Shopify + QuickBooks reporting,from the order to what landed in the bank.

Open Connect and ask the Connector Agent to connect your Shopify store and QuickBooks, or pick each from the catalog. Enter the store name and approve read access on Shopify's screen, then sign in with Intuit and choose the company and basis. Approve the load and a schedule, and both arrive in your Library.

From Shopify, 24 tables: orders, line items, refunds, transactions, fulfillments, returns, products, variants, customers, inventory, discounts, gift cards, and Shopify Payments payouts with their balance transactions. From QuickBooks Online, 31 entities including deposits, sales receipts, refund receipts, journal entries, accounts, items and bills, plus the General Ledger report.

Incremental syncs can run hourly, daily or weekly and pick up orders and entities changed since the last run. Full refreshes run daily, weekly or monthly; payouts, balance transactions and the General Ledger reload in full each time. You can start a sync by hand whenever you need fresh numbers.

No. Querri only reads from both. It asks Shopify for read access only and never posts a deposit, receipt or journal entry to QuickBooks. Every question is answered from Querri's synced copy, so orders in your store and reconciled periods in your books are left alone.

Yes, if you use one. It posts sales and payouts into QuickBooks so the books get kept. Querri sits beside it and reads both systems, then shows where they disagree, such as a payout with no deposit or a margin built on a stale cost. It changes neither one.

Connect both and ask which payouts don't match a deposit. Querri reads each Shopify Payments payout and the charges, refunds, fees and adjustments behind it, matches payouts to QuickBooks deposits by amount and date, and lists the misses. Your bookkeeper still records the fix in QuickBooks.

To the start of your store. Querri has Shopify's permission to read all orders, not only the last 60 days, and loads them through Shopify's bulk API. QuickBooks entities come with their history, and the General Ledger uses the window you choose, three years by default.

Yes. Connect each store separately; every store gets its own tables, labeled with the store's name. Querri can join them with each other and with one QuickBooks company, so total sales across stores or regions appear next to the books in one answer.

Connect both and tell Querri once which cost to trust, for example the latest supplier bill in QuickBooks rather than Shopify's cost per item. Querri joins order lines to that cost by SKU, subtracts discounts and refunds, and can track margin by product as a KPI.

Ask for tax collected by state and month. Querri totals the tax on Shopify orders by shipping state and sets it beside the tax accounts in the QuickBooks General Ledger. A schedule can send it as a formatted Excel workbook each month before you file.

Connect Amazon too. Querri brings in Amazon orders, fees, settlements, refunds and returns beside your Shopify orders and QuickBooks books, so you can compare margin by channel after fees and check each Amazon settlement against its deposit the way you do Shopify payouts.

Connect Meta Ads, and Google Ads if you use it. Querri puts daily spend as each platform reports it next to Shopify revenue and QuickBooks cost of goods, so MER, blended CAC and spend against contribution margin come from one place. Querri doesn't do ad attribution.

Yes. Describe it in plain words, such as net sales, unmatched payouts and margin by product, or start from a screenshot of the one you keep today. You change it by asking, and each person or client can be limited to their own rows.

Yes. Schedule the project behind the report, daily, weekly or monthly. On each run Querri replays the same steps on fresh data and delivers a formatted Excel workbook or an email, and it can produce one version per store, location or client.

Yes. Connect Querri to Claude or ChatGPT once, and the assistant answers from your Library with your definitions of net sales and margin. Row-level access in Querri still applies, so the answer in Claude matches the dashboard and the person asking sees only their rows.

Yes. Give each client its own workspace with its own Shopify and QuickBooks connections, dashboards and nightly checks, and set row access so each client sees only its data. A scheduled report can send every client their own month-end pack.

From Shopify: disputes as their own table, refund line items (refund totals do sync), metafields and Shopify's built-in reports. Payouts exist only if you use Shopify Payments. From QuickBooks: reports other than the General Ledger, and QuickBooks Desktop. Incremental syncs don't see deletions until a full refresh runs.

Yes. Querri is SOC 2 Type II, HIPAA and ISO 27001:2022 certified, and your data is never used to train a model. You approve access on Shopify's screen and Intuit's sign-in page, so Querri never sees a password, and it only reads from both.