Campaign Optimization: Shopify + QuickBooks
Which campaigns should you grow and which should you stop? askotter reads Shopify and QuickBooks together and answers it for your business, by text.
How does campaign optimization with Shopify and QuickBooks work for a small business?
askotter reads Shopify and QuickBooks side by side so it can improve campaigns using numbers from every connected account. Grow, pause or fix.
Read the full answerShow less
Each suggestion is backed by your own revenue numbers, and a person reviews every one. The owner asks follow-up questions by text.
- From Shopify
- Orders and revenue, Product performance, Customer profiles and segments.
- From QuickBooks
- Income and expense data, Accounts receivable/payable, Cash flow statements.
- Status
- QuickBooks is on the integration roadmap, so the matching described here starts when that connector ships.
- Not for
- Replacing Shopify or QuickBooks. Both keep working exactly as they do now.
Which campaigns should you grow and which should you stop?
Each campaign gets judged inside its own platform. A Meta campaign can look weak on its own and still drive 40% of your Google conversions. You cannot see that from inside Meta.
How askotter handles it
askotter reads Shopify and QuickBooks side by side, so it can improve campaigns using numbers from every connected account.
A person checks the result before it reaches you. This is part of our conversion rate optimization work.
How Shopify and QuickBooks records line up
Shopify and QuickBooks both store the customer's email address. askotter lowercases and trims it on both sides before matching, so the same person shows up as one customer across the two tools.
Both tools can hold a phone number. Numbers are normalised to one international format before matching, which catches customers who never gave an email.
Shared between the two: the customer email address and the phone number.
What campaign optimization uses from each
Campaign optimization needs cost on one side and outcome on the other.
From Shopify that means revenue per order tagged to its landing-page campaign. From QuickBooks it means marketing expense by vendor.
QuickBooks is on the integration roadmap, so the matching described here starts when that connector ships.
What each tool sees on its ownShow less
Shopify on its own
Shopify sees the order and the landing page. It has no view of the ad impressions, emails or searches that came before that session.
Timing. Shopify writes each order the moment it is placed, including the landing page and referring site of the session that bought.
Access. Read-only access through the Shopify Admin API, approved from the store admin.
QuickBooks on its own
QuickBooks sees what was billed and paid. It has no idea which marketing produced the customer.
Timing. QuickBooks shows revenue when invoices and sales receipts are entered, which can trail the sale in a busy month.
Access. The QuickBooks Online Accounting API with read-only OAuth access.
Related guides
- Which Integrations Are Worth Connecting. An integration earns its place when it changes a decision. Most of them just move data from one screen you ignore to another.
- The Marketing Metrics That Matter (and the Ones That Do Not). Most marketing reports are long because the numbers in them are weak. A useful report is short.
Services that use these connections
Other analyses: Shopify + QuickBooks
Questions about Shopify + QuickBooks
Do I need a developer to connect Shopify and QuickBooks?
How is askotter's Campaign Optimization different from what Shopify shows on its own?
Shopify + QuickBooks is coming soon
Talk to us about your timeline, and we will confirm the launch date before you commit.
Self-managed is $99/mo and scales with the compute you use. Our team runs it from $600/mo.