Root Cause Analysis: Shopify + QuickBooks
Why did this number change? askotter reads Shopify and QuickBooks together and answers it for your business, by text.
How does root cause analysis with Shopify and QuickBooks work for a small business?
askotter reads Shopify and QuickBooks side by side so it can test each explanation against your connected accounts and find the cause. A ranked list of likely causes, each with the evidence behind 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.
Why did this number change?
Bookings dropped 23%. The ad, the website and the weather all get blamed. Without your accounts side by side, it stays a guess.
How askotter handles it
askotter reads Shopify and QuickBooks side by side, so it can test each explanation against your connected accounts and find the cause.
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 root cause analysis uses from each
Root cause analysis needs timestamps precise enough to put events in order.
From Shopify that means order timestamps, discount codes and refund dates. From QuickBooks it means credit memos and write-offs by 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.
- How to Track AI Traffic in Google Analytics. It is already in your analytics. It is just filed under Referral with everything else.
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 Root Cause Analysis 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.