BOLD QuickBooks Sync

At the end of the year, we exported all of the information from QuickBooks and compared it to the orders in Shopify.

Out of 1,629 orders for the 12-month period, 183 of the orders were missing (11%).

Of all the orders, several of them were "multiple line item" orders, where the customer purchased two separate items in the same order. For a number of those orders, only the first line item was present, creating yet another accounting clean up.

The app does not provide the costs of the transaction for payment processing (i.e. payment processing fees from Stripe, Paypal, Shopify, etc), and at the end of any financial period all of the revenue and fees need to be reconciled.

This app restricts the access to income accounts, expense accounts, and balance sheet accounts such that new accounts had to be created in order to be able to comply with the limits.

We used this app from 2015 to 2024. Over time, we began to understand the accounting side as well as the issues with the app. From our experience with it, we have not seen any improvement in the Application or the UI since 2015, and this is September of 2024.

There is no sense making a product that is not continuously improved. As I have gotten comfortable with the bookeeping side of the business, it has become a growing priority each time we close the books to replace this app. Today, we removed this app from both our Shopify websites.

The only good thing I can say about the app is that it does post sales receipts and refund receipts into QuickBooks rather than a journal entry. Many of the apps do the posting in Journal Entries. I did like that sales receipts were sales receipts and refunds were refunds.

Overall, I would not recommend the app until Bold makes the necessary improvements in reliability and accuracy.

Scott S.
Sump Alarm Inc.

Had a great experience! Paul scheduled a call with me despite Bold normally doing things via chat. He worked with me and followed up each day to make sure that the error had been corrected. He was very responsive

This product does not work as promised. It has been a daily source of frustration since installing it.

Some issues of note:

-Product inventory does not get updated from QBO to Shopify, so even after receiving a purchase order in QBO, our inventory constantly reads zero or negative in Shopify. We have plenty of stock available. This makes inventory counting impossible, renders reports meaningless, and makes ordering difficult.

-Price and cost fields are not mapped properly: sometimes, the price in Shopify is mapped to the cost in QBO - resulting in selling items at cost if our staff doesn't catch the error. We have more than 4000 SKUs - it is impossible for us to catch them all. Sometimes no price comes through to Shopify, other times, no cost.

-Vendor fields aren't mapped properly: the Vendor in Shopify always defaults to your store's name, instead of the vendor in QBO from whom you buy the product.

-Because you can't map anything manually - you just have to hope that correct products are aligned - if you sell something through Shopify that hasn't been mapped properly, instead of selling a catch-all item in QBO, Bold makes a second item. Much of our inventory was therefore erroneously duplicated in both QBO and Shopify.

-Sometimes the sync option would cycle through in an hour, but at least twice it got caught somewhere in the midst of syncing and would sit, partially completed, for over a week.

-No customer service or help options were available for us to ask questions.

The amount of time we wasted chasing down these issues has led to a loss of revenue and time. This is not the product for anyone who wants to successfully and efficiently run a business.

The app has historically worked well for us. There have been a few hiccups here and there, but the support team has been able to iron out the wrinkles. The app does a good job for the price.

The best. Saves time so much!! Easy to learn to use and transition to! Def a great 0 to have with your store!