If you manage inventory with the Stockroom app, the stock adjustments you apply there - damage, shrinkage, corrections and more - can sync to QuickBooks Online automatically as inventory adjustments, accurately! QuickBooks quantities and inventory value stay in step with Shopify, and each adjustment posts to the QuickBooks account you choose per reason.
This feature is available on our Grow plan and above. New to adjustments in Stockroom? Start with Stock adjustments: corrections with a paper trail.
Turn on the sync
In MyWorks Sync, go to Settings > Automatic Sync.
Under Shopify > QuickBooks Online, enable Inventory Adjustments (Stockroom).
Save your settings.
This option is separate from the Inventory Adjustments option above it. That option posts an adjustment to QuickBooks whenever a product's inventory level changes in Shopify - but Shopify doesn't share why a level changed, so every change posts as a generic adjustment to a single account, and busy stores can accumulate a lot of them (covered in Syncing inventory adjustments from Shopify to QuickBooks Online). The Stockroom option syncs the actual adjustment documents you create in Stockroom: fewer, more accurate adjustments, each carrying the reason for the change and posting to the account you choose per reason. If you manage inventory with Stockroom, we recommend using this option instead of the one above it.
Choose the QuickBooks accounts
Every inventory adjustment posts its value change to an adjustment account in QuickBooks. In Settings > Inventory & COGS, the Inventory Adjustment Account is used by default - most stores use an account like Inventory Shrinkage.
To break reasons out to their own accounts - for example damage separate from theft - use the Stockroom Adjustment Reason Accounts section below it, shown once the sync is enabled. Each Stockroom reason (Correction, Cycle count, Received, Restock, Damaged, Theft or loss, Promotion or donation, Other) can point to its own account, and any reason left unset simply uses your default account above.
What syncs, and when
Only applied adjustments sync - drafts and cancelled adjustments never reach QuickBooks. We check for new adjustments every few minutes.
Each Stockroom adjustment becomes one inventory adjustment in QuickBooks. Its reference number is the Stockroom number with an STK- prefix (like STK-ADJ-1004), its date is the date the adjustment was applied, and the memo carries the reason, location and any note.
Each product on the adjustment must already be synced between Shopify and QuickBooks in MyWorks. If any item isn't matched yet, the whole adjustment is held back rather than posted in part - the error names the items that need syncing and appears on the adjustment in Stockroom. Sync those products, then push the adjustment again.
Push an adjustment instantly
You don't have to wait for the automatic sync. Every applied adjustment in Stockroom has a Push to QuickBooks card - press Push and the adjustment syncs right away. Once it lands, the adjustment shows a Synced - view in QuickBooks link that opens the document in QuickBooks Online. If a push fails, the error appears right on the adjustment so you can fix the cause and try again.
Good to know
Adjustments are final once applied in Stockroom, so each one syncs exactly once - it's never edited or duplicated in QuickBooks afterward.
Adjustments imported from Stocky are historical records, so they never sync - not automatically, and not by pushing. Stockroom marks them Imported history - never synced.
Counting syncs too. Applying a stocktake saves the count as an adjustment, and so does a POS Count stock quick count - both carry the reason Count (Cycle count in the account list above) and post to QuickBooks exactly like an adjustment you create by hand. A count that finds no differences creates no adjustment, so nothing posts for it.
Inventory transfers work like stocktakes here - Shopify owns the transfer and the stock movement, and Stockroom creates no adjustment document, so a transfer never posts through this option.
Syncing purchase orders from Stockroom too? See Syncing Purchase Orders from Shopify (Stockroom) to QuickBooks Online.