Shopify store owners everywhere are hitting a brick wall when it comes to accounting. Here’s the problem: most Shopify owners get started using Quickbooks, only to find out that Shopify data and the Quickbooks setup don’t play nice.
What happens next can be scary. The shop owner gets blindsided by a whopping bill or quote from an accountant for the time it takes just to make the data compatible, completing data entry manually like aggregating period transactions into one transaction, and other expensive tasks. Or worse, the shop owner chooses to do nothing and soon has the IRS knocking at their door since the numbers don’t add up.
If you run a Shopify store and aren’t using Flowify yet, you’re likely paying way too much for accounting, and have nothing but headaches and frustration to show for it. But don’t lose it just yet. Flowify is your needed bridge to accounting bliss.
Flowify integrates all sales, refunds, fees, bank deposits (& more) seamlessly into QuickBooks. And just like that — voila! — consider your Shopify accounting problems solved. If complex accounting workarounds and the prospect of tax troubles make your head spin, then you’re in the right place. Now that you’ve found Flowify, the rest is easy!
To get going with Flowify, open a window next to this article and whiz through this easy setup process. You’ll be glad you did it now instead of just reading and forgetting. And with a 30-day free trial, you’ve got nothing to lose.
Flowify is super simple to use. In the Shopify app store, just search for ‘Flowify’ and click ‘add app’. Flowify does have a small monthly fee, but it can easily save you hundreds or even thousands in accounting fees cleaning up a big mess.
Flowify is found inside the Shopify app store. Search “Flowify” and click to add the app to your store for easy Quickbooks integration.
Getting Set Up
As mentioned, Flowify has a free 30-day trial — the perfect amount of time to take it for a spin and see how it works with a full week of your shop’s transactions. You can see below you won’t be charged anything while you experience Flowify for yourself. There are different plans to choose from, but most Shopify store owners choose the Flowify Mini Plan, which covers all the data for 200 orders per month.
After selecting the plan that’s right for you (if you’re not sure, just select the Flowify Mini Plan for now), click “Start free trial” to move on to the next step.
Shopify then allows you to connect your shop to the Flowify app, so that Flowify can transmit the necessary product and order information in the best format for Quickbooks to use.
To give Flowify access to your Shopify store in one simple step, just click “Install app” and you’re ready to go! You can see that Shopify has reviewed and verified Flowify as a safe app to connect to.
Choose Your Quickbooks Integration
Inside your new Flowify dashboard, you’ll be given the option to select between the Quickbooks Online or Quickbooks Desktop integration. We recommend the Quickbooks Online option for its simplicity and small-business friendly price point.
After clicking ‘Finish’ scroll down to reveal your integration button, ‘Connect to Quickbooks Online’ in this case.
Quickbooks handles the rest, even prompting you to select your Shopify business name to use for your accounting purposes. It really couldn’t be any easier. Sign up or log into QuickBooks Online now!
This step provided by Quickbooks reminds you that Intuit (Quickbooks) and Flowify will now be working together to integrate your Shopify data (such as transactions and products) into the accounting software automatically, without you having to lift a finger.
Familiarize Yourself with the Flowify App
Want to see all the bells and whistles? Inside the Flowify app, click “View Tutorial” within Flowify for a walkthrough that will help you get comfortable with the app and how it works.
Tell Us Where To Get Our Updates
Under the “Settings” tab in Flowify, it’s so easy to configure the app to stay updated with all the financial happenings of your Shopify store. We have a preset for your Bank Account, Shopify
Chargebacks, Processing Fees, and more. We call this “Account Mapping.”
This important step is fast and simple, and it’s what keeps the wires from getting crossed in Quickbooks. Flowify has covered all the bases here. You’ll see there’s even a setting to sync with your Point of Sale system, if you have one, and PayPal Express if you use it with your Shopify store.
In this step, you can also turn on the feature to sync transactions for PayPal and historical entries.
Now, just press “SAVE” and rest easy — it’s smooth sailing from here.
Enjoy the Power of Automation
With this lightning-fast setup behind you, the Flowify engine starts humming. You’ll see that your Shopify transactions will appear automatically in QuickBooks Online. For Quickbooks Desktop users, you can verify this is happening within your daily Quickbooks emails.
Sit back and enjoy the priceless feeling that Shopify accounting automation gives you. We think the feeling is somewhat akin to the lunar landing — but you be the judge.
You’ll soon see that unlike other Quickbooks integration setups, your reconciliations at the end of the month will match perfectly. And that’s just plain smart.
Flowify takes care of your Shopify accounting so that you can focus on what matters most — growing your Shopify business.
With Flowify, Shopify store owners can completely automate their accounting integration with Quickbooks. It couldn’t be easier to track Shopify sales, inventory, refunds, processing fees, bank deposits, and more.
Get started today and see how a support team of accountants and bookkeepers can help you to better manage your Shopify store accounting. Think of us as your QuickBooks-Shopify connection.