Overview
Bookkeep automatically posts daily sales summaries to Xero and reconciles payment deposits. We support eCommerce and POS apps like Square, Shopify, Amazon Seller, PayPal, Stripe, Clover, Treez, Mindbody, and many more. As accountants, business owners, and data enthusiasts ourselves, we understand the importance of accurate, accrual-based financial reporting. When we say “smarter,” we mean it.
Our customers range from independent coffee shops to restaurant chains, eCommerce start-ups to major brands, and cannabis retailers to virtually everything in between. We make it easy to manage your books while eliminating costly accounting errors so you have accurate data and more time to grow your business.
We understand that bookkeepers and finance teams value two things above all: accuracy and time savings. With Bookkeep, you get both through daily accounting automation for nearly any eCommerce or POS platform you or your clients use. Our goal is to provide you with confidence and peace of mind, helping accountants and bookkeepers save at least 20 hours per month per client.
Reconciling hundreds or thousands of transactions manually is a tedious chore of the past. Automatically posting daily summary financials and payouts in Xero is a smarter way to run your business.
bookkeep.com + Xero
Bookkeep automatically posts daily sales summary financials to Xero and reconciles payment deposits. We support a wide range of eCommerce and POS apps, including Square, Shopify, Amazon Seller, PayPal, Stripe, Treez, Clover, Mindbody, and many more.
To have your sales, sales tax, fees, returns, and payment data summarized and automatically synced to Xero nightly, simply connect your eCommerce, payment, and POS channels to Bookkeep. This enables a secure flow of financial data from your source channels, such as Shopify, to Xero as a daily summarized journal entry.
Payouts are also recorded automatically and will always align with your bank feeds for complete accuracy.
Getting started
Getting set up with Bookkeep takes just a few minutes and some 3 simple steps.
- Connect Bookkeep to Xero
First, create an account at Bookkeep.com (https://app.bookkeep.com/signup). Then connect your Xero. This will redirect you to login to Xero to give permission to Bookkeep to connect. Once connected, you will see your Xero account shown in your Bookkeep account.
- Connect Your Selling and Payment Channels
To enable your financial data flow into Xero, you will need to connect your upstream ecommerce, POS and payment channels to Bookkeep. This will enable the financial data from your source channel such as Shopify or Square, etc., to flow through to Xero as a daily summarized journal entry.
Once you have connected your selling and payment channels to Bookkeep, you will see them listed as apps inside your Bookkeep. Each of these channels will need to be mapped to the respective General Ledger accounts within Xero to ensure each financial data point hits the right account such as sales.
- Map Your Financial Data
To ensure your data ends up in the right accounts in Xero, click “Map” adjacent to the app you have connected. Map each incoming field (such as Gross Sales) to the right account in your Xero organization. Once you have completed the mappings and turned on the journal entry templates, Bookkeep will begin syncing your source system such as Shopify to Xero on a daily basis with summarized journal entries.
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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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