QuickBooks Desktop POS migration and integration checklist

This checklist outlines all the steps that you need to take to migrate from QuickBooks Desktop POS to Shopify and to integrate your QuickBooks Desktop accounting software with Shopify. You might find it helpful to print this checklist or to download it as a PDF, so that you can refer to it throughout the migration and integration processes.

Getting started with Shopify

Average time to complete: 30 minutes–1 hour.

To get started with Shopify, you need to complete the following tasks:

Migrating QuickBooks Desktop POS to Shopify

Average time to complete: 45 minutes–4 hours. The length of the migration depends on many factors, such as your QuickBooks Desktop POS setup, the amount of data you're migrating, or the number of your locations.

To migrate your QuickBooks Desktop POS data to Shopify, you need to complete the following tasks:

After the migration is completed, you receive an email.

Integrating QuickBooks Desktop accounting software with Shopify

Average time to complete: 45 minutes–1 hour.

To integrate your QuickBooks Desktop accounting software with Shopify, you need to complete the following tasks:

To continuously sync your financial data and sales information from the QuickBooks Desktop accounting software, you need to keep the QuickBooks Desktop Connector app installed in your Shopify admin after the integration. The data sync runs approximately every 5 minutes. You can't customize the frequency of the data sync.

Setting up the Shopify POS app and ordering compatible hardware

Average time to complete: 30 minutes.

After you complete the migration and integration, you can set up the Shopify POS app and order compatible hardware:

Preparing to sell on Shopify

Average time to complete: 2 hours.

After your hardware arrives, you need to complete the following tasks:

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