QuickBooks Online Integration
Raise purchase orders in QuickBooks. Plan stock in Assisty.
If your purchase orders live in QuickBooks Online, connect it to Assisty. The quantities on your open QuickBooks purchase orders count as incoming inventory for your Shopify products, so your reorder suggestions don't buy stock that's already on the way.
PO 1042 from QuickBooks Online Open
| SKU | On PO | Shopify product | Incoming |
|---|---|---|---|
| MUG-CL-01 | 120 | Classic Mug | 120 |
| TMB-TR-02 | 60 | Travel Tumbler | 60 |
Illustrative example. Items are matched to Shopify products by SKU.
What the integration does
Assisty reads your purchase orders from QuickBooks Online and uses them as one source of incoming inventory. You keep raising purchase orders in QuickBooks the way you do today.
Open purchase orders become incoming stock
Assisty pulls your purchase orders from QuickBooks Online and adds up the quantities on the ones that are still open. Purchase orders that are completed, canceled or voided don't count. The incoming quantity goes to your store's primary location.
- Open purchase orders count as incoming
- Completed, canceled and voided ones don't
- Incoming stock goes to your primary location
Matched to Shopify by SKU
Each line on a QuickBooks purchase order points to an inventory item. Assisty matches that item to the Shopify variant with the same SKU. Keep SKUs the same in QuickBooks and Shopify, and every line lands on the right product.
How a QuickBooks line is matched
QuickBooks item SKUMUG-CL-01
Shopify variant SKUMUG-CL-01
Counted as incoming forClassic Mug
Reorder suggestions that know what's coming
Incoming inventory feeds Assisty's replenishment. The Smart Buying Table subtracts stock that's already on order from its suggested quantity, so a purchase order you raised in QuickBooks last week isn't ordered a second time. You can also see the numbers for each variant in the Incoming Inventory report.
Why 40 units of Classic Mug?
Needed for the cover period180
Incoming from QuickBooks POs−120
On hand−20
Suggested order40
Connect QuickBooks Online
You need the Assisty app installed on your Shopify store and a QuickBooks Online company you can sign in to.
- In Assisty, go to Settings → Incoming Inventory and choose Purchase Orders from QuickBooks as a source.
- Click Connect to QuickBooks, sign in with your Intuit account, choose your company and approve access.
- You return to Assisty, which starts importing your QuickBooks inventory items and purchase orders. The first import can take a few minutes.
- Click Update Data any time you want to pull the latest purchase orders right away, or View report Incoming Inventory to check the result.
What Assisty reads from QuickBooks
- Purchase orders: status, line items and quantities, used to work out incoming inventory.
- Inventory items: name and SKU, used to match purchase order lines to your Shopify products.
- Vendors: the supplier on each purchase order.
Assisty doesn't read your QuickBooks customers, invoices, payments or bank data. How we handle data is set out in our Privacy Policy.
Disconnect
Go to Settings → Incoming Inventory in Assisty and click Disconnect to QuickBooks. Assisty revokes its access to your QuickBooks company and stops pulling purchase orders. You can also remove Assisty from your connected apps inside QuickBooks Online.
Help and support
Step-by-step articles are in the Assisty help center. For anything else about the QuickBooks integration, email services@assisty.ai or use the chat inside the Assisty app.
Keep exploring
Stop reordering stock that's already on the way
Install Assisty, connect QuickBooks Online, and let your open purchase orders count toward every reorder suggestion.
Install on Shopify