Shopify to QBO - correcting income sync to taxable and non taxable income accounts

Forum|Forum|7 months ago
December 10, 2025
1 reply
2 views

I have currently synced my Shopify transaction and QBO and have created a variety of "Shopify" related income account lines on my Chart of Accounts (Shipping, Sales, Refund, Discount). It's messy.

I have a hardware and service related item invoicing that is all ending up in "Merchandise Sales."

Optimally, I would like the sales to be split to a "Merchadise Sales" (in state, taxable sales income) "Merchandise Sales, out of state" (out of state, taxable sales income) and "Service Income" (non-taxable income)

What are the best practices to set this up correctly? And can I retroactively, resync and clean up these accounts and sales transactions?

Thank you.

QuickBooks Online

Candice14

Level 8

Welcome, @JOSM42.

It's great to see a new face within our QuickBooks Community!

You can manually edit some of these transactions to where they are associated with a different chart of account. Here's how:

Go to the Accounting menu.
Press the Chart of Accounts tab.
Select the account and then the transaction that you need to make changes to.
Tap Edit and go to the corresponding transaction form.
Make any edits you may need.
Click Save.

With the Shopify synced accounts, we recommend contacting them to see if there's a way to have all of these imported correctly as soon as you sync them as they come from Shopify.

Review this guide for more details on managing default and special accounts in your QuickBooks Online chart of accounts.

Feel free to reach back out if you have any further questions. We're always here to help!

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