Connecting Quickbooks to Shop Manager

This article will guide you on how to connect your Quickbooks account to your Shop Manager account. What this will do is allow your transaction information to be sent to your Quickbooks account.

You can follow the steps below to connect your Quickbooks to Shop Manager:

Head over to Shop Manager, then click Settings -> Shops -> Click on your Shop Name -> Shop settings -> Quickbooks. Then you should see the below:

Click 'Connect to Quickbooks'
Then it will take you to another tab to log into your Quickbooks and then you can choose which Quickbooks account you want to connect to Shop Manager.
Now it will look like this on Shop Manager, and some areas may be red or orange.

You'll need to go through each section and make sure it's completed so all the sections show up as blue above.

Now you'll need to make sure you have the same products/services in Shop Manager and in your Quickbooks. If you would like to transfer your products/services from Shop Manager to Quickbooks, you can download the CSV by going to the 'Product/Services' tab, then clicking on the three-dotted button on the top right, then click 'CSV'

In the CSV File, on the 'isTaxable' column you'll need to make sure to change all the '1' to 'Yes'. And in the 'type' column you'll need to make sure to change all the 'Product' to 'Non-Inventory' since that is the Quickbooks format. Then you can import it into Quickbooks.

Then go to your Quickbooks. Go to 'Sales' on the left hand side, then 'Products & services'. Then click the downward arrow on the top right, then click 'Import'. It may also say 'Batch Import' which is fine.

When you map the columns, make sure you have it as below. Then you can continue to import the products/services into Quickbooks.

Then once you are done, you'll need to connect each product and service to their respective product/service on Quickbooks. You can do this by going to the 'Products/Services' tab in Shop Manager. Then click the checkmark box next to the 'Name' column

Now it should look like this below

Next you can click the three dotted button on the top right, then click 'Edit products'

In the 'QB Item' section, you'll want to type in the item name to find it on Quickbooks then select it. Then it should look like this:

Then click 'Save' on the bottom right.

Now the 'QB' column will show the name of the product/service in Quickbooks that is connected. That means that service is fully connected to Quickbooks. So when the services is used in a work order, it will sync to Quickbooks when the work order is moved to the 'Completed' stage.

You'll need to make sure to match all the services and products you have in Shop Manager to make sure they sync over to Quickbooks when used in a work order.

For the Quickbooks Integration, whenever a payment is made on a work order, the Payment is sent to Quickbooks. Then when the work order is moved to the 'Completed' stage, the Invoice is sent over to Quickbooks.

If you have any questions about how the integration works or would like assistance with setting it up, please email us at support@cpshopmanager.com.