QuickBooks Daily Summary Sync

QuickBooks Daily Summary Sync

開發者:bookkeep.com Inc.

Automated Accounting for Bookkeepers, Accountants, and SMBs.

5.0 5 顆星(17 評論)

Summarize all orders each day

Post ONE manageable POST for all your sales to QuickBooks Online or Xero EACH DAY, so your entries are where it should be each month.

1-click QuickBooks / Xero Sync

Quick and easy Xero or QuickBooks integration. Connect and map your chart of accounts with one click. Our support team is here for you.

Reconcile deposits in minutes

Get clean data each time regardless of refunds, exchanges, or fees! Never waste another minute on manual reconciliations or corrections.


有關 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!

整合對象:

  • Xero,
  • QuickBooks,
  • QuickBooks Online

媒體庫

支援

定價 14 天免費試用

查看所有定價選項

Starter

每月 $19.99

  • Up to 75 monthly accounting entries
  • Includes one store with one QuickBooks Online or Xero connection
  • Price shown is for one store

Plus

每月 $49

  • Up to 300 monthly accounting entries
  • Includes one store with one QuickBooks Online or Xero connection
  • Price shown is for one store

Professional

每月 $89

  • Up to 600 monthly accounting entries
  • Includes one store with one QuickBooks Online or Xero connection
  • Price shown is for one store

Enterprise

每月 $199

  • Up to 1500 monthly accounting entries
  • Includes one store with one QuickBooks Online or Xero connection
  • Price shown is for one store

* 所有費用均以 USD 計價。
** 定期費用接按照 30 天為週期收費,包括每月收費或依據使用量收費。

5.0 5 顆星

總評分反應應用程式的目前狀況。總評分參考應用程式所有的評論,但會優先參考最新的評論。

  • 5 5 顆星
    94% 的評等為 5 顆星
  • 4 5 顆星
    6% 的評等為 4 顆星
  • 3 5 顆星
    0% 的評等為 3 顆星
    (0)
  • 2 5 顆星
    0% 的評等為 2 顆星
    (0)
  • 1 5 顆星
    0% 的評等為 1 顆星
    (0)

最近的評論

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

開發人員回覆

2021年10月5日

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.

開發人員回覆

2021年8月23日

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.