QuickBooks Daily Summary Sync

QuickBooks Daily Summary Sync - shopify app

bookkeep.com Inc.

Reconcile Deposits to Sales—Handles Refunds, COGS & More.
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KEY BENEFITS
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1 Daily Entry Into QuickBooks

Declutter QuickBooks with seamless integration. Post ONE entry per day to QuickBooks Online for sales, payouts, and COGS automatically.

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Money Matches to Bank Feed

Perfect & FAST reconciliations. Balance financials to Shopify payouts regardless of refunds, exchanges, or fees mixed in.

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Track Sales & COGS by Channel

Have all your sales & COGS pulled into QuickBooks Online automatically—no more pulling reports from 10 different platforms.

DESCRIPTION

Accurate bookkeeping, spot more money-making opportunities, and less hassle!

Find out why bookkeepers and Shopify stores alike choose bookkeep.com to get a financial pulse on their business.

bookkeep.com finds sellers more money-making opportunities. Period. It keeps your books organized and slices and dices your sales data to give you a real sense of your business' trajectory.

If you're relying on money in the bank to gauge financial health, you might have money slipping through the cracks.

LET'S BREAK DOWN THE FEATURES

Reconcile payouts to your bank feed like clockwork: accurate financials & seamless QuickBooks integration

Once set up, we post a sales summary to QuickBooks Online daily with all the fees split. You get perfect reconciled financials that match your bank feed each time—financials that you can trust for planning and making more money.

Remove the noise in your sales data: summarize 100 or 100,000 orders and sync to QuickBooks automatically

You'll get ONE clean post in QuickBooks Online daily. Not 100s or 1000s of transactional level data that you'll have to keep tabs on and slow down QuickBooks with. Getting one meaningful post guarantees reconciliation and saves you hours of potential manual corrections.

Know where all your sales are: get all your Multi-Channel Sales data in one place with one login

You can set up sales and COGS for EACH sales channel and have it entered into QuickBooks automatically. See all your sales in one place without pulling reports from 10 different platforms.

Track your real Profit & Loss position: record COGS by product category

Record COGS in QuickBooks using unit costs from Shopify broken down by product categories—information that gives you an edge over the competition on what your most profitable product lines are.

Match daily sales to deposits regardless of Shopify payout times

Flexibility to break out your settlement batches to match your payouts from Shopify no matter what time zone you're in. No more having to pull up orders individually when trying to reconcile.

HOW IT WORKS

bookkeep.com automatically posts one summarized journal entry per day to QuickBooks with sales categories, discounts/refunds, sales tax, and gift cards broken out. It checks your banking feed to make sure the deposits match and reconcile.

Use bookkeep.com to beat the scramble to do bookkeeping.

Getting started is easy:

  1. Add our app from inside your Shopify store
  2. Connect your QuickBooks Online account
  3. Map your chart of accounts to the main items in the Shopify finance report. Or just use our one-click mapping feature.

bookkeep.com will monitor your Shopify Store daily, posting summary entries automatically to your QuickBooks account.

Free 14-Day Trial! Cancel & Disconnect Anytime!

See the app in action

Explore how the app works in an example store.

14-day free trial

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