QuickBooks Daily Summary Sync

Summarize Orders Into One Post, Sync to QuickBooks or Xero & Reconcile Payouts to Your Bank Feed—Automatically!

You set up your account and chart of accounts once. We post a summary of your sales to QuickBooks Online or Xero. The fees are split out. All your payouts match nicely. It's a much faster alternative to spreadsheets and manual corrections.

FEATURES

Seamless Xero & QuickBooks Integration to Reconcile Sales, Saving You Hours

All your orders are summarized the same way Shopify does. Your fees are neatly split from your deposits. You get perfect reconciliations that match your bank feed each time without spending hours figuring out the deposits.

Summarize 100 or 100,000 Orders—Connect to QuickBooks or Xero Automatically. No More Manual Edits!

You'll get ONE manageable post in QuickBooks Online or Xero daily. Not 100s or 1000s of incorrect orders you'll have to monitor or bog your QuickBooks & Xero down with. It'll cost you hours of manual corrections and is a surefire way to run into reconciliation issues.

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 or Xero automatically. See all your sales in one place without pulling reports from 10 platforms.

Record Your COGS - Know Your Real P&L Position

Automatically record your COGS in QuickBooks or Xero using unit costs from Shopify, summarized daily, and broken by product categories. Know which product lines are profitable!

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 or Xero with sales categories, discounts/refunds, sales tax, etc... broken out. It checks your banking feed to confirm 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 or Xero account
3. Map your chart of accounts to the main items in the Shopify finance report. Or just use our one-click mapping feature.

We’ll monitor your Shopify Store daily, posting summary entries automatically to your QuickBooks or Xero account.

FAQs

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

Nope! You can disconnect the app at any time, and you'll still have your data. Plus, our app comes with a free 14-day trial, so you can always try before committing.

Reach out to us or visit bookkeep.com if you need more help with QuickBooks or Xero like posting historical data!