BOLD QuickBooks Sync

Has worked smoothly for years but we had a hiccup recently (completely user error/boo-boo) ...when we contacted support for help they responded promptly and very quickly deduced the issue and gave easy to follow instructions to rectify the situation. Daniel was extraordinarily helpful and courteous. I am delighted with their service.

Our experience was made better by Daniel, the support specialist who identified what a problem was with the App and our system and got it fixed quickly and efficiently. He is the reason why we are giving BOLD a 5 star review, as it now works great with our Shopify account.

Mary Dawn, Managing Director

Daniel from bold customer support was amazing! Really excellent and prompt service, solved the issue in no time and was very kind and easy to work with. Thank you so much! It's really nice to be able to rely on great customer service and be able to talk to a real person instead of an AI bot.

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.

We have been using this app for 5 years and we work with it daily! it really saves us valuable time that they talk to each other. Seems like they are constantly improving the flows and making the two systems talk better to each other which we value!