Start with a trigger
Select a trigger that sets your workflow in motion.
This could be anything from a new order in your Shopify store to a customer signing up for your newsletter.
Triggers are the starting points that tell MESA when to act.
Shopify Partner to QuickBooks Automations
MESA is the most flexible way automate Shopify Partner to QuickBooks. Easily add workflows to simplify your work.
Top companies trust MESA to automate the work that runs their business.
Build your own workflows.
MESA helps you make workflows that keeps your business running. A trigger is the event to start a workflow then, actions are performed.
Why automate Shopify Partner to QuickBooks?
Shopify Partner to QuickBooks automations get more done in less time. Automate the everyday tasks holding back your potential growth.
Sync refunds with your accounting platform.
When a refund is processed in Shopify Partners, automatically create a matching entry in QuickBooks or Xero to keep your financial records accurate and up to date.
Log subscription activity for real-time reporting.
Each time a subscription or billing event occurs in Shopify Partners, log it in Google Sheets or Airtable to power custom dashboards and monitor key performance metrics.
Gather feedback after subscription changes.
When a customer updates or cancels their subscription in Shopify Partners, automatically send a survey via Delighted or Google Forms to collect insights on their experience.
Alert support when payments fail.
If a charge is declined or a payment fails in Shopify Partners, automatically open a ticket in your helpdesk system to ensure your team can follow up quickly.
Keep your CRM aligned with partner data.
Sync plan changes, churn signals, and MRR updates from Shopify Partners directly into HubSpot or Salesforce to help your sales team stay informed and take action faster.
Automated Sales Syncing
Tired of manually entering sales data? Connect your Shopify store with QuickBooks to automatically sync all sales transactions. This includes products, taxes, discounts, and shipping, ensuring that your financial records are always accurate and up-to-date.
Streamlined Inventory
Keep your inventory in check by integrating QuickBooks with Shopify. This connection allows you to track inventory levels across both platforms, update stock quantities, and even set up alerts for low stock levels. It ensures that your inventory data is consistent across all your business operations.
Effortless Expense Tracking
Connect QuickBooks to your Shopify store to automatically categorize and record expenses such as transaction fees, payment processing fees, and shipping costs. This seamless integration helps you to analyze costs and maintain control over your profit margins.
Simplified Tax Compliance
Struggling with sales tax calculations? The Shopify-QuickBooks integration enables automatic sales tax calculation based on the latest tax laws. It takes into account different tax jurisdictions, helping you comply with regional regulations without the headache of manual calculations.
Enhanced Financial Reporting
Integrate QuickBooks with your Shopify store to generate comprehensive financial reports directly from your sales data. View your profit and loss, balance sheet, and cash flow statements, all in one place. This lets you analyze your store’s performance with ease, making informed business decisions.
Accelerate your work with AI automation.
Build AI agents in minutes that integrate, automate, and simplify your business.
Try for free Try MESA for free, 7-day trial included.How MESA works
MESA helps you connect two or more apps to handle repetitive tasks automatically, no code necessary.
Step 1.
Step 2.
Add an action
Next, choose the action that should follow the trigger.
Actions are the tasks that MESA will perform automatically, such as sending a confirmation email or updating your product inventory.
Linking actions to triggers is how you build a seamless workflow process.
Step 3.
Personalize
Make your workflow even more flexible using built-in apps.
Customize your automation with tools that match your specific needs, whether it's scheduling theme changes or syncing with your CRM.
Personalization ensures your workflows fit your unique business requirements.
All set!
You just made a workflow
Finally, enable your workflow. You've just automated a task that will save you time and reduce manual effort.
With MESA, complex processes become simple, freeing you up to focus on what matters most—growing your business.
Fully supported by automation experts.
Get help from our team of experts and industry partners, who are dedicated to ensuring your MESA experience is smooth, efficient, and tailored to your exact business needs.
