Browse Guide articles!

How Shopify data syncs into QuickBooks Online

Overview

Sales sync

On a daily basis, the Shopify + QuickBooks Online integration will sync an invoice for each closed sales order or a summary of your previous day’s sales data.

Laura Tien November 22, 2023

Shopify + Sage Business Cloud setup guide

Overview of Shopify + Sage Business Cloud integration

Connect Shopify and Sage to start syncing your daily sales transactions.

Laura Tien October 23, 2023

eBay + MYOB bank feed reconciliation

Overview

  • This guide will cover how to reconcile eBay transactions deposited in the integrated payment gateway or non-integrated payment gateway for those using the eBay + MYOB integration.
  • Allocate your payment deposits recorded in eBay to the clearing accounts.

How to reconcile eBay transactions in MYOB

The eBay + QuickBooks Online integration will capture each eBay payout and transform it into an invoice with seller fees, subscription, refunds and shipping charges included in the line items. The final invoice is pushed to MYOB and remains outstanding.

Laura Tien August 14, 2023

eBay + Xero bank feed reconciliation

Overview

  • This guide will cover how to reconcile eBay transactions deposited in the integrated payment gateway or non-integrated payment gateway for those using the eBay + Xero integration.
  • Allocate your payment deposits recorded in eBay to the clearing accounts.

How to reconcile eBay transactions in Xero

The eBay + QuickBooks Online integration will capture each eBay payout and transform it into an invoice with seller fees, subscription, refunds and shipping charges included in the line items. The final invoice is pushed to Xero and remains outstanding.

Laura Tien August 14, 2023

eBay + QuickBooks Online bank feed reconciliation

Overview

  • This guide will cover how to reconcile eBay transactions deposited in the integrated payment gateway or non-integrated payment gateway for those using the eBay + QuickBooks Online integration.
  • Allocate your payment deposits recorded in eBay to the clearing accounts.

How to reconcile eBay transactions in QuickBooks Online

The eBay + QuickBooks Online integration will capture each eBay payout and transform it into an invoice with seller fees, subscription, refunds and shipping charges included in the line items. The final invoice is pushed to QuickBooks Online and remains outstanding.

Laura Tien August 08, 2023

BigCommerce + Xero bank feed reconciliation

Overview

  • This guide will cover how to reconcile BigCommerce transactions with the bank feed in Xero for those using the BigCommerce + Xero integration.
  • Allocate your payment deposits recorded in BigCommerce to the clearing accounts.

Reconcile BigCommerce clearing accounts by allocating payment deposits (No Stripe bank feed in Xero)

Follow the steps in this section if you do not have Stripe integrated with Xero. However, if you're using your Stripe account exclusively for your BigCommerce account, it is recommended that you to integrate Stripe with Xero for reconciliation purposes. If you do have Stripe integrated, follow the steps in the section below this one instead.

For each payment type, you need to take note of what clearing account it has been mapped to. Then, you'll need to go through the following steps for each payment type to complete the bank reconciliation process. To view the clearing accounts mapped to the payment types, follow this guide on accounts mapping.

Laura Tien July 31, 2023

BigCommerce + MYOB bank feed reconciliation

Overview

  • This guide will cover how to reconcile BigCommerce transactions with the bank feed in MYOB for those using the BigCommerce + MYOB integration.
  • Allocate your payment deposits recorded in BigCommerce to the clearing accounts.

Reconcile BigCommerce clearing accounts by allocating payment deposits

For each payment type, you need to take note of what clearing account it has been mapped to. Then, you'll need to go through the following steps for each payment type to complete the bank reconciliation process. To view the clearing accounts mapped to the payment types, follow this guide on accounts mapping.

Laura Tien July 31, 2023

BigCommerce + QuickBooks Online bank feed reconciliation

Overview

  • This guide will cover how to reconcile BigCommerce transactions with the bank feed in QuickBooks Online for those using the BigCommerce + QuickBooks Online integration.
  • Allocate your payment deposits recorded in BigCommerce to the clearing accounts.

Reconcile BigCommerce clearing accounts by allocating payment deposits

For each payment type, you need to take note of what clearing account it has been mapped to. Then, you'll need to go through the following steps for each payment type to complete the bank reconciliation process. To view the clearing accounts mapped to the payment types, follow this guide on accounts mapping.

Laura Tien July 31, 2023

WooCommerce + MYOB bank feed reconciliation

Overview

  • This guide will cover how to reconcile WooCommerce Payments/PayPal/Stripe transactions with the bank feed in MYOB for those using the WooCommerce + MYOB integration.
  • All sales and fees will need to be matched manually. If you’re using multiple payment processors, you need to go through the following process for each. Through the integration, we’re able to provide multi-currency support.

Reconciling WooCommerce sales

The WooCommerce Clearing Account is created automatically by the integration and is used as a clearing account for WooCommerce Payments transactions in your local currency.

Laura Tien July 24, 2023

WooCommerce + QuickBooks Online bank feed reconciliation

Overview

  • This guide will cover how to reconcile WooCommerce Payments/PayPal/Stripe transactions with the bank feed in QuickBooks Online for those using the WooCommerce + QuickBooks Online integration.
  • All sales and fees will need to be matched manually. If you’re using multiple payment processors, you need to go through the following process for each. Through the integration, we’re able to provide multi-currency support.

Reconciling local currency WooCommerce sales

The WooCommerce Clearing Account is created automatically by the integration and is used as a clearing account for WooCommerce Payments transactions in your local currency.

Laura Tien July 21, 2023