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
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!
Easy to Use
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
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.
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.
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.
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
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
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
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.