In this article
Efficient order and finance management is essential for any e-commerce business. If you’re using Shopify to sell products and QuickBooks for accounting, automating the process of routing new orders into QuickBooks and emailing invoices can save you valuable time and reduce manual errors.
With Albato, a powerful no-code integration platform, you can connect Shopify and QuickBooks seamlessly, automating the entire workflow from order placement to invoicing. This ensures your bookkeeping stays up-to-date and your customers receive timely invoices—all without lifting a finger.
In this article, you’ll learn the step-by-step process to automate new Shopify orders routing into QuickBooks and email invoices using Albato.
Why automate Shopify orders with QuickBooks and invoicing
Manual data entry between Shopify and QuickBooks is time-consuming and prone to mistakes. Automation offers several key benefits:
- Save time: Eliminate repetitive data entry and free your team for higher-value tasks
- Reduce errors: Avoid mistakes caused by manual input, improving your accounting accuracy
- Speed up invoicing: Automatically send invoices as soon as orders come in, enhancing customer experience
- Improve cash flow: Faster invoicing can accelerate payments and improve your business’s financial health
By syncing Shopify orders directly to QuickBooks and triggering automatic invoice emails, Albato helps streamline your entire order-to-payment process.
Step-by-step guide to routing Shopify orders to QuickBooks and emailing invoices with Albato
Step 1. Create an Albato account
If you haven’t already, sign up at Albato.com. Albato’s no-code platform makes it easy for anyone to create integrations without technical skills.
Step 2. Connect your Shopify account
In Albato’s dashboard, go to Apps > Add Connection > select Shopify. Follow the prompts to authenticate and link your store.
Step 3. Connect QuickBooks
Similarly, add a connection to QuickBooks Online. Authenticate your QuickBooks account so Albato can create customers, invoices, and orders on your behalf.
Step 4. Set up email automation
Connect your preferred email service provider (such as Gmail, Outlook, or an SMTP server) to Albato to enable sending automated invoice emails.
Step 5. Build a new automation workflow
Head to Automations > Create New. Set:
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Trigger: Shopify – “New Order”
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Actions:
- QuickBooks – “Create Customer” (if new customer)
- QuickBooks – “Create Invoice” based on the order details
- Email – “Send Invoice Email” to the customer’s email address
Albato’s drag-and-drop interface allows you to map Shopify order fields (customer name, email, order items, prices) directly to the corresponding QuickBooks invoice fields.
Step 6. Customize email templates
Craft your invoice email within Albato, including personalized fields like customer name and order summary. You can attach the QuickBooks-generated invoice PDF or provide a payment link.
Step 7. Test your workflow
Before activating, run test orders through the workflow to ensure customers are correctly created, invoices are generated, and emails are sent as expected.
Step 8. Activate and monitor
Once tested, activate the automation. Albato will now route every new Shopify order to QuickBooks and email invoices automatically.
Why Albato is the best choice for Shopify-QuickBooks automation
- No coding required: Easily create multi-step workflows through an intuitive visual builder
- Comprehensive app support: Albato supports Shopify, QuickBooks Online, and popular email platforms
- Flexible mapping: Drag-and-drop data mapping with options for filters, conditions, and custom fields
- Scalable workflows: Handle large order volumes with fast, reliable automation
- AI-powered options: Integrate AI steps like ChatGPT for smart notifications or invoice messaging
- Cost-effective pricing: Suitable for startups to enterprises looking to automate without high costs
Albato empowers e-commerce businesses to automate key financial processes without hiring developers or relying on manual spreadsheets.
Summing up
Automating your Shopify orders flow into QuickBooks and emailing invoices via Albato saves you time, reduces costly errors, and speeds up customer billing. This seamless connection keeps your accounting accurate and your customers satisfied.
If you want to eliminate tedious manual entry and create a smarter order-to-invoice workflow, Albato offers an easy, powerful solution.
Get started today and watch your e-commerce operations run smoother than ever.
