Create an Accounting Invoice for Every Paid Shopify Order Automatically
Manually re-typing Shopify orders into your accounting software is slow and error-prone. This workflow turns every paid order into a properly itemized invoice in QuickBooks (or Xero) — line items, tax and customer matched — the moment payment clears.
- 1
Trigger on payment
A
Shopify Triggeronorders/paidfires only for orders that are actually paid, not just placed. - 2
Shape the invoice
A
Codenode maps Shopify line items, discounts and tax into the invoice structure your accounting API expects. - 3
Match or create the customer
An
HTTP Requestfinds the customer in QuickBooks by email, creating them if new, so invoices attach to the right ledger. - 4
Create the invoice
A second
HTTP Requestposts the itemized invoice with the correct tax code and order number as the reference. - 5
Catch failures
An
IFnode routes any error toSlackso a failed sync never silently disappears from your books.
Frequently asked questions
Xero instead of QuickBooks?
Yes — swap the two HTTP Request nodes for Xero's invoice endpoints. The Shopify side and the mapping Code node stay identical.
What about refunds?
Add a parallel branch on the `refunds/create` topic that posts a credit note. Keeping refunds in sync is what makes month-end reconciliation painless.
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