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Documentation

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Best practices for handling edited Shopify orders

Overview

At first glance, capturing Shopify edited orders within an integration might seem straightforward. However, the reality is that the dynamic nature of order modifications combined with API limitations makes it a bit more challenging.

Laura Tien October 15, 2024
Guide Help

Best practices for handling partially paid Square invoices

Overview

When it comes to syncing your Square invoices, Amaka's integration works seamlessly with fully paid invoices. However, if an invoice is only partially paid, it won’t be synced until the remaining balance is paid and the invoice is marked as fully settled. Let’s explore what that means for your workflow and what alternatives are available if partial payments are part of your process.

Laura Tien October 15, 2024
Guide Help

Best practices for handling Square Online orders

Overview

Square Online orders move through various statuses, which are usually updated by your team based on your workflow. The Amaka integration will only sync orders that are marked as fully paid and completed. This ensures that your records reflect finalised transactions, keeping your POS data accurate and up-to-date.

Laura Tien October 15, 2024
Guide Help

Managed Reconciliation Services FAQs

This guide was made for Managed Reconciliation Services customers. With this service, our Integration Specialists take the reins on reconciliation for all transactions synced by Amaka's accounting integrations.

Overview

What is a clearing account and why is it important?

Laura Tien October 15, 2024
Guide Help

How to do bank reconciliation on your own

This guide was made for Managed Reconciliation Services customers. With this service, our Integration Specialists take the reins on reconciliation for all transactions synced by Amaka's accounting integrations.

Laura Tien October 15, 2024
Guide Help

How Managed Reconciliation Services can help with handling your integration

This guide was made for Managed Reconciliation Services customers. With this service, our Integration Specialists take the reins on reconciliation for all transactions synced by Amaka's accounting integrations.

Overview

Reconciling your financial transactions can be challenging, especially when managing data from multiple sales channels and sources such as your POS system, e-commerce platform, bank accounts, and accounting software. Our Managed Reconciliation Services team takes care of the reconciliation process associated with Amaka accounting integrations, ensuring that all your records are accurate and aligned.

Laura Tien October 15, 2024
Guide Help

What is a clearing account and why do you need one?

This guide was made for Managed Reconciliation Services customers. With this service, our Integration Specialists take the reins on reconciliation for all transactions synced by Amaka's accounting integrations.

Overview

A clearing account is a temporary holding place for funds that have yet to be deposited into your bank account. For example, payments processed via a payment provider (such as Square, Paypal, Shopify etc.) will generally not be deposited into your bank account on the same day that the sales transaction takes place.

Laura Tien October 15, 2024
Guide Help

Wix + QuickBooks Online setup guide

Overview of Wix + QuickBooks Online integration

Connect Wix and QuickBooks Online to start syncing your sales transactions, managing your settlements and posting them to your accounting system.

Laura Tien July 08, 2024
Guide Help

Wix + Xero setup guide

Overview of Wix + Xero integration

Connect Wix and Xero to start syncing your sales transactions and posting them to your accounting system.

Laura Tien July 08, 2024
Guide Help

Customising the layout for invoices with MYOB integrations

Overview

  • See the layout for fields in MYOB invoices
  • How to customise the layout for invoices

Layout options

You can choose from the Services layout or Services and Items layout based on your business requirements.

Laura Tien April 03, 2024
Help