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QuickBooks Desktop for Windows is the only supported option right now.
We also integrate with Quickbooks Online, but for the QB Desktop integration, we do not integrate with the version for Mac at this time (this is because the Intuit QB Connector app does not support Mac).
How to Set Up Your QuickBooks Connector Step One: Sales Taxes.
- Transaction Data (Sales Receipts, Accounts Receivable, Taxes, Shipping, Gift Cards, etc)
- Cost of Goods Sold (we DO support splitting COGS by departments)
- Income (currently lumped together as a single total)
- Vendor Bills (we only do this for Completed ROs)
- Full Inventory Value or Product Inventory Edits
- Customers (no individualized data by customer name, everything is lumped under one customer record)
- Accounts Receivable Edits (we only export when it deals with a transaction, not customer profile edits)
}', 39='{type=number, value=1}', 40='{type=number, value=0}', 9='{type=string, value=Do's and Don'ts of Quickbooks}', 22='{type=option, value={id=3, name='faq', order=2, label='FAQ'}}', 23='{type=list, value=[{id=3, name='faq', order=2, label='FAQ'}]}', 24='{type=list, value=[{id=87, name='integrations', order=86, label='Integrations'}]}', 25='{type=number, value=0}', 26='{type=list, value=[{id=190209692545, name='Settings'}]}', 28='{type=string, value=Do's and Don'ts of Quickbooks QuickBooks Desktop for Windows is the only supported option right now. We also integrate with Quickbooks Online, but for the QB Desktop integration, we do not integrate with the version for Mac at this time (this is because the Intuit QB Connector app does not support Mac). How to Set Up Your QuickBooks Connector Step One: Sales Taxes. We DO Export - Transaction Data (Sales Receipts, Accounts Receivable, Taxes, Shipping, Gift Cards, etc) - Cost of Goods Sold (we DO support splitting COGS by departments) - Income (currently lumped together as a single total) - Vendor Bills (we only do this for Completed ROs) We DON'T Export - Full Inventory Value or Product Inventory Edits - Customers (no individualized data by customer name, everything is lumped under one customer record) - Accounts Receivable Edits (we only export when it deals with a transaction, not customer profile edits) Settings integrations}', 31='{type=number, value=1}'}, {id=191604258938, createdAt=1750439292871, updatedAt=1767392534148, path='quickbooks-online-integration', name='QuickBooks Online Integration', 32='{type=number, value=1}', 2='{type=string, value=https://rainpos.my.site.com/s/article/QuickBooks-Online-Integration}', 4='{type=list, value=[{id=1, name='rain_pos', order=0, label='Rain POS'}, {id=2, name='like_sew', order=1, label='Like Sew'}, {id=3, name='jewel360', order=2, label='Jewel360'}, {id=4, name='music_shop_360', order=3, label='Music Shop 360'}]}', 37='{type=number, value=1}', 6='{type=string, value=
The POS system can integrate with QuickBooks Online. Here are some important details about what the integration can and cannot do:
The integration is currently only available in the U.S. and Canada.
Limited setup and no mapping is required. Just login and choose the QBO company file you would like to use.
Transaction data is typically exported to QBO seconds to minutes after completion.
Exported transaction data is placed into child accounts under the main Merchandise Sales account.
Product and Service sales will be exported into accounts determined by the Department they are assigned to in Rain POS.
Short Term Rental transaction data will export to the Short Term Rentals account.
Class transaction data will export to the Classes account.
Rental Contract transaction data will export to the Rent to Own account.
Invoice transaction data will export to the Accounts Receivable account.
Deposit transaction data will export to the Deposit Liabilities account.
A daily journal entry will be exported to QBO that will affect your Inventory Assets account. This adjustment is based on the total value of your inventory within the POS, which can be viewed from the Inventory Value report. This journal entry will affect your COGS account, but the only purpose of this COGS adjustment is to make sure your inventory asset amount is accurate. We do not support COGS adjustments for completed transactions or inventory edits. This daily inventory adjustment can be enabled or disabled from the QBO settings page.
Any completed Receiving Orders will be exported to QBO as vendor bills.
We export all transaction types: sales, payments, voids, deposits, returns, etc.
You can manually export specific transactions or receiving orders.
You can manually export all past data with a specified date range. This can be done in blocks of date ranges up to 6 months at a time.
The integration doesn't support adjustments for edited transactions. So those need to be done manually.
If you are a multi-location store and want your store location income to be tracked separately you will need to integrate with either QBO Plus or QBO Advanced
You can access the integration and any other QBO settings by going to Settings > Integrations > QuickBooks Online.
Click the Connect to QBO button when you're ready to begin. A login page will open so you can log into your QBO account.
Follow the on-screen instructions to get your QBO account integrated with the system.
As mentioned above, most of the activity for the integration happens automatically and rapidly. As you do transactions in the system, they will sync within a few minutes to your QBO account. There are some things you may want to do manually. Here is what you will see when your integration is in place and active:
One thing you might want to do is sync your past data with your QBO account. To begin, click the Manual Export button.
You can export in date ranges up to six months in duration, if loading in past transactions. Just choose your beginning and end dates and click Export. If you have specific transactions or Receiving Orders you need to sync, you can enter their IDs in the respective fields and Export those. The sync will begin in minutes, but for larger exports, may take some time to complete.
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Products - Product creation and edits work only from Rain POS to Shopify after the initial sync. In the initial sync, existing products in Shopify will be created in Rain POS if they are active.
Customers - Manual customer creation and edits work only from Rain POS to Shopify after the initial sync. In the initial sync, existing customers in Shopify will be created in Rain POS if they are active, but not vice versa. New customers in web orders from Shopify will create the new customer listings in Rain POS.
Categories - Rain POS categories are created in Shopify as Collections, but Shopify collections are not brought into Rain POS. Updates and edits to Rain POS Categories will push to Shopify, but changes in Shopify Collections will not come back to Rain POS.
Vendors - Vendor data for products will sync both ways for integrated products in the initial sync, but after, only changes from Rain POS will push to Shopify for vendors.
Reports - All reports should work with web orders received from Shopify, and respect inventory adjustments made by Shopify web orders.
Bulk Editing - All changes to supported product and customer fields should sync with Shopify automatically, if they meet the sync criteria.
Spreadsheet Updates - All changes to supported product and customer fields should sync with Shopify automatically, if they meet the sync criteria.
Spreadsheet Creation - All changes to supported product and customer fields should sync with Shopify automatically, if they meet the sync criteria.
Website Pricing Setting - With this enabled, the Rain POS integration with Shopify will use the Web Price and Web Sale price when available, and fall back to the regular Price and Sale Price when the web fields aren’t in use. Turning this feature on/off may require a manual resync, so we recommend having it set the way you want before integrating.
Scheduled Sales - Full support for prices updated by scheduled sales is part of the integration from Rain POS to Shopify, also respects the Website Pricing setting.
Catalog Integrations - Products can be created in Rain POS from any catalog, and the corresponding product will be created in Shopify, assuming it meets the sync criteria.
Website Orders - Web Orders sync from Shopify to Rain POS, but not from Rain POS to Shopify. New customers, product inventory adjustments, shipping charges, and tax fees also sync with Shopify web orders into Rain POS. Products in Shopify that are not integrated with Rain POS that are in Shopify web orders will display in the Orders module, but will not track inventory in Rain POS nor will product-level detail appear in Rain POS sales reports, such as Transaction Details or Sales Details.
Receiving Orders - Like most inventory updates, any inventory changes made in Rain POS through this feature will update the Shopify product as well. No RO information (such as vendor, RO number, etc.) is sent to Shopify. Only product inventory updates done in the PO/RO will push to Shopify. Does not work with Shopify’s Purchase Order feature.
Unlimited Inventory - The integration will respect the setting for Unlimited Inventory and will toggle a setting On in Shopify to not track inventory for such items.
Offline Reserve - The integration will respect inventory quantities you have set aside for Offline Reserve. Those quantities will not sync to Shopify as available for sale.
Inventory Transfers - Just like Receiving and other forms of inventory quantity changes, transfers should work to move inventory between locations, and the inventory availability in the Shopify-synced location, if it was part of the Transfer, would increase or decrease accordingly. Does not work with the Shopify Transfers feature.
Vendor Integrations - Vendor integrations that save product data to Rain POS should then push those updates to Shopify, however it is completely untested at this time.
Local Inventory with Google - Untested at this time, but it is expected any product changes saved by the integration in Rain POS should post to Local Inventory with Google.
QuickBooks Online - All POS aspects should still work, but it is not currently known how the QBO integration will handle events created by Shopify.
Quickbooks Desktop - This feature is untested, but Shopify has its own integration with Quickbooks Desktop.
Shipping Rates - Shipping rates are configured in Shopify for orders placed on the Shopify site. However, it is a VERY GOOD IDEA to set up accurate shipping rates in Rain POS as well, in case you ever decide to configure the Rain POS website.
Tax Rates - Tax rates in Rain POS will only apply to the POS. The Shopify integration will use Shopify's system to determine and charge taxes and the amount charged will come over to Rain POS in the order and will appear properly in the sales and tax reports in Rain POS. Rain POS does not adjust tax for Shopify orders in any way. All taxes for website sales made in Shopify are configured in Shopify.
Avalara Integration - Its only application in the POS is when applying Shipping at the Register. Rain POS does not adjust tax for Shopify orders in any way, and this includes through our Avalara Integration. However, shipping in Shopify should be calculated with the same accuracy as Avalara.
Online Canada Tax - Shopify has their own process for this which is not covered through our integration and is handled entirely on Shopify's side:
Australia GST - Shopify has their own process for this which is not covered through our integration and is handled entirely on Shopify's side:
Google Analytics - Shopify has their own process for this which is not covered through our integration.
SEO Page Titles & Descriptions / Metatags - Shopify has their own process for this which is not covered through our integration and is handled entirely on Shopify's side.
301 Page Redirects - Shopify has their own process for this which is not covered through our integration and is handled entirely on Shopify's side.
Marketing Package - Much of the Rain POS Marketing Package does not require a live website. Features such as Text Message Marketing and others that are purely internal to Rain POS do not integrate with Shopify. Marketing tools in Shopify should function as intended, and resulting sales and updates to inventory quantities will still sync to Rain POS.
Authorization and Sale Checkout Methods - Shopify has their own process for this which is not covered through our integration but will function as expected within the Shopify website.
Facebook Pixel Tracking - Shopify has their own process for this which is not covered through our integration but will function as expected within the Shopify website.
Live Selling - CommentSold® has their own integration with Shopify. Using this integration concurrently with the Rain POS integration is unsupported and untested but should function as expected within the Shopify website.
Tailored Lists - Store management only from the Rain POS side, does not push to Shopify.
Online School Rentals - Does not work with Shopify.
Online Rental Contracts - Does not work with Shopify.
Rental Contracts - Only Rain POS POS aspects will work, does not integrate with Shopify.
Classes - Only Rain POS POS aspects will work, does not integrate with Shopify.
Coupons - Only Rain POS POS aspects will work, does not integrate with Shopify.
Reverb Integration - Our Reverb integration could work, since it adjusts the inventory directly in Rain POS. However, it has not had any testing and is not yet officially supported. Since both Shopify and Reverb have an open API, there are 3rd party services that offer a connection, but implementing these services with the Rain POS/Shopify integration is untested, unsupported and not recommended.
JM® Integration - Only Rain POS POS aspects will work. We are not aware of any integrations that Shopify and JM® might have, but if one does exist, its use with the Rain POS integration is untested, unsupported, and not recommended. The purchase of JM® Care Plans cannot work through the Shopify integration.
Rain POS Payments Integration - Only POS aspects will work, Rain POS Payments will not integrate with Shopify.
Clientbook Integration - Only Rain POS POS aspects will work, does not integrate with Shopify.
Consignment - Only Rain POS POS aspects will work. Consignment items can sync to Shopify but will NOT register with the Consignment contract in Rain POS if they are sold through Shopify, so it is recommended to not list such items in Shopify.
Inventory Purchase & Receiving Orders - Only Receiving Order updates to product data in Rain POS will push to Shopify. Price updates made in PO/RO to integrated products should also push to Shopify.
Invoicing - Nothing syncs to Shopify from Invoices except inventory adjustments saved to the products.
My Music Staff Integration - The MMS integration should not be affected by the Shopify Integration, and nothing specific to MMS will push to Shopify customers.
Short Term Rentals - Nothing about Short Term Rentals syncs to Shopify.
Restricted Items - The setting should not affect the Shopify integration. Even in Rain POS it is a POS-only setting.
Special Orders - Only Rain POS POS aspects will work (most of the feature is POS-only), nothing syncs to Shopify until inventory is adjusted when the Special Order is picked up.
Subscriptions - Subscriptions require SSL and a Rain POS website and cannot work through Shopify. Individual products listed in a Subscription can be sold independently in Shopify. Any Shopify functions for Subscriptions or third-party plugins relating to this functionality have not been tested with the integration.
Services - Rain POS POS only, nothing about Services syncs with Shopify.
Gift Registry - Rain POS POS only, does not sync with Shopify.
Departments - Rain POS POS only, does not sync with Shopify.
Wholesale Selling - The integration with Shopify cannot sell wholesale items at wholesale prices with wholesale descriptions listed in Rain POS.
Multi-Location - Only one physical location can be synced to Shopify at a time, but that location can be changed at any time.
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