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 to QuickBooks Automations
MESA is the most flexible way automate Shopify to QuickBooks. Easily add workflows to simplify your work.
Top companies trust MESA to automate the work that runs their business.
Start with a pre-made template.
Quickly add automation with our pre-made Shopify workflow templates.
Or, 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 to QuickBooks?
Shopify to QuickBooks automations get more done in less time. Automate the everyday tasks holding back your potential growth.
Use tags to keep your business systems in sync.
When orders come through tagged "wholesale" have the details sent to Salesforce or another business system.
Manage contacts in your CRM when orders are received.
Every time an order is placed by a new customer, create a new contact in your CRM so it's always up to date.
Deliver order details to your warehouse accurately.
Schedule new orders to be converted into a CSV file that is sent to your back office for fulfillment.
Update marketing campaigns instantly when changes occur.
Add new customers to your Mailchimp email lists after their first order or any time their contact details change.
Keep your teammates informed of critical events.
Whatever app your team uses to communicate, get notifications when critical events occur on your Shopify store.
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.
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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.
Learn how to automate QuickBooks
Learn how to automate Shopify
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.
