# bookkeep.com > AI-optimized mirror of bookkeep.com containing 728 pages totalling 1,075,633 words of clean markdown content, structured data, and semantic HTML. Original source: https://bookkeep.com. Last updated: 2026-07-27T06:57:59.049Z. Each page is available as HTML (with JSON-LD structured data) and Markdown (text-only, ideal for LLMs and RAG). ## Homepage - [Site Not Configured | 404 Not Found](/content/help/index.html) (84 words) - [Bookkeep | Accounting Automation for Shopify](/content/site-root.html): Whether you run multiple locations, franchise stores, or sell across channels, Bookkeep automates your revenue recognition, deposit reconciliation and sales tax compliance with 100% accuracy. (1,989 words) ## Articles & Blog Posts - [How to Setup Square with Bookkeep | Build with Bookkeep](/content/docs/apps/square/how-to-connect-square-to-bookkeep/index.html): How to connect Square to begin your daily accounting automation (523 words) - [Amazon Revenue Rollups by Fulfillment Channel, Product, or Order Type | Build with Bookkeep](/content/docs/apps/amazon/amazon-revenue-rollups-by-fulfillment-channel-product-or-order-type.html): Learn how Bookkeep’s Amazon revenue rollup methods organize sales, refunds, shipping income, and promotional rebates by fulfillment channel, product category, item name, or order type for deeper profitability reporting in QuickBooks, Xero, NetSuite, and Sage Intacct. (897 words) - [Your Bookkeep Email Address | Build with Bookkeep](/content/docs/posting-to-accounting/your-bookkeep-email-address/index.html): Learn the purpose about your entities' Bookkeep email address, powered by our Bookkeep AI technology. (160 words) - [Shopify Product Types and Bookkeep | Build with Bookkeep](/content/docs/apps/shopify/shopify-product-types-and-bookkeep/index.html): How Bookkeep uses Shopify Product Types (Categories) (290 words) - [Understanding Your Sources of Financial Data | Build with Bookkeep](/content/docs/account-setup/connecting-apps/connecting-multiple-sources-of-data/index.html): How Bookkeep automates financial data entry from various sales channels and payment processors (320 words) - [Bookkeep's Journal Entry Posting Status Types | Build with Bookkeep](/content/docs/posting-to-accounting/bookkeeps-journal-entry-posting-status-types/index.html): An overview of the different status types for a journal entry posting (538 words) - [One doc tagged with "Toast MCA Repayments" | Build with Bookkeep](/content/docs/tags/toast-mca-repayments/index.html) (34 words) - [Create Journal Entry | Build with Bookkeep](/content/docs/bookkeep_api_v1/post-sales-summary/index.html): Create a sales summary journal entry to record daily sales activity. (867 words) - [Enable External Forwarding in Microsoft 365 | Build with Bookkeep](/content/docs/posting-to-accounting/enable-external-forwarding-in-microsoft-365/index.html): Enable External Forwarding in Microsoft 365 to Bookkeep (779 words) - [App General Settings | Build with Bookkeep](/content/docs/account-setup/connecting-apps/app-settings/index.html): Exploring general settings in Bookkeep to automate journal entries and optimize daily financial tasks (407 words) - [5 docs tagged with "Reporting" | Build with Bookkeep](/content/docs/tags/reporting/index.html) (222 words) - [Toast: Understanding Tax Withholding and MCA Repayments in Bookkeep | Build with Bookkeep](/content/docs/apps/toast/toast-understanding-tax-withholding-and-mca-repayments-in-bookkeep.html): Bookkeep’s Toast integration ensures accurate accounting of sales tax withholding by tracking tax separately, reconciling cross-order MCA repayments, and preventing double counting in complex settlement scenarios. (579 words) - [Toast Revenue Rollup Methods In Bookkeep | Build with Bookkeep](/content/docs/apps/toast/toast-revenue-rollup-methods-in-bookkeep/index.html): Bookkeep’s Toast revenue rollup methods let restaurants categorize daily sales by item, menu category, order source, revenue center, restaurant service, menu category + order source, or multidimensional combinations for more granular automated accounting and operational reporting. (891 words) - [Fetches a list of chart_of_accounts | Build with Bookkeep](/content/docs/bookkeep_api_v1/get-chartof-accounts-list/index.html): Retrieves a paginated list of chart of accounts based on the provided query parameters. Each chart of account includes details such as app_name, account_identifier, account_name, account_currency, account_type. (694 words) - [How to Create Franchise Fee Settings for Payout Groups | Build with Bookkeep](/content/docs/multi-bank-settlement/franchise-fee-schedules/index.html): Set up franchise fee rates with labels and Canadian tax rates on payout groups, collected automatically from daily net sales. (786 words) - [One doc tagged with "Toast Sales Tax Withholding" | Build with Bookkeep](/content/docs/tags/toast-sales-tax-withholding/index.html) (35 words) - [Get a specific notification by ID | Build with Bookkeep](/content/docs/bookkeep_api_v1/get-notification/index.html): Get a specific notification by ID (685 words) - [One doc tagged with "Toast MCA Repayment" | Build with Bookkeep](/content/docs/tags/toast-mca-repayment/index.html) (35 words) - [2 docs tagged with "Stocky Import" | Build with Bookkeep](/content/docs/tags/stocky-import/index.html) (77 words) - [4 docs tagged with "WooCommerce" | Build with Bookkeep](/content/docs/tags/woo-commerce/index.html) (81 words) - [Bookkeep For Toast: Daily Summary By Location | Build with Bookkeep](/content/docs/apps/toast/bookkeep-for-toast-daily-summary-by-location/index.html): Learn how Bookkeep’s Toast automation creates a daily summarized journal entry by location to accurately capture sales, payments, fees, voids, and balance activity while keeping your accounting system clean and reconciliation-ready. (729 words) - [Add Purchase Order Line Items from a CSV | Build with Bookkeep](/content/docs/inventory/purchase-orders/csv-line-item-import/index.html): Bulk-add line items and quantities to a draft purchase order in Bookkeep by uploading a CSV. Match items by SKU or Supplier SKU, default missing quantities and costs automatically, and download an error file listing only the rows that need attention. (1,020 words) - [2 docs tagged with "Weighted Average Cost" | Build with Bookkeep](/content/docs/tags/weighted-average-cost/index.html) (90 words) - [One doc tagged with "Toast Revenue Rollup" | Build with Bookkeep](/content/docs/tags/toast-revenue-rollup/index.html) (42 words) - [3 docs tagged with "Shopify Embedded App" | Build with Bookkeep](/content/docs/tags/shopify-embedded-app/index.html) (61 words) - [One doc tagged with "Toast Connect" | Build with Bookkeep](/content/docs/tags/toast-connect/index.html) (47 words) - [One doc tagged with "Toast Reconciliation" | Build with Bookkeep](/content/docs/tags/toast-reconciliation/index.html) (40 words) - [Fetches a list of notifications | Build with Bookkeep](/content/docs/bookkeep_api_v1/get-notification-list/index.html): Retrieves a paginated list of notifications based on the provided query parameters. Each notification includes details such as the notification type, associated organization, and status. (726 words) - [One doc tagged with "Xero Tax" | Build with Bookkeep](/content/docs/tags/xero-tax/index.html) (33 words) - [3 docs tagged with "Stripe" | Build with Bookkeep](/content/docs/tags/stripe/index.html) (61 words) - [8 docs tagged with "Payouts" | Build with Bookkeep](/content/docs/tags/payouts/index.html) (151 words) - [2 docs tagged with "Supplier Costs" | Build with Bookkeep](/content/docs/tags/supplier-costs/index.html) (77 words) - [One doc tagged with "Variant Cost Import" | Build with Bookkeep](/content/docs/tags/variant-cost-import/index.html) (41 words) - [Terms of Service – Legal Agreement and Policies](/content/terms-of-service/index.html): Read Bookkeep’s Terms of Service, including subscription rules, user obligations, and arbitration policies for using our accounting platform. (7,721 words) - [How to Connect Your Toast Locations to Bookkeep | Build with Bookkeep](/content/docs/apps/toast/how-to-connect-toast-to-bookkeep/index.html): Learn how to connect your Toast locations to Bookkeep using Toast Partner Connect. This guide explains the step-by-step process to add the Bookkeep integration in the Toast Merchant Dashboard, link your restaurant locations, and enable automated accounting with Bookkeep. (329 words) - [One doc tagged with "Line Item Import" | Build with Bookkeep](/content/docs/tags/line-item-import/index.html) (49 words) - [Mapping to Your Chart of Accounts to Enable Financial Data Posting into Accounting | Build with Bookkeep](/content/docs/account-setup/connecting-an-accounting-platform/mapping-to-your-chart-of-accounts/index.html): Learn how to map source data to your accounting platform with Bookkeep for automated journal entries (1,210 words) - [One doc tagged with "SumUp" | Build with Bookkeep](/content/docs/tags/sum-up/index.html) (21 words) - [One doc tagged with "Square Revenue Rollup" | Build with Bookkeep](/content/docs/tags/square-revenue-rollup/index.html) (35 words) - [One doc tagged with "Reporting Export" | Build with Bookkeep](/content/docs/tags/reporting-export/index.html) (46 words) - [One doc tagged with "Square Deposits" | Build with Bookkeep](/content/docs/tags/square-deposits/index.html) (34 words) - [One doc tagged with "Receiving" | Build with Bookkeep](/content/docs/tags/receiving/index.html) (49 words) - [One doc tagged with "Square Checking" | Build with Bookkeep](/content/docs/tags/square-checking/index.html) (31 words) - [One doc tagged with "QuickBooks Locations" | Build with Bookkeep](/content/docs/tags/quick-books-locations/index.html) (24 words) - [6 docs tagged with "Multi-bank" | Build with Bookkeep](/content/docs/tags/multi-bank/index.html) (118 words) - [Why Your Toast Sales Don’t Match Your Bank Deposits (Reconciliation Guide) | Build with Bookkeep](/content/docs/apps/toast/why-your-toast-sales-dont-match-your-bank-deposits-reconciliation-guide.html): Learn why Toast sales reports often don’t match bank deposits due to fees, batching, taxes, tips, and payout timing differences, and how Bookkeep simplifies Toast reconciliation and deposit syncing. (687 words) - [2 docs tagged with "QuickBooks" | Build with Bookkeep](/content/docs/tags/quick-books/index.html) (48 words) - [One doc tagged with "PayPal Vendor Mapping" | Build with Bookkeep](/content/docs/tags/pay-pal-vendor-mapping/index.html) (34 words) - [One doc tagged with "QBO" | Build with Bookkeep](/content/docs/tags/qbo/index.html) (24 words) - [Fetch entity summary | Build with Bookkeep](/content/docs/bookkeep_api_v1/get-entity-summary/index.html): A dictionary with a data property that contains an array of summaries broken down by report and currency. Each entry in the array is a separate report-summary object. If no reports are available, the resulting array will be empty. (564 words) - [2 docs tagged with "Landed Cost" | Build with Bookkeep](/content/docs/tags/landed-cost/index.html) (54 words) - [2 docs tagged with "multi-bank settlement" | Build with Bookkeep](/content/docs/tags/multi-bank-settlement/index.html) (33 words) - [One doc tagged with "NetSuite Tax" | Build with Bookkeep](/content/docs/tags/net-suite-tax/index.html) (39 words) - [How Bookkeep Supports Intuit Enterprise Suite Dimensions | Build with Bookkeep](/content/docs/accounting-platforms/intuit-enterprise-suite/how-bookkeep-supports-intuit-enterprise-suite-dimensions.html): Learn how Bookkeep supports custom dimensions in Intuit Enterprise Suite to automate accounting while preserving multi-dimensional financial reporting. (423 words) - [What is a Company in Bookkeep? | Build with Bookkeep](/content/docs/account-setup/onboarding/what-is-a-company-in-bookkeep/index.html): A Bookkeep company is the central point for adding users and entities as well as managing billing (252 words) - [2 docs tagged with "Migrating to Bookkeep" | Build with Bookkeep](/content/docs/tags/migrating-to-bookkeep/index.html) (45 words) - [How to Set Up WooCommerce with Bookkeep | Build with Bookkeep](/content/docs/apps/woocommerce/how-to-setup-woocommerce-with-bookkeep/index.html): Walk through of the steps to get WooCommerce up and running with Bookkeep (368 words) - [How Does My Free Trial with Bookkeep Work? | Build with Bookkeep](/content/docs/account-setup/onboarding/how-does-my-free-trial-work/index.html): Understand the Features and Limitations of a Trial Account with Bookkeep (294 words) - [Automate Accounting for Toast | Build with Bookkeep](/content/docs/apps/toast/toast-accounting-automation/index.html): Bookkeep’s Toast integration gives restaurants accurate, location-level accounting automation with detailed sales, payments, fees, and tax tracking for cleaner books and easier reconciliation. (391 words) - [One doc tagged with "Inventory Costing" | Build with Bookkeep](/content/docs/tags/inventory-costing/index.html) (41 words) - [List sales_taxes | Build with Bookkeep](/content/docs/bookkeep_api_v1/get-sales-tax-list/index.html): Returns a list of sales taxe entries created. The sales taxes are returned in sorted order, with the most recent sales taxes appearing first. (553 words) - [The Importance of an Accurate Opening Balance with an Example | Build with Bookkeep](/content/docs/account-setup/migrating-to-bookkeep/the-importance-of-an-accurate-opening-balance/index.html): Accurate opening balances ensure correct financial records when transitioning to Bookkeep (473 words) - [Global-e Reconciliation: Spreadsheet to Daily Summary Guide | Build with Bookkeep](/content/docs/apps/global-e/spreadsheet-to-daily-summary/index.html): This document explains how Bookkeep reads your Global-e reconciliation spreadsheet and transforms it into a daily summary journal entry. (2,001 words) - [One doc tagged with "Intuit Enterprise Suite" | Build with Bookkeep](/content/docs/tags/intuit-enterprise-suite/index.html) (25 words) - [Links to the Posting in your Accounting Platform | Build with Bookkeep](/content/docs/posting-to-accounting/links-to-the-posting-in-your-accounting-platform/index.html): Bookkeep ensures duplicate postings do not occur and provides direct links to the posting in your accounting platform (225 words) - [Fetch connection summary | Build with Bookkeep](/content/docs/bookkeep_api_v1/get-connection-summary/index.html): A dictionary with a data property that contains an array of summaries broken down by report and currency. Each entry in the array is a separate report-summary object. If no reports are available, the resulting array will be empty. (223 words) - [Verify Test Payouts | Build with Bookkeep](/content/docs/multi-bank-settlement/verify-test-payments/index.html): Step by step guide to verify your test payment (622 words) - [12 docs tagged with "Square" | Build with Bookkeep](/content/docs/tags/square/index.html) (328 words) - [Connect Stripe to Bookkeep | Build with Bookkeep](/content/docs/apps/stripe/connect-stripe-to-bookkeep/index.html): Here we walk through the steps to get Stripe accounting automation up and running (566 words) - [One doc tagged with "Import date range" | Build with Bookkeep](/content/docs/tags/import-date-range/index.html) (29 words) - [One doc tagged with "IES" | Build with Bookkeep](/content/docs/tags/ies/index.html) (25 words) - [4 docs tagged with "Entities" | Build with Bookkeep](/content/docs/tags/entities/index.html) (71 words) - [7 docs tagged with "Toast" | Build with Bookkeep](/content/docs/tags/toast/index.html) (246 words) - [One doc tagged with "Amazon" | Build with Bookkeep](/content/docs/tags/amazon/index.html) (41 words) - [One doc tagged with "Import historical data" | Build with Bookkeep](/content/docs/tags/import-historical-data/index.html) (29 words) - [Notification | Build with Bookkeep](/content/docs/bookkeep_api_v1/schemas/notification/index.html) (289 words) - [One doc tagged with "CSV Import" | Build with Bookkeep](/content/docs/tags/csv-import/index.html) (49 words) - [One doc tagged with "Financial Reporting" | Build with Bookkeep](/content/docs/tags/financial-reporting/index.html) (46 words) - [Payout Dashboard & Email | Build with Bookkeep](/content/docs/multi-bank-settlement/franchise-daily-sales-report/index.html): For the franchise owner who wants to see payout reports., (219 words) - [One doc tagged with "Currency Conversion" | Build with Bookkeep](/content/docs/tags/currency-conversion/index.html) (37 words) - [One doc tagged with "Dimension Mapping" | Build with Bookkeep](/content/docs/tags/dimension-mapping/index.html) (35 words) - [2 docs tagged with "Gift Card Pool" | Build with Bookkeep](/content/docs/tags/gift-card-pool/index.html) (29 words) - [One doc tagged with "Full Import" | Build with Bookkeep](/content/docs/tags/full-import/index.html) (36 words) - [One doc tagged with "franchisor" | Build with Bookkeep](/content/docs/tags/franchisor/index.html) (29 words) - [One doc tagged with "franchise owner" | Build with Bookkeep](/content/docs/tags/franchise-owner/index.html) (14 words) - [Connecting Intuit Enterprise Suite To Bookkeep | Build with Bookkeep](/content/docs/accounting-platforms/intuit-enterprise-suite/connect-intuit-enterprise-suite-to-bookkeep/index.html): Bookkeep supports businesses using Intuit Enterprise Suite by providing automated, reliable accounting syncs—just like with QuickBooks Online. With Bookkeep, your accounting stays accurate and up to date through daily automated entries, eliminating manual work and ensuring clean reconciliations. (338 words) - [One doc tagged with "Cost Tracking" | Build with Bookkeep](/content/docs/tags/cost-tracking/index.html) (24 words) - [One doc tagged with "Bookkeep Managed COGS" | Build with Bookkeep](/content/docs/tags/bookkeep-managed-cogs/index.html) (32 words) - [One doc tagged with "Chart of Accounts Mapping" | Build with Bookkeep](/content/docs/tags/chart-of-accounts-mapping/index.html) (35 words) - [One doc tagged with "Amazon Revenue Rollups" | Build with Bookkeep](/content/docs/tags/amazon-revenue-rollups/index.html) (46 words) - [One doc tagged with "Class Mapping" | Build with Bookkeep](/content/docs/tags/class-mapping/index.html) (35 words) - [2 docs tagged with "Amazon Deferred Transactions" | Build with Bookkeep](/content/docs/tags/amazon-deferred-transactions/index.html) (77 words) - [ChartOfAccount | Build with Bookkeep](/content/docs/bookkeep_api_v1/schemas/chartofaccount/index.html) (193 words) - [Gift Card Pool FAQ | Build with Bookkeep](/content/docs/multi-bank-settlement/gift-card-payouts-faq/index.html): How gift card pooling works for Shopify Gift Cards (256 words) - [Mapping Class per Line for Enhanced QuickBooks Reporting | Build with Bookkeep](/content/docs/accounting-platforms/quickbooks/mapping-class-per-line-for-enhanced-quickbooks-reporting.html): Bookkeep allows selecting a QuickBooks class per line for better reporting and tracking (365 words) - [One doc tagged with "Changelog" | Build with Bookkeep](/content/docs/tags/changelog/index.html) (25 words) - [Amazon Date Range Summary Report Update: Released + Deferred Transactions | Build with Bookkeep](/content/docs/apps/amazon/amazon-date-range-summary-report-update-released-deferred-transactions.html): Amazon’s Date Range Summary Report now includes both released and deferred transactions, and using Bookkeep’s Deferred and Released Sales Summary ensures accurate daily reconciliation and reporting. (1,279 words) - [Toast Payments & Credit Card Breakdown Support | Build with Bookkeep](/content/docs/apps/toast/toast-payments-credit-card-breakdown-support/index.html): Learn how Bookkeep automates Toast accounting by summarizing credit card payments into a single Credit line and optionally breaking deposits down by card type such as Visa, Mastercard, and American Express. (196 words) - [Inviting others to connect apps to Bookkeep | Build with Bookkeep](/content/docs/account-setup/connecting-apps/inviting-owner-to-connect/index.html): How to invite an account owner to connect an app to an entity in Bookkeep (467 words) - [Fetch Journal Entry | Build with Bookkeep](/content/docs/bookkeep_api_v1/get-journal-entry/index.html): Retrieves the details of a journal entry that has previously been created. Supply the unique entity ID and journal entry ID that was returned from your previous request, and Bookkeep will return the corresponding journal entry information. (372 words) - [Location | Build with Bookkeep](/content/docs/bookkeep_api_v1/schemas/location/index.html) (187 words) - [Payouts Reporting | Build with Bookkeep](/content/docs/multi-bank-settlement/payouts-reporting/index.html): Learn how to view and understand payout reports including payouts to bank accounts, expected arrival dates, and payout status, (116 words) - [How Bookkeep Posts To Netsuite With Sales Tax | Build with Bookkeep](/content/docs/accounting-platforms/netsuite/how-bookkeep-posts-to-netsuite-with-sales-tax/index.html): Learn how Bookkeep automates sales tax posting to NetSuite by mapping collected tax from systems like Shopify, Square, and MindBody to the correct NetSuite tax codes and accounts for accurate reporting. (512 words) - [One doc tagged with "Bookkeep AI" | Build with Bookkeep](/content/docs/tags/bookkeep-ai/index.html) (19 words) - [Fetch connection detail | Build with Bookkeep](/content/docs/bookkeep_api_v1/get-connection/index.html): Retrieves the details of a connection that has previously been created. Supply the unique connection ID that was returned from your previous request, and Bookkeep will return the corresponding connection information. (349 words) - [One doc tagged with "Balance Transactions" | Build with Bookkeep](/content/docs/tags/balance-transactions/index.html) (25 words) - [One doc tagged with "Auto Mapping" | Build with Bookkeep](/content/docs/tags/auto-mapping/index.html) (25 words) - [Accounting for Stripe Capital Loans: A Comprehensive Guide | Build with Bookkeep](/content/docs/apps/stripe/accounting-for-stripe-capital-loans/index.html): This guide covers the proper accounting treatment for Stripe Capital loans, including initial recognition and ongoing repayments. (563 words) - [WooCommerce: Post Revenue by Product Category or Item Name | Build with Bookkeep](/content/docs/apps/woocommerce/woocommerce-product-category-rollup/index.html): Learn how Bookkeep enables you to post gross sales and refunds by Product Category or Item Name (328 words) - [List connections | Build with Bookkeep](/content/docs/bookkeep_api_v1/get-connection-list/index.html): Returns a list of connections you've previously created. The connections are returned in sorted order, with the most recent connections appearing first. (387 words) - [One doc tagged with "Advanced Map" | Build with Bookkeep](/content/docs/tags/advanced-map/index.html) (35 words) - [One doc tagged with "Toast Deposits" | Build with Bookkeep](/content/docs/tags/toast-deposits/index.html) (30 words) - [2 docs tagged with "Dutchie" | Build with Bookkeep](/content/docs/tags/dutchie/index.html) (32 words) - [2 docs tagged with "Squarespace" | Build with Bookkeep](/content/docs/tags/squarespace/index.html) (38 words) - [How to Find the Shopify Embedded App | Build with Bookkeep](/content/docs/shopify-embedded-app/how-to-find-the-shopify-embedded-app/index.html): Learn how to find and access the Bookkeep embedded app directly within your Shopify admin. (355 words) - [One doc tagged with "Shopify Cash Rounding" | Build with Bookkeep](/content/docs/tags/shopify-cash-rounding/index.html) (28 words) - [Links | Build with Bookkeep](/content/docs/bookkeep_api_v1/schemas/links/index.html) (96 words) - [Shopify Multi-Bank Payout Settlement | Build with Bookkeep](/content/docs/multi-bank-settlement/faq-multi-bank-settlement/index.html): Split Shopify payouts to multiple bank accounts in the USA, Canada and the UK (442 words) - [One doc tagged with "Shopify Markets" | Build with Bookkeep](/content/docs/tags/shopify-markets/index.html) (35 words) - [Meta | Build with Bookkeep](/content/docs/bookkeep_api_v1/schemas/meta/index.html) (82 words) - [Find your Shopify balance account | Build with Bookkeep](/content/docs/multi-bank-settlement/find-shopify-balance-account/index.html): You will need the account number for your shopify balance account if you wish to use as the source account for multi-bank settlement. (151 words) - [WooCommerce Accounting Automation Offered by Bookkeep | Build with Bookkeep](/content/docs/apps/woocommerce/woocommerce-accounting-automation/index.html): Here we discuss the accounting automation available for WooCommerce (254 words) - [SumUp Revenue Accounting Automation | Build with Bookkeep](/content/docs/apps/sumup/sumup-revenue-accounting-automation/index.html): Learn about Bookkeep's revenue accounting automation for SumUp including sales and deposits as well as VAT support (423 words) - [Stripe Revenue Accounting Automation | Build with Bookkeep](/content/docs/apps/stripe/stripe-accounting-automation-by-bookkeep/index.html): Here we discuss the financial data sync available for our app integration with Stripe (450 words) - [BOPIS Payouts FAQ | Build with Bookkeep](/content/docs/multi-bank-settlement/bopis-payouts-faq/index.html): How BOPIS payouts work with Shopify for multi-entity on a single Shopify Domain (153 words) - [One doc tagged with "Shopify Tips" | Build with Bookkeep](/content/docs/tags/shopify-tips/index.html) (31 words) - [Managing Multiple Sales Channels in a Single Entity | Build with Bookkeep](/content/docs/account-setup/getting-started/managing-multiple-sales-channels/index.html): Bookkeep makes it easy to manage accounting for multiple sales channels—such as Shopify, Square, Amazon, Toast, and more—within a single entity. This guide walks through how connections work, how postings are tracked per channel, and best practices for account mappings. (438 words) - [Amazon Seller Accounting Automation Offered by Bookkeep | Build with Bookkeep](/content/docs/apps/amazon/amazon-seller-accounting-automation-bookkeep/index.html): Learn the types of accounting automation available for Amazon Seller (863 words) - [Add Users to the Bookkeep App within Shopify | Build with Bookkeep](/content/docs/shopify-embedded-app/add-users-embedded-app/index.html): Connect your Shopify email to an existing Bookkeep user account to access the embedded app. (173 words) - [Fetch entity detail | Build with Bookkeep](/content/docs/bookkeep_api_v1/get-entity/index.html): Retrieves the details of an entity that has previously been created. Supply the unique entity ID that was returned from your previous request, and Bookkeep will return the corresponding entity information. (205 words) - [Bookkeep with Other Apps | Build with Bookkeep](/content/docs/account-setup/getting-started/using-bookkeep-with-other-apps/index.html): Know what's connected to your accounting platform (410 words) - [Connection | Build with Bookkeep](/content/docs/bookkeep_api_v1/schemas/connection/index.html) (59 words) - [Recent Updates | Build with Bookkeep](/content/docs/shopify-embedded-app/recent-updates/index.html): A running log of new features and improvements in the Bookkeep Shopify Embedded App. (80 words) - [Fix a Receipt: Voids and Cost Corrections | Build with Bookkeep](/content/docs/inventory/purchase-orders/fixing-receipts-voids-and-cost-corrections/index.html): How to fix a purchase order receipt in Bookkeep — void a receipt that was entered incorrectly or correct just the cost — and exactly what happens to your weighted average cost (WAC), supplier costs, Shopify cost, and inventory in each case. (986 words) - [eBay Financial Reconciliation with Bookkeep | Build with Bookkeep](/content/docs/apps/ebay/ebay-financial-reconciliation-with-bookkeep/index.html): How to reconcile eBay sales, deposits, and other common transactions (274 words) - [Shopify AR Aging | Build with Bookkeep](/content/docs/reporting/shopify-ar-aging/index.html): Understand the Shopify AR Aging report in Bookkeep: every Shopify order with an outstanding accounts receivable balance as of a date you choose, with per-order deferred revenue, deferred discounts, Shopify Payments, and refunds payable balances that tie to Bookkeep's ledger. (674 words) - [WooPayments: How Bookkeep Captures Processing Fees | Build with Bookkeep](/content/docs/apps/woocommerce/woopayments-how-bookkeep-captures-processing-fees/index.html): Bookkeep can handle accounting for Woocommerce Payments and the associated processing fees are captured (155 words) - [Creating a New Entity | Build with Bookkeep](/content/docs/account-setup/entities/creating-a-new-entity/index.html): How to create and manage multiple client entities in Bookkeep for efficient accounting integration (262 words) - [One doc tagged with "Shopify Multi-Bank Payout" | Build with Bookkeep](/content/docs/tags/shopify-multi-bank-payout/index.html) (28 words) - [Squarespace Journal Entry Template | Build with Bookkeep](/content/docs/apps/squarespace/squarespace-journal-entry-templates/index.html): Learn about the available journal entries for Squarespace (184 words) - [One doc tagged with "Shopify Reporting Methods" | Build with Bookkeep](/content/docs/tags/shopify-reporting-methods/index.html) (38 words) - [QuickBooks Online Multicurrency and Bookkeep | Build with Bookkeep](/content/docs/accounting-platforms/quickbooks/quickbooks-online-multicurrency-and-bookkeep/index.html): How Bookkeep and QuickBooks Online manage multicurrency transactions (264 words) - [One doc tagged with "Xero Automap" | Build with Bookkeep](/content/docs/tags/xero-automap/index.html) (32 words) - [Bookkeep Helpful Tips | Build with Bookkeep](/content/docs/posting-to-accounting/bookkeep-helpful-tips/index.html): Considerations on postings, deposits, and unique scenarios (457 words) - [One doc tagged with "QuickBooks Automap" | Build with Bookkeep](/content/docs/tags/quick-books-automap/index.html) (32 words) - [Entity Home Page | Build with Bookkeep](/content/docs/account-setup/entities/entity-home-page/index.html): Bookkeep has introduced a new feature called the entity dashboard, serving as the central hub for each entity. (465 words) - [One doc tagged with "Chart of Accounts Automap" | Build with Bookkeep](/content/docs/tags/chart-of-accounts-automap/index.html) (32 words) - [Stocky Variant Cost Import (CSV) | Build with Bookkeep](/content/docs/inventory/variant_cost_import_public/index.html): Seed opening Weighted Average Cost (WAC) for your Shopify variants in Bookkeep from a Stocky variant cost CSV — cost-only seeding that backfills cost history and blends into purchase order receipts, no export-date or quantity required. (1,147 words) - [2 docs tagged with "Users" | Build with Bookkeep](/content/docs/tags/users/index.html) (42 words) - [How Bookkeep Posts Financial Data to QuickBooks Online | Build with Bookkeep](/content/docs/accounting-platforms/quickbooks/how-bookkeep-posts-to-quickbooks-online/index.html): How Bookkeep posts financial data to QuickBooks Online as Journal Entries (255 words) - [One doc tagged with "Restocking Fees" | Build with Bookkeep](/content/docs/tags/restocking-fees/index.html) (31 words) - [Connecting Your Accounting Platform to Bookkeep to Enable Financial Data Syncing | Build with Bookkeep](/content/docs/account-setup/connecting-an-accounting-platform/connecting-your-accounting-platform-to-bookkeep/index.html): Learn how to connect your accounting platform to Bookkeep for seamless financial data syncing and management (320 words) - [Currency Conversion with QuickBooks Online (Without Enabling Multicurrency) | Build with Bookkeep](/content/docs/accounting-platforms/quickbooks/currency-conversion-without-enabling-multicurrency/index.html): Bookkeep supports automatic currency conversion for transactions when your source data (such as sales or payouts) is in a different currency than your QuickBooks Online (QBO) account's base currency. (455 words) - [PayPal Accounting Automation | Build with Bookkeep](/content/docs/apps/paypal/paypal-accounting-automation/index.html): Learn about our PayPal integration and the postings we offer. (777 words) - [Amazon Deferred & Released Transactions: Sales Recognition Automation | Build with Bookkeep](/content/docs/apps/amazon/amazon-deferred-released-transactions-sales-recognition-automation.html): Automate Amazon deferred and released transaction accounting with Bookkeep. Recognize sales when they occur, prevent duplicate revenue recognition, align with Amazon reporting, and gain near real-time visibility into sales, profitability, and cash flow. (719 words) - [Journal entry templates | Build with Bookkeep](/content/docs/account-setup/getting-started/journal-entry-templates/index.html): Bookkeep automates daily journal entries, ensuring accurate financial records with customizable templates (227 words) - [Mapping Tracking Category per Line for Enhanced Xero Reporting | Build with Bookkeep](/content/docs/accounting-platforms/xero/mapping-tracking-category-per-line-for-enhanced-xero-reporting.html): Bookkeep enables the selection of tracking categories per line in journal entries for enhanced reporting in Xero (364 words) - [One doc tagged with "PayPal eChecks" | Build with Bookkeep](/content/docs/tags/pay-pal-e-checks/index.html) (27 words) - [One doc tagged with "Shopify Collective" | Build with Bookkeep](/content/docs/tags/shopify-collective/index.html) (27 words) - [Previewing Your Data Without Posting to Accounting | Build with Bookkeep](/content/docs/account-setup/connecting-apps/previewing-your-data-without-posting-to-accounting/index.html): How to connect apps and preview the data without posting to an accounting platform (405 words) - [Line-Level Location Mapping for QuickBooks in Bookkeep | Build with Bookkeep](/content/docs/accounting-platforms/quickbooks/line-level-location-mapping-for-quickbooks-in-bookkeep.html): Enable precise, line-level location mapping in QuickBooks with Bookkeep to improve accuracy, flexibility, and multi-location financial reporting. (298 words) - [Shopify Fulfilled Line Items | Build with Bookkeep](/content/docs/reporting/fulfilled-line-items/index.html): Understand the Shopify Fulfilled Line Items report in Bookkeep: line-item detail of gross sales, discounts, and cost of goods sold for Shopify fulfillments in a chosen date window, with returns and adjustments, shipped versus delivered totals, and full CSV export. (848 words) - [How to Connect Amazon Seller to Bookkeep | Build with Bookkeep](/content/docs/apps/amazon/how-to-connect-amazon-seller-to-bookkeep/index.html): Walkthrough of the steps to get Amazon Seller up and running (432 words) - [Stocky Full Import | Build with Bookkeep](/content/docs/inventory/stocky-csv-import/index.html): Import your Stocky suppliers and purchase order history into Bookkeep in four automatic steps — supplier import, purchase order import, vendor-supplier linking, and supplier cost record generation. Safe to re-run with no duplicates. (1,176 words) - [3 docs tagged with "Global-e" | Build with Bookkeep](/content/docs/tags/global-e/index.html) (71 words) - [Shopify AR Movement | Build with Bookkeep](/content/docs/reporting/shopify-ar-movement/index.html): Understand the Shopify AR Movement report in Bookkeep: an accounts receivable roll-forward for any period — beginning balance plus increases minus decreases equals ending balance — bucketed by order creation month, with per-order drill-down and CSV export. (879 words) - [One doc tagged with "Sales Tax Automation" | Build with Bookkeep](/content/docs/tags/sales-tax-automation/index.html) (34 words) - [One doc tagged with "Order Fulfillment Accounting" | Build with Bookkeep](/content/docs/tags/order-fulfillment-accounting/index.html) (30 words) - [Shopify Payments Reporting | Build with Bookkeep](/content/docs/reporting/shopify-payments-reporting/index.html): Understand the Shopify Payments Reporting dashboard in Bookkeep: payouts in transit and undeposited orders as of a chosen date, per-payout and per-sales-date breakdowns, order-level drill-downs, and a QuickBooks balance card that compares the books to what Shopify still owes you. (816 words) - [One doc tagged with "International Ecommerce" | Build with Bookkeep](/content/docs/tags/international-ecommerce/index.html) (34 words) - [One doc tagged with "Cross-Border Sales" | Build with Bookkeep](/content/docs/tags/cross-border-sales/index.html) (34 words) - [3 docs tagged with "Inventory" | Build with Bookkeep](/content/docs/tags/inventory/index.html) (78 words) - [3 docs tagged with "NetSuite" | Build with Bookkeep](/content/docs/tags/net-suite/index.html) (77 words) - [Clover Accounting Automation with Cash Basis Reporting | Build with Bookkeep](/content/docs/apps/clover/clover-accounting-automation-with-cash-basis-reporting.html): Our latest enhancement brings cash basis alignment to match the way sales are reported in Clover, making reconciliation easier and more accurate than ever. (533 words) - [One doc tagged with "Amazon Product Profitability" | Build with Bookkeep](/content/docs/tags/amazon-product-profitability/index.html) (33 words) - [3 docs tagged with "PayPal" | Build with Bookkeep](/content/docs/tags/pay-pal/index.html) (62 words) - [Get a specific chart_of_account by ID | Build with Bookkeep](/content/docs/bookkeep_api_v1/get-chart-of-account/index.html): Get a specific chart_of_account by ID (585 words) - [Bookkeep Summary Report | Build with Bookkeep](/content/docs/reporting/bookkeep-summary-report/index.html): The Bookkeep Summary Report gives you a consolidated, exportable summary of the journal entries Bookkeep posts to your accounting platform over a date range — filterable by app, connection, report type, and currency, with drill-down by category and multi-store visibility in one place. (604 words) - [2 docs tagged with "Stocky Migration" | Build with Bookkeep](/content/docs/tags/stocky-migration/index.html) (48 words) - [QuickBooks Bank Feed Multiple Match Confusion | Build with Bookkeep](/content/docs/accounting-platforms/quickbooks/quickbooks-bank-feed-multiple-match-confusion/index.html): Single journal entries may appear multiple times in QuickBooks Online Bank Feed (120 words) - [8 docs tagged with "QuickBooks Online" | Build with Bookkeep](/content/docs/tags/quick-books-online/index.html) (159 words) - [One doc tagged with "Getting Started" | Build with Bookkeep](/content/docs/tags/getting-started/index.html) (24 words) - [Matching your Amazon Seller Sales Entry to Amazon's Reporting | Build with Bookkeep](/content/docs/apps/amazon/matching-your-amazon-sales-entry-to-amazons-reports.html): How Bookkeep's Amazon Seller Sales Summary Journal Entry aligns with Amazon Seller Reporting (141 words) - [Daily Summary Email | Build with Bookkeep](/content/docs/account-setup/getting-started/daily-summary-email/index.html): Learn how the Bookkeep Daily Summary email saves you time (518 words) - [One doc tagged with "Revenue Recognition" | Build with Bookkeep](/content/docs/tags/revenue-recognition/index.html) (30 words) - [Amazon COGS Automation In Bookkeep | Build with Bookkeep](/content/docs/apps/amazon/amazon-cogs-automation-in-bookkeep/index.html): Automate Amazon COGS in Bookkeep by syncing deferred and released transactions for accurate, real-time cost tracking and financial reporting in your accounting system. (340 words) - [What is an Entity? | Build with Bookkeep](/content/docs/account-setup/entities/what-is-an-entity/index.html): Understand how entities work for your Bookkeep account (143 words) - [One doc tagged with "Deferred Revenue" | Build with Bookkeep](/content/docs/tags/deferred-revenue/index.html) (30 words) - [3 docs tagged with "Amazon COGS" | Build with Bookkeep](/content/docs/tags/amazon-cogs/index.html) (93 words) - [How to Import Historical Financial Data into Bookkeep | Build with Bookkeep](/content/docs/posting-to-accounting/importing-historical-financial-data-to-bookkeep/index.html): Learn how to accurately import historical financial data in Bookkeep while avoiding duplicate deposits and maintaining correct balances across cut-off dates. (972 words) - [Bookkeep Chart of Account Mapping: Required versus Optional Lines | Build with Bookkeep](/content/docs/account-setup/onboarding/required-versus-optional-lines/index.html): Bookkeep optimizes app integration using required and optional account mapping lines (445 words) - [How to Connect Walmart to Bookkeep | Build with Bookkeep](/content/docs/apps/walmart/how-to-connect-walmart-to-bookkeep/index.html): Provides information on how to connect Walmart to Bookkeep, by finding the correct authorization credentials. (253 words) - [3 docs tagged with "Fulfillment Based Sales Recognition" | Build with Bookkeep](/content/docs/tags/fulfillment-based-sales-recognition/index.html) (96 words) - [One doc tagged with "COGS import" | Build with Bookkeep](/content/docs/tags/cogs-import/index.html) (33 words) - [Accurate Gift Card Liability Reporting with Square & Bookkeep | Build with Bookkeep](/content/docs/apps/square/accurate-gift-card-liability-reporting-with-square/index.html): When selling gift cards through Square, it’s critical to maintain an accurate record of your gift card liability — the total value your business is obligated to honor in the future. Bookkeep’s Square accounting automation ensures this liability is fully and correctly captured, even in cases where gift cards are sold at a discount. (354 words) - [Amazon Pay Accounting Automation by Bookkeep | Build with Bookkeep](/content/docs/apps/amazon/amazon-pay-accounting-automation-by-bookkeep/index.html): How Bookkeep helps save time and increase data accuracy for Amazon Pay (303 words) - [Migrating from Stocky to Bookkeep Inventory | Build with Bookkeep](/content/docs/inventory/stocky-migration-overview/index.html): Overview of what's coming in Bookkeep Inventory and how to migrate your Stocky data — suppliers, purchase orders, costs, and more — into Bookkeep. (734 words) - [Inventory Changelog | Build with Bookkeep](/content/docs/inventory/changelog/index.html): July 20 (537 words) - [Troubleshooting Failed Journal Entry Postings Due to Unmapped Tax Rates – for Canadian QuickBooks Online Users | Build with Bookkeep](/content/docs/posting-to-accounting/troubleshooting-failed-journal-entry-postings-due-to-unmapped-tax-rates-for-canadian-qbo-users.html): How to resolve failed journal entries in Bookkeep due to unmapped tax rates for Canadian QuickBooks Online users (373 words) - [55 docs tagged with "Shopify" | Build with Bookkeep](/content/docs/tags/shopify/index.html) (1,427 words) - [3 docs tagged with "Sezzle" | Build with Bookkeep](/content/docs/tags/sezzle/index.html) (43 words) - [One doc tagged with "Suppliers" | Build with Bookkeep](/content/docs/tags/suppliers/index.html) (36 words) - [Advanced Mapping in Bookkeep: Spreadsheet-Style Chart of Accounts Mapping | Build with Bookkeep](/content/docs/posting-to-accounting/advanced-mapping-in-bookkeep-spreadsheet-style-chart-of-accounts-mapping.html): Advanced Mapping in Bookkeep enables fast, scalable chart of accounts mapping with a spreadsheet-style interface, bulk updates, filtering, and copy functionality for high-volume and multi-dimensional data. (465 words) - [How Bookkeep Posts to Xero | Build with Bookkeep](/content/docs/accounting-platforms/xero/how-bookkeep-posts-to-xero/index.html): How Bookkeep posts financial data to Xero as Journal Entries (357 words) - [Filtering for Postings in Bookkeep | Build with Bookkeep](/content/docs/posting-to-accounting/filtering-for-postings-in-bookkeep/index.html): Bookkeep's filtering options help you quickly find and review specific postings in your activity log (392 words) - [3 docs tagged with "Clover" | Build with Bookkeep](/content/docs/tags/clover/index.html) (65 words) - [One doc tagged with "Toast POS Accounting" | Build with Bookkeep](/content/docs/tags/toast-pos-accounting/index.html) (38 words) - [3 docs tagged with "Onboarding" | Build with Bookkeep](/content/docs/tags/onboarding/index.html) (62 words) - [Connecting Xero to Bookkeep to Enable Posting Financial Data | Build with Bookkeep](/content/docs/accounting-platforms/xero/connecting-xero-to-bookkeep/index.html): How to connect Xero to your entity to begin accounting automation (282 words) - [One doc tagged with "Toast Credit Card Breakdown" | Build with Bookkeep](/content/docs/tags/toast-credit-card-breakdown/index.html) (38 words) - [How to Migrate to Bookkeep for Saving Time and Increasing Data Accuracy | Build with Bookkeep](/content/docs/account-setup/migrating-to-bookkeep/how-to-migrate-to-bookkeep/index.html): Best practices and tips for easily transitioning to Bookkeep for accounting automation (491 words) - [Interactive Amazon Setup Demo | Build with Bookkeep](/content/docs/apps/amazon/interactive-amazon-setup-demo/index.html): Initial setup to begin your accounting automation for Amazon Seller (55 words) - [One doc tagged with "Paypal" | Build with Bookkeep](/content/docs/tags/paypal/index.html) (14 words) - [Global-e FAQ | Build with Bookkeep](/content/docs/apps/global-e/global-e-faq/index.html): How to book daily summaries into accounting from Global-e (353 words) - [Paypal Accounting Automation: Payments Sent Vendor Mapping | Build with Bookkeep](/content/docs/apps/paypal/paypal-accounting-automation-payments-sent-vendor-mapping.html): Automate PayPal expense categorization with Bookkeep’s Payments Sent vendor mapping, ensuring accurate, consistent posting to your chart of accounts while reducing manual reconciliation and improving financial reporting. (353 words) - [Xero Tax Rates: Handling Zero-Tax Lines | Build with Bookkeep](/content/docs/accounting-platforms/xero/xero-tax-rates-handling-zero-tax-lines/index.html): Learn how Bookkeep maps tax rates to Xero, including new support for assigning 0% tax rates per line for non-taxable transactions to improve accuracy, flexibility, and reporting. (279 words) - [Square Accounting Automation by Bookkeep | Build with Bookkeep](/content/docs/apps/square/square-accounting-automation-by-bookkeep/index.html): Learn about the accounting automation available for Square (744 words) - [Treez Journal Entry Templates | Build with Bookkeep](/content/docs/apps/treez/treez-journal-entry-templates/index.html): Here we discuss the types of journal entries available for Treez (218 words) - [Xero Multicurrency and Bookkeep | Build with Bookkeep](/content/docs/accounting-platforms/xero/xero-multicurrency-and-bookkeep/index.html): Bookkeep’s Xero multicurrency integration ensures accurate financial reporting by automatically applying source-provided exchange rates or its proprietary date-based currency converter to post correct amounts across multiple currencies. (257 words) - [Not Found](/content/blog/how-to-manually-reconcile-your-amazon-seller-account-to-quickbooks.html) (17 words) - [Setting PayPal Time Zone | Build with Bookkeep](/content/docs/apps/paypal/setting-paypal-time-zone/index.html): Ensure PayPal entries match by correctly setting the time zone (119 words) - [One doc tagged with "Autopost" | Build with Bookkeep](/content/docs/tags/autopost/index.html) (27 words) - [What You Need to Know About the Square Debit Card | Build with Bookkeep](/content/docs/apps/square/what-you-need-to-know-about-the-square-debit-card/index.html): Square offers a business debit card that connects to your Square balance but requires some extra consideration (604 words) - [Multicurrency: Currency Conversions to Post the Correct Financial Data | Build with Bookkeep](/content/docs/posting-to-accounting/converting-currencies-to-ensure-correct-entries/index.html): How Bookkeep handles currency conversions to ensure data posts in the correct financial currency (348 words) - [ReportSummary | Build with Bookkeep](/content/docs/bookkeep_api_v1/schemas/reportsummary/index.html) (155 words) - [Matching your Amazon Seller Payouts to Amazon Reporting | Build with Bookkeep](/content/docs/apps/amazon/matching-your-amazon-seller-payouts-to-amazon-reporting.html): How Bookkeep's Amazon Seller Deposit Journal Entry aligns with Amazon Seller Reporting (278 words) - [6 docs tagged with "Xero" | Build with Bookkeep](/content/docs/tags/xero/index.html) (143 words) - [How to Invite and Delete Users to Your Company and Entities | Build with Bookkeep](/content/docs/account-setup/users/how-to-invite-and-delete-users-to-your-company-and-entities.html): Bookkeep enables inviting and deleting users with various roles and access levels across different entities (368 words) - [Square Revenue Rollup Options Explained | Build with Bookkeep](/content/docs/apps/square/square-revenue-rollup-options-explained/index.html): Bookkeep lets Square sellers choose how revenue is rolled up — by product category, item name, or order source — to improve accounting accuracy and reporting in QuickBooks and Xero. (525 words) - [Shopify Unfulfilled Line Items | Build with Bookkeep](/content/docs/reporting/unfulfilled-line-items/index.html): Understand the Shopify Unfulfilled Line Items report in Bookkeep: see every order line item sold on or before a chosen date that had not yet been fulfilled as of that date, with sales amounts, order payment totals, and as-of received and refunded figures that support deferred revenue verification. (916 words) - [Connect Etsy to Bookkeep | Build with Bookkeep](/content/docs/apps/etsy/how-to-setup-etsy-with-bookkeep/index.html): Steps to get Etsy up and running with Bookkeep (439 words) - [Configure Your Cost Tracking Method in Bookkeep | Build with Bookkeep](/content/docs/inventory/configure-cost-tracking/index.html): Set up landed costs, review cost history, and push received purchase orders to QuickBooks from Bookkeep Inventory. (292 words) - [Square: Post Discounts by Product or Discount | Build with Bookkeep](/content/docs/apps/square/square-post-discounts-by-product-or-discount/index.html): Learn how to map Square discounts in Bookkeep by product category or discount title. (388 words) - [Shopify Payments Order-to-Cash Reporting | Build with Bookkeep](/content/docs/apps/shopify/shopify-payments-order-to-cash-reporting/index.html): The Shopify Payments Order-to-Cash report in Bookkeep provides transaction-level visibility from order creation to payout, helping merchants and accountants reconcile balances, track fees and adjustments, and identify outstanding Shopify Payments transactions. (547 words) - [2 docs tagged with "Walmart" | Build with Bookkeep](/content/docs/tags/walmart/index.html) (39 words) - [Refreshing Your Accounting Accounts | Build with Bookkeep](/content/docs/posting-to-accounting/refreshing-your-accounting-accounts/index.html): How to refresh your chart of accounts from your accounting platform to your connected Bookkeep entity (329 words) - [SalesTaxLocation | Build with Bookkeep](/content/docs/bookkeep_api_v1/schemas/salestaxlocation/index.html) (144 words) - [3 docs tagged with "Treez" | Build with Bookkeep](/content/docs/tags/treez/index.html) (53 words) - [Purchase Orders | Build with Bookkeep](/content/docs/inventory/purchase-orders/index.html) (98 words) - [One doc tagged with "Purchase Order" | Build with Bookkeep](/content/docs/tags/purchase-order/index.html) (21 words) - [Automating Toast MCA Repayments In Bookkeep | Build with Bookkeep](/content/docs/apps/toast/automating-toast-mca-repayments-in-bookkeep/index.html): Learn how Bookkeep automatically records and reconciles Toast MCA Repayments, including loan repayments, taxes, fees, and instant deposit charges, to keep your books accurate and up to date. (359 words) - [Bookkeep Managed Cost of Goods Sold | Build with Bookkeep](/content/docs/features/bookkeep-managed-cogs/index.html): Automate cost of goods sold (COGS) accounting for Shopify, Amazon, and Walmart with Bookkeep’s managed COGS solution, delivering accurate daily profitability without a full inventory system. (1,264 words) - [Dutchie Journal Entries | Build with Bookkeep](/content/docs/apps/dutchie/dutchie-journal-entry-templates/index.html): Bookkeep automates two journal entries for Dutchie, capturing daily sales, fees, and cost of goods sold (296 words) - [How Bookkeep Handles Square Checking Account Data | Build with Bookkeep](/content/docs/apps/square/how-bookkeep-handles-square-checking-account-data/index.html): Bookkeep’s Square Balance Transactions Automation accurately captures financial activity from Square Checking accounts, ensuring all deposits and transfers are reflected in your accounting system. (478 words) - [How to Properly Account for Square House Accounts with Bookkeep | Build with Bookkeep](/content/docs/apps/square/how-to-properly-account-for-square-house-accounts-with-bookkeep.html): Learn about tracking Square House Accounts for sales, receivables, and payments with Bookkeep (470 words) - [How Bookkeep Posts to Sage Intacct | Build with Bookkeep](/content/docs/accounting-platforms/sage-intacct/how-bookkeep-posts-to-sage-intacct-accounting/index.html): How Bookkeep posts financial data to Sage Intacct as Journal Entries with Dimension support (424 words) - [Tags | Build with Bookkeep](/content/docs/tags/index.html) (337 words) - [Square Capital Loans - repayments and initial disbursement | Build with Bookkeep](/content/docs/apps/square/square-capital-loans/index.html): Explore how Bookkeep handles Square Capital Loan repayments and best practices for recording the initial loan disbursement. (349 words) - [Square Deposits: What Bookkeep Does Not Post | Build with Bookkeep](/content/docs/apps/square/square-deposits-what-bookkeep-does-not-post/index.html): Understand what Square data Bookkeep cannot post, including limitations around savings accounts and debit card activity, and how Square checking account data is handled for accurate reconciliation. (344 words) - [One doc tagged with "Mindbody Revenue Reporting" | Build with Bookkeep](/content/docs/tags/mindbody-revenue-reporting/index.html) (33 words) - [One doc tagged with "Mindbody" | Build with Bookkeep](/content/docs/tags/mindbody/index.html) (33 words) - [What is the Difference Between a Sales Platform and a Payment Platform? | Build with Bookkeep](/content/docs/accounting-101/what-is-the-difference-between-a-sales-platform-and-a-payment-platform.html): How to distinguish between sales and payment platforms (452 words) - [Balance Transactions | Build with Bookkeep](/content/docs/features/balance-transactions/index.html): Learn how Balance Transactions work in Bookkeep, including transaction states, Auto Mapping Rules, and how to post or exclude individual and bulk transactions. (584 words) - [Connect Dutchie to Bookkeep | Build with Bookkeep](/content/docs/apps/dutchie/how-to-setup-dutchie-with-bookkeep/index.html): Steps to get Dutchie up and running with Bookkeep (408 words) - [Control When Bookkeep Posts Entries To Accounting | Build with Bookkeep](/content/docs/features/control-when-bookkeep-posts-entries-to-accounting/index.html): Learn how to turn Bookkeep’s Auto-Post feature on or off to control when journal entries post to your accounting system. (364 words) - [How to Cancel Your Bookkeep Subscription or Delete an Entity | Build with Bookkeep](/content/docs/billing/how_to_cancel_your_bookkeep_subscription_or_delete_an_entity.html): Learn how to cancel your Bookkeep subscription or delete an entity that is no longer needed (112 words) - [Fetch location detail | Build with Bookkeep](/content/docs/bookkeep_api_v1/get-location/index.html): The Location object represents a sales tax location. Locations are identified by a unique ID. (428 words) - [Understanding Payment vs. Sales Differences in Shopify with Bookkeep | Build with Bookkeep](/content/docs/apps/shopify/payments-vs-sales-differences-in-shopify/index.html): Bookkeep’s Shopify accounting automation explains why daily payments and sales differ—automatically tracking A/R, exchange rate gains or losses, and unpaid orders for accurate, automated reconciliation and financial reporting. (923 words) - [Square Deposit Day Breakdown | Build with Bookkeep](/content/docs/apps/square/square-deposit-day-breakdown/index.html): How Square deposits are handled with a detailed breakdown by day to aid in book reconciliation (261 words) - [Managing Toast Deposits In Bookkeep: Automated Bank Sync | Build with Bookkeep](/content/docs/apps/toast/managing-toast-deposits-in-bookkeep-automated-bank-sync.html): Learn how Bookkeep automates Toast accounting by syncing daily sales and connecting your bank to streamline reconciliation for accurate, end-to-end financial visibility. (514 words) - [List locations | Build with Bookkeep](/content/docs/bookkeep_api_v1/get-location-list/index.html): The Location object represents a sales tax location. Locations are identified by a unique ID. (305 words) - [How to Set Up Squarespace with Bookkeep | Build with Bookkeep](/content/docs/apps/squarespace/how-to-setup-squarespace-with-bookkeep/index.html): Learn how to connect your Squarespace store to Bookkeep to automate daily sales journal entries and streamline your accounting. (316 words) - [Cost to Import Historical Data | Build with Bookkeep](/content/docs/billing/posting-historical-dates/index.html): Costs associated with posting historical data (107 words) - [Getting started | Build with Bookkeep](/content/docs/account-setup/getting-started/index.html) (125 words) - [What is Partial Payments Deferred Revenue (Square)? | Build with Bookkeep](/content/docs/apps/square/what-are-partial-payments-deferred-revenue/index.html): How Bookkeep maps partial payments made through Square Invoices as deferred revenue liabilities (143 words) - [Connecting apps | Build with Bookkeep](/content/docs/account-setup/connecting-apps/index.html) (92 words) - [Users | Build with Bookkeep](/content/docs/account-setup/users/index.html) (44 words) - [How to Connect eBay to Bookkeep | Build with Bookkeep](/content/docs/apps/ebay/how-to-connect-ebay-to-bookkeep/index.html): Connect eBay to Bookkeep through one of two methods and map journal entries to automate your accounting (215 words) - [Onboarding | Build with Bookkeep](/content/docs/account-setup/onboarding/index.html) (62 words) - [How to Connect Clover to Bookkeep | Build with Bookkeep](/content/docs/apps/clover/how-to-connect-clover-to-bookkeep/index.html): Easily connect your Clover account to Bookkeep for automated accounting entries (120 words) - [Important Considerations for Shopify Stores Selling on Facebook or Instagram | Build with Bookkeep](/content/docs/apps/shopify/shopify-stores-selling-on-facebook-instagram/index.html): Key Information for Using Shopify to Sell on Facebook or Instagram (504 words) - [Migrating to Bookkeep | Build with Bookkeep](/content/docs/account-setup/migrating-to-bookkeep/index.html) (45 words) - [One doc tagged with "Shopify Deleted Orders" | Build with Bookkeep](/content/docs/tags/shopify-deleted-orders/index.html) (28 words) - [One doc tagged with "Shopify Payout Splitting" | Build with Bookkeep](/content/docs/tags/shopify-payout-splitting/index.html) (28 words) - [Per-Fulfillment Revenue Recognition For Shopify | Build with Bookkeep](/content/docs/apps/shopify/per-fulfillment-revenue-recognition-for-shopify/index.html): Enable per-fulfillment revenue recognition for Shopify with Bookkeep to recognize revenue as shipments occur, improving financial accuracy, partial shipment handling, and real-time alignment between operations and accounting. (708 words) - [Shopify Country Segmentation: Enhanced Reporting For Markets | Build with Bookkeep](/content/docs/apps/shopify/shopify-country-segmentation-enhanced-reporting-for-markets.html): Bookkeep’s Shopify Country Segmentation lets businesses track and report revenue by country, supporting multi-bank payouts, accurate tax reporting, and grouped or individual country journal entries for international sales. (699 words) - [Understanding Sales Tax Automation on the Shop Channel on Shopify | Build with Bookkeep](/content/docs/apps/shopify/shopify-shop-channel-sales-tax/index.html): How Bookkeep enhances Shopify accounting automation by creating detailed journal entries that clearly outline sales tax withheld and sales tax collected amounts (626 words) - [Xero | Build with Bookkeep](/content/docs/accounting-platforms/xero/index.html) (143 words) - [List entities | Build with Bookkeep](/content/docs/bookkeep_api_v1/get-entity-list/index.html): Returns a list of entities you've previously created. The entities are returned in sorted order, with the most recent entities appearing first. (278 words) - [Understanding Shopify Pending Payments | Build with Bookkeep](/content/docs/apps/shopify/understanding-shopify-pending-payments/index.html): Accounts Receivable or Missing Payments? (455 words) - [One doc tagged with "Shopify Sales Rollup" | Build with Bookkeep](/content/docs/tags/shopify-sales-rollup/index.html) (38 words) - [How to Connect NetSuite to Bookkeep | Build with Bookkeep](/content/docs/accounting-platforms/netsuite/connect-netsuite-to-bookkeep/index.html): How to connect Bookkeep to NetSuite to enable financial data syncing (949 words) - [One doc tagged with "Shopify Cancelled Orders" | Build with Bookkeep](/content/docs/tags/shopify-cancelled-orders/index.html) (25 words) - [QuickBooks Online | Build with Bookkeep](/content/docs/accounting-platforms/quickbooks/index.html) (183 words) - [One doc tagged with "Zoho Books Automap" | Build with Bookkeep](/content/docs/tags/zoho-books-automap/index.html) (32 words) - [Shopify: Post Discounts by Product or Discount | Build with Bookkeep](/content/docs/apps/shopify/shopify-post-discounts-by-product-or-discount/index.html): How to post discounts by product or discount categories and subcategories in Shopify journal entries (400 words) - [Posting to Accounting | Build with Bookkeep](/content/docs/posting-to-accounting/index.html) (337 words) - [Meadow Accounting Automation Offered by Bookkeep | Build with Bookkeep](/content/docs/apps/meadow/meadow-journal-entries-offered-by-bookkeep/index.html): Here we discuss the accounting automation available for Meadow (133 words) - [How to Manually Book Shopify Sales and Deposits | Build with Bookkeep](/content/docs/apps/shopify/how-to-manually-book-shopify-sales-and-deposits/index.html): Learn how to manually record Shopify sales and payouts in QuickBooks using daily finance reports and reusable journal entry templates for accurate, organized bookkeeping. (575 words) - [Zoho Books | Build with Bookkeep](/content/docs/accounting-platforms/zohobooks/index.html) (77 words) - [Build with Bookkeep](/content/docs/apps/amazon/amazon-deferred-transaction-support/index.html) (34 words) - [Shopify Cash Rounding Automation In Bookkeep | Build with Bookkeep](/content/docs/apps/shopify/shopify-cash-rounding-automation-in-bookkeep/index.html): Bookkeep’s Shopify integration automatically tracks POS cash rounding adjustments, ensuring your accounting reflects the actual cash collected for accurate reconciliation and reporting. (501 words) - [NetSuite | Build with Bookkeep](/content/docs/accounting-platforms/netsuite/index.html) (77 words) - [Toast | Build with Bookkeep](/content/docs/apps/toast/index.html) (331 words) - [4 docs tagged with "Shopify COGS" | Build with Bookkeep](/content/docs/tags/shopify-cogs/index.html) (134 words) - [Intuit Enterprise Suite | Build with Bookkeep](/content/docs/accounting-platforms/intuit-enterprise-suite/index.html) (69 words) - [Shopify Accounting Automation offered by Bookkeep | Build with Bookkeep](/content/docs/apps/shopify/shopify-accounting-automation-by-bookkeep/index.html): Learn about the daily accounting automation offered by Bookkeep including sales, payouts, processing fees, and COGS (470 words) - [Mapping Reporting Tags per Line for Enhanced Zoho Books Reporting | Build with Bookkeep](/content/docs/accounting-platforms/zohobooks/mapping-reporting-tags-per-line-for-enhanced-zoho-books-reporting.html): Bookkeep Supports Reporting Tags in Zoho Books for better reporting and tracking (459 words) - [2 docs tagged with "Bookkeep COGS" | Build with Bookkeep](/content/docs/tags/bookkeep-cogs/index.html) (65 words) - [Post Revenue by Shopify Product Category | Build with Bookkeep](/content/docs/apps/shopify/post-revenue-by-shopify-product-category/index.html): Learn how to post Shopify sales, discounts, and returns by product category in Bookkeep (227 words) - [Multi-Bank Settlement for Shopify | Build with Bookkeep](/content/docs/multi-bank-settlement/index.html) (154 words) - [How To Reconcile Shopify Payouts That Dont Match Sales | Build with Bookkeep](/content/docs/apps/shopify/how-to-reconcile-shopify-payouts-that-dont-match-sales.html): A comprehensive guide explaining why Shopify payouts don’t match sales due to timing, fees, refunds, taxes, loans, and currency differences, and how to properly reconcile Shopify using a clearing account accounting approach. (669 words) - [5 docs tagged with "Connecting apps" | Build with Bookkeep](/content/docs/tags/connecting-apps/index.html) (92 words) - [Connecting QuickBooks Online | Build with Bookkeep](/content/docs/accounting-platforms/quickbooks/connecting-quickbooks-online-to-bookkeep/index.html): How to connect QuickBooks Online to your entity to begin accounting automation (317 words) - [4 docs tagged with "Connecting your accounting platform" | Build with Bookkeep](/content/docs/tags/connecting-your-accounting-platform/index.html) (91 words) - [Shopify Tips Handling In Bookkeep | Build with Bookkeep](/content/docs/apps/shopify/shopify-tips-handling-in-bookkeep/index.html): Bookkeep automatically captures Shopify tips and posts them to a dedicated gratuity collected line to ensure clean separation from revenue, accurate accounting, and transparent financial reporting. (248 words) - [Entity | Build with Bookkeep](/content/docs/bookkeep_api_v1/schemas/entity/index.html) (50 words) - [One doc tagged with "TikTok Tax Withheld" | Build with Bookkeep](/content/docs/tags/tik-tok-tax-withheld/index.html) (34 words) - [Multi-Bank Settlement For Shopify Payouts | Build with Bookkeep](/content/docs/apps/shopify/multi-bank-settlement-for-shopify-payouts/index.html): Bookkeep’s Multi-Bank Settlement feature splits Shopify payouts into multiple deposits by sales channel or location, ensuring accurate accounting and bank reconciliation across entities. (519 words) - [One doc tagged with "Managed Markets" | Build with Bookkeep](/content/docs/tags/managed-markets/index.html) (34 words) - [Post Revenue by Product Type, Product Name, or Variant Name | Build with Bookkeep](/content/docs/apps/shopify/post-revenue-by-product-type-product-name-or-variant-name.html): Bookkeep allows Shopify merchants to post revenue to their accounting platform using flexible sales rollup options by product type, product name, or product variant name with SKU-level detail. (467 words) - [What is a Balance Account? | Build with Bookkeep](/content/docs/accounting-101/what-is-a-balance-account/index.html): A balance account tracks your current funds from sales platforms like Square, PayPal, or Shopify, ensuring accurate financial reporting and reconciliation in QuickBooks or Xero. (473 words) - [Shopify Markets Pro Accounting | Build with Bookkeep](/content/docs/apps/shopify/shopify-markets-pro-accounting/index.html): How Bookkeep captures payouts for Markets Pro orders in Shopify (247 words) - [Shopify Same-Day Cancelled Orders: Accounting Treatment Explained | Build with Bookkeep](/content/docs/apps/shopify/shopify-same-day-cancelled-orders-accounting-treatment-explained.html): How Bookkeep handles same-day cancelled Shopify orders—excluding unpaid cancellations to ensure accurate revenue, tax, and accounts receivable reporting. (319 words) - [Build with Bookkeep](/content/docs/sales-tax/index.html) (34 words) - [11 docs tagged with "Amazon Seller" | Build with Bookkeep](/content/docs/tags/amazon-seller/index.html) (262 words) - [Amazon Deferred Transactions | Build with Bookkeep](/content/docs/apps/amazon/amazon-deferred-transactions/index.html): Real-Time Sales Insights with Deferred Transaction Support (670 words) - [Shopify Embedded App | Build with Bookkeep](/content/docs/shopify-embedded-app/index.html) (63 words) - [Chart of Accounts | Build with Bookkeep](/content/docs/bookkeep_api_v1/chart-of-accounts/index.html): Chart of Accounts (55 words) - [Chart Of Accounts Automap For Quickbooks, Xero, And Zoho | Build with Bookkeep](/content/docs/account-setup/connecting-an-accounting-platform/chart-of-accounts-automap-for-quickbooks-xero-and-zoho.html): Automatically create and map accounts in QuickBooks, Xero, or Zoho Books with Bookkeep’s Accounts Automap feature to save time and simplify accounting setup. (395 words) - [Shop Cash adjustments in your Shopify payouts | Build with Bookkeep](/content/docs/apps/shopify/shop-cash-accounting-adjustments/index.html): Explore the Complexity of Shop Cash Buried in the Shopify Payouts (404 words) - [Treez | Build with Bookkeep](/content/docs/apps/treez/index.html) (53 words) - [WooCommerce | Build with Bookkeep](/content/docs/apps/woocommerce/index.html) (81 words) - [Interactive Bookkeep Setup Demo | Build with Bookkeep](/content/docs/account-setup/getting-started/bookkeep-setup-demo/index.html): Demo the initial setup to begin your accounting automation (50 words) - [Walmart | Build with Bookkeep](/content/docs/apps/walmart/index.html) (39 words) - [How Bookkeep Records Shopify Restocking Fees in your Accounting Platform | Build with Bookkeep](/content/docs/apps/shopify/how-bookkeep-records-shopify-restocking-fees-in-your-accounting-platform.html): Bookkeep captures Shopify restocking fees under Gross Sales in both the sales summary journal entry, ensuring these fees reflect earned revenue. (351 words) - [Journal Entries | Build with Bookkeep](/content/docs/bookkeep_api_v1/journal-entries/index.html): Journal Entries (60 words) - [Accounting For Shopify Collective Orders | Build with Bookkeep](/content/docs/apps/shopify/accounting-for-shopify-collective-orders/index.html): Bookkeep automates Shopify Collective order accounting, accurately tracking brand debits and supplier credits to simplify financial reporting and eliminate manual bookkeeping errors. (576 words) - [How to Setup Sezzle with Bookkeep | Build with Bookkeep](/content/docs/apps/sezzle/how-to-setup-sezzle-with-bookkeep/index.html): Learn how to set up Sezzle with Bookkeep for automated journal entries (361 words) - [How Bookkeep Handles Shopify Order Edits | Build with Bookkeep](/content/docs/apps/shopify/shopify-order-edits-and-bookkeep/index.html): Bookkeep handles Shopify order edits to ensure accurate reporting and accounting (259 words) - [Build with Bookkeep](/content/docs/apps/shopify/shopify-post-revenue-by-product-type-or-item-name/index.html) (34 words) - [Shopify Managed Markets: Why Was Import Tax Not Withheld for an Order? | Build with Bookkeep](/content/docs/apps/shopify/shopify-managed-markets-why-was-import-tax-not-withheld-for-an-order.html): Explains how using unsupported carriers in Shopify Managed Markets affects tax and duty responsibilities (298 words) - [Stripe | Build with Bookkeep](/content/docs/apps/stripe/index.html) (61 words) - [SumUp | Build with Bookkeep](/content/docs/apps/sumup/index.html) (20 words) - [How Bookkeep Handles Paypal eChecks In Shopify | Build with Bookkeep](/content/docs/apps/shopify/how-bookkeep-handles-paypal-echecks-in-shopify/index.html): Learn how Bookkeep automatically tracks and updates PayPal eCheck payments in Shopify to ensure accurate revenue recognition and clean accounting. (322 words) - [Squarespace | Build with Bookkeep](/content/docs/apps/squarespace/index.html) (38 words) - [5 docs tagged with "Purchase Orders" | Build with Bookkeep](/content/docs/tags/purchase-orders/index.html) (188 words) - [How to Connect MindBody to Bookkeep | Build with Bookkeep](/content/docs/apps/mindbody/how-to-connect-mindbody-to-bookkeep/index.html): Learn how to connect MindBody to Bookkeep for automated daily sales summary (388 words) - [Notifications | Build with Bookkeep](/content/docs/bookkeep_api_v1/notifications/index.html): Notifications (41 words) - [Shopify Accounting: Multiple Bank Accounts and Payouts in Multiple Currencies | Build with Bookkeep](/content/docs/apps/shopify/shopify-accounting-multiple-bank-accounts/index.html): Handling Shopify payouts to multiple bank accounts and accounting for these deposits correctly (170 words) - [Creating Accounts in Your Accounting Platform | Build with Bookkeep](/content/docs/account-setup/connecting-an-accounting-platform/creating-accounts-in-your-accounting-platform/index.html): Discover how Bookkeep streamlines account creation and mapping in your accounting platform (421 words) - [Tracking Discounted Gift Cards in Shopify with Bookkeep | Build with Bookkeep](/content/docs/apps/shopify/tracking-discounted-shopify-gift-cards/index.html): Bookkeep captures all gift cards issued through orders – both fully paid and discounted – ensuring your books reflect the true balance of gift card liabilities. (440 words) - [Why Daily Sales and COGS Posting Is Critical for eCommerce Accounting | Build with Bookkeep](/content/docs/accounting-101/the-importance-of-posting-sales-performance-daily/index.html): Learn how posting daily sales and COGS improves cash flow, tax accuracy, and error prevention for eCommerce businesses, and how Bookkeep automates this process. (381 words) - [Connections | Build with Bookkeep](/content/docs/bookkeep_api_v1/connections/index.html): Connections (110 words) - [Sales Tax Entries | Build with Bookkeep](/content/docs/bookkeep_api_v1/sales-tax-entries/index.html): Sales Tax Entries (29 words) - [Connecting Apps to Bookkeep | Build with Bookkeep](/content/docs/account-setup/connecting-apps/how-to-connect-apps/index.html): How to connect apps to Bookkeep for accounting automation (509 words) - [Why Booking Bank Deposits from E-commerce Platforms as Sales Is Incorrect | Build with Bookkeep](/content/docs/accounting-101/why-booking-bank-transfers-or-deposits-from-e-commerce-platforms-as-sales-is-incorrect.html): Avoid this accounting error that can lead to significant financial misstatements (592 words) - [Locations | Build with Bookkeep](/content/docs/bookkeep_api_v1/locations/index.html): Locations (34 words) - [Accounting for Shopify Managed Markets Orders on Bookkeep | Build with Bookkeep](/content/docs/apps/shopify/accounting-for-shopify-managed-markets-orders-on-bookkeep.html): Learn how Bookkeep accounts for Shopify Managed Markets and Global-e transactions, including gross sales, withheld taxes, fees, payouts, and bank reconciliation for accurate international ecommerce accounting. (1,356 words) - [Clearing Account Reconciliation Frequency | Build with Bookkeep](/content/docs/accounting-101/clearing-accounting-reconciliation-frequency/index.html): Learn how often to reconcile clearing accounts—daily, weekly, or monthly—to ensure accurate financial reporting, reduce errors, and maintain clean books. (369 words) - [Deleting Journal Entries from Accounting | Build with Bookkeep](/content/docs/posting-to-accounting/deleting-journal-entries-from-accounting/index.html): Bookkeep allows deleting and reposting journal entries in QuickBooks Online and Xero (342 words) - [Entities | Build with Bookkeep](/content/docs/bookkeep_api_v1/entities/index.html): Entities (110 words) - [The Benefits and Frequency of Reconciling an Account | Build with Bookkeep](/content/docs/accounting-101/benefits-of-reconciling-an-account/index.html): Learn how reconciling accounts regularly—by tracking fees, catching errors, preventing fraud, and maintaining accurate cash flow—helps businesses stay financially healthy, with tips on how often reconciliation should be done. (394 words) - [Mindbody Sales Summary | Build with Bookkeep](/content/docs/apps/mindbody/mindbody-journal-entry-sales-summary/index.html): Learn how to reconcile Bookkeep’s automated Mindbody daily sales summary with Mindbody reports for accurate accounting of sales, discounts, refunds, tips, and gift cards. (554 words) - [Bookkeep API V1 | Build with Bookkeep](/content/docs/bookkeep_api_v1/bookkeep-api-v-1/index.html): The Bookkeep API is intended to allow Partners to create functional applications and integrations, quickly and easily. (181 words) - [Journal Entry Lines: Categories versus Subcategories | Build with Bookkeep](/content/docs/account-setup/connecting-an-accounting-platform/categories-versus-subcategories/index.html): Master category and subcategory mapping in journal entries for accurate reporting (311 words) - [Single Order Entries versus Summary Entries | Build with Bookkeep](/content/docs/accounting-101/single-order-entries-versus-summary-entries/index.html): Learn how consolidating multiple daily transactions into a single summary journal entry enhances accounting efficiency, reduces clutter, and simplifies reconciliation, making it ideal for high-volume businesses. (284 words) - [4 docs tagged with "Zoho Books" | Build with Bookkeep](/content/docs/tags/zoho-books/index.html) (77 words) - [How to Approve Collaborator Access for Bookkeep.com Inc. in Shopify | Build with Bookkeep](/content/docs/apps/shopify/how-to-approve-collaborator-access-for-shopify/index.html): Learn how to approve collaborator access for Bookkeep in Shopify to allow reporting access. (78 words) - [Getting Started with Bookkeep Financial Sync to your Accounting Platform | Build with Bookkeep](/content/docs/account-setup/getting-started/get-started/index.html): Here we cover the minimum elements to get your account up and running with Bookkeep (994 words) - [How to Set Up Treez with Bookkeep | Build with Bookkeep](/content/docs/apps/treez/how-to-setup-treez-with-bookkeep/index.html): How to Connect Treez to Begin Your Daily Accounting Automation (347 words) - [How Bookkeep Posts to Zoho Books | Build with Bookkeep](/content/docs/accounting-platforms/zohobooks/how-bookkeep-posts-to-zoho-books/index.html): How Bookkeep posts financial data to Zoho Books as Journal Entries (356 words) - [Connecting Zoho Books to Bookkeep | Build with Bookkeep](/content/docs/accounting-platforms/zohobooks/connecting-zoho-books-to-bookkeep/index.html): How to connect Zoho Books to your Bookkeep entity to begin accounting automation (311 words) - [Why is a Clearing Account Beneficial | Build with Bookkeep](/content/docs/accounting-101/why-is-a-clearing-account-beneficial/index.html): Learn the benefits of a clearing or balance account and how to use them (190 words) - [The Benefits of Posting a Summary Journal Entry | Build with Bookkeep](/content/docs/accounting-101/the-benefit-of-posting-a-summary-journal-entry/index.html): Posting daily summary journal entries enhances accounting efficiency, accuracy, and consistency by consolidating transactions into a single record, simplifying reconciliation and financial analysis. (151 words) - [Track Product Level Profitability For Amazon With Bookkeep | Build with Bookkeep](/content/docs/apps/amazon/track-product-level-profitability-for-amazon-with-bookkeep.html): Learn how Bookkeep's Amazon Seller integration tracks product-level profitability by allocating sales, discounts, refunds, shipping income, and promotional rebates by product category or item name. (405 words) - [Get Started with Bookkeep Inventory | Build with Bookkeep](/content/docs/inventory/getting-started/index.html): Migrate from Stocky to Bookkeep Inventory — import your suppliers, purchase orders, and cost history, then start receiving inventory. (452 words) - [How to Connect PayPal to Bookkeep | Build with Bookkeep](/content/docs/apps/paypal/how-to-connect-paypal/index.html): Learn how to connect and integrate with PayPal templates (230 words) - [2 docs tagged with "Walmart COGS" | Build with Bookkeep](/content/docs/tags/walmart-cogs/index.html) (65 words) - [Sezzle | Build with Bookkeep](/content/docs/apps/sezzle/index.html) (43 words) - [2 docs tagged with "Shopify Deferred Revenue" | Build with Bookkeep](/content/docs/tags/shopify-deferred-revenue/index.html) (66 words) - [2 docs tagged with "Shopify Fulfillment Revenue Accounting" | Build with Bookkeep](/content/docs/tags/shopify-fulfillment-revenue-accounting/index.html) (66 words) - [3 docs tagged with "MindBody" | Build with Bookkeep](/content/docs/tags/mind-body/index.html) (55 words) - [How to Connect Sage Intacct to Bookkeep | Build with Bookkeep](/content/docs/accounting-platforms/sage-intacct/connect-sage-intacct-to-bookkeep/index.html): Connect Sage Intacct to Bookkeep to automatically sync ecommerce sales, fees, taxes, and deposits into Sage Intacct with accurate, hands-free accounting automation. (678 words) - [How Bookkeep posts to NetSuite | Build with Bookkeep](/content/docs/accounting-platforms/netsuite/how-bookkeep-posts-to-netsuite/index.html): Bookkeep simplifies financial workflows by automating data entry and seamlessly syncing summarized financial summaries into NetSuite (491 words) - [QuickBooks Online Canada Sales Tax | Build with Bookkeep](/content/docs/accounting-platforms/quickbooks/quickbooks-online-canada-sales-tax/index.html): How Bookkeep integrates with the Canadian sales tax reporting feature in QuickBooks Online (514 words) - [Fulfillment-Based Sales Recognition for Shopify | Build with Bookkeep](/content/docs/apps/shopify/fulfillment-based-sales-recognition-for-shopify/index.html): Bookkeep automates Shopify revenue recognition based on actual fulfillment, ensuring your books reflect only what's truly earned — while reversing or correcting when that changes. (925 words) - [Posting Actions: Reposting | Build with Bookkeep](/content/docs/posting-to-accounting/posting-actions-reposting/index.html): How to repost your existing entries to your accounting platform and when you should use this feature (277 words) - [QuickBooks Online VAT Sales Tax Integration | Build with Bookkeep](/content/docs/accounting-platforms/quickbooks/quickbooks-online-vat-sales-tax/index.html): Managing VAT sales tax with Bookkeep and QuickBooks Online for the UK (577 words) - [Sezzle Accounting Automation | Build with Bookkeep](/content/docs/apps/sezzle/sezzle-accounting-integration/index.html): Here we discuss the journal entries available for Sezzle (312 words) - [Not Found](/content/utm_source-inbound-utm_medium-blog-utm_campaign-research_1_pr.html) (15 words) - [Bookkeep | Integrations - Intuit Enterprise Suite](/content/integrations/intuit-enterprise-suite/index.html): Bookkeep connects Shopify, Square, Toast, and your other sales channels directly into Intuit Enterprise Suite with daily accrual-based journal entries, payout reconciliation, and location-level visibility — without manual uploads or spreadsheets. (435 words) - [Shopify Channel and App Segmentation: Bookkeep Enhanced Reporting and Posting to Accounting | Build with Bookkeep](/content/docs/apps/shopify/shopify-channel-and-app-segmentation/index.html): Bookkeep segments Shopify sales channels and apps for better accounting visibility (622 words) - [3 docs tagged with "eBay" | Build with Bookkeep](/content/docs/tags/e-bay/index.html) (55 words) - [One doc tagged with "Shopify Accounting Automation" | Build with Bookkeep](/content/docs/tags/shopify-accounting-automation/index.html) (27 words) - [Build with Bookkeep](/content/docs/apps/korona/korona-pos-journal-entry-sales-summary/index.html) (34 words) - [Manage COGS In Bookkeep With CSV Export And Import | Build with Bookkeep](/content/docs/features/manage-cogs-in-bookkeep-with-csv-export-and-import/index.html): Easily manage and update your Shopify or Amazon product COGS in Bookkeep using CSV export and import for fast, accurate, and scalable cost tracking. (550 words) - [One doc tagged with "Cross-Border Transactions" | Build with Bookkeep](/content/docs/tags/cross-border-transactions/index.html) (27 words) - [One doc tagged with "Shopify segmenting by channel" | Build with Bookkeep](/content/docs/tags/shopify-segmenting-by-channel/index.html) (37 words) - [One doc tagged with "Customs Duty" | Build with Bookkeep](/content/docs/tags/customs-duty/index.html) (27 words) - [Events | Taking Your Firm Virtual Summit 2022: Day 3 Review](/content/resources/taking-your-firm-virtual-summit-2022-day-3-review/index.html): The third and final day of the Taking Your Firm Virtual Summit was jam-packed with more sessions to help your virtual firm thrive. Day 3 Review If you are ju... (1,257 words) - [Shopify: Deferred Revenue and Fulfillment Based Revenue Recognition | Build with Bookkeep](/content/docs/apps/shopify/shopify-deferred-revenue-and-fulfillment-based-revenue-recognition.html): The article explains how Bookkeep's Shopify integration automates deferred revenue and fulfillment-based revenue recognition, ensuring compliance with accounting standards by recording revenue only upon order fulfillment. (760 words) - [Build with Bookkeep](/content/docs/accounting-platforms/xero/xero-tracking-categories/index.html) (34 words) - [Build with Bookkeep](/content/docs/advanced/bookkeep-revenue-reporting/index.html) (34 words) - [What is Inter-App Reconciliation? | Build with Bookkeep](/content/docs/accounting-101/what-is-inter-app-reconciliation/index.html): Streamline reconciliation between overlapping sales and payment platforms like WooCommerce, PayPal, and Stripe (344 words) - [One doc tagged with "Duty Accounting" | Build with Bookkeep](/content/docs/tags/duty-accounting/index.html) (27 words) - [Events | Taking Your Firm Virtual Summit 2022: Day 2 Review](/content/resources/taking-your-firm-virtual-summit-2022-day-2-review/index.html): Day 2 of the Taking Your Firm Virtual Summit was another informational and fun-filled day with some of the industry's top speakers (and attendees!). Day 2 Re... 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(219 words) - [One doc tagged with "Faire Fees" | Build with Bookkeep](/content/docs/tags/faire-fees/index.html) (36 words) - [Mindbody: Post Revenue By Product Category Or Item Name | Build with Bookkeep](/content/docs/apps/mindbody/mindbody-post-revenue-by-product-category-or-item-name.html): “Learn how to post and map Mindbody revenue by Product Category or Item Name in Bookkeep for accurate accounting and detailed studio performance insights.” (371 words) - [One doc tagged with "Shopify + Faire" | Build with Bookkeep](/content/docs/tags/shopify-faire/index.html) (36 words) - [eBay Journal Entries offered by Bookkeep | Build with Bookkeep](/content/docs/apps/ebay/ebay-journal-entries-offered-by-bookkeep/index.html): Here we discuss the types of journal entries available for eBay (231 words) - [Key Elements of a Journal Entry Posting | Build with Bookkeep](/content/docs/accounting-101/key-elements-of-a-journal-entry-posting/index.html): Discover the essential elements of a journal entry — including date, accounts, debits and credits — to ensure accurate bookkeeping and efficient financial record keeping. (385 words) - [PayPal | Build with Bookkeep](/content/docs/apps/paypal/index.html) (76 words) - [Accounting 101 | Build with Bookkeep](/content/docs/accounting-101/index.html) (388 words) - [Financial Data Flow | Build with Bookkeep](/content/docs/accounting-101/financial-data-flow/index.html): Discover how understanding your financial data flow—from sales generation through payment processing to final deposits—can help ecommerce businesses improve accuracy, avoid missing transactions, and streamline bookkeeping. (261 words) - [Events | Taking Your Firm Virtual Summit 2022: Day 1 Review](/content/resources/taking-your-firm-virtual/index.html): The Taking Your Firm Virtual Summit is back again this year from August 2- August 4! Day 1 Review The Taking Your Firm Virtual Summit is back for its third y... (928 words) - [Inventory | Build with Bookkeep](/content/docs/inventory/index.html) (163 words) - [Mindbody | Build with Bookkeep](/content/docs/apps/mindbody/index.html) (88 words) - [eBay | Build with Bookkeep](/content/docs/apps/ebay/index.html) (55 words) - [Copying a Journal Entry Mapping | Build with Bookkeep](/content/docs/posting-to-accounting/copying-a-journal-entry-mapping/index.html): Save time with the ability to copy a journal entry mapping (174 words) - [Global-e | Build with Bookkeep](/content/docs/apps/global-e/index.html) (37 words) - [Features | Build with Bookkeep](/content/docs/features/index.html) (159 words) - [Clover | Build with Bookkeep](/content/docs/apps/clover/index.html) (65 words) - [Webinars | Webinar: Tips, tricks & traps of a single Square entry](/content/resources/webinar-tips-tricks-traps-of-a-single-square-entry/index.html): Live webinar, February 17 at 12pm EST Did you know posting proper daily accrual-based accounting entries are vital to managing any retail, restaurant or ecom... (446 words) - [Create Account | bookkeep.com](/content/app/signup/index.html) (48 words) - [Bookkeep Pricing for Ecommerce & Retail Accounting Automation](/content/pricing/index.html): Compare Bookkeep plans for ecommerce and retail. Automate Shopify accounting, sales tax, and payouts with flexible, transparent pricing. (595 words) - [Webinars | "Works with QuickBooks" (Yeah Right!!)](/content/resources/works-with-quickbooks-yeah-right/index.html): Michelle and Dan are joined by Jason Richelson from Bookkeep to discuss the Good, The Bad, and the Ugly of Accounting Integrations. Watch the webinar (363 words) - [Events | A recap of Scaling New Heights 2021](/content/resources/highlights-from-scaling-new-height/index.html): Our CEO and Co-Founder, Jason Richelson had the privilege of presenting at the Scaling New Heights conference in Fort Worth, Texas this October 2021. In his ... (384 words) - [Billing | Build with Bookkeep](/content/docs/billing/index.html) (37 words) - [Shopify Sales Tax Withheld | Build with Bookkeep](/content/docs/apps/shopify/shopify-sales-tax-withheld/index.html): How Bookkeep Tracks Sales Tax Withheld by Specific Channels (179 words) - [Account Setup | Build with Bookkeep](/content/docs/account-setup/index.html) (42 words) - [Shopify Source Data Attachments | Build with Bookkeep](/content/docs/apps/shopify/shopify-source-data-attachments/index.html): Bookkeep offers financial data files for each Shopify Ecommerce journal entry (169 words) - [Case Studies | Shearing Time Off the Closing Process: Wigs.com Cuts Through Manual Entry with Bookkeep](/content/resources/shearing-time-off-the-closing-process-wigs-com-cuts-through-manual-entry-with-bookkeep.html): After implementing Bookkeep’s ecommerce accounting automation solution, Brian Thalman of Wigs.com has significantly streamlined the company’s revenue. (740 words) - [Build with Bookkeep](/content/docs/apps/square/square-post-revenue-by-product-category-or-item-name.html) (34 words) - [Bookkeep | Integrations - Sezzle](/content/integrations/sezzle/index.html): Bookkeep connects your Sezzle payment data to your accounting platform, automating daily journal entries for fees and settlement (341 words) - [Case Studies | Sherri-Lee Mathers and Bookkeep: Navigating the Complexities of Integrated Business Systems in the Canadian Brewing Industry](/content/resources/sherri-lee-mathers-and-bookkeep-navigating-the-complexities-of-integrated-business-systems-in-the-canadian-brewing-industry.html): Sherri-Lee Mathers of Balsam Way is a pioneering figure in adapting to advanced business systems. In the challenging landscape of Canadian sales tax and complex data integration, Sherri-Lee found an indispensable ally in Bookkeep. (558 words) - [Bookkeep API | Build with Bookkeep](/content/docs/bookkeep_api_v1/index.html): Welcome to the Bookkeep API (47 words) - [2 docs tagged with "Sage Intacct" | Build with Bookkeep](/content/docs/tags/sage-intacct/index.html) (74 words) - [Case Studies | Serving Up Efficiency: How Bookkeep Eases the Accounting Burden for Chip Adkins and Piper’s Ice Cream Bar](/content/resources/serving-up-efficiency-how-bookkeep-eases-the-accounting-burden-for-chip-adkins-and-pipers-ice-cream-bar.html): Bookkeep’s revenue accounting automation solution has helped ease the financial operations at Piper’s Ice Cream Bar, enabling co-owner Chip Adkins to focus on opening a second location while ensuring precise and efficient bookkeeping. (721 words) - [Bookkeep Docs | Build with Bookkeep](/content/docs/index.html): Help for wherever you are on your Bookkeep journey. (9 words) - [Podcasts | Niche Please, The Accounting Roller Coaster, and Bookkeep.com!](/content/resources/niche-please-the-accounting-roller-coaster-and-bookkeep-com.html): SUMMARY It’s podcast episode 9, hot off the press, with your dynamic duo hosts : Straight out of SLC is Tyler Otto from Specialty Bookkeeping & Tax, which sp... (405 words) - [Cash versus Accrual accounting | Build with Bookkeep](/content/docs/accounting-101/cash-versus-accrual-accounting/index.html): Learn the key differences between cash and accrual accounting, including how each method records revenue and expenses and which provides a clearer view of your business’s financial health. (215 words) - [Podcasts | Podcast: Shopify Accounting For Your E-commerce Business](/content/resources/podcast-shopify-accounting-for-your-e-commerce-business.html): Bookkeep CEO, Jason Richelson joined Claus Lauter on The The Ecommerce Coffee Break Podcast + Newsletter to discuss revenue accounting and financial growth f... (420 words) - [Case Studies | Overcoming “Inter-App” Challenges in E-Commerce Bookkeeping with Bookkeep](/content/resources/overcoming-inter-app-challenges-in-e-commerce-bookkeeping-with-bookkeep.html): Maureen Stevens, founder of Sheer Distinction, a virtual bookkeeping service specializing in e-commerce business, faced significant challenges in managing her clients’ financial data across multiple selling and payment platforms. The complexity of integrating data from various sources made it difficult to provide accurate and timely accounting. However, with the adoption of Bookkeep and its powerful mapping capabilities, Maureen was able to consolidate all data from these platforms and control where the revenue and payouts were booked in each client’s accounting system, enabling her to offer real-time financial insights. (710 words) - [Case Studies | How EBY Eliminated Sales Tax Risk & Gained Peace of Mind with Bookkeep](/content/resources/eby-sales-tax-case-study/index.html): With sales tax compliance managed by Bookkeep, EBY's finance team no longer wastes time chasing filing errors or reconciling unauthorized payments. (1,014 words) - [Case Studies | How Dawn Brolin Ditched Manual Entry and Maximized Value with Bookkeep](/content/resources/how-dawn-brolin-ditched-manual-entry-and-maximized-value-with-bookkeep.html): Dawn W. Brolin, CPA, CFE, and accounting dynamo at the helm of Powerful Accounting, turned to Bookkeep in search of an efficient solution to eliminate manual data processing for her complicated ecommerce and retail clients. (1,074 words) - [Blogs | Why Choose Bookkeep for your Shopify based Accounting?](/content/resources/why-choose-bookkeep-for-your-shopify-based-accounting.html): Why Choose Bookkeep for your Shopify based Accounting? The direct accounting teams of top e-commerce merchants using Shopify, or the accounting firms represe... (5,312 words) - [Privacy Policy | Data Protection & Compliance](/content/privacy-policy/index.html): Our Privacy Policy explains how personal data is collected, used, and safeguarded while providing secure accounting and tax automation for Shopify merchants. (2,105 words) - [Blogs | Your ecommerce platform is now your bank](/content/resources/your-ecommerce-platform-is-now-your-bank/index.html): If you are an accountant or a bookkeeper and you notice that all of a sudden your client is not getting deposits from their sales into the bank account you m... (5,400 words) - [Blogs | Your books are your business](/content/resources/your-books-are-your-business/index.html): When it comes to the health of your business, your bank account is only one piece of the puzzle. Though a glance at your balance during a quick trip to the A... (5,301 words) - [Blogs | Why You Should Never Delete Items in Shopify](/content/resources/why-you-should-never-delete-items-in-shopify/index.html): This is a terrific training opportunity for the people in your organization who process Shopify orders, and manage the Inventory listing. We encourage sharin... (5,221 words) - [Blogs | What the Shopify ChatGPT Deal Means for Finance Teams](/content/resources/what-shopify-chatgpt-deal-means-for-finance-teams/index.html): Shopify recently announced a partnership with OpenAI that allows customers to shop directly through ChatGPT. Here's what finance teams need to know. (5,406 words) - [Bookkeep | Integrations - Treez](/content/integrations/treez/index.html): Bookkeep connects your Treez POS system to your accounting platform, automating daily journal entries for sales, COGS, refunds, and more — ensuring accurate, accrual-based financial records without manual data entry., , (418 words) - [Events | NYC Accounting Automation event on December 7th](/content/resources/nyc-accounting-automation-event-on-december-7th/index.html): We know that accounting firms are inundated with more and more data from sales and payment processing systems. Reconciling all those entries and payout depos... (417 words) - [Blogs | Which Square to QuickBooks integration is the best for you?](/content/resources/which-square-to-quickbooks-integration-is-the-best/index.html): Suppose you are a bookkeeper whose clients use Square, or you are a tech-savvy business owner who uses Square for your business (like I do with my wine shops... (5,507 words) - [Blogs | Where did my Payout Go?](/content/resources/where-did-my-payout-go/index.html): Businesses of all sizes naturally enjoy seeing sales and payments roll in on Shopify, Amazon, Square, and Paypal, etc. And as the business grows, it’s natura... (6,152 words) - [Blogs | Why can't I find a good bookkeeper? A business owner's dilemma](/content/resources/why-cant-i-find-a-good-bookkeeper/index.html): In a world where numbers make it go round, finding a capable, reliable, trustworthy, affordable bookkeeper seems practically impossible. Why can’t you find a... (5,420 words) - [Bookkeep | Integrations - Shopify](/content/integrations/shopify/index.html): Bookkeep connects your Shopify stores and POS to your accounting system and posts accurate, accrual-based journal entries for every payout., , (590 words) - [Blogs | Why you need revenue accounting automation](/content/resources/why-you-need-revenue-accounting-automation/index.html): SUMMARY Revenue accountants are essential to the financial management of many types of industries- really, just about any field of business that processes sa... (4,742 words) - [Blogs | Why Automation Should Be Your Number One Priority When Choosing Accounting Apps in 2024](/content/resources/why-automation-should-be-your-number-one-priority-when-choosing-accounting-apps-in-2024.html): Accountants, bookkeepers, CFOs, and controllers have common goals, even though their day-to-day work may vary. Accurate books, timely closes, and keeping on ... (6,001 words) - [Events | Replay: Taking the ‘Fear Factor’ out of managing Shopify clients](/content/resources/replay-taking-the-fear-factor-out-of-managing-shopify-clients.html): Are you hesitant to take on clients with Shopify? Feeling overwhelmed and not sure where to even start? Do you want to serve your clients more efficiently an... (494 words) - [Blogs | What product managers need to know about accounting integrations](/content/resources/what-product-managers-need-to-know-about-accounting-integrations.html): Are you thinking about building accounting integrations for your ecommerce platform? Your customers have been demanding it, and you want to keep them happy, ... (5,421 words) - [Webinars | Webinar: Everything is ecommerce. Now what?](/content/resources/everything-is-ecommerce-now-what/index.html): Live webinar, February 23rd at 2pm EST Hosted by Insightful Accountant More and more of our business and personal life has continued moving online. During 20... (678 words) - [Blogs | Why Bookkeep uses balance accounts](/content/resources/why-bookkeep-uses-balance-accounts/index.html): Balance accounts are the connective tissue that allows all the other elements like the accrual method, daily sales, sales platforms, and bank feeds, to work ... (6,135 words) - [Blogs | Why accounting automation is not just "accounts payable"](/content/resources/why-accounting-automation-is-not-just-accounts-payable.html): EXCERPT FROM ACCOUNTING TODAY For many, the word automation simply means using software. A common misperception among accountants is that using platforms tha... (4,877 words) - [Blogs | Why Shopify Retailers Need Agencies to Migrate and Optimize Their Shopify POS Setup](/content/resources/why-shopify-retailers-need-agencies-to-migrate-and-optimize-their-shopify-pos-setup.html): For brick-and-mortar retailers making the leap to Shopify POS, the transition is about much more than just swapping out cash registers. It’s a strategic shif... (5,381 words) - [Blogs | Specialization: A Solution for Reducing Burnout & Attrition Among Tax & Accounting Professionals](/content/resources/specialization-a-solution-for-reducing-burnout-attrition-among-tax-accounting-professionals.html): SUMMARY In this column for Thomson Reuters, Jason makes the case for why tax & accounting firms should consider switching to a specialization-focused service... (4,720 words) - [Bookkeep | Integrations - Clover](/content/integrations/clover/index.html): Bookkeep connects your Clover POS account to your accounting system and posts clean, accrual-based journal entries for every deposit. (378 words) - [Blogs | Reconciling Shopify sales in QuickBooks is essential](/content/resources/why-reconcile-shopify-sales-in-quickbooks/index.html): This article covers why reconciling Shopify sales in QuickBooks is an essential part of accounting for your ecommerce business. But first, let’s step back an... (5,572 words) - [Events | Bookkeep Lunch & Learn](/content/resources/introducing-lunch-learn-with-bookkeep-ceo-jason-richelson.html): Come with questions or just a curious mind. Once a month, we host Bookkeep Lunch & Learn, an open forum for current Bookkeep customers and those wanting to l... (508 words) - [Case Studies | How Shop Santé Automates Franchisee Payouts with Bookkeep](/content/resources/how-shop-sante-automates-franchisee-payouts-with-bookkeep.html): With 39 retail franchise locations and their ecommerce store via Shopify, Shop Santé is your #1 in Canada for supplements, sports nutrition, and health. (464 words) - [Blogs | Bookkeep is rooted in daily summaries by platform for ecommerce. Here's why.](/content/resources/why-bookkeep-loves-daily-summaries-for-ecommerce/index.html): When we say Bookkeep is committed to daily summaries, we mean it. In fact, Bookkeep was created around the idea that daily summaries are the central and defi... (6,131 words) - [Blogs | The reality of ecommerce and POS automation](/content/resources/the-reality-of-ecommerce-and-pos-automation/index.html): SUMMARY There are hundreds of channels to make sales and collect revenue. But fewer businesses integrate these platforms into their accounting systems due to... (4,717 words) - [Case Studies | Fashion Brand Case Study – Böhme](/content/resources/fashion-brand-case-study-bohme/index.html): Bohme is a by-women-for-women, boho-style clothing and accessory brand with an international ecommerce presence and several store locations across the western United States. The following includes quotes from a conversation with Forrest Allen, Head of Accounting at Böhme: (926 words) - [Blogs | Exactly what does Bookkeep do?](/content/resources/what-does-bookkeep-exactly-do/index.html): I want to introduce myself: I am David Mette, Head of Product at Bookkeep. I joined the team at Bookkeep because I was ready to streamline the accounting ind... (5,368 words) - [Blogs | Here are the top 5 problems Bookkeep is solving](/content/resources/top-5-questions-that-customers-face/index.html): Our team of customer success specialists work hands-on with customers for onboarding, demoing, and troubleshooting. Customers come to us seeking solutions fo... (5,096 words) - [Blogs | Tips for tracking and reporting monthly startup expenses and revenue](/content/resources/tips-for-tracking-and-reporting-monthly-startup-expenses-and-revenue.html): Article originally published on TechCrunch.com The party's over Until recently, tech startups traditionally enjoyed relative freedom from financial oversight... (6,213 words) - [Bookkeep | Integrations - Mindbody](/content/integrations/mindbody/index.html): Bookkeep connects your Mindbody account to your accounting system and posts accurate, accrual-based journal entries for every transaction. (363 words) - [Blogs | Why Bookkeep AND QuickBooks Online?](/content/resources/why-bookkeep-and-quickbooks-online/index.html): Why is it worth paying for both Bookkeep and QuickBooks Online? Think of QuickBooks Online as your digital ledger—the system where your financial story lives... (5,206 words) - [One doc tagged with "Shopify Managed Markets" | Build with Bookkeep](/content/docs/tags/shopify-managed-markets/index.html) (27 words) - [One doc tagged with "International Sales Accounting" | Build with Bookkeep](/content/docs/tags/international-sales-accounting/index.html) (27 words) - [Blogs | Take time from your firm and not lose your mind](/content/resources/take-time-from-your-firm-and-not-lose-your-mind/index.html): SUMMARY In this article for AccountingWEB, Dawn Brolin, CPA, CFE of Powerful Accounting LLC shares her top tips for how to successfully navigate the busy con... (4,746 words) - [Blogs | The Ultimate Shopify Agency Technology Stack: What Multi-Million Dollar Brands Really Need to Scale](/content/resources/the-ultimate-shopify-agency-tech-stack/index.html): As Shopify merchants grow past seven figures in revenue, their needs go far beyond a sleek storefront. They’re managing complex operations—across ecommerce, ... (5,449 words) - [2 docs tagged with "Etsy" | Build with Bookkeep](/content/docs/tags/etsy/index.html) (29 words) - [Blogs | What Is Hiding in Your Shopify Payout?](/content/resources/what-is-hiding-in-your-shopify-payout/index.html): If you are coding your books just based on the payout total you received, you are missing the bigger picture. Not only will your books be wrong (because the ... (5,428 words) - [Podcasts | Invoicing & indecisions with Jason Richelson of Bookkeep - because cannabis episode #37](/content/resources/invoicing-indecisions-with-jason-richelson-of-bookkeep-because-cannabis-episode-37.html): SUMMARY Bookkeep CEO Jason Richelson joined BC Wehman and Dustin Kava on the because cannabis podcast to talk about the importance of getting up-to-date fina... (299 words) - [One doc tagged with "Shopify Marketplace Connect" | Build with Bookkeep](/content/docs/tags/shopify-marketplace-connect/index.html) (30 words) - [Blogs | Bookkeep and KORONA POS Collaborate to Drive Business Empowerment](/content/resources/strategic-partnership-bookkeep-accounting-software-and-korona-pos-collaborate-to-drive-business-empowerment.html): Integration set to automate and streamline data management and tax preparation. PRESS RELEASE FROM KORONA POS LAS VEGAS — In an exciting move set to transfor... (5,136 words) - [Podcasts | Jason Richelson shares his perspectives on the Sage Thought Leadership Podcast](/content/resources/jason-richelson-talks-about-why-bookkeeping-is-broken-on-a-recentepisode-of-the-sage-thought-leadership-podcast.html): The Sage Thought Leadership Podcast invites industry luminaries to share their stories and their knowledge as a way to energize the success of businesses aro... (439 words) - [Podcasts | Invoicing & Indecisions with Jason Richelson of Bookkeep](/content/resources/invoicing-indecisions-with-jason-richelson-of-bookkeep.html): Jason helps BC and Dustin understand the importance of getting up-to-date financial information in the hands of the people who need it - your accounting staf... (473 words) - [Podcasts | How trapped accounting data affects bookkeeping](/content/resources/how-trapped-accounting-data-affects-bookkeeping/index.html): SUMMARY A bonus episode of the Cloud Accounting Podcast live from Scaling New Heights 2022. Blake Oliver and David Leary talk with Jason Richelson, small bus... (421 words) - [Blogs | What are the drivers of ecommerce profitability?](/content/resources/what-are-the-drivers-of-ecommerce-profitability/index.html): In any business, the ability to generate a profit from the business is essential to being successful, whether it’s a neighborhood retail store, a cafe or an ... (5,365 words) - [Bookkeep | Integrations - Squarespace](/content/integrations/squarespace/index.html): Bookkeep connects your Sezzle payment data to your accounting platform, automating daily journal entries for fees and settlement (314 words) - [Blogs | Stress should be a powerful driving force, not an obstacle](/content/resources/stress-should-be-a-powerful-driving-force-not-an-obstacle.html): SUMMARY Stress will always be around, it’s up to you and how you deal with it, which will affect your mental and even physical health. Check out this CPA Pra... (4,767 words) - [One doc tagged with "Shopify mapping" | Build with Bookkeep](/content/docs/tags/shopify-mapping/index.html) (37 words) - [Blogs | Square now helps you do Profit First with a savings account](/content/resources/square-now-helps-you-do-profit-first-with-a-savings-account.html): With the integration of Square Savings into QuickBooks or Xero, Bookkeep will help you leverage the benefits of using a Profit First approach – which will ma... (5,909 words) - [Bookkeep Notifications | Build with Bookkeep](/content/docs/features/bookkeep-notifications/index.html): Here we discuss what are notifications and how they can help you maintain the health of your entities (491 words) - [2 docs tagged with "Accounting Automation" | Build with Bookkeep](/content/docs/tags/accounting-automation/index.html) (57 words) - [Podcasts | Interview with Jason on CFO Weekly](/content/resources/interview-with-jason-on-cfo-weekly/index.html): A Smarter Way to Manage Your Bookkeeping: Switching to Accounting Automation with Jason Richelson (394 words) - [Blogs | So, you “don’t do” ecommerce accounting…](/content/resources/so-you-dont-do-ecommerce-accounting/index.html): SUMMARY Ecommerce accounting is increasingly likely to be a part of your own business since it is a growing part of your client’s businesses. Maybe you “don’... (4,747 words) - [Webinars | Managing Multiple Payment Methods w/Bookkeep](/content/resources/managing-multiple-payment-methods-w-bookkeep/index.html): Michelle and Dan are joined by Jason Richelson from Bookkeep as well as Dawn Brolin to discuss the dangers of "living in the Bank Feed", when you have a clie... (318 words) - [Blogs | The major headache ecommerce is creating for accounting firms — and the cure](/content/resources/the-major-headache-ecommerce-is-creating-for-accounting-firms-and-the-cure.html): SUMMARY In his first article for Reuters, CEO Jason Richelson examines the true costs of manual accounting and how bookkeepers and accounting firms can recla... (4,776 words) - [4 docs tagged with "Shopify Accounting" | Build with Bookkeep](/content/docs/tags/shopify-accounting/index.html) (131 words) - [Blogs | The Rise of the Technical Financial Controller: A New Era in Financial Operations](/content/resources/the-rise-of-the-technical-financial-controller-a-new-era-in-financial-operations.html): In today's rapidly evolving digital commerce landscape, a critical gap is emerging in how businesses manage their financial operations. The traditional role ... (5,423 words) - [Blogs | A deep dive into Square to QuickBooks integration](/content/resources/square-quickbooks-integration-a-deep-dive/index.html): One of the most frequent questions we get regarding Square QuickBooks integration is: “Does QuickBooks integrate with Square?” The short answer is yes . But ... (5,756 words) - [Bookkeep | Integrations - Walmart](/content/integrations/walmart/index.html): Bookkeep connects your Walmart seller account to your accounting system and posts accurate, accrual-based journal entries for every deposit — with support for sales summaries, returns, discounts, and multi-channel revenue tracking. (341 words) - [One doc tagged with "Shopify setup" | Build with Bookkeep](/content/docs/tags/shopify-setup/index.html) (37 words) - [Bookkeep | Integrations - Sumup](/content/integrations/sumup/index.html): Bookkeep connects your Sezzle payment data to your accounting platform, automating daily journal entries for fees and settlement (308 words) - [2 docs tagged with "Meadow" | Build with Bookkeep](/content/docs/tags/meadow/index.html) (33 words) - [Mindbody Location Segmentation | Build with Bookkeep](/content/docs/apps/mindbody/mindbody-location-segmentation/index.html): Bookkeep Enhanced Reporting and Posting to Accounting (498 words) - [Bookkeep | Integrations - Stripe](/content/integrations/stripe/index.html): Bookkeep connects your Stripe account to your accounting system and posts accurate, accrual-based journal entries for every payout — with support for sales summaries, fees, refunds, and multi-currency transactions. (318 words) - [Blogs | Shopify Editions Winter 2025: What You Need to Know for Your Accounting](/content/resources/shopify-editions-winter-2025-what-you-need-to-know-for-your-accounting.html): Shopify’s Winter 2025 updates bring new tools and features to help merchants operate more efficiently. While these changes offer plenty of benefits, they als... (5,302 words) - [Bookkeep | Integrations - eBay](/content/integrations/ebay/index.html): Bookkeep connects your eBay account to your accounting system and posts accurate, accrual-based journal entries by settlement. (401 words) - [Posting As Different Journal Entry Types In Sage Intacct | Build with Bookkeep](/content/docs/accounting-platforms/sage-intacct/posting-as-different-journal-entry-types-in-sage-intacct.html): Bookkeep supports posting to Sage Intacct using various journal entry types, such as Sales and Cash Receipts Journals. By default, it posts to the Sales Journal, but you can customize this setup by contacting Bookkeep support. (183 words) - [Webinars | Integrating a Report Based Sales Channel to QBO with Bookkeep](/content/resources/integrating-a-report-based-sales-channel-to-qbo-with-bookkeep.html): Michelle and Dan are joined by accounting pro, Rachel Dauchy, and Bookkeep's CEO and co-founder, Jason Richelson to discuss ways to integrate an online sales... (355 words) - [Blogs | What to Look for in Stocky Replacement for Shopify Inventory](/content/resources/stocky-is-going-away-heres-what-to-actually-look-for-in-a-replacement.html): Shopify is retiring Stocky. Most replacements are bloated inventory suites. Here's a practical checklist for retailers who just need ordering and receiving. (5,832 words) - [Blogs | Getting Shopify Sales Detail into QuickBooks Online: Best Practices to Strike the Right Balance](/content/resources/getting-shopify-sales-detail-into-quickbooks-online-best-practices-to-strike-the-right-balance.html): It's a given that in order to understand the business and to be able to make good business decisions, the business owner, CFO, or financial advisor needs dat... (5,662 words) - [Podcasts | Know your numbers: Jason Richelson on the Smart Hustle Podcast](/content/resources/know-your-numbers-jason-richelson-on-the-smart-hustle-podcast.html): Hosted by Ramon Ray, the Smart Hustle Podcast helps small business owners be successful with inspiration and education – so they can support their families a... (356 words) - [Blogs | Segment by Country for Shopify Accounting | Bookkeep](/content/resources/shopify-country-segmentation-accounting/index.html): Bookkeep now supports enhanced reporting and accounting by Shopify Markets, so you can break out financials by country — even with a single store. (5,164 words) - [Blogs | Some epayment and ecommerce systems causing headaches, manual accounting adjustments](/content/resources/some-epayment-and-ecommerce-systems-causing/index.html): SUMMARY CPA Practice Advisor picked up the findings of Bookkeep's research study on the economic impacts of manual accounting for retailers and accounting fi... (4,737 words) - [Blogs | Shopify Sellers - Are You At Risk of Overpaying Your Sales Tax?](/content/resources/shopify-sellers-are-you-at-risk-of-overpaying-your-sales-tax.html): Shopify users who sell via Facebook, Instagram, or TikTok need to be especially careful when filing their sales tax returns to avoid overpayment. This is bec... (5,322 words) - [Blogs | Bookkeep integrates with Stripe to automate processing fees, payout deposits](/content/resources/seeking-alpha-bookkeep-integrates-with-stripe-to-automate-processing-fees-payout-deposits.html): SUMMARY Seeking Alpha, the largest investing community in the world offering crowd-sourced content for financial markets publishes a news brief on the newly ... (4,766 words) - [Blogs | Shopify Stores Selling on Facebook or Instagram](/content/resources/shopify-stores-selling-on-facebook-or-instagram/index.html): With your Shopify store you have to ability to use the Facebook & Instagram app on Shopify to sell goods. (5,137 words) - [Blogs | Shopify payments in QuickBooks: Three integration mistakes you’re probably making](/content/resources/shopify-payments-in-quickbooks-3-integration-mistakes-youre-probably-making.html): Shopify payments in QuickBooks - it should be an easy thing, right? But if you have a Shopify store synced with a QuickBooks account … you know how tricky ec... (5,531 words) - [Blogs | Sales Tax Complexity and the Vanishing Accountant](/content/resources/sales-tax-complexity-and-the-vanishing-accountant/index.html): SUMMARY Ecommerce sales tax has become extremely complex - and the rising accountant shortage makes it even more difficult for retailers. Bookkeep CEO and Co... (4,721 words) - [Blogs | BOPIS Accounting Automation for Shopify Franchises](/content/resources/smarter-accounting-for-bopis-orders/index.html): If you offer Buy Online, Pick Up In Store (BOPIS), booking those sales can be tricky. That’s why we built BOPIS journal entry reporting. (5,010 words) - [Blogs | Scaling Smart: Are You Sure You're Booking Your Revenue Correctly?](/content/resources/scaling-smart-are-you-sure-youre-booking-your-revenue-correctly.html): Welcome to the second blog in our Scaling Smart series, where we'll discuss how automating accounting processes supports growth-minded businesses like yours.... (5,287 words) - [Blogs | Migrating Your Retail Store to Shopify POS? Here’s What You Need to Know](/content/resources/shopify-pos-migration/index.html): As more retailers embrace unified commerce, many are making the switch to Shopify POS for in-store operations—especially those already running their ecommerc... (5,546 words) - [Blogs | Shopify Editions.Dev 2025 Conference Recap: The Future of Commerce is Here](/content/resources/shopify-editions-2025-conference-recap/index.html): The Shopify Editions conference in Toronto this past week showcased Shopify's continued dominance and ambition as the leading unified commerce platform for m... (5,435 words) - [Bookkeep | Integrations - WooCommerce](/content/integrations/woocommerce/index.html): Bookkeep connects your WooCommerce store to your accounting system and posts accurate, accrual-based journal entries for orders, refunds, fees, taxes, and subscriptions — with support for deferred revenue, COGS, and multi-currency reporting. (285 words) - [Blogs | Shopify and Amazon Sellers: Are You Inadvertently Mixing Revenue Recognition Methods?](/content/resources/shopify-and-amazon-sellers-are-you-inadvertently-mixing-revenue-recognition-methods.html): Companies that sell on both Shopify and Amazon may inadvertently have an issue with the way their revenue is booked. This is because the two platforms use di... (5,191 words) - [Overview of Bookkeep and Zoho Books Integration: Demo Video | Build with Bookkeep](/content/docs/accounting-platforms/zohobooks/overview-of-bookkeep-and-zoho-books-integration-demo-video.html): How to set up your Bookkeep automated accounting with Zoho Books (64 words) - [Blogs | Meet Our Trusted Shopify Agency Partners: Powering Financial Clarity for Merchants](/content/resources/shopify-agency-partners/index.html): At Bookkeep, we believe in empowering Shopify merchants with seamless, accurate accounting automation. But we know financial clarity doesn’t happen in a vacu... (5,211 words) - [Webinars | Don't forget the year-end sales tax review](/content/resources/dont-forget-the-year-end-sales-tax-review/index.html): It's the end of the year! It's time to close the books. One of the last things most people think about is sales tax… if they have not participated in an expe... (913 words) - [Blogs | Scaling Smart: Sync Accounting Data Seamlessly Into Your ERP](/content/resources/scaling-smart-sync-accounting-data-seamlessly-into-your-erp.html): Welcome to the third blog in our Scaling Smart series , where we explore how accounting automation can support growth-minded businesses like yours. Today, we... (5,226 words) - [Blogs | The Sezzle integration was just launched](/content/resources/sezzle-integration-launched/index.html): We have just launched our integration to Sezzle for beta customers. Sezzle is a Buy Now, Pay Later payment platform that increases the purchasing power for m... (5,017 words) - [Blogs | Shopify Adjustments Driving You NUTS?](/content/resources/shopify-adjustments-driving-you-nuts/index.html): When users talk about Shopify, they usually praise the advanced features that allow them to sell in so many ways. Shopify continues to wow in the key areas t... (5,412 words) - [Blogs | Scaling Smart: Simplifying Sales Tax for Business Growth](/content/resources/scaling-smart-simplifying-sales-tax-for-business-growth.html): If your business is growing and branching into new states, sales tax can become a major administrative burden. In our Scaling Smart series , we’re exploring ... (5,086 words) - [Etsy Journal Entries | Build with Bookkeep](/content/docs/apps/etsy/etsy-journal-entry-templates/index.html): Bookkeep automates two journal entries for Etsy, capturing daily sales, fees, and deposits (250 words) - [Blogs | Scaling Smart: Streamlining Your Multi-Channel Accounting with Automation](/content/resources/scaling-smart-streamlining-your-multi-channel-accounting-with-automation.html): Welcome to the first blog in our Scaling Smart series, where we’ll discuss how automating your accounting processes can drive growth for your business. Becau... (5,231 words) - [Smarter Accounting Integrations for Shopify Merchants](/content/integrations/index.html): Bookkeep automates revenue recognition, deposit reconciliation, and sales tax for multi-location, franchise, and multi-channel Shopify sellers. (122 words) - [Automating Duty Accounting for Shopify Managed Markets with Bookkeep | Build with Bookkeep](/content/docs/apps/shopify/automating-duty-accounting-for-shopify-managed-markets.html): Learn how Bookkeep automates duty accounting for Shopify Managed Markets, ensuring accurate journal entries and streamlined financial processes. (455 words) - [Bookkeep | Integrations - Jane POS](/content/integrations/jane-pos/index.html): Bookkeep connects your Jane POS system to your accounting platform, automating daily journal entries for sales, COGS, refunds, and deposits — delivering accurate, accrual-based cannabis accounting without manual entry. (291 words) - [Blogs | Scaling Smart: Advanced Accounting Tools for Growing Shopify Merchants](/content/resources/scaling-smart-advanced-accounting-tools-for-growing-shopify-merchants.html): Welcome to the fourth installment of our Scaling Smart series , where we explore how automating your accounting can drive growth for your business. This edit... (5,173 words) - [Managing Shopify Marketplace Connect Channels with Bookkeep | Build with Bookkeep](/content/docs/apps/shopify/managing-shopify-marketplace-connect-channels-with-bookkeep.html): Learn how Bookkeep’s segmentation feature keeps your Shopify Marketplace Connect sales (Amazon, Walmart, Target, eBay) accurately mapped, reported, and de-duplicated for cleaner accounting. (618 words) - [Blogs | Revenue Recognition Best Practices for Shopify Brands: Stay Compliant & Confident](/content/resources/revenue-recognition-best-practices-for-shopify-brands.html): For fast-growing Shopify brands, understanding when and how to recognize revenue is more than an accounting technicality—it’s essential for compliance, cash ... (5,457 words) - [Blogs | NetSuite Order to Cash Deposit Matching and Posting](/content/resources/netsuite-order-cash-deposit/index.html): Bookkeep now captures deposit data from Shopify and your other payment providers, and automatically matches each deposit and posts to NetSuite. (5,003 words) - [Blogs | Shopify Order to Cash Reporting | Shopify Payments](/content/resources/order-to-cash-reporting/index.html): Introducing Shopify Payments Order-to-Cash Reporting in Bookkeep, giving merchants full visibility into the order lifecycle of every Shopify payout. (5,154 words) - [Blogs | Best of NRF 2022 – Top 10 Takeaways](/content/resources/retail-info-systems-best-of-nrf-2022-top-10-takeaways.html): SUMMARY In this article RIS reviews NRF’s annual Big Show to discuss what retail news, trends and sessions were vital to the industry and to catch up on. The... (4,761 words) - [Blogs | Sales-Based Reconciliation: Why It’s the Gold Standard for Ecommerce Accounting](/content/resources/sales-based-reconciliation-why-its-the-gold-standard-for-ecommerce-accounting.html): When reconciling e-commerce transactions, there are two common approaches: Based on the payout date (when money hits your bank) Based on the sales date (when... (5,083 words) - [Shopify COGS Automation: Accurate Cost Of Goods Sold | Build with Bookkeep](/content/docs/apps/shopify/shopify-cogs-automation-accurate-cost-of-goods-sold.html): Automate accurate Shopify COGS by capturing line-item costs near real time, avoiding API limitations that expose only the latest cost and can cause inaccuracies after merchant updates or deletions. (686 words) - [Blogs | Take Control of Your Books: Meet Our New Features for Shopify and Square Accounting Automation](/content/resources/meet-our-new-features-for-shopify-and-square-accounting-automation.html): As CFOs and accounting teams know, keeping books clean and accurate for Shopify and Square merchants can be a time-consuming, manual effort. Between reconcil... (5,405 words) - [Blogs | Part 2: Advanced strategies to simplify your eCommerce accounting in 2025](/content/resources/part-2-advanced-strategies-to-simplify-your-ecommerce-accounting-in-2025.html): In Part 1 , we covered the basics of setting up clean and accurate financials. Now it’s time to focus on advanced strategies that streamline multi-platform r... (5,381 words) - [Blogs | Bookkeep Research Study: Part 1](/content/resources/research-study-part-1/index.html): We recently commissioned a research study with Paradoxes Inc. , to better understand the impact of manual data entry for retailers, restaurants, non-profits ... (4,962 words) - [How to Setup Shopify with Bookkeep to Automate Shopify Accounting | Build with Bookkeep](/content/docs/apps/shopify/how-to-automate-shopify-accounting/index.html): Bookkeep automates Shopify accounting by connecting your store, mapping sales and COGS to your accounting platform, and optionally segmenting by sales channel for accurate, streamlined financial reporting. (1,034 words) - [Blogs | Lack of data standards driving manual reconciliations](/content/resources/lack-of-data-standards-driving-manual-reconciliations.html): SUMMARY Accounting Today features key findings from Part II of Bookkeep's research study on the economic impacts of manual accounting for retailers and accou... (4,743 words) - [Blogs | Part 1: Setting the financial foundation for 2025 success](/content/resources/part-1-setting-the-financial-foundation-for-2025-success.html): The countdown to 2025 has begun — are your financials ready? For eCommerce and direct-to-consumer (DTC) businesses, balancing multiple sales channels, paymen... (5,284 words) - [Accounting for Shopify Pending Refunds | Build with Bookkeep](/content/docs/apps/shopify/accounting-for-shopify-pending-refunds/index.html): Learn how Bookkeep accurately tracks Shopify pending refunds, adjusts pending payments, and updates the Shopify Payments balance for precise multi-day refund accounting. (476 words) - [Blogs | Nearly Half of Accounting Firms Outsource CAS As Ecommerce Reconciliation Becomes More Complex](/content/resources/nearly-half-of-accounting-firms-outsource-cas-as-ecommerce-reconciliation-becomes-more-complex.html): New Report by Bookkeep Reveals Manual Work Consumes 25% of Staff Time Every Month, Costing CAS Departments $8,900 On Average in Lost Staff Time; Enterprise F... (5,359 words) - [Blogs | New Year, New Me: Bookkeep January 2025 Product Updates](/content/resources/january-2025-product-update/index.html): At Bookkeep, we're always working to improve your accounting processes. This month, we're rolling out several updates designed to simplify reconciliation, st... (5,323 words) - [How to Connect Meadow to Bookkeep | Build with Bookkeep](/content/docs/apps/meadow/how-to-connect-meadow-to-bookkeep/index.html): Learn how to connect Meadow to Bookkeep for automated daily sales summary (115 words) - [Podcasts | Ten accounting podcasts you should be listening to](/content/resources/accounting-podcasts-you-should-be-listening-to/index.html): Celebrate International Podcast Day with some of our favorites! September 30th is #InternationalPodcastDay, a day to celebrate the power of podcasts. In the ... (811 words) - [Blogs | Smarter Numbers, Smoother Workflows: Bookkeep’s Latest Updates for DTC Brands](/content/resources/november-2024-product-update/index.html): For enterprise eCommerce and direct-to-consumer (DTC) brands, juggling high-volume transactions with accurate, real-time accounting can be a challenge. At Bo... (5,263 words) - [Blogs | How to Streamline Your Treez Accounting](/content/resources/how-to-streamline-your-treez-accounting/index.html): Accountants often find Treez to be a headache, finding issues with multiple reports running (with 10s of columns and 100s of daily orders). This makes for pe... (4,924 words) - [Blogs | New Features, Less Work: Automate Your Multi-Channel Accounting](/content/resources/october-2024-product-update/index.html): As CFOs and accounting teams managing multiple sales channels know, manual accounting processes can drain valuable time and introduce errors. We've been ther... (5,133 words) - [Blogs | OK, everything is ecommerce: now what?](/content/resources/insightful-accountant-ok-everything-is-ecommerce-now-what.html): SUMMARY Kelly Gonsalves wraps up her series on ecommerce with a detailed look at how the shift to ecommerce is impacting QuickBooks ProAdvisors, accounting p... (4,732 words) - [Blogs | March 2025: Fewer hoops, faster reconciliation with Bookkeep](/content/resources/march-2025-product-update/index.html): This month’s updates center around transparency and efficiency (your accountant’s dream duo). We’re improving how you track refunds, alerting you to issues b... (5,275 words) - [Blogs | May Product Updates: Smarter Shopify, Amazon Accounting and a New Lite Plan](/content/resources/may-2025-product-update/index.html): As part of our ongoing mission to simplify and automate e-commerce accounting, Bookkeep is excited to announce several important product updates this May. Th... (5,042 words) - [Blogs | Managed COGS for Walmart Accurate Gross Margin Reporting | Bookkeep](/content/resources/managed-cogs-for-walmart/index.html): With Bookkeep’s Managed COGS for Walmart, sellers can input costs and automate COGS posting for accurate gross margin reporting—no inventory system required. (4,955 words) - [Blogs | Managed Sales Tax Registrations | Sales Tax Compliance](/content/resources/managed-sales-tax-registrations/index.html): Bookkeep now offers guided sales tax registrations. Get expert support completing state registrations and transition seamlessly into filing and remittance. (5,042 words) - [Blogs | How Your Brand Can Avoid Pitfalls this Black Friday & Cyber Monday](/content/resources/how-your-brand-can-avoid-common-pitfalls-this-black-friday-cyber-monday.html): With Black Friday and Cyber Monday expected to bring in $75 billion in sales this year , there’s a lot on the line. For direct-to-consumer (DTC), eCommerce, ... (5,439 words) - [Blogs | Six areas of bookkeeping that benefit from automation](/content/resources/insightful-accountant-six-areas-of-bookkeeping-that-automation-will-help-with.html): SUMMARY In today's ever-changing technological landscape, see why there are more efficient and effective ways to get the job done than continuing to manually... (4,751 words) - [Faire + Shopify Integration: How Fees and Commissions Impact Your Accounting | Build with Bookkeep](/content/docs/apps/shopify/faire-shopify-how-fees-and-commissions-impact-your-accounting.html): Learn how the Faire–Shopify integration impacts gross sales reporting and how Bookkeep correctly separates commissions and fees to give you accurate revenue and expense visibility. (422 words) - [Blogs | If everything is ecommerce, what about “regular” accounting?](/content/resources/insightful-accountant-if-everything-is-ecommerce-what-about-regular-accounting.html): SUMMARY Kelly Gonsalves continues her thoughts on how the reality that "Everything is ecommerce" and how it impacts the way ProAdvisors serve their clients i... (4,741 words) - [Blogs | Everything is now ecommerce - no, seriously](/content/resources/insightful-accountant-everything-is-now-ecommerce-no-seriously.html): SUMMARY Kelly Gonsalves shares her thoughts what ProAdvisors and SMB advisors need to be thinking regarding ecommerce. The bottom line - everything is now ec... (4,745 words) - [Blogs | Ecommerce accounting best practices](/content/resources/ecommerce-accounting-best-practices-ebook/index.html): Ecommerce accounting is the collecting, analyzing, organizing, and reporting of financial data related to business transactions that occur online. Businesses... (4,909 words) - [Blogs | Know what you code: The most important factor to launching a successful FinOps start-up](/content/resources/know-what-you-code/index.html): SUMMARY In this essay for Fintech Futures, CEO Jason Richelson explains the importance of knowing how to code if you're in the fintech space and how to build... (4,789 words) - [Shopify | Build with Bookkeep](/content/docs/apps/shopify/index.html) (1,246 words) - [Blogs | June Product Updates — Smarter Shopify Setup, Flexible Square Reporting, and Zoho Vendor Mapping](/content/resources/june-2025-product-update/index.html): At Bookkeep, we’re constantly evolving our platform to align more closely with how ecommerce and retail merchants work. This June, we’ve delivered updates th... (5,004 words) - [Blogs | DTC eCommerce in 2025: Trends You Can’t Ignore](/content/resources/dtc-ecommerce-in-2025-trends-you-cant-ignore/index.html): eCommerce is moving fast — faster than the Amazon order you placed yesterday. For direct-to-consumer (DTC) brands, staying ahead of the trends means finding ... (5,574 words) - [Understanding Shopify Payout Adjustments with Bookkeep | Build with Bookkeep](/content/docs/apps/shopify/understanding-shopify-payout-adjustments-with-bookkeep.html): Learn how Bookkeep automates Shopify payouts with adjustments for easier accounting and reconciliation (284 words) - [Blogs | Introducing Bookkeep's New Pricing Packages for 2025](/content/resources/introducing-new-bookkeep-pricing-packages-for-2025/index.html): Welcome to 2025! As the calendar turns, many retail, e-commerce and DTC businesses, as well as accounting firms, are evaluating how to optimize their finance... (5,265 words) - [Blogs | How to Avoid Double-Booking Revenues, when Using Shopify (or WooCommerce, or Amazon) and PayPal Together](/content/resources/how-to-avoid-double-booking-revenues-when-using-shopify-or-woocommerce-or-amazon-and-paypal-together.html): Shopify and PayPal play so nicely together. Or, do they? The short answer is “Yes, they do”, but the longer more nuanced answer is that companies that use th... (5,272 words) - [Blogs | The data bottleneck that could derail retailers and restaurants](/content/resources/forbes-the-data-bottleneck-that-could-derail-retailers-and-restaurants.html): SUMMARY While some sales channels like Amazon and Shopify give access to reporting APIs, the industry overall lacks a standardized data model for sharing fin... (4,758 words) - [Build with Bookkeep](/content/docs/apps/amazon/amazon-post-revenue-by-fulfillment-channel-product-or-order-type.html) (34 words) - [Events | Break the Bias: The women owning the ledger](/content/resources/break-the-bias-the-women-owning-the-ledger/index.html): In honor of Women’s History Month and International Women’s Day, it’s time we come together to collectively #BreaktheBias. Celebrate women's achievements. Ra... (452 words) - [Blogs | Five cash basis myths ecommerce should return for a refund](/content/resources/five-cash-basis-myths-ecommerce-should-return-for-a-refund.html): SUMMARY In this article for The Woodard Report, Kelly Gonsalves of Totally Booked NYC shares her five “myth-understandings” that she has encountered during h... (4,735 words) - [How Bookkeep Handles Deleted Shopify Orders | Build with Bookkeep](/content/docs/apps/shopify/how-bookkeep-handles-deleted-shopify-orders/index.html): Learn how Bookkeep automatically detects and removes deleted Shopify orders to keep your accounting entries accurate and aligned with your Shopify data. (347 words) - [Blogs | How women are overcoming bias in bookkeeping](/content/resources/how-women-are-overcoming-bias-in-bookkeeping/index.html): SUMMARY Earlier this year Bookkeep hosted a panel discussion with leading women in the field to share their experiences and views on how to eliminate prejudi... (4,780 words) - [Sage Intacct | Build with Bookkeep](/content/docs/accounting-platforms/sage-intacct/index.html) (94 words) - [Blogs | How to Streamline Your Clover Accounting](/content/resources/how-to-streamline-your-clover-accounting/index.html): Accountants often find Clover to be a headache, finding issues with clunky, time consuming accounting processes. Much of the time, accountants must run repor... (4,919 words) - [Blogs | How to survive the hardest close of the year](/content/resources/how-to-survive-the-hardest-close-of-the-year/index.html): February 15 is always a hectic time for accountants and business owners alike. Tax deadlines are looming, and there’s a lot of work to be done to get your bo... (6,303 words) - [Blogs | How to Streamline Your Mindbody Accounting](/content/resources/how-to-streamline-your-mindbody-accounting/index.html): Accountants often find Mindbody to be a headache, finding issues with clunky, time consuming accounting processes. Often, accountants must run multiple repor... (4,966 words) - [Blogs | How to book sales and deposits from Square to QuickBooks](/content/resources/how-to-book-sales-and-deposits-from-square-to-quickbooks.html): Have you wanted a guide to show how to reconcile your sales and deposits from Square to QuickBooks ? This eBook is intended to help bookkeepers who are new t... (4,930 words) - [Blogs | How to Allocate Multiple Shopify Store Payouts | Bookkeep](/content/resources/how-to-allocate-multiple-shopify-store-payouts-to-different-bank-accounts.html): A commonly-requested feature in Shopify doesn’t exist unfortunately, and it affects larger businesses who sell across multiple Shopify POS locations, and who..., (5,321 words) - [Blogs | How Shopify Partners Simplify Multichannel Selling](/content/resources/how-shopify-partners-simplify-multichannel-selling/index.html): For modern ecommerce brands, selling on just one platform isn’t enough. Today’s Shopify merchants are building powerful multichannel strategies that span Ama... (5,553 words) - [Shopify Multi-Bank Payout Mapping | Build with Bookkeep](/content/docs/apps/shopify/shopify-multi-bank-payout-mapping/index.html): Bookkeep lets you configure separate Chart of Accounts mappings per bank account, ensuring that each payout is posted to the correct account in your accounting platform (275 words) - [Blogs | How to book sales & deposits from Grubhub to QuickBooks](/content/resources/how-to-book-sales-and-deposits-from-grubhub/index.html): Have you wanted a step-by-step outline of how to book your Grubhub daily sales summaries and corresponding deposits to QuickBooks? Here it is! Our Grubhub eB... (4,942 words) - [The Bookkeep Team | Experts in Shopify Accounting Automation](/content/about-us/index.html): We are a highly experienced team of accounting and automation thought leaders. We're dedicated to automating accounting for any revenue source. (386 words) - [Square | Build with Bookkeep](/content/docs/apps/square/index.html) (328 words) - [Not Found](/content/solutions/this-20is-20the-20default-20text-20value/index.html) (15 words) - [Blogs | Do You Have Hidden Issues in Your Ledger?](/content/resources/do-you-have-hidden-issues-in-your-ledger/index.html): It’s literally the stuff of nightmares. You think your books are up to date, complete, and accurate, and then you discover a HUGE issue that makes you questi... (5,805 words) - [Blogs | February 2025: Smarter accounting with Bookkeep](/content/resources/february-2025-smarter-accounting-with-bookkeep/index.html): Keeping your books accurate shouldn’t feel like a full-time job. That’s why we’re always fine-tuning Bookkeep to automate more, track better, and make financ... (5,144 words) - [Case Studies | Accounting Firm Case Study – NetDeposited](/content/resources/accounting-firm-case-study-netdeposited/index.html): With Bookkeep’s Shopify to QuickBooks, Etsy to QuickBooks, and other integrations, NetDeposited is saving countless hours of high-maintenance, menial accounting work and receiving comprehensive, automated daily summaries instead. (689 words) - [Blogs | Client Accounting Services: The Outsourced Solution Every Small Business Needs](/content/resources/client-accounting-services-the-outsourced-solution-every-small-business-needs.html): Thanks to the pandemic, traditional brick-and-mortar retailers and restaurants are embracing ecommerce and digital payment systems like never before. But whi... (5,678 words) - [Inventory | Purchase Orders & Receiving | Bookkeep](/content/features/inventory/index.html): Stocky replacement ready July 1st. Free migration, weighted avg cost, PO management, landed cost & receiving reports for Shopify merchants., This Loom introduces Bookkeep Inventory as a replacement for Stocky and explains the migration and cost features. Bookkeep Inventory launches July 1 and offers a free Stocky migration that imports suppliers, receiving industry, and purchase orders, refreshed at any time via an API key. It supports purchase orders and receiving in Shopify using average weighted average cost or last cost with full cost history, landed cost allocation, receiving reports, and an audit trail. It also adds a QuickBooks integration to push received purchase orders as bills, plus an upcoming API, with beta customers welcomed earlier. (552 words) - [Bookkeep | Integrations - Xero](/content/integrations/xero/index.html): Bookkeep connects Shopify and your other sales channels directly into Xero with daily accrual-based journal entries, payout reconciliation, and automated sales tax workflows. (357 words) - [Bookkeep | Integrations - Sage Intacct](/content/integrations/sage-intacct/index.html): Bookkeep connects Shopify and your other sales channels directly into Sage Intacct with daily accrual-based journal entries, payout reconciliation, and automated sales tax workflows. (386 words) - [Blogs | Do you really know how ecommerce platforms are impacting your bottom line?](/content/resources/ecommerce-platforms-are-impacting-your-bottomline/index.html): SUMMARY In this byline for Total Retail, CEO Jason Richelson examines the challenges of retail accounting still being manual today. More specifically, how mu... (4,810 words) - [Webinars | Automating Sales Tax for Online Sales Channels with Bookkeep and DAVO](/content/resources/automating-sales-tax-for-online-sales-channels-with-bookkeep-and-davo.html): Michelle and Dan are joined by Jason Richelson from Bookkeep as well as Don Peterson from DAVO to discuss how these two companies are teaming up to be able t... (362 words) - [Blogs | Data errors keeping manual processes alive](/content/resources/data-errors-keeping-manual-processes-alive/index.html): SUMMARY Accounting Today reports on Part I of Bookkeep's research study, which examined the economic impacts of manual accounting for retailers and accountin... (4,775 words) - [Podcasts | Accounting Automation: Jason Richelson of Bookkeep](/content/resources/accounting-automation-jason-richelson-of-bookkeep/index.html): SUMMARY Jason joins technologists Randy Johnston and Brian Tankersley on CPA Practice Advisor's podcast, The Technology Lab, to discuss how accountants can i... (334 words) - [Bookkeep | Integrations - Zoho Books](/content/integrations/zoho-books/index.html): Bookkeep connects Shopify and your other sales channels directly into Zoho Books with daily accrual-based journal entries, payout reconciliation, and automated sales tax workflows. (299 words) - [Apps | Build with Bookkeep](/content/docs/apps/index.html) (60 words) - [Bookkeep | Integrations - Oracle NetSuite](/content/integrations/oracle-netsuite/index.html): Bookkeep connects Shopify and your other sales channels directly into NetSuite with daily accrual-based journal entries, payout reconciliation, and automated sales tax workflows. (317 words) - [Free Bookkeep Inventory Migration Demo | Stocky Alternative](/content/inventory-form/index.html): Book a free demo to migrate from Stocky to Bookkeep Inventory. Preserve cost history, manage POs, automate Shopify accounting. Free migration by July 31, 2026. (338 words) - [Bookkeep | Integrations - PayPal](/content/integrations/paypal/index.html): Bookkeep connects PayPal to your accounting system and posts clean, accrual-based journal entries for every payout., , (300 words) - [Blogs | Make Your Accounting Merry with Bookkeep’s Latest Updates](/content/resources/december-2024-product-update/index.html): The holidays are here, and while your business may be bustling, your accounting shouldn’t add stress to the season. Bookkeep is spreading cheer with our late... (5,254 words) - [Failed Journal Entry Notifications | Build with Bookkeep](/content/docs/features/failed-journal-entry-notification/index.html): Here we discuss what are notifications and how they can help you maintain the health of your entities (287 words) - [Events | Taking the ‘Fear Factor’ out of managing Shopify clients](/content/resources/taking-the-fear-factor-out-of-managing-shopify-clients.html): Are you hesitant to take on clients with Shopify? Feeling overwhelmed and not sure where to even start? Do you want to serve your clients more efficiently an... (448 words) - [Bookkeep | Integrations - BK Books](/content/integrations/bk-books/index.html): BK Books is Bookkeep’s built-in sub-ledger for posting, reviewing, and exporting daily journal entries to QuickBooks Desktop, Sage 300, and other accounting systems. (393 words) - [Blogs | Treez adds Bookkeep as new partner](/content/resources/cision-treez-adds-bookkeep-as-new-partner/index.html): Treez, one of the nation’s fastest-growing cannabis retail platforms, just announced Bookkeep as a new partner, adding accounting automation to the Treez sui... (4,802 words) - [Blogs | Clearing accounts are the process tool all ecommerce books need](/content/resources/clearing-accounts-are-the-process-tool-all-ecommerce-books-need.html): SUMMARY Truth: Best practice ecommerce bookkeeping is fueled by clearing accounts, or what we call balance accounts. Read on to find out why these accounts a... (4,742 words) - [Bookkeep | Integrations - Square](/content/integrations/square/index.html): Bookkeep connects your Square account to your accounting system and posts accurate, accrual-based journal entries for every deposit — with support for location-level reporting, multi-bank reconciliation, tips, gift cards, taxes, and more., , (521 words) - [Blogs | Bookkeep Launches Shopify Embedded App & Multi-Entity | Bookkeep](/content/resources/bookkeep-launches-shopify-embedded-app-and-advanced-multi-entity-functionality-for-retail-enterprises.html): Bookkeep, the #1 revenue accounting and sales tax compliance automation platform for Shopify merchants, today announced a bold Shopify-focused strategy designed, (5,580 words) - [Blogs | Shopify Marketplace Connect Accounting and Segmentation](/content/resources/channel-level-segmentation-for-shopify-marketplace-connect.html): With Bookkeep, Shopify Marketplace Connect users can now segment and map each marketplace to its own unique chart of accounts. (5,045 words) - [Blogs | Businesses strained by ecommerce accounting](/content/resources/businesses-strained-by-ecommerce-accounting/index.html): SUMMARY In this article written by The Woodard Report, Cathy Roth discusses the information found in the recent Paradoxes report about the economic impact of... (4,744 words) - [Blogs | CFO Journal’s The Morning Ledger newsletter](/content/resources/cfo-journals-the-morning-ledger-newsletter/index.html): SUMMARY The Wall Street Journal's CFO Journal featured Bookkeep's research study in its Morning Ledger newsletter. The Big Number spotlighted the finding tha... (4,741 words) - [Etsy | Build with Bookkeep](/content/docs/apps/etsy/index.html) (28 words) - [Blogs | Clearer Shopify Payout Adjustments for Smoother, Automated Accounting](/content/resources/clearer-shopify-payout-adjustments-for-smoother-automated-accounting.html): Managing Shopify payouts can be complex, but it doesn’t have to be. Bookkeep’s latest update brings more clarity to your accounting process by offering speci... (5,092 words) - [Bookkeep | Integrations - QuickBooks](/content/integrations/quickbooks/index.html): Bookkeep connects Shopify and your other sales channels directly into QuickBooks Online with daily accrual-based journal entries, payout reconciliation, and automated sales tax workflows. (334 words) - [Blogs | Toast Accounting Integration | Automated Sales Summaries by Bookkeep](/content/resources/bookkeep-toast-accounting-integration/index.html): Automatically summarize Toast sales, tax, and discounts into clean accounting entries with Bookkeep—built for growing restaurant brands. (5,249 words) - [Dutchie | Build with Bookkeep](/content/docs/apps/dutchie/index.html) (39 words) - [Bookkeep | Integrations - Dutchie](/content/integrations/dutchie/index.html): BK Books is Bookkeep’s built-in sub-ledger for posting, reviewing, and exporting daily journal entries to QuickBooks Desktop, Sage 300, and other accounting systems. (277 words) - [Blogs | From Fragmentation to Financial Clarity: How Bookkeep Supports Shopify’s Vision for Unified Commerce](/content/resources/bookkeep-shopify-unified-commerce/index.html): Retail is undergoing a seismic shift. As Shopify’s latest report, “Retail’s Digital Transformation: From Integration to Unification,” makes clear, the future... (5,280 words) - [Accounting Platforms | Build with Bookkeep](/content/docs/accounting-platforms/index.html) (25 words) - [Blogs | Building a Winning Financial Strategy for DTC Growth](/content/resources/building-a-winning-financial-strategy-for-dtc-growth.html): Running the finances of a DTC brand isn’t for the faint of heart. You’re up against slim margins, scaling challenges, and customer expectations that change a... (5,413 words) - [Blogs | Bookkeep Was Built for Shopify’s New Multi-Entity Feature](/content/resources/bookkeep-shopify-multi-entity/index.html): Shopify's Summer 2025 Editions , dubbed "Horizons," introduced a powerful new feature for larger and more complex businesses: multi-entity management . While... (5,097 words) - [Meadow | Build with Bookkeep](/content/docs/apps/meadow/index.html) (33 words) - [Blogs | Bookkeep secures $3.3 Million in venture financing led by Lerer Hippeau](/content/resources/bookkeep-secures-3-3-million-in-venture-financing/index.html): New York, NY - Bookkeep.com Inc, the leader in data entry automation for accounting firms and small to mid-sized businesses (SMBs), announced the closing of ... (5,231 words) - [Blogs | Bookkeep secures $6.6 Million Investment led by Fin Capital](/content/resources/bookkeep-secures-6-6-million-investment-led-by-fin-capital.html): New York, NY - Bookkeep, the smarter accounting automation platform, announced a $6.6 million seed+ round of funding led by Fin Capital, with participation f... (5,630 words) - [Blogs | Bookkeep Research Study: Part 2](/content/resources/bookkeep-research-study-part-2/index.html): Earlier this year we commissioned a research study with Paradoxes Inc. , to better understand the impact of manual data entry for retailers, restaurants, non... (5,041 words) - [Bookkeep | Integrations - Meadow](/content/integrations/meadow/index.html): BK Books is Bookkeep’s built-in sub-ledger for posting, reviewing, and exporting daily journal entries to QuickBooks Desktop, Sage 300, and other accounting systems. (280 words) - [Blogs | Bookkeep Raises Another $6.6M to Automate Accounting Entries from Any Platform](/content/resources/bookkeep-raises-another-6-6m-to-automate-accounting-entries-from-any-platform.html): SUMMARY Alley Watch features Bookkeep in their Funded in New York Tech category to highlight the business, the company’s strategic plans, the latest round of... (4,745 words) - [Blogs | Bookkeep Research Study: Part 3](/content/resources/bookkeep-research-study-part-3/index.html): Earlier this year, we commissioned a research study with Paradoxes Inc. , to better understand the impact of manual data entry for retailers, restaurants, no... (4,966 words) - [Blogs | Bookkeep Opens New Office in Victoria, British Columbia To Better Serve Its Growing Canadian Customer Base](/content/resources/bookkeep-opens-new-office-in-victoria-british-columbia-to-better-serve-its-growing-canadian-customer-base.html): Brooklyn, NY (June 18, 2024) – Bookkeep, the leading revenue accounting and sales tax automation platform for unified commerce, today announced plans to open... (5,283 words) - [Blogs | Bookkeep partners with Roundtable Labs for ‘Ecomm as you are’](/content/resources/bookkeep-partners-with-roundtable-labs-for-ecomm-as-you-are.html): In partnership with Roundtable Labs , Bookkeep is launching Ecomm as you are Roundtable , a free online community platform including twice-monthly live virtu... (5,190 words) - [Blogs | Bookkeep was made for ecommerce](/content/resources/bookkeep-is-built-for-ecommerce/index.html): I am a serial entrepreneur, having started, run, and/or sold several businesses. For each of those companies, for years, I personally closed the books. Why? ... (5,054 words) - [Blogs | Bookkeep Launches Shopify Partner Program | Shopify Partners](/content/resources/bookkeep-launches-shopify-partner-program/index.html): Selling online is becoming more and more the norm. In today's ecommerce world, Shopify has become the selling tool of choice for most online merchants. There... (4,947 words) - [Blogs | Bookkeep Names Accounting Veteran Alison Ball as Vice President of Marketing and Communications](/content/resources/bookkeep-names-accounting-veteran-alison-ball-as-vice-president-of-marketing-and-communications.html): Former Intuit and Liscio Senior Leader Will Drive Strategy to Increase Awareness and Adoption Among Accountants and Bookkeepers for the Revenue & Sales Tax A... (5,424 words) - [How Bookkeep Handles Sales Tax Withheld by TikTok Shop | Build with Bookkeep](/content/docs/apps/shopify/how-bookkeep-handles-sales-tax-withheld-by-tiktok-shop.html): Learn how Bookkeep accurately handles TikTok Shop sales tax withheld on Shopify orders, prevents double-counting, and protects merchants from sales tax overpayment and reconciliation issues. (499 words) - [Shopify Payouts include a Breakdown by Sales Day | Build with Bookkeep](/content/docs/apps/shopify/shopify-deposits-breakdown-by-sales-day/index.html): How Bookkeep posts Shopify Deposits or Payouts to your accounting platform (204 words) - [Bookkeep | Integrations - Etsy](/content/integrations/etsy/index.html): BK Books is Bookkeep’s built-in sub-ledger for posting, reviewing, and exporting daily journal entries to QuickBooks Desktop, Sage 300, and other accounting systems. (203 words) - [Bookkeep | Integrations - Toast](/content/integrations/toast/index.html): Bookkeep connects your Toast POS system to your accounting platform and posts clean, accrual-based journal entries for daily sales — with support for location-level reporting, tender type breakdowns, and accurate accounting., , (264 words) - [Blogs | Bookkeep Launches Accounting Integration with Dutchie](/content/resources/bookkeep-launches-integration-with-dutchie/index.html): Bookkeep brings automated revenue reconciliation and accounting workflows to Dutchie, one of the fastest-growing commerce platforms in the cannabis industry. (5,044 words) - [Bookkeep | Integrations - Amazon](/content/integrations/amazon-central-seller/index.html): Bookkeep connects your Amazon seller account to your accounting system and posts accurate, accrual-based journal entries for every deposit., , (338 words) - [Blogs | Bookkeep Introduces New Sales Tax Automation To Provide Retailers Complete Revenue Accounting Services](/content/resources/bookkeep-introduces-new-sales-tax-automation-to-provide-retailers-complete-revenue-accounting-services.html): The Bookkeep and DAVO by Avalara integration will enable clients to automatically set aside sales tax, file and make payments, eliminating tedious manual wor... (5,348 words) - [Blogs | Bookkeep in your practice: Titans of Virtual Bookkeeping](/content/resources/bookkeep-in-your-practice-titans-of-virtual-bookkeeping.html): Guest author Donna Reade of Titans of Virtual Bookkeeping discusses her business and how she is working smarter with Bookkeep automation. About the business ... (5,496 words) - [Webinars | Webinar: Eliminate data entry for exponential profitability gains](/content/resources/webinar-eliminate-data-entry-for-exponential-profitability-gains.html): Live webinar, February 9th at 2pm EST Do you have clients using multiple ecommerce channels and payment platforms? Maximize your profit potential with smarte... (442 words) - [Blogs | Bookkeep in your practice: Sheer Distinction Services](/content/resources/bookkeep-in-your-practice-sheer-distinction-services.html): Guest author Maureen Stevens of Sheer Distinction Services, LLC . discusses her business and how she is working smarter with Bookkeep automation. About the b... (5,894 words) - [Blogs | Autonomy in the Workplace: Boost Employee Productivity and Happiness](/content/resources/autonomy-in-the-workplace-boost-employee-productivity-and-happiness.html): SUMMARY For CFOs, gauging productivity has been difficult. With the accounting shortage impacting many organizations, productivity must work hand-in-hand wit... (4,735 words) - [Bookkeep Accounting Automation Platform Demo](/content/product-tour/index.html): Browse interactive demos of Bookkeep. See Shopify accounting, sales tax, and payouts automated in real time across multiple platforms., , , , , , , , , (206 words) - [Blogs | Automated Toast Deposit Journal Entry Reconciliation](/content/resources/automated-toast-deposit-reconciliation/index.html): Bookkeep has introduced Toast deposit automation, creating a truly complete accounting workflow for Toast operators and their finance teams. (4,950 words) - [Blogs | Bookkeep in your practice: NetDeposited](/content/resources/bookkeep-in-your-practice-netdeposited/index.html): Guest author, Rachel Dauchy of NetDeposited discusses her business and how she is working smarter with Bookkeep automation. About the business My name is Rac... (5,887 words) - [Limitations of Shopify Cost of Goods Sold | Build with Bookkeep](/content/docs/apps/shopify/limitations-of-shopify-cost-of-goods-sold/index.html): Learn how Bookkeep’s COGS solution overcomes Shopify’s single-cost limitation by tracking historical variant costs with effective dates for accurate, automated cost of goods sold reporting. (372 words) - [Blogs | Bookkeep and Zoho Books Partner to Offer Revenue Automation to Its Growing Community of Accountants and Small Businesses](/content/resources/bookkeep-and-zoho-books-partner-to-offer-revenue-automation-to-its-growing-community-of-accountants-and-small-businesses.html): Additional Integrations with Clover, Toast and MindBody Strengthen Bookkeep’s Position As the Market Leader in Automated Ecommerce Accounting St. Louis, Mo. ... (5,249 words) - [Blogs | Bookkeep Recognized by Gartner with Multiple 2025 Awards for Integration Category And More](/content/resources/bookkeep-2025-gartner-awards/index.html): NEW YORK, NY, UNITED STATES, May 22, 2025 -- We are excited to share that Bookkeep , an accounting automation solution has been recognized with multiple awar... (5,421 words) - [Blogs | Are You Getting Paid for All Your Shopify Orders? Are You Sure?](/content/resources/are-you-getting-paid-for-all-your-shopify-orders-are-you-sure.html): There are situations where orders can be placed and fulfilled in Shopify, but payment is not captured. In this article, we cover the dangers of using the “Ma... (5,077 words) - [Blogs | Artificial Intelligence Isn’t Transforming Retail Accounting, Yet](/content/resources/artificial-intelligence-isnt-transforming-retail-accounting-yet.html): SUMMARY In this column for Thomson Reuters, Jason explains why we're not going to see the transformation of AI right now in account reconciliation for retail... (4,730 words) - [Blogs | What’s new in April: From duties to data, it’s all about control](/content/resources/april-2025-product-update/index.html): We know the devil’s in the details, especially when it comes to your books. That’s why April’s updates bring more visibility to your COGS, more flexibility t... (5,228 words) - [Blogs | Bookkeep aims to improve accounting for gig companies](/content/resources/bookkeep-aims-to-improve-accounting-for-gig-companies.html): EXCERPT FROM ACCOUNTING TODAY Bookkeep CEO Jason Richelson wants to solve the problems he is seeing at businesses that work with gig economy delivery service... (4,946 words) - [Blogs | Save Hours with Automap Your Chart of Accounts Feature](/content/resources/automap-chart-of-accounts/index.html): Streamline the process of mapping your chart of accounts to your sales channel and save hours of manual work with Bookkeep's new automap feature. (5,061 words) - [Blogs | The First of Its Kind: Bookkeep Automates Accounting for Amazon Deferred Transactions](/content/resources/automated-accounting-for-amazon-deferred-transactions.html): If you sell on Amazon, you know the pain of reconciling your payouts. The timing never quite lines up—especially with orders that are deferred , meaning Amaz... (5,264 words) - [Blogs | Bookkeep announces Stripe, Sage Intacct and NetSuite integrations to improve accounting automation for omnichannel retailers](/content/resources/bookkeep-announces-stripe-sage-intacct-and-netsuite-integrations.html): Bookkeep solutions eliminate manual data entry, deliver more accurate financial reporting, and address the challenges created by new payment methods and sale... (5,473 words) - [Blogs | Are You Taking Advantage of Accounting Automation in your E-commerce, Retail, or Restaurant Business?](/content/resources/are-you-taking-advantage-of-accounting-automation-in-your-e-commerce-retail-or-restaurant-business.html): For busy e-commerce, retail and restaurant businesses (and the accounting teams that serve them), e-commerce and point-of-sale (POS) accounting automation is... (5,366 words) - [Blogs | Best Practices for Accurate Revenue Recognition​ for Your E-Commerce Store](/content/resources/accurate-revenue-recognition-ecommerce/index.html): In the world of e-commerce, businesses often receive bank transfers or deposits from platforms like Shopify, Amazon, Walmart or eBay as part of their sales o... (5,495 words) - [Blogs | Are “Hidden Apps” or Additional Channels Messing with your Shopify Sales Figures?](/content/resources/are-hidden-apps-or-additional-channels-messing-with-your-shopify-sales-figures.html): This “adventure in ecommerce accounting” is a DOOZY. And it's a surprisingly common issue. It arises when your team adds an app or additional selling channel... (5,186 words) - [Blogs | Accounting Automation: The Secret Weapon for Stress-Free Sales Tax Filings in Ecommerce and Retail](/content/resources/accounting-automation-the-secret-weapon-for-stress-free-sales-tax-filings-in-ecommerce-and-retail.html): For ecommerce and retail brands, managing sales tax isn't just tedious—it’s a growing liability. With sales across multiple states, platforms, and tax jurisd... (5,121 words) - [Blogs | Nine simple bookkeeping basics for every business](/content/resources/9-simple-bookkeeping-basics-for-every-business/index.html): As a business owner, you may choose to do your own bookkeeping or hire a professional bookkeeper. Either way, knowing the basics of bookkeeping will help you... (5,680 words) - [Blogs | Why Specialized Accounting Firms Are Winning Shopify and Ecommerce Clients](/content/resources/accounting-firms-for-shopify/index.html): Shopify accounting is a category of its own. Firms that specialize—and automate with Bookkeep—are scaling faster, serving better, and standing out. As an acc... (5,706 words) - [Blogs | Are you the “Real Time Accountant” that business owners want?](/content/resources/are-you-the-real-time-accountant-that-business-owners-want.html): Recently, Intuit sent an email stating that 93% of business owners want to work with “Real Time Accountants,” meaning they prefer working closely with an acc... (5,429 words) - [Blogs | Accounting for cannabis retailers](/content/resources/accounting-for-cannabis-retailers/index.html): Accounting for cannabis businesses is much like any other consumer goods with one important exception: cash control is critical. Cannabis retailers cannot ac... (5,432 words) - [Blogs | Accounting for Influencer Gifting and Zero-Dollar Orders in Shopify (Danger! Danger!)](/content/resources/accounting-for-influencer-gifting-and-zero-dollar-orders-in-shopify-danger-danger.html): Common practices like influencer gifting - where orders are processed at zero cost, usually by the user manually applying 100% discount on the order itself -... (5,126 words) - [Blogs | The Challenge That Shopify Reports Can Create for Accurate Revenue Recognition](/content/resources/the-challenge-that-shopify-reports-can-create-for-accurate-revenue-recognition.html): Accurate revenue recognition is a cornerstone of reliable financial reporting. Most accounting professionals agree that accrual-based entries are the most ac... (5,049 words) - [Blogs | A Goldilocks level of detail in ecommerce books](/content/resources/a-goldilocks-level-of-detail-in-ecommerce-books/index.html): SUMMARY In this article written by Kelly Gonsalves for The Woodard Report, she discusses her list of best practices for ecommerce bookkeeping- what to (and n... (4,738 words) - [Blogs | Three-Quarters of Businesses Are Forced to Manage Manual Accounting Tasks Due to Data Errors and Inconsistencies Across Ecommerce Platforms](/content/resources/three-quarters-of-businesses-are-forced-to-manage-manual-accounting-tasks-due-to-data-errors-and-inconsistencies-across-ecommerce-platforms.html): New Research from Bookkeep Reveals Retailers, Restaurants, and Accounting Firms Spend Approximately $17 Billion Per Year to Outsource Their Bookkeeping New Y... (5,437 words) - [Blogs | The clearing house standard: Aspirational model for accounting firms and retailers](/content/resources/the-clearing-house-standard-aspirational-model-for-accounting-firms-and-retailers.html): SUMMARY In his latest column for Reuters, Bookkeep CEO & Founder Jason Richelson explains why accounting firms, especially those that serve the retail indust... (4,727 words) - [Blogs | The best agencies for Shopify Plus merchants in 2025](/content/resources/the-best-agencies-for-shopify-plus-merchants-in-2025.html): If you’re running a Shopify Plus store, you know it’s not just about selling great products. It’s about making everything behind the scenes run smoothly — fr... (5,464 words) - [Blogs | The smart way to sync Amazon Seller to QuickBooks](/content/resources/the-smart-way-to-sync-amazon-seller-to-quickbooks/index.html): Did you know there are at least four ways to sync Amazon Seller financial data to QuickBooks? Run a manual report from Amazon Seller Central and book journal... (5,546 words) - [Bookkeep Resource Hub | Accounting Automation Insights](/content/resource-hub/index.html): Discover expert blogs, case studies, webinars, and podcasts on ecommerce accounting automation with Bookkeep—your guide to financial clarity. (8,069 words) - [Cannabis POS Accounting Automation | Bookkeep](/content/solutions/cannabis/index.html): Automate cannabis dispensary accounting with Bookkeep. Integrates with Treez, Jane & more for daily financial summaries, cash control & compliance., , (1,834 words) - [Automated Accounting for Shopify Franchise Operations](/content/solutions/franchise/index.html): Automate franchise accounting with daily journal entries, payout splitting, royalty collection, deposit transfers, and sales tax compliance across all locations, (1,869 words) - [Blogs | 9 Bookkeep-Shopify Accounting Features to Be Thankful For](/content/resources/9-bookkeep-shopify-accounting-features-to-be-thankful-for.html): The holiday season is here, and we’re making a list of accounting features worth celebrating — no need to check it twice. If you’re using Shopify, managing y... (5,394 words) - [Blogs | 2023 Bookkeep Recap: Simplifying Accounting Complexity for Multi-Channel Sellers](/content/resources/2023-bookkeep-recap-simplifying-accounting-complexity-for-multi-channel-sellers.html): In thinking about where Bookkeep really SHINES, it's in two areas. The first is our world-class customer support. The second is when there is significant cha... (5,604 words) - [Blogs | 2025 Top Bookkeep Product Releases for Financial Clarity](/content/resources/2025-bookkeep-product-launches/index.html): Everything we shipped in 2025 was built with one priority in mind: helping finance teams reconcile faster, close with confidence, and scale without complexity. (5,386 words) - [Automated Accounting for Shopify POS Retailers](/content/solutions/retail/index.html): Automate Shopify POS accounting with daily sales entries, location-based revenue tracking, tax compliance, and multi-store reporting for retail businesses., , (1,869 words) - [Blogs | 4 Reasons Accounting for Square Is So Complicated](/content/resources/4-reasons-accounting-for-square-is-so-complicated/index.html): Accountants often find Square to be a headache, finding issues with: Time-consuming work running reports to capture the entire range of daily activity for bo... (5,017 words) - [Automated Accounting for Multi-Location Shopify Retailers](/content/solutions/multi-location/index.html): Automate store- and franchise-level Shopify accounting. Daily journal entries, payout splitting, deposit transfers, and sales tax compliance made easy., (1,822 words) - [Restaurant POS Accounting Automation | Bookkeep](/content/solutions/restaurant/index.html): Automate Toast & Square POS accounting. Daily sales, revenue recognition & reconciliation for restaurant groups. No spreadsheets. Free trial. (1,669 words) - [Bookkeep | Automated Sales Tax Compliance for Shopify](/content/features/sales-tax-compliance/index.html): Automate sales tax for Shopify and Square. Accurate calculations, on-time filing, multi-state compliance, and audit-ready reporting with Bookkeep., , (1,816 words) - [Blogs | 3 Challenges that Tech will Solve for Your Firm in 2023](/content/resources/3-challenges-that-tech-will-solve-for-your-firm-in-2023.html): SUMMARY Bookkeep CEO & Co-founder Jason Richelson outlines the biggest challenges automation will solve for accounting firms in 2023 for Accounting Today. RE... (4,706 words) - [Bookkeep | Now built directly into your Shopify Admin](/content/features/shopify-embedded-app/index.html): Automate revenue accounting directly in Shopify. Reconcile deposits, recognize revenue, and post daily journal entries with Bookkeep’s embedded app., , (2,067 words) - [Automated Accounting for Multi-Channel Shopify Brands](/content/solutions/multi-channel/index.html): Sync Shopify with Amazon, Walmart, PayPal, and more. Automate journal entries, revenue recognition, payout reconciliation, and sales tax across channels., , (1,908 words) - [Automated Shopify Accounting Solutions for Accountants](/content/solutions/accounting-firms/index.html): Bookkeep empowers accounting and finance firms to deliver clean books, accurate sales tax compliance, and scalable Shopify accounting solutions. (1,684 words) - [Bookkeep | Shopify Franchise & Multi-Location Payouts](/content/features/payout-splitting/index.html): Automate Shopify payouts by store, franchise, or POS. Split deposits, withhold fees, reconcile automatically, and keep audit-ready records with Bookkeep., (1,801 words) - [Shopify Agency Partners Helping Merchants Automate Accounting](/content/shopify-partners-agencies/index.html): Discover Bookkeep’s Shopify agency partners. Enable merchants to automate accounting, sales tax, and payouts with expert support and tools. (1,666 words) - [Blogs | 7 Reasons Accounting for Shopify & PayPal Is So Complicated](/content/resources/7-reasons-accounting-for-shopify-paypal-is-so-complicated.html): Accountants often find Shopify and PayPal to be a headache, finding issues with: Sales payouts spanning multiple deposits Orders coming from sources beyond y... (4,941 words) - [Book a Demo | Shopify Accounting Automation by Bookkeep](/content/book-a-demo/index.html): Book a free 30-minute demo of Bookkeep. See how Shopify accounting, sales tax, and payouts can be automated to save time and improve accuracy. (1,586 words) - [Blogs | Bi-Weekly News Roundup 01/20/2022](/content/resources/the-fintech-times-this-week-in-fintech-tft-bi-weekly-news-roundup-20-01.html): SUMMARY The Fintech Times Bi-weekly News Roundup brings you the latest fintech appointments, investment rounds and budding partnerships. Look in the Launches... (4,738 words) - [Automated Accounting for Fast-Growing Shopify Ecommerce](/content/solutions/ecommerce/index.html): Automate Shopify accounting with daily journal entries, GAAP-compliant revenue tracking, multi-channel reporting, sales tax, and payout management., , (1,856 words) - [Bookkeep | Shopify Revenue Accounting, Automated & Accurate](/content/features/revenue-accounting/index.html): Automate Shopify revenue accounting with Bookkeep. Daily GAAP-compliant entries, multi-channel tracking, and fast, audit-ready closes., , (1,798 words) - [Blogs | Why Bookkeep loves the accrual method for ecommerce](/content/resources/why-bookkeep-loves-the-accrual-method-for-ecommerce.html): At Bookkeep, we’re always thinking about how to make things better – especially when it comes to facilitating a data-based connection that is actually useful... (6,043 words) - [Blogs | Square Capital Loans - Repayments and Initial Disbursement](/content/resources/square-capital-loans-repayments-and-initial-disbursement.html): This article will explain how Bookkeep handles Square Capital Loan repayments and best practices for recording the initial loan disbursement. Square users ha... (5,068 words) ## Listings & Categories - [Bookkeep | Events - Smarter Accounting Integrations for Ecommerce & PO](/content/category/events/index.html): Explore our Events resource overview to access guides, tools, and insights designed to help you succeed and stay informed. (4,945 words) - [Bookkeep | Podcasts - Smarter Accounting Integrations for Ecommerce & PO](/content/category/podcasts/index.html): Explore our Podcasts resource overview to access guides, tools, and insights designed to help you succeed and stay informed. (4,913 words) - [Bookkeep | Blogs - Smarter Accounting Integrations for Ecommerce & PO](/content/category/blogs/index.html): Explore our Blogs resource overview to access guides, tools, and insights designed to help you succeed and stay informed. (5,234 words) - [Bookkeep | Case Studies - Smarter Accounting Integrations for Ecommerce & PO](/content/category/case-studies/index.html): Explore our Case Studies resource overview to access guides, tools, and insights designed to help you succeed and stay informed. (4,784 words) - [Bookkeep | Webinars - Smarter Accounting Integrations for Ecommerce & PO](/content/category/webinars/index.html): Explore our Webinars resource overview to access guides, tools, and insights designed to help you succeed and stay informed. (4,923 words) ## Resources - [Full Page Index](/index.html): Browse all cached pages with rich metadata - [About This Cache](/content/about.html): Methodology, technical details, and usage guidelines - [XML Sitemap](/sitemap.xml): Machine-readable sitemap for crawler discovery - [Robots.txt](/robots.txt): Crawler directives