBooks Online Support.

I set up my QuickBooks Integration. Now what?

Visit our QuickBooks® Integration: Advanced Topics article to learn how to update account mappings, check which ShopKeep register shifts have synced, and view QuickBooks reporting.

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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