Migrating QuickBooks Desktop POS to Shopify POS

Note

Information on this page is applicable only to QuickBooks Desktop POS merchants that are migrating to Shopify. Learn more about QuickBooks Desktop POS migration.

After you create your Shopify account, the QuickBooks Desktop Connector app is automatically installed to your store. Using this app, you can migrate your QuickBooks Desktop POS data, such as customers, vendors, inventory items, and locations, to the Shopify POS.

To migrate, you need to export your data files from your QuickBooks Desktop Point of Sale app, get your Stocky API key, upload your data files to Shopify, map your locations in Shopify, and then start the migration. The migration can take from a few minutes to an hour or more, depending on your POS setup and the amount of data you have.

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Requirements for migrating from QuickBooks POS to Shopify POS:

You need to meet the following requirements to start migrating from QuickBooks POS to the Shopify POS:

• Make sure that you created your Shopify account with your unique ID or promo code.
• Verify that you have the newest versions of the QuickBooks Desktop Point of Sale app and the QuickBooks Desktop accounting software installed on your desktop device.
• Activate Shopify Payments in your Shopify admin.
• Confirm that you have the QuickBooks Desktop Connector app installed in your Shopify admin. If not, then go to the Shopify App Store and install it to your store.
• Make sure that you have the Point of Sale sales channel and the Stocky app installed in your Shopify admin.
• Set up your locations in your Shopify admin .
• Have an active Shopify POS Pro app subscription.
• Review QuickBooks POS data that can and can't be migrated to Shopify.

Step 1: Updating your QuickBooks Desktop POS to version 19

To migrate your QuickBooks Desktop POS data to Shopify, your POS needs to be on version 19. Before you update your QuickBooks Desktop POS to version 19, you need to check your current QuickBooks Desktop POS version.

You need to update your QuickBooks Desktop POS to 30-day trial of version 19. The 30-day trial of the QuickBooks Desktop POS version 19 is a free trial, but you can't extend your 30-day trial. If you can't complete the migration to Shopify POS within 30 days, then delay the trial update until you're ready to complete the migration. If you're using the QuickBooks Desktop accounting software, then you also need to have the supported version of QuickBooks Desktop accounting software to facilitate the integration with Shopify.

Depending on what version of QuickBooks Desktop POS you're using, your update path can be different.

QuickBooks Desktop POS update to version 19

Your QuickBooks Desktop POS version	Action to take
QuickBooks Desktop POS 18 or 12 version	Update your QuickBooks Desktop POS to 30-day trial of version 19
QuickBooks Desktop POS 11, 10, 9, 8, 7 or lower version	Contact Intuit Support to update your POS to 30-day trial of version 19

Update your QuickBooks Desktop POS 18 or 12 version to version 19 trial

1. Make a backup of your current POS file.
2. Run the QuickBooks Desktop POS financial exchange.
3. Migrate your data from your POS file to POS V19 Trial.
4. Export your POS file and save it for the migration to Shopify POS.

Step 2: Export data files from your QuickBooks Desktop POS

You need to export your QuickBooks data files. You can import products, customers, inventory, and vendor data. Learn more about QuickBooks data export.

To export multiple data files, you need to repeat the following steps and select a different data file. For example, if you want to export your inventory items, customers, and vendors, then you need to do these steps three times.

When you export data files, make sure to save them as new files and avoid replacing existing files with new files.

Steps:

1. From your desktop device, open the QuickBooks Desktop Point of Sale app.
2. Click File > Utilities > Export.
3. Select the data file that you want to export, and then click Next.
4. Next to the Select destination file field, click Browse, and then select the file destination where you want to save your data file.
5. In the Write records to (sheet) field, select Sheet1.
6. Click Manage Templates. click Select all, and then click Save.
7. Click Next, and then click Export.

After you export your data file, go to the destination where you saved the data file and make sure that it was exported successfully.

Step 3: Get your Stocky API key

Stocky is an app made by Shopify that manages your POS inventory, purchase orders, vendors, and transfers. You need to add your Stocky API, so your QuickBooks data can be migrated to Stocky.

Steps:

1. From your Shopify admin, click Settings > Apps and sales channels.

2. From the Apps and sales channels page, click Stocky.

3. Click Open app.

4. From the Stocky app, click Preferences > API Access.

5. In the API Access section, copy the current key.

Step 4: Upload your QuickBooks Desktop POS data files to Shopify

You need to add your Stocky API key, and then upload your QuickBooks data files to Shopify.

Steps:

1. From your Shopify admin, click Settings > Apps and sales channels.

2. From the Apps and sales channels page, click QuickBooks Desktop Connector.

3. Click Open app.

4. From the QuickBooks Desktop Connector app, click Get started.

5. In the Upload QuickBooks POS data files section, upload your QuickBooks data files:

   1. In the Inventory section, click Add data file, and then upload your inventory items data file.
   2. In the Customers section, click Add data file, and then upload your customers data file.
   3. In the Vendors section, click Add data file, and then upload your vendors' data file.

6. In the Enter your Stocky API key section, enter your Stocky API key.

7. Click Next.

Step 5: Select your barcode mapping and match your locations

You need to Select Item Number or UPC that you want to use as a scannable barcode in Shopify POS. Learn about using barcodes and SKUs in the Shopify POS.

You also need to match your existing locations from the data files that you upload with the locations you create in Shopify. Each line item, such as QTY1 or QTY2 indicates your location from QuickBooks POS. You need to select a matching location in Shopify. You can match up to 20 locations.

Learn more about QuickBooks and Shopify data mapping.

Steps:

1. In the Product barcode mapping section, select a product number that you want to use to map your products barcodes from QuickBooks Desktop POS to Shopify.
2. In the Location matching section, select an existing Shopify location for each of your locations from your data files.
3. Optional: To create a new location in Shopify, click Add new location.
4. Click Start migration.

After you click Start migration, the data migration begins and can take up to five hours to complete. The length of the migration depends on many factors, such as your QuickBooks POS setup, the amount of data you're migrating, or the number of your locations. After the migration is completed, you receive an email.

If you encounter any errors during the migration, then refer to Troubleshooting QuickBooks Desktop POS migration errors and common issues.

Next steps

After you complete the data migration, then your product variants are imported as individual products to Shopify with a Quickbooks tag and with a Draft status. You can take the following steps:

• Filter and sort your imported products using the Quickbooks tag.
• Review the product information and make any necessary changes before making your products available for sale. You can change the product status from Draft to Active for individual products or in bulk using the bulk editor.

If you're using QuickBooks Desktop accounting software, then you can also integrate your QuickBooks Desktop app account with your Shopify POS. For more information, refer to Integrating QuickBooks Desktop accounting software with Shopify.