Shopify to QuickBooks Online Proportional Sales Sync (n8n)

1. **Create Webhook Trigger**: Add a 'Shopify Trigger' node. Set the 'Event' to `Order Paid`. Copy the Webhook URL provided by n8n and paste it into your Shopify Admin > Settings > Notifications > Webhooks. 2. **Configure Credentials**: In the Shopify Trigger, create new credentials using your Shopify Access Token and Shop Name. Ensure 'Read Orders' scopes are active. 3. **Search for Customer**: Add a 'QuickBooks Online' node. Set the Resource to `Customer` and Operation to `Get All`. Use the 'Filters' option to search by `PrimaryEmailAddr` using the expression `{{ $json.email }}` from the Shopify trigger. 4. **Logic Branching**: Add an 'If' node to check if the QuickBooks Search returned a result. Use the expression `{{ $node["QuickBooks Online"].json["Id"] }}`. If empty, proceed to create customer; otherwise, skip to creating the receipt. 5. **Create Customer (If New)**: Add another 'QuickBooks Online' node. Resource: `Customer`, Operation: `Create`. Map `DisplayName` to Shopify's `first_name` + `last_name` and `PrimaryEmailAddr` to the email from Step 1. 6. **Format Line Items**: Use a 'Code' node or 'Set' node to map the Shopify `line_items` array to the QuickBooks format. QuickBooks requires a specific structure for lines: `[{ "Amount": val, "DetailType": "SalesItemLineDetail", "SalesItemLineDetail": { "ItemRef": { "value": "ID" } } }]`. 7. **Sync Sales Receipt**: Add a 'QuickBooks Online' node. Resource: `Sales Receipt`, Operation: `Create`. Use expressions to map the Customer ID (from search or creation), Total Amount, and the Line Item array from the previous step. 8. **Handle Shipping/Taxes**: Add separate line items for `shipping_lines` and `total_tax` using the QuickBooks 'Global Tax' setting or dedicated service items in your Chart of Accounts. 9. **Configure Error Handling**: Create a 'Error Trigger' node connected to a Slack or Email node to notify you if an API rate limit is hit or if a SKU exists in Shopify but not in QuickBooks.

| Shopify Field (Source) | QuickBooks Field (Destination) | n8n Expression Syntax | | :--- | :--- | :--- | | `email` | `PrimaryEmailAddr` | `{{ $json.email }}` | | `customer.first_name` + `last_name` | `DisplayName` | `{{ $json.customer.first_name }} {{ $json.customer.last_name }}` | | `total_price` | `TotalAmt` | `{{ parseFloat($json.total_price) }}` | | `line_items[].price` | `Line.Amount` | `{{ $json.line_items.map(i => { return { Amount: i.price } }) }}` | | `order_number` | `DocNumber` | `{{ $json.order_number.toString() }}` | | `N/A (Fixed Value)` | `DepositToAccountRef` | Usually `Undeposited Funds` ID |

• **Rate Limits**: Shopify and QuickBooks both have strict API limits. If processing high volumes (>100 orders/hr), add a 'Wait' node or use the 'Split in Batches' node to throttle requests. • **Data Type Mismatches**: Shopify returns prices as Strings (e.g., "10.00"). QuickBooks requires Numbers. Always wrapping price expressions in `parseFloat()` within n8n. • **SKU Matching**: Ensure every Shopify SKU matches the 'Name' or 'SKU' field in QuickBooks exactly, or the Sales Receipt node will return a 400 Bad Request. • **Workflow Activation**: Changes in n8n are not live until you toggle the 'Active' switch in the top right. Testing via the 'Execute Workflow' button creates real data in QuickBooks.

- [ ] **Webhook Validation**: Sent a test payload from Shopify; check n8n 'Execution' tab for 200 OK status. - [ ] **Customer Deduplication**: Ran the workflow twice for the same email; confirmed no duplicate customer was created in QuickBooks. - [ ] **Line Item Precision**: Verified that (Subtotal + Tax + Shipping) in Shopify equals the Total Amount in the QuickBooks Sales Receipt. - [ ] **Credential Refresh**: Confirmed QuickBooks OAuth credentials aren't expired (standard for first-time n8n setup). - [ ] **Error Path Test**: Intentionally changed a SKU to a non-existent value to ensure the Error Trigger node successfully notified the admin.