QuickBooks Daily Summary Sync

작성자: bookkeep.com Inc.

Summarize Orders, Sync to QuickBooks/Xero, & Reconcile Payouts

27 리뷰
월 $40부터. 14일 무료 체험.

앱 하이라이트

  • 원활한 워크플로: Shopify 관리자에서 직접 사용할 수 있습니다

  • 속도 테스트 완료: 온라인 스토어에 전혀 영향을 미치지 않습니다

키 값 섹션

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.

  • Summary Journal Entry Matches Finances Report
  • Post payouts from Shopify to QuickBooks & Xero match bank feed
  • Map to your chart of accounts right inside Shopify
  • Get all multichannel sales by channel into QuickBooks or Xero
  • Get COGS broken down by product categories in QuickBooks or Xero
  • Summary Journal Entry Matches Finances Report
  • Post payouts from Shopify to QuickBooks & Xero match bank feed
  • Map to your chart of accounts right inside Shopify
  • Get all multichannel sales by channel into QuickBooks or Xero
  • Get COGS broken down by product categories in QuickBooks or Xero
QuickBooks Daily Summary Sync

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!

출시 날짜

September 05, 2019

통합하기

  • Xero
  • QuickBooks
  • QuickBooks Online
QuickBooks Daily Summary Sync

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!

출시 날짜

September 05, 2019

통합하기

  • Xero
  • QuickBooks
  • QuickBooks Online

가격 14일 무료 체험

모든 가격 옵션 보기

Basic

$40/월

  • Up to 1 million in revenue and 1 channel

Essential

$60/월

  • Up to 3 million in revenue and 3 channels

Plus

$160/월

  • Up to 7 million in revenue and 10 channels

Advanced

$320/월

  • Up to 12 million in revenue and 20 channels

* 모든 비용은 USD로 청구됩니다.
** 월별 혹은 사용자 기반 청구를 포함한 반복 청구 금액은 30일 마다 청구됩니다.

리뷰

4.9 별 5개 중

전체 평가는 앱의 현재 상태를 반영합니다. 여기에는 모든 앱 평가가 포함되지만 가장 최근의 평가에 우선순위가 있습니다.

  • 5 별 5개 중
    평가의 93%는 별점 5 입니다.
    25
  • 4 별 5개 중
    평가의 7%는 별점 4 입니다.
    2
  • 3 별 5개 중
    평가의 0%는 별점 3 입니다.
    0
  • 2 별 5개 중
    평가의 0%는 별점 2 입니다.
    0
  • 1 별 5개 중
    평가의 0%는 별점 1 입니다.
    0
리뷰 27개 모두 보기
5 별 5개 중
2022년 5월 3일

Puree Juice Bar

위치 미국

Daily and accurate journal entries mean I know where my business stands every day without a lot of checking or calculating between different programs. No more confusing journal entries from multiple sales channels and stores! No more, why won't this balance? What batch is that, etc?! ThisPLUS the customer support is insanely good! Not only did Anish and Ananie get me set up properly, but they walked me through all the connections and links and entries so I really understand where the numbers are coming from. Buy this now. If you are a busy entrepreneur, it will change your life. Rock Stars! PS - A few years ago before Bookkeep Daily Summary was available I tried the QB version, which makes a journal entry for every single transaction into QBO, which is not necessary, redundant and slows down QBO to the point that it is useless. So glad I checked again for something new! This is the way to go if you want smart, clean and accurate books.

개발자 회신

2022년 6월 2일

Hi Puree Juice Bar! Happy to see you appreciate that we use best practices for daily summarized entries into accounting. I'm also glad our team was helpful. :-) We love this stuff! Reach out if you need anything else. -Jason

4 별 5개 중
2022년 4월 7일

Pocket Radar Inc.

Great onboarding, intuitive and direct 1:1 support via zoom to get it all set up. Would like to have the ability to summarize by product type and class code at some point but great for now.

개발자 회신

2022년 5월 3일

Hey Pocket Radar Inc! Bookkeep has the ability to breakout sales, discounts, returns all by product type. Additionally, there is a single class setting available.

You can check out our knowledge base to understand how here (https://knowledge.bookkeep.com/post-revenue-by-shopify-product-category) or contact support@bookkeep.com or chat via the chat bubble from app.bookkeep.com for more information.

5 별 5개 중
2022년 3월 25일

Hailey's Stickers

They have been very helpful. As I was trying to figure where some of the income was and how it transferred over. They spend a lot of time with me on zoom making sure everything was setup well. Great customer service.

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