QuickBooks Daily Summary

QuickBooks Daily Summary

by bookkeep.com Inc.

Summarize sales, split fees, reconcile deposits with no mess

5.0 of 5 stars(4 reviews)

Summarize all transactions

Post one manageable post each time. No duplicates, failed imports, or mess to fix.

Guided mapping support

Map your account correctly from the start with our team of customer support and accountants.

Reconcile deposits in minutes

Get clean data each time. Never waste another minute on manual reconciliations or corrections.


About QuickBooks Daily Summary

bookkeep's Daily Summary App is the easiest way to summarize Shopify transactions into one post and have it reconciled.

You set it once. We post a summary of your store sales. The fees are split out so you can match your deposits and be done. It's a much faster alternative to spreadsheet maneuvering and manual corrections.

Reconcile sales without spending hours figuring out the deposits

All your transactions are summarized precisely the same way Shopify does. Your fees are neatly split out from your deposits, so you get perfect reconciliations that match your bank feed each time.

Summarize 100 or 100,000 transactions with zero downtime or manual edits

You'll get ONE manageable post in QuickBooks daily. Not hundreds or thousands of incorrect transactions you'll end up having to clean, be on top of, or bog Quickbooks down with.

Quick setup with straightforward mapping and personal support

Mapping out your account is intuitive and takes less than 15 minutes. We're always around to help you set up your entire account correctly. No bots, long waits, or lengthy ticketing systems- just friendly people.

Sync multiple stores without needing to disconnect and reconnect

Having to disconnect just to sync again to a second store is a huge pain. With our built-in multiple store feature, you just make a separate connection for each store ONCE. Then watch it track all your stores separately on autopilot.

HOW IT WORKS

  • All your Shopify transactions are summarized with the fees separated.
  • You get a simple journal entry with all the fees in the appropriate accounts in QuickBooks.
  • It checks your bank account to make sure the deposits match and reconcile.

HOW TO GET STARTED

  1. Add our app from inside your Shopify store.
  2. Click and connect your QuickBooks Online account.
  3. Map your chart of accounts to the main items in the Shopify finance report. (We also have personal guided support available.)

Pro tip from accountants: How to get accurate reconciliations in less time

The most reliable way to keep your books organized is to post daily summaries to QuickBooks. Feeding thousands of transactions into QuickBooks will crush your system and cost you needless hours on manual corrections. It's the fastest way to run into reconciliation issues.

FAQs

Am I locked in once I commit to using the app?

Nope! You can disconnect the app at any time, and your data will still be yours and be available to you.

Is my data and information secure?

Yes. We do not store any of your Shopify customer data on our servers.

How much does this cost?

It costs nothing to use our app since we are still in beta. If you're looking for a better QuickBooks integration alternative, this is a great way to test-drive our app. You'll love the difference it makes.

Integrates with

  • quickbooks

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Support

Pricing 14-day free trial

See all pricing options
200 Transactions

$9.99/month

  • Up to 200 transactions monthly

  • Unlimited stores connected to 1 QuickBooks connection

  • Charged ONCE on your aggregate transactions

500 Transactions

$19.99/month

  • Up to 500 transactions monthly

  • Unlimited stores connected to 1 QuickBooks connection

  • Charged ONCE on your aggregate transactions

2k Transactions

$49.99/month

  • Up to 2,000 transactions monthly

  • Unlimited stores connected to 1 QuickBooks connection

  • Charged ONCE on your aggregate transactions

5k Transactions

$69.99/month

  • Up to 5,000 transactions monthly

  • Unlimited stores connected to 1 QuickBooks connection

  • Charged ONCE on your aggregate transactions

* All charges are billed in USD. Recurring charges, including monthly or usage-based charges, are billed every 30 days.

Overall rating
5.0 of 5 stars
Based on 4 reviews

  • 5 of 5 stars
    100% of ratings are 5 stars
    (4)
  • 4 of 5 stars
    0% of ratings are 4 stars
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  • 3 of 5 stars
    0% of ratings are 3 stars
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  • 2 of 5 stars
    0% of ratings are 2 stars
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  • 1 of 5 stars
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Most recent reviews

Earrings by Emma

I'm using this app to sync financial summaries of Shopify to QBO. It's great to get the summaries instead of every individual transaction. That was killing my QBO reports.

They even have a Paypal integration so you can account for the fees that are charged by Paypal.

Customer support is great! I got a lot of help mapping my accounts to QBO by Jason. He's super helpful! -- Thanks Jason!

Mosaic Makers Collective

I started using this app a few months ago and it easily saves me 1-2 hours per week. It creates 1 entry for sales each day and 1 entry for Payments from Shopify - way easier than tracking all transactions individually. I was doing this manually before, and it's easy to get behind. If you get stuck on something use their Chat - they respond and are very helpful! So thankful to find this. And for FREE!

Keto-Snaps

This is awesome app. It declutters my QBO account because there's only one entry per day. And it saves me a ton of time from doing all the crazy reconciliation each month. Every deposit is now match-able to an entry in the banking feed.