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WeIntegrate eCommerce Sales Tax Nexus Automation in QuickBooks Online

Automated instant integration makes the impossible, possible

NEW YORK, NY – September 19, 2023: We Integrate, the leading provider of instant automated bookkeeping and intelligent synchronization between Shopify and QuickBooks Online (QBO), today announced the launch of its first-to-market solution that makes it possible for Shopify merchants to use QuickBooks Online for managing physical and economic nexus without any additional sales tax software add-ons or manual adjustments.

By integrating actual sales and refunds from Shopify, WeIntegrate provides a level of operational control not commonly found in other automated bookkeeping apps.  This newest game-changing capability bypasses QuickBooks’ automated sales tax (AST) with Shopify’s at-time-of-cart sales tax, providing flawlessly accurate reconciliation between Shopify and QuickBooks Online.  Additional proprietary RPA logic, ensures that sales and refunds created in QuickBooks Online establish the necessary relationship between shipping addresses, enabling QuickBooks Online to accurately and automatically distinguish between physical sales tax agency reporting and sales that need to be tracked by QuickBooks’ Economic Nexus tool.

“WeIntegrate’s integration of sales tax between Shopify and QuickBooks Online is a game changer in the industry,” said Jeff Siegel, CEO of Siegel Solutions and Top 100 QuickBooks ProAdvisor.  “Managing physical and economic sales tax in QuickBooks Online can be daunting for eCommerce clients, but WeIntegrate’s new automated solution significantly simplifies this process.”

“I feel like I tested every app that integrates Shopify with QuickBooks Online in search of a way to manage sales tax nexus,” said Roggen Frick, Vice President of Bear Iron Works. “WeIntegrate was the 8th app I tried, and finally, I found a solution for what seemed to be impossible.  With WeIntegrate, sales tax from Shopify seamlessly integrates into QuickBooks Online in a way that accurately distinguishes between physical and economic nexus.  It is simply impressive!”

WeIntegrate’s new sales tax integration solution accurately manages sales tax nexus for Shopify online sales in QBO, and also dynamically integrates sales tax for Shopify POS connections with multiple locations in multiple tax reporting locales.

About We Integrate 

WeIntegrate automates the bookkeeping process between Shopify and QuickBooks online by instantly creating and updating data from sales, fulfillments, cancellations, and refunds.  Shopify merchants and their bookkeepers benefit by the instant synchronization, elimination of data entry, increases in accuracy, reduction in time to reconcile, and simplification of tax preparation.  A wizard-based self-service setup only takes a few minutes and the flow is so easy, you don’t have to be an accountant to get started. For more information, visit us at weintegrate.co.

WeIntegrate, a leading provider of instant, automated eCommerce bookkeeping between Shopify and QuickBooks Online, is excited to announce the launch of it’s new Affiliate Program, designed to help QuickBooks ProAdvisors, Accountants, and Bookkeepers grow their practice profitably, along with an additional revenue stream!

WeIntegrate’s Affiliate Program

With WeIntegrate’s easy setup and instant bookkeeping automation between Shopify and QuickBooks Online, it’s the ideal solution for helping your clients automate their bookkeeping while empowering you to expand your practice profitably.

The Affiliate Program provides you with:

  • Lucrative Commissions
  • Free Onboarding and Training
  • Priority Support
  • VIP Community Access
  • Steering Committee Participation (and hanging with some really cool dudes and dudettes)

“If you’re going to build a practice that involves Intuit QuickBooks Online and Shopify, one of the best integration partners that I found is WeIntegrate.

Randy Johnston, Found, NMG, Inc.

Accounting Today’s 100 Most Influential (2004-2022)


Shopify QuickBooks Integration

WeIntegrate specializes in bringing you and your clients the best of integration between Shopify and QuickBooks Online, including Shopify POS. Sales, refunds, and fulfillments are instantly synchronized and loaded from Shopify to QuickBooks Online in seconds.

Benefits of WeIntegrate’s Shopify QuickBooks Integration include:

  • Automate your bookkeeping process with instant integration
  • Accurately track sales, refunds, sales tax, fulfillments and inventory
  • Improve decision making with data that is always in-sync
  • Eliminate manual entry along with the errors that go with it
  • Reallocate valuable time from admin work to growing your business
  • Simplify reconciliation with just the right amount of detail
  • Top quality support (although the app is super easy to use)

“The set up and synchronization between Shopify and QuickBooks Online is very easy, and their customer support is the best! I would highly recommend WeIntegrate to anyone. I love this company!”

Cynthia Facundo, President | Owner | CEO, The Bookkeeping Key, QuickBooks ProAdvisor, WeIntegrate Affiliate

(Switched from A2X)


To learn more about this Affiliate Program or to schedule a demonstration of how fast and accurate WeIntegrate’s instant Shopify QuickBooks integration is:

Submit Contact Form

Are you ready to take your eCommerce accounting practice to the next level?

Join accounting technology expert Randy Johnston for this special webinar titled ‘How to Grow Your Profitable eCommerce Accounting Practice’ and learn the strategies and tools you need to succeed.

From attracting high-value clients to optimizing your workflow, industry expert Randy Johnston will share insider tips for success.

Thursday, April 27th
2pm EDT

Register now to secure your spot and take your practice to new heights!

Keep me posted on additional events and news

Who Should Attend?
– Accountants, Bookkeepers, CPAs, and ProAdvisors just getting started with eCommerce
– Veterans looking for keys and tips to scalable growth

Randy Johnston’s Bio:

Randy Johnston is a nationally recognized educator, consultant, and writer with over 40 years of experience in strategic technology planning, accounting software selection, paperless, systems, and network integration, business continuity and disaster recovery planning, business development and management, process engineering, and outsourced managed services. Mr. Johnston’s accolades include eighteen consecutive years of being listed on Accounting Today’s Top 100 Most Influential People, twelve consecutive years of being named a Top 25 Thought Leader by CPA Practice Advisor, and was listed on Accounting Technology’s top nine technology stars in the industry. Randy Johnston is co-founder of Network Management Group, Inc., co-founder of K2 Enterprises, and has written for accounting and technology publications spanning four decades, including CPA Practice Advisor since 2000.

weintegrate-nexus-blog

Whether you are a first time eCommerce entrepreneur or a successful veteran of the online world, there is no doubt that you have heard about sales tax nexus, an important yet sometimes confusing concern of operating a successfully online store.  By definition, sales tax nexus defines the level of connection between a seller and a taxing jurisdiction, which will ultimately require a seller to register with a particular jurisdiction, collect, and submit taxes.  The two triggers of nexus compliance are 1) having a physical presence within a jurisdiction, referred to as a Physical Nexus; and 2) reaching certain sales related milestones within a jurisdiction, which is known as Economic Nexus.  The following article explains the difference between the two types of nexus, and how you can manage both of these properly in QuickBooks Online. 

Our disclaimer – the contents contained within this article are meant to be a guideline only.  You should consult your tax accounting professional before incorporating anything outlined below.

Physical Nexus

Simply put, for each location that you operate your business from, such as a corporate office, sales office, or warehouse, you may be obligated to collect and report tax for sales that ship to customers in these state(s).  Because you have an actual physical presence, your sales tax obligations will likely be regardless of how much (or how little) you sell.  QuickBooks Online will automatically manage the corresponding sales tax for your business, as long as you set up your addresses in QuickBooks Online properly.  

If You Ship from a Different Physical Location than Your Office:

1. The Company address field in QuickBooks Online should be set to the location you ship from (e.g. your warehouse).  Note that QBO typically defaults this address to your primary office, so you may need to adjust this if your fulfillment center is in a different location.

2. The Customer-facing address field should be set to reflect your company’s billing address, which may be your corporate office.

Note that QuickBooks Online has a limitation as to the number of addresses it can manage.  In particular, if you ship from more than one physical location, you may run into issues managing Physical Nexus in QBO, and you should work with your accountant as to the best means of addressing this.

If You Ship From Your Office Location or You Don’t Ship at All:

For those of you that don’t ship physical products, or you ship exclusively from the same address as your office, you can leave the Company address field set to the value that QuickBooks Online defaulted to.

Click here to learn more about how to set up QuickBooks Online to manage Physical Nexus.

Economic Nexus

When you sell your products and services to customers in states where you do not have a physical presence, you may find that you do not have any sales tax obligations – at least initially.  However, be mindful that as your sales increase in a particular state, you may exceed a sales related threshold that establishes an Economic Nexus, requiring you to submit sales tax to the state after all.

It’s important to know that each state operates based on their own set of rules, which yes, can be as overwhelming as it sounds.  For example, California’s Economic Nexus threshold is currently $500,000 in sales, while Arizona is only $150,000. Alaska on the other hand has a $100,000 sales threshold or 200 retail sales transactions (whichever comes first).  Fortunately, QuickBooks Online does a decent job of managing Economic Nexus thresholds, inclusive of providing visibility as to how close you are toward reaching thresholds in each jurisdiction that you are selling to.

For additional information on running Economic Nexus reports in QuickBooks Online, Click here.

Managing Tax Obligations

Keeping track of sales tax, collecting the correct amounts, and managing both physical and economic tax requirements across multiple states can be challenging without the proper systems in place.  QuickBooks Online eases this process, particularly when used in conjunction with WeIntegrate’s automated bookkeeping app that synchronizes data from Shopify instantly into QuickBooks Online.  Having the most current data loaded into QBO on a timely basis helps ensure that you have an accurate account of your nexus compliance obligations.

For a more in-depth review of sales tax nexus, check out QuickBooks’ Blog titled Understanding nexus and what it means for your business.

Randy Johnston

Nationally recognized accounting technology educator and consultant provides industry expertise

NEW YORK, NY, July 7, 2022 – We Integrate, LLC, the recognized leading provider of eCommerce Operations Management Solutions for Shopify merchants using QuickBooks Online (QBO) (including instant Shopify sales to QBO sales receipts, refund receipts, fulfillment tracking, and payment reconciliation), today announced the appointment of nationally recognized accounting and technology expert Randy Johnston, to the Company’s Advisory Board.

“I am pleased to assist the We Integrate team in evolving an already strong product,” said Randy Johnston. “I have not seen an eCommerce solution for Shopify and QBO that has similar capabilities, particularly at the existing price point.”

Randy Johnston is a nationally recognized educator, consultant, and writer with over 40 years of experience in strategic technology planning, accounting software selection, paperless, systems, and network integration, business continuity and disaster recovery planning, business development and management, process engineering, and outsourced managed services. Mr. Johnston’s accolades include eighteen consecutive years of being listed on Accounting Today’s Top 100 Most Influential People, twelve consecutive years of being named a Top 25 Thought Leader by CPA Practice Advisor, and was listed on Accounting Technology’s top nine technology stars in the industry. Randy Johnston is co-founder of Network Management Group, Inc., co-founder of K2 Enterprises, and has written for accounting and technology publications spanning four decades, including CPA Practice Advisor since 2000.

We Integrate is excited to have Randy Johnston join the Company’s Advisory Board. Our leadership looks forward to benefiting from his four decades of accounting technology expertise. In addition, it considers Mr. Johnston’s appointment as recognition of the value We Integrate is bringing to QuickBooks Online ProAdvisors and their Shopify merchant clients.

About We Integrate 

We Integrate, LLC is the leading eCommerce Operations Management Solutions provider.  Our initial product focuses on the instant and automated integration of sales, fulfillments, refunds and payments between Shopify and QuickBooks Online (QBO), generating real sales receipts, refund receipts, and fulfillment updates in QBO, all instantly as each transaction occurs.  With We Integrate, you can eliminate erroneous manual entry, simplify the complexities of fixing out-of-balance accounts and summary journal entries, and stop wasting time managing clearing accounts. To learn more about how We Integrate improves integration between Shopify and QuickBooks Online, and start loading documents into QBO right away instead of waiting hours, days and weeks, visit us at weintegrate.co.

Shopify Integration with QBO Setup

It’s an exciting moment when you launch your Shopify store!  It’s even more exciting when your first sales come rolling in!  It doesn’t take long before you realize the need to have control over key back-office functions such as managing fulfillments, sales, inventory and cash flow. 

As a Shopify merchant, it is never too early to establish efficiencies for growing your e-commerce business.  As an example, automating synchronization between Shopify and QuickBooks Online can be setup for less than 50% of the cost it would take to have your accountant create manual entries in QuickBooks Online.  This becomes working capital that you can invest into your e-commerce top-line growth, including your marketing funnel and eliminating cart friction.

Advantages of automated bookkeeping between Shopify and QuickBooks Online include:

  1. Redirecting your valuable time toward growing sales instead of entering manual data
  2. Lowering costs and errors associated with entering Shopify sales in QuickBooks Online
  3. Increased accuracy of fulfillments, inventory and customer satisfaction
  4. Improved decision making based on up-to-date key data such as sales, profits and cash

(click here to read Integrating Shopify with QuickBooks Online – Why is it So Essential?)

Establishing Shopify integration with QuickBooks Online via weintegrate gives you the additional advantage of instant, unattended automation.  Sales integrate with QuickBooks Online as soon as they are placed on Shopify (you don’t have to wait 3 to 5 days). Having access to the most up-to-date key performance data, empowers you to make accurate and intelligent business decisions, faster than your competitors.

How to Setup Shopify Integration with QuickBooks Online:

Another essential difference of weintegrate, is how easy it is to set up and start integrating.  Upon logging into your weintegrate account, the app directs you to a simple setup wizard that guides you through a series of questions and settings.  No accountant needed. It’s as simple as this…

  • Click Step 1: Specify and connect your Shopify store
  • Click Step 2: Add your QuickBooks Online Company
  • Click Step 3: Sales Settings such as whether to use the Shopify order number or QBO transaction number and shipping service levels
  • Click Step 4: Refund Defaults such as what bank account to use
  • Click Step 5: Customer matching where you set whether to track customer details or just load all Shopify sales into a single bulk customer in QBO
  • Click Step 6: Item matching where you specify whether to track inventory or load all Shopify sales into a single bulk item in QBO

It’s that simple!  The entire process can take as little as 10 to 15 minutes.  Once completed, all of your Shopify sales, refunds and fulfillment updates start automatically, instantly and unattendedly integrate with QuickBooks Online. No buttons to push.

winning-ecommerce-success

Whether you’re a brick and mortar retail veteran, or an aspiring entrepreneur looking to make your mark, it’s hard to ignore e-commerce as a sales channel for capitalizing on new market opportunities.  According to a Statista study, “revenue from e-commerce in the United States amounted to 431.6 billion U.S dollars in 2020,” and “estimates that by 2025, revenue will increase to 563.4 billion dollars,” representing a 31% growth trajectory. 

Very exciting indeed, but if the world of online selling interests you, how do you get started?  What should you do first?  This article guides you to reviewing 4 of the most important steps in driving to a successful e-commerce business.

1. Choose the Right Product

It all starts with answering the question “what are you going to sell?”  It sounds simple enough, but figuring out what you are going to sell, and whom you are going to sell to, can very well be the hardest part of getting your e-commerce business off the ground.  Entrepreneurs often focus on their passion, and it certainly is important to be excited and believe in what you sell online.  That said, make sure to validate the market for your potential products before investing your time and money, otherwise you might be disappointed in the results.  Common ways of validating include surveys, competitive reviews, and social research.  

You will also want to determine the best means of obtaining, stocking, and fulfilling your products.  What business model will you use?  Will you distribute products from another brand, or manufacture your own?  Will you stock inventory or dropship direct to your customers?  How many options and variants will you offer?  The recommendation on the latter is to keep options minimal as you get started.  This helps keep your costs down and simplifies the decision making process for your customers, which in turn reduces friction en route to a sale.

Additional articles to help guide you into making the correct product decisions for your business include:

12 Trending Products to Sell in 2021(and Ideas for How to Market Them)

Find a Product to Sell: 12 Strategies for Finding Your First Profitable Product

From Dropshipping to DTC, Here are the Most Popular Business Models for Ecommerce


2. Locate Your Customers and Determine How Best to Market to Them

Now that you know what you want to sell and have validated the opportunity, it’s time to think about how you will market your products to your new customers.  It’s often good to start by defining a customer persona which helps you understand who your customers are, including age, sex, occupation, interests, demographics, and why they would buy from you.  Gather meaningful information to define your target audience, and then hone in on where your target audience hangs out, along with how best to reach them.

Once you find them, manage communication with your prospects by first segmenting them into 3 main stages of engagement: Top-of-the-funnel (ToFu), Middle-of-the-funnel (MoFu), and Bottom-of-the-funnel (BoFu).  ToFu is where prospects express interest, however they are not ready to engage you and your product just yet.  MoFu are those prospects that have engaged you, but are not yet ready to purchase.  BoFu is where prospects are ready to take the plunge, and place their first order with you.  Understanding which stage your prospects are in is critical to ensuring that you communicate with them properly and lead them from ToFu through BoFu.

The following resources can help you target your customers and increase revenue:

How to Define Your Target Market

What’s the Right Content for Each Stage of the Marketing Funnel?

4 Ways to Find Your First 50 eCommerce Customers


3. Remove Friction from the Checkout Process

You’ve been successful driving traffic to your e-commerce store, and BoFu prospects are ready to become customers.  With typical shopping cart abandonment rates between 60% and 80%, you will want to now focus your attention on eliminating as much friction as possible, so your hopefully soon-to-be-customers have a clear and easy path to checking out and placing their orders.

To keep fiction minimal, it is recommend you focus on:

Increasing site speed – statistics show that pages that take longer than 3 seconds will likely lead to abandonment.   Learn more about improving your e-commerce site performance and speed.

Optimize your store for mobile – With 31% of e-commerce sales occurring via mobile devices, ensure your store is optimized accordingly.  3 out of 4 online shoppers indicate they start their online purchase via a mobile device, as it saves time.

Make product selection easy – ensure products are well organized and easy to find.  Offering too many options may cause confusion and make the buying decision more complicated, ultimately leading to abandonment.

Offer payment options that align with customer preference – consumers have clear preferences on payment methods.  Limiting how customers can pay could become an obstacle for converting sales.  

Enable Guest Checkout – allowing guest checkout will lessen friction and lead to more conversions, however you will not have captured key customer information which could limit your post-sales marketing opportunities.  Nonetheless, less friction leads to increasing sales.  Encourage account registration and repeat customer loyalty via incentives, coupons, and exclusive benefits for signing up (e.g. free shipping).

To learn more about reducing checkout friction: 

5 Tips to Reduce Friction on Your E-Commerce Website


4. Automate Your Operations

Now that your e-commerce sales are rolling in, it’s game on!  The final mile of ensuring a positive customer experience is delivering your products to your customers accurately and on-time.  It’s important to put systems in place that automate synchronization between your e-commerce stores and your back office systems in order to track sales, inventory and fulfillments in a near real-time capacity.  For example, if an order is placed on your e-commerce platform (e.g. Shopify) and it’s not entered or synchronized into your back office system (e.g. QuickBooks Online) for an hour (or longer), this could cause your e-commerce inventory to become stale and put you at risk of selling items that are no longer in stock. 

Equally important is leveraging a tool that provides visibility into your fulfillments.  After all the time and investment made into getting your customers to buy, ensuring on-time delivery is essential for all business models, and particularly critical for managing dropship relationships.  All it takes is one negative fulfillment experience to drive your customers away from your store and right into the hands of your competitors.

Now is the perfect time to launch your online store and invest some time into ensuring you position your business for success!  Following the steps outlined in this article and maintaining good business sense, will help you to get across that finish line!


Click Here to learn how weintegrate helps provide fulfillment oversight and automated integration between Shopify and QuickBooks Online.

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