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Shopify + QuickBooks Online bank feed reconciliation
Overview
- This guide will cover how to reconcile Shopify transactions with the bank feed in QuickBooks Online for those using the Shopify + QuickBooks Online integration.
- Match the Shopify payout to the synced bank transfer transaction.
- Allocate other payment types to the clearing accounts.
Reconciling Shopify Payments payout
The Shopify payout is automatically matched to a bank transfer transaction that was synced by the integration. All you need to do is confirm that the match is correct to complete the bank reconciliation process for these transactions.
Laura Tien
July 18, 2023
WooCommerce + Xero bank feed reconciliation
Overview
- This guide will cover how to reconcile WooCommerce Payments/PayPal/Stripe transactions with the bank feed in Xero for those using the WooCommerce + Xero 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 13, 2023
Square + QuickBooks Online setup guide
Overview of Square + QuickBooks Online integration
Connect Square and QuickBooks Online to start syncing your daily sales transactions.
Laura Tien
June 06, 2023
Adding accounts for mapping purposes for Square + QuickBooks Online integration
How it works
- You need to ensure that a product or service item is created in QuickBooks Online if you wish to change any mapping in the Square + QuickBooks Online integration settings.
- The integration is syncing an invoice to record the sales data from your POS/eCommerce app. A QuickBooks Online invoice requires a product or service item on each line item. Hence, you need to associate the accounts you want to use for integration mapping to product or service items.
Add an account to your chart of accounts
You need to have the account ready before adding a product or service item. You may follow this guide if the account you wish to map in the integration settings is not yet created in QBO.
Laura Tien
June 06, 2023
Setting up class tracking for Square + QuickBooks Online integration
How it works
- Create and manage classes in QuickBooks Online to make them available for mapping.
- The integration will assign the tracking option for each invoice line item related to sales.
Set up the tracking categories
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Sign into the Amaka dashboard.
Editing ledger accounts for Square + Sage Business Cloud integration
Overview
- Make changes to the preset accounts
- Square Balance and account visibility limitations
Making changes to the preset accounts
You can make changes to the account codes or account names that were automatically created by the integration. However, changing the account category might cause issues with the mapping and sync. Please refer to the valid account types if you need to change the account category.
Laura Tien
May 22, 2023
Square + Sage Business Cloud bank feed reconciliation
Overview
- Match the Square deposit to the synced payout transfer
- Allocate other payment types to the clearing accounts
Reconciling Square transfer
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Log in to Sage Business Cloud.
Apply Square as a Payment Service to multiple themes for Square + Xero integration
Overview
- Set up the Square Payment Service on multiple branding themes in Xero.
Apply the payment service to a branding theme
You can activate the Square payment service in multiple branding themes by navigating the Payment Service settings in Xero.
Laura Tien
May 19, 2023
Activate Square payment service for Square + Xero integration
Overview
- You can add Square as a payment service in Xero. Offer an online payment option to your customers whenever you send out an invoice from Xero.
Setting up Payment Service
Activate the Payment Service from the integration settings.
Laura Tien
May 19, 2023