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

We were having some issues with exporting. I reached out to customer service and they were fantastic to work with. I worked with Nick, and he took care of us. Glad to know that there is a solid team able to help when needed. Thanks!

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!