bookkeep.com can help your business
Manage accounts, cash flow and finance
- Manage taxes
Tasks for Accountants and Bookkeepers
- Keep records up to date
File taxes
- Filing tax returns
- Submit to authorities
Reporting for Accountants and Bookkeepers
- Internal reporting (not for compliance)
Overview
Bookkeep is for retail & ecommerce businesses, CFOs, accountants, & bookkeepers. If you sell on Square, Shopify, Amazon, PayPal, BigCommerce, Toast, WooCommerce, Stripe or Walmart, then Bookkeep is the right choice for you! Sync & automate directly into Xero.
Cost Efficiency and Time Savings - Bookkeep delivers what finance professionals value most: accuracy & efficiency. Our platform provides automated daily accounting, saving bookkeepers an average of 10 hours per client monthly. By eliminating manual data entry, we help accounting teams shift their focus from repetitive tasks to strategic growth initiatives, while ensuring precision in financial records.
Gold standard for financial data accuracy - Thousands of accountants & bookkeepers trust Bookkeep to accurately sync their financial data daily. Automatically posting daily summary financials & bank transactions into Xero is a smarter way to run your business.
Multichannel and multicurrency support - Bookkeep seamlessly handles complex business structures - from multichannel retail to multi-entity organizations - all managed from a single account. With full multicurrency support, our platform excels at managing high-volume transactions across diverse sales channels.
Bookkeep provides clean data each time, eliminating missing transactions or duplicates—never waste another minute with manual entries or adjustments. It's free to try & you can get set up in minutes.
Bookkeep for Shopify posts Shopify sales, COGS, and payouts automatically to Xero, so you know everything has been accounted for correctly. Bookkeep also supports revenue recognition based on fulfillment. Bookkeep allows you to segment your sales by channel & accurately captures sales tax withheld.
Bookkeep for Amazon posts Amazon sales, fees, reserves, & deposits to Xero. Bookkeep supports Amazon marketplaces worldwide. Bookkeep captures Amazon Pay transactions.
Bookkeep for Square posts your Square sales, fees, and deposits automatically to Xero so that you know everything has been accounted for correctly.
Bookkeep for PayPal posts sales, payments, fees, bank transfers, & all other transactions automatically to Xero. Bookkeep handles multicurrency transactions & ensures no financial data is missing.
Bookkeep for Stripe posts sales, payments, fees, bank transfers, & all other transactions automatically to Xero.
Even more apps are offered!
- WooCommerce
- BigCommerce
- Sezzle
- eBay
- Walmart
- Clover
- Toast
- SquareSpace
- MindBody
- SumUp
Sell on multiple channels or multiple locations?
Bookkeep excels at managing complex business scenarios, from multi-location operations to split payment systems. Our platform seamlessly integrates diverse combinations of sales & payment platforms.
Bottom line: Bookkeep is the missing piece that connects Xero to your ecommerce & POS channels, streamlines your book closing, & gives you confidence to make better business decisions.
bookkeep.com + Xero
Bookkeep + Xero: Automated Accounting Intelligence
Transform your Xero accounting with Bookkeep's powerful automation. Bookkeep seamlessly integrates with Xero to automate your daily accounting workflows and deliver detailed financial data exactly where you need it. Bookkeep posts daily sales summaries as manual journal entries into Xero, which reduces manual entry and ensures accuracy by automatically capturing daily sales data from eCommerce and POS platforms such as Shopify, Square, and Amazon. Bookkeep posts deposits separately as bank transactions to enable seamless bank matching.
Advanced Tracking Category Integration Bookkeep maximizes Xero's tracking capabilities by enabling mapping transaction data to your custom tracking categories. This enables you to:
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Track revenue and expenses by sales channel
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Monitor performance across different business locations
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Analyze results by department or cost center
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Create custom dimensions for specialized reporting needs
Automated Daily Journal Entries and Bank Transactions Bookkeep posts detailed daily summary entries to Xero that automatically:
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Map to your chart of accounts
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Populate relevant tracking categories
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Match perfectly with bank deposits for easy reconciliation
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Include all fees, refunds, and adjustments
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Capture cost of goods sold for accurate margin reporting
Real-time Financial Visibility By combining Bookkeep's automation with Xero's tracking categories, you gain instant insight into business performance across any dimension you choose to track, eliminating manual data entry while ensuring accuracy and completeness in your financial reporting.
Getting started
Getting set up with Bookkeep takes just a few minutes and some 3 simple steps.
1. Connect Bookkeep to Xero
First, create an account at Bookkeep.com. Next, connect your Xero account via the Connections view found on the left navigation . This will redirect you to login to Xero to give permission to Bookkeep to begin syncing financial data. Once connected, you will see your Xero account shown in your Bookkeep account.
2. Connect Your Selling and Payment Channels
To enable your financial data to sync into Xero daily, you will need to connect your upstream ecommerce, POS and payment channels to Bookkeep. This can also be done on the Connections view found on the left navigation. This will enable the financial data from your source channel such as Shopify or Square to flow through to Xero.
Once you have connected your selling and payment channels to Bookkeep, you will see them listed as apps inside Bookkeep. Each of these channels will need to be mapped to your chart of accounts within Xero to ensure each financial data point is posted to the right account.
3. Map Your Financial Data
To ensure your data ends up in the right accounts in Xero, click “Map” under the app you have connected. Map each incoming field (such as Gross Sales) to the correct account in your Xero set of books. Once you have completed the mappings and turned on the journal entries, Bookkeep will begin syncing your source system such as Shopify to Xero on a daily basis. Optionally, you can also map each element of the journal entry to a tracking category for enhanced reporting.
4. You're finished! Bookkeep will post financial data daily to Xero from your ecommerce and POS apps.
Reviews & ratings
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SDReliable & accurate app
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Just works!
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BJBookkeep is the extra set of hands I need!
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