QuickBooks Daily Summary Sync

QuickBooks Daily Summary Sync

by bookkeep.com Inc.

Automated Accounting for Bookkeepers, Accountants, and SMBs.

5.0 of 5 stars

The overall rating reflects the current state of the app. It accounts for all app reviews but prioritizes the most recent ones.

  • 5 of 5 stars
    94% of ratings are 5 stars
  • 4 of 5 stars
    6% of ratings are 4 stars
  • 3 of 5 stars
    0% of ratings are 3 stars
    (0)
  • 2 of 5 stars
    0% of ratings are 2 stars
    (0)
  • 1 of 5 stars
    0% of ratings are 1 stars
    (0)

All reviews

1 - 10 of 17 reviews

La Creme de la Creme

I looked high and low for an app that integrated exactly how I needed in QuickBooks. I just happened to come across this app and after a month of mapping, reconfiguring and working on my set up it's working like a charm and it's super easy. I especially like the real-time changes you can do to your daily sales and mappings right there in the log. Thank you for creating this app, having awesome support & working with our needs. My needs were:
- Daily journal entry summaries
- Customizability
- Chat or phone support
- Easy mapping
- Multiple user roles
- Mapping difficult product types

Developer reply

October 5, 2021

Thank you for your review! Your needs are our needs too. As bookkeepers & accountants ourselves, we needed proper accrual accounting summaries posted on a daily basis that will reconcile to deposits. When we could not find that, we built it ourselves. Give us a shout if you ever have any questions. Thank you! Jason

Cowbell Brewing Co.

Excellent app! The daily sync to QuickBooks saves so much time and effort. But for me it's the technical support that makes this app stand out. They are always quick to respond, helpful and knowledgeable. Well done Anish and Jason! Thanks for all your help.

Developer reply

August 23, 2021

Thank you so much. I personally love meeting our customers and learning how we can improve our app. Glad we were able to help. -Jason

bluebird baby & kids

I am so glad I found this app. It keeps my QBOE clean and all necessary data comes over from Shopify, nothing more and nothing less. The amount of $$ this saves me compared to having to do this by hand, in excel, or to pay someone to do this - its amazing. Highly recommend.

happystitching.com

We use this App in all three of our Shopify stores. It saves us a lot of time and allows us to have real time information regarding our sales. The technical support is also very good. They are quick to respond to questions and resolve any issues that arise.

PRIDE+GROOM

This app saves me so much time! I used to export the reports in Excel spreadsheets and use the pivot table to summarize the sales, taxes, gift cards, expected deposits, from all those payment types, etc. Then I had to reconcile the payouts to the sales minus the fees. Now all of these happen automatically! It also summarized each day's sales into one journal entry, which makes QBO so much better to work with. Finally, an app that meets all my needs.

Wooden Spools...Quilting, Knitting and More!

This app is everything I need it to be! I LOVE the daily summary syncing - vs. syncing every single transaction. The customer service/tech support is stellar. It's the kind of service you wish for with every company you deal with. Rapid response and quick problem solving. (not that there were even any real problems) I was worried about getting it set up properly - but there was no need for concern. Jason and Jamie assisted with that and it's running so smoothly! The fact that they are accountants and really understand and can advise with the set up is HUGE!

Developer reply

February 26, 2021

Thank you! We think our accounting background plus our deep experience with e-Commerce and point of sale helps us understand the pain of reconciling deposits and properly posting accounting entries to QuickBooks and Xero. We work hard to make this easier for everyone else. We appreciate your feedback very much!

SeaMATE

I love this app! It leaves the transactions in the subsystem where they belong rather than clogging up QuickBooks with redundant data readily available in Shopify. Transactions are summarized daily making tracking of bank deposits and daily sales a breeze. All that and a log (audit trail) too!

Developer reply

February 8, 2021

Thank you! Just say "NO!" to transactions in QuickBooks and Xero! :-) We firmly believe your detail should stay in Shopify so we post financial summaries to QuickBooks or Xero. Our accounting sync engine also links to the posted record and updates it if you decide you need to change mapping. We never duplicate. Thanks again for the review we are very happy you are happy.

My Sister's Closet

I had some issues accessing it at first, but I spoke with customer support and they were super efficient in resolving my issues and explaining things to me as well. Thank you!

Developer reply

February 5, 2021

Thank you for the review! :-) Our goal is to make the life of the bookkeeper/accountant a little bit easier. Don’t hesitate to chat with us if you have questions or issues. Jason

Sportdirect.ca

Jason is the only available resource I found to help with our Quickbooks integration with Shopify. He gets it fixed! Not like others...

Developer reply

November 4, 2020

Thank you for your review! We are trying to make it even easier to reconcile your books monthly and we appreciate your feedback.

FOURPOINTS®Bar

Tried three different apps to link shopify with Quickbooks...this is the only one that worked without the mess. Jason is super quick to respond if you have any issues, and super helpful! Highly recommend!

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