Customer Journey Mapping: Shopify + QuickBooks
What do customers do before they call or book? askotter reads Shopify and QuickBooks together and answers it for your business, by text.
How does customer journey mapping with Shopify and QuickBooks work for a small business?
askotter reads Shopify and QuickBooks side by side so it can map the path customers take across your accounts. The whole path in one view, with every visit and decision point on it.
Read the full answerShow less
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.
What do customers do before they call or book?
On paper the path is simple: someone sees an ad, visits the site and books. In real life they search twice, read reviews and come back days later on a different phone. Each tool sees only its own piece.
How askotter handles it
askotter reads Shopify and QuickBooks side by side, so it can map the path customers take across your accounts.
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 customer journey mapping uses from each
Customer journey mapping needs the order of events for one person.
From Shopify that means the customer's order history and first landing page. From QuickBooks it means each customer's first invoice date.
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.
- AEO for Local Businesses: Getting Cited by AI. Someone just asked an AI for a plumber in your town. What did it say?.
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 Customer Journey Mapping 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.