BOLD QuickBooks Sync PRO

need assistance with syncing transactions. they are not syncing

I have used this app for years now and absolutely find it helpful with my accounting entries syncing with my Shopify. I have had an issue on my site that I couldn't figure out how to fix. The support and guidance that I received from Daniel P. was above and beyond what I expected. I had not only instructions sent to me with links, I acually had help from Daniel behind the scenes fixing things for me and assuring me that if I needed more help to reach out anytime. I was thrilled to get this kind of help and attention. I can't thank support enough and love this app even more because of it. My work is so much easier because of it. Thanks 5 stars can't say enough! Jackie from CCbyJ.com

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.