We have Quickbooks setup to automatically sync transactions from our bank account.
However this does not:
* track sales
* track receipts
* track fees per sale
We've tried the Shopify Quickbooks integration, but the act of syncing sales duplicates our turnover. The reason being, automatch doesn't work due to the 1-2 day delay in receiving the payment, plus the price mismatch due to the fees taken by shopify.
We've tried using the Paypal integration, however this again duplicates the turnover rather than matches it.
As far as we can see, the only way to get an accurate picture of our accounts, is to manually enter the sales and the fees. Is that correct?
Solved! Go to Solution.
I'm happy to see you here in the Community, @megan53. I'll make sure that this issue gets sorted out today.
I also agree with you. You'll need to manually record the sales and fees to avoid duplicate transactions from Paypal. To do that, you can follow the steps below:
Right after, ensure that the amount matches your bank's net income.
For further understanding on how to record and make bank deposits in QuickBooks Online, you can visit this article.
You'll also need to contact the third party app support to review the setup. Here's how to contact the Developer Support:
Please keep me posted in comment section if you need further assistance. I will be happy to guide you. Have a wonderful weekend!
I'm happy to see you here in the Community, @megan53. I'll make sure that this issue gets sorted out today.
I also agree with you. You'll need to manually record the sales and fees to avoid duplicate transactions from Paypal. To do that, you can follow the steps below:
Right after, ensure that the amount matches your bank's net income.
For further understanding on how to record and make bank deposits in QuickBooks Online, you can visit this article.
You'll also need to contact the third party app support to review the setup. Here's how to contact the Developer Support:
Please keep me posted in comment section if you need further assistance. I will be happy to guide you. Have a wonderful weekend!
Explore these apps to reconcile your transactions and avoid any duplications
https://synder.grsm.io/quickbooks
https://www.a2xaccounting.com/ ---> use promo code FL_10_6MON_2021
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