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The Bookkeep Shopify Embedded App lets you manage your bookkeeping directly inside your Shopify admin — no need to switch between tools.

## Steps to Find the App

You can navigate directly to the Bookkeep embedded app using the following URL. Replace `{my-shop-name}` with your Shopify store name:

```text
https://admin.shopify.com/store/{my-shop-name}/apps/bookkeep-com-1/app/beta-reports
```

Alternatively, follow these steps:

1. **Log in to your Shopify admin** by navigating to `https://admin.shopify.com` and signing in with your credentials.

2. **Open the Apps section** by clicking on **Apps** in the left-hand navigation menu of your Shopify admin.

3. **Locate Bookkeep** in your list of installed apps. If you have not installed it yet, you can find it in the [Shopify App Store](https://apps.shopify.com/bookkeep).

4. **Click on Bookkeep** to open the embedded app. The Bookkeep interface will load directly inside your Shopify admin dashboard.

## Available Reports

Once inside the app, the **Reports (Beta)** page gives you access to the following reports:

### Daily Journals

| Report | Description |
| --- | --- |
| **Activity** | View journal entry activity and post to your accounting platform. |

### Shopify Payments

| Report | Description |
| --- | --- |
| **Payout Balance by Payout or Date** | View Shopify payout balance breakdown by location and date. Filter by report date or payout ID. |

### Fulfillment Reports

| Report | Description |
| --- | --- |
| **Fulfilled Line Items** | View fulfilled line item details with filtering by date range, location, and fulfillment method. |
| **Unfulfilled Line Items** | View unfulfilled line item details with filtering by cutoff date and sold month. |

### Multi-Bank Reports

| Report | Description |
| --- | --- |
| **Multi-Bank Transfers** | View multi-bank transfer details with filtering by date range and payout group. |
| **Balance Report** | View payout balance details with filtering by date range, location, account type, and source type. |
| **BOPIS Transactions** | View BOPIS (Buy Online, Pick Up In Store) transaction details with filtering by date range, location, and currency. |

### Gift Card Reports

| Report | Description |
| --- | --- |
| **Gift Card Balance** | View current gift card balance statistics and breakdown by currency. |
| **Gift Card Transactions** | View gift card transaction details with filtering by date range, location, and currency. |
| **Gift Card Roll-Forward** | View gift card roll-forward report with period-over-period balance changes. |

## Need Help?

If you cannot find the app or need assistance installing it, please visit our [Help Center](https://help.bookkeep.com/) or use the in-app chat to contact our support team.