Automated accounting and bookkeeping for Online, B2B, Wholesale, Subscription and POS sales in Xero Automate Xero accounting and bookkeeping for B2B, wholesale, online and POS sales. Post B2B orders as individual invoices, or summarise online and POS sales into daily invoices. Sync payments, refunds, discounts, shipping, gateway fees and taxes so payouts are ready to reconcile. Match orders to Xero contacts, apply payment terms, and keep inventory and COGS aligned by SKU. Free personal setup is included. Automate Xero accounting and bookkeeping for B2B, wholesale, online and POS sales. Post B2B orders as individual invoices, or summarise online and POS sales into daily invoices. Sync payments, refunds, discounts, shipping, gateway fees and taxes so payouts are ready to reconcile. Match orders to Xero contacts, apply payment terms, and keep inventory and COGS aligned by SKU. Free personal setup is included. more Choose individual or summarised invoices for B2B, online and POS sales Set Xero invoice due dates automatically from B2B payment terms Reconcile payouts from Shopify Payments, PayPal and other payment gateways Sync products and inventory to Xero sales, COGS and stock accounts Free personal setup for accounts, tax codes, tracking categories and locations
Income and balance Shopify Apps
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This app transfers your orders automatically every single day. Save time and avoid errors. This app connects your Shopify webshop to your Informer administration. That’s why you don’t have to manually type out data, since the orders are transferred automatically to Informer. This is a real-time connection. You indicate when a Shopify order is transferred: When it is created, paid or partially paid. The correct price-details (e.g. order details) and customer-details are transferred to Informer. All details can be found in an online dedicated manual. This app connects your Shopify webshop to your Informer administration. That’s why you don’t have to manually type out data, since the orders are transferred automatically to Informer. This is a real-time connection. You indicate when a Shopify order is transferred: When it is created, paid or partially paid. The correct price-details (e.g. order details) and customer-details are transferred to Informer. All details can be found in an online dedicated manual. more Transfer your orders automatically into Informer. This saves time and cost. The taxes and ledgercodes are assigned correctly in Informer, avoiding errors. You don’t have to type data in Informer and your webshop, so no double entry. Connect Shopify with your Informer software within 5 minutes!
This app transfers your orders automatically every single day. Save time and avoid errors. This app connects your Shopify webshop to your Jortt administration. That’s why you don’t have to manually type out data, since the orders are transferred automatically to Jortt. This is a real-time connection. You indicate when a Shopify order is transferred: When it is created, paid or partially paid. The correct price-details (e.g. order details) and customer-details are transferred to Jortt. All details can be found at https://www.webwinkelfacturen.nl/handleiding-shopify-jortt. This app connects your Shopify webshop to your Jortt administration. That’s why you don’t have to manually type out data, since the orders are transferred automatically to Jortt. This is a real-time connection. You indicate when a Shopify order is transferred: When it is created, paid or partially paid. The correct price-details (e.g. order details) and customer-details are transferred to Jortt. All details can be found at https://www.webwinkelfacturen.nl/handleiding-shopify-jortt. more Transfer your orders automatically into Jortt. This saves time and cost. The taxes and ledgercodes are assigned correctly in Jortt, avoiding errors. You don’t have to type data in both Jortt and your webshop, so no double entry. Connect Shopify with your Jortt software within 5 minutes!
Save hours on bookkeeping with automated QuickBooks sync. Every transaction categorized perfectly. Stop spending hours on manual QuickBooks reconciliation. Klavena automatically categorizes every transaction – sales, fees, taxes, refunds, shipping, and discounts – into accurate summaries that reconcile perfectly with your bank deposits. Trusted by merchants and their accountants to eliminate bookkeeping headaches while ensuring perfect tax accuracy, COGS tracking, and complete financial visibility. Stop spending hours on manual QuickBooks reconciliation. Klavena automatically categorizes every transaction – sales, fees, taxes, refunds, shipping, and discounts – into accurate summaries that reconcile perfectly with your bank deposits. Trusted by merchants and their accountants to eliminate bookkeeping headaches while ensuring perfect tax accuracy, COGS tracking, and complete financial visibility. more 100% accurate QuickBooks sync, captures every transaction type Detailed profit & loss summaries Automated inventory & COGS tracking One-click payout reconciliation Global marketplace support
Integrate your shop and the Lexware Office accounting software for your orders with a few easy steps (formerly lexoffice) Key Features: Automatically create invoices & credit notes for your orders & send them to customers by email, Synchronize payment data (Paypal, Klarna, Amazon, Sofortkauf, Apple Pay, credit card, Samsung Pay, Shopify Payments, TikTok) and transaction fees, Post OSS-relevant receipts, VAT exemptions, Automatically update invoices, Exclude documents via tags & order source, Import past orders, Individual invoice layouts, POS, e-invoices and more... (formerly lexoffice) Key Features: Automatically create invoices & credit notes for your orders & send them to customers by email, Synchronize payment data (Paypal, Klarna, Amazon, Sofortkauf, Apple Pay, credit card, Samsung Pay, Shopify Payments, TikTok) and transaction fees, Post OSS-relevant receipts, VAT exemptions, Automatically update invoices, Exclude documents via tags & order source, Import past orders, Individual invoice layouts, POS, e-invoices and more... more Automatically create and book invoices, refunds and payments for each order Immediate entry of documents for all tax returns (VAT & DATEV | VAT | OSS) Import feature to get invoices from older orders for streamlined accounting Synchronisation of payments/fees – automatic linking with invoices & e-invoices Automatic GoBD-compliant. From invoicing to the obligation to keep record
Übertrage Bestellungen an Lexware Office um Rechnungen, Gutschriften & Lieferscheine zu erzeugen. Verbinde deinen Shop mit Lexware Office (vormals "lexoffice") um deine Buchhaltung zu automatisieren. Wir kümmern uns um Erstellung & Verwaltung deiner Belege. Nach der unkomplizierten Einrichtung erwarten dich zahlreiche Einstellungsmöglichkeiten um nahezu alle steuerlichen Vorfälle deiner Verkäufe zu automatisieren. Du kannst erstellte Belege direkt in der App betrachten um nachzuvollziehen, welche Belege zu welcher Bestellung gehören. Verbinde deinen Shop mit Lexware Office (vormals "lexoffice") um deine Buchhaltung zu automatisieren. Wir kümmern uns um Erstellung & Verwaltung deiner Belege. Nach der unkomplizierten Einrichtung erwarten dich zahlreiche Einstellungsmöglichkeiten um nahezu alle steuerlichen Vorfälle deiner Verkäufe zu automatisieren. Du kannst erstellte Belege direkt in der App betrachten um nachzuvollziehen, welche Belege zu welcher Bestellung gehören. more Generiere Rechnungen, Gutschriften & Lieferscheinen für Shopify-Bestellungen Übersichtliche Darstellung der erstellten Belege in der Bestellansicht Beleg-Email-Versand oder Einbettung des Rechnungslink in Benachrichtigungen Umsätze, Zuordnungsvorschläge und Transaktionsgebühren übertragen Zahlreiche App-Blöcke & Admin-Aktionen zur nahtlosen Integration in den Admin
Turn payouts into accurate, bank-matched accounting in Xero or QuickBooks Link My Books imports Shopify payouts into Xero or QuickBooks and posts clean, bank-matched entries. It accurately breaks down sales, refunds, fees, taxes, and payment gateways such as PayPal, Klarna, and Clearpay. Built-in financial analytics and industry benchmarking help merchants understand performance across channels. Support includes accountants with ecommerce expertise to assist setup and questions. Link My Books imports Shopify payouts into Xero or QuickBooks and posts clean, bank-matched entries. It accurately breaks down sales, refunds, fees, taxes, and payment gateways such as PayPal, Klarna, and Clearpay. Built-in financial analytics and industry benchmarking help merchants understand performance across channels. Support includes accountants with ecommerce expertise to assist setup and questions. more Reconcile Shopify payouts directly to bank deposits Supports all gateways including PayPal, Klarna, Clearpay Break down sales, refunds, fees, and taxes Financial analytics and industry benchmarking Dedicated support from qualified accountants
Manually tracking profits in spreadsheets or paying high fees for an accountant? Here’s a better way M8trics helps you calculate the key metrics you need to grow your store. It’s simple, affordable, and efficient for all your accounting needs. Focus on what matters most so you can scale your store faster without worrying about accounting tasks. Access all your metrics in a single, easy-to-use dashboard to see what’s working and what’s not. Once you try it, you won’t look back. M8trics helps you calculate the key metrics you need to grow your store. It’s simple, affordable, and efficient for all your accounting needs. Focus on what matters most so you can scale your store faster without worrying about accounting tasks. Access all your metrics in a single, easy-to-use dashboard to see what’s working and what’s not. Once you try it, you won’t look back. more Real-Time Profit Tracking Seamless Ad Platform Integration Comprehensive Performance Dashboard Actionable Insights Quick Setup and Use
AI insights for online / POS retail shops, time clock, staff performance, scheduling & commissions. ManageMate revolutionizes staff and payroll management for Shopify retailers. Integrating with Shopify POS simplifies payroll, time tracking, and commission management, including team-based commissions. With AI-driven insights and supplemental integration with Dor foot traffic analytics, ManageMate empowers smarter decisions and optimizes staffing. Backed by 24/7 support, it’s the ultimate solution for Shopify merchants to streamline operations, enhance efficiency, and gain centralized control ManageMate revolutionizes staff and payroll management for Shopify retailers. Integrating with Shopify POS simplifies payroll, time tracking, and commission management, including team-based commissions. With AI-driven insights and supplemental integration with Dor foot traffic analytics, ManageMate empowers smarter decisions and optimizes staffing. Backed by 24/7 support, it’s the ultimate solution for Shopify merchants to streamline operations, enhance efficiency, and gain centralized control more Seamlessly manage staff across multiple locations, ensuring sync operations Insights Dashboard: Real-time metrics for informed strategic decisions Easy integration with Payroll providers, streamline compensation management Easily clock in/out from any location with your Shopify POS Track your team's sales performance and incentivize them with commission plans
Financial management combining AI with certified financial and tax experts mazeed is a financial management platform tailored for small and medium-sized businesses. We combine AI with certified financial and tax experts to automate financial management so that business owners can focus on growing their businesses. mazeed is more than an accounting software. - Advanced mobile app - Inventory Management - Deep Financial Analysis - Expense Tracking - Automated Bank Reconciliation - Sales & Purchases Management - Profit & Loss Statements mazeed is a financial management platform tailored for small and medium-sized businesses. We combine AI with certified financial and tax experts to automate financial management so that business owners can focus on growing their businesses. mazeed is more than an accounting software. - Advanced mobile app - Inventory Management - Deep Financial Analysis - Expense Tracking - Automated Bank Reconciliation - Sales & Purchases Management - Profit & Loss Statements more FTA & ZATCA compliant AI-powered accounting platform Certified financial & tax experts Secure data archiving Dedicated account managers
Custom reports, analytics & dashboards for sales, inventory & fulfillment. Export to Google Sheets. Mipler is a powerful store analytics & reporting app. Build custom reports from orders, products, inventory, line item properties, metafields and tags. Generate sales, financial, accounting, VAT, COGS, tax and profit reports in minutes. Report by delivery date, tag groups, engraving details or subscription day counts. Deliver scheduled Excel and PDF reports to your team's inbox - recipients don't need Shopify admin access. Or connect Claude or ChatGPT via MCP for AI store analysis. Mipler is a powerful store analytics & reporting app. Build custom reports from orders, products, inventory, line item properties, metafields and tags. Generate sales, financial, accounting, VAT, COGS, tax and profit reports in minutes. Report by delivery date, tag groups, engraving details or subscription day counts. Deliver scheduled Excel and PDF reports to your team's inbox - recipients don't need Shopify admin access. Or connect Claude or ChatGPT via MCP for AI store analysis. more Custom reports, analytics & dashboards from orders, products, tags & metafields Financial, accounting & fulfillment reports: COGS, tax, payouts, transactions Scheduled Excel & PDF reports to any inbox. No Shopify admin needed Secure public links to share reports and dashboards without admin access AI analytics powered by Claude. Ask questions about your store in your language
Deze app zorgt dat je bestellingen automatisch worden doorgezet. Bespaar tijd en voorkom fouten. Deze app verbindt je Shopify webwinkel met je Moneybird administratie. Hierdoor hoef je niet meer handmatig gegevens over te tikken, aangezien de bestellingen automatisch worden doorgezet naar Moneybird. Dit is een real-time koppeling. Je geeft zelf aan wanneer een bestelling doorgezet mag worden: Als de bestelling (deels) betaald of geautoriseerd is. De correcte verkoopgegevens (bestelnummer/besteldatum) en klantgegevens worden hierna doorgezet naar Moneybird. Deze app verbindt je Shopify webwinkel met je Moneybird administratie. Hierdoor hoef je niet meer handmatig gegevens over te tikken, aangezien de bestellingen automatisch worden doorgezet naar Moneybird. Dit is een real-time koppeling. Je geeft zelf aan wanneer een bestelling doorgezet mag worden: Als de bestelling (deels) betaald of geautoriseerd is. De correcte verkoopgegevens (bestelnummer/besteldatum) en klantgegevens worden hierna doorgezet naar Moneybird. more Zet je bestellingen automatisch door naar Moneybird. Dit bespaart tijd en kosten De bestelgegevens (bv: bestel- en besteldatum) staan correct in Moneybird. Gegevens hoeven niet meer worden overgetikt, hierdoor geen dubbele data-invoer. Koppel Shopify met Moneybird binnen 5 minuten!
Sync sales, inventory & more both ways with QuickBooks Desktop for accurate, effortless accounting. Simplify your ecommerce accounting with our powerful QuickBooks Desktop connector. Using QB Online or Xero? See our other Shopify apps. Seamlessly sync your data with QuickBooks: customers, orders, payments, payouts, purchase orders, products, inventory levels, pricing & more. Tailor to your workflow with features like automap, custom fields and advanced settings. Enjoy quick setup, user-friendly interface, and reliable support! Automating your accounting frees up time to grow your business. Simplify your ecommerce accounting with our powerful QuickBooks Desktop connector. Using QB Online or Xero? See our other Shopify apps. Seamlessly sync your data with QuickBooks: customers, orders, payments, payouts, purchase orders, products, inventory levels, pricing & more. Tailor to your workflow with features like automap, custom fields and advanced settings. Enjoy quick setup, user-friendly interface, and reliable support! Automating your accounting frees up time to grow your business. more Peace of mind with up-to-date, accurate data in both Shopify and QuickBooks Sync individual orders or summaries, payouts, inventory, purchase orders & more Advanced features like Purchase Order syncing & Shopify B2B support Manage syncing directly from within your Shopify admin Get started in minutes with our top-rated 24/7 Customer Support
Record all your sales, orders, deposits, inventory and fees into QuickBooks & Xero automatically PayTraQer automates your bookkeeping with a simple interface, intuitive workflow and improved accuracy. With PayTraQer, you will always get perfectly balanced books, updated inventory and better visibility on your cash flow. Your reconciliations will run without any friction. With accurate numbers at hand, you can foresee your cash flow and make smarter data-driven decisions. Set up PayTraQer, forget about your bookkeeping and focus on other business matters that need your presence. PayTraQer automates your bookkeeping with a simple interface, intuitive workflow and improved accuracy. With PayTraQer, you will always get perfectly balanced books, updated inventory and better visibility on your cash flow. Your reconciliations will run without any friction. With accurate numbers at hand, you can foresee your cash flow and make smarter data-driven decisions. Set up PayTraQer, forget about your bookkeeping and focus on other business matters that need your presence. more Sync all your Shopify sales, refunds, deposits and fees into QuickBooks & Xero Record complete details of the orders like Customer, Items, Shipping, Fees &etc. Advanced sync matches your bank deposits with sales reconciliation. Sync real-time orders, inventory quantities and prices into QuickBooks & Xero Intuitively calculates & assigns the accurate taxes for each order in Accounting
Know your real profit instantly. Automatic profit calculations, ad spend sync and powerful analytics Stop guessing your real profit. Profit Calc automatically calculates true profit using orders, product costs, shipping, taxes, and ad spend. Skip messy spreadsheets and get clear profit reports, dashboards, and analytics by order, product, or store. Track ROAS, AOV, refunds, transaction fees, expenses, and ad spend in one place. Sync Facebook, Google, TikTok, Snapchat, and more. Supports VAT, COD, global currencies, advanced COGS settings, and multi-store reporting. Includes full P&L reporting Stop guessing your real profit. Profit Calc automatically calculates true profit using orders, product costs, shipping, taxes, and ad spend. Skip messy spreadsheets and get clear profit reports, dashboards, and analytics by order, product, or store. Track ROAS, AOV, refunds, transaction fees, expenses, and ad spend in one place. Sync Facebook, Google, TikTok, Snapchat, and more. Supports VAT, COD, global currencies, advanced COGS settings, and multi-store reporting. Includes full P&L reporting more Instant true profit: auto COGS, fees, shipping, taxes & ad spend no spreadsheets All-in-one dashboards: profit, ROAS, AOV, refunds, chargebacks, VAT, fees + P&L. Syncs with Facebook, Google, Bing, TikTok, Snapchat, Klaviyo, and Pinterest ads. Aliexpress, Printful, Printify, CJ Dropship, ShipHero, ShipBob, Shippo, Gelato Multi-currency accuracy: real-time + historical FX rates for clean global profit
Qoyod Connector, comply with ZATCA (Fatoorah) Phase 2 by automating invoices and showing QR codes. With just a few simple steps, shop owners can easily connect their Shopify stores to Qoyod, allowing for automatic creation of products, customers, and invoices in Qoyod. This helps store owners stay compliant with the new Zakat e-invoicing regulations with no complex steps involved. With just a few simple steps, shop owners can easily connect their Shopify stores to Qoyod, allowing for automatic creation of products, customers, and invoices in Qoyod. This helps store owners stay compliant with the new Zakat e-invoicing regulations with no complex steps involved. more Easy integration with Qoyod, Works with Online Store and POS Automatic creation of customers, products and invoices in Qoyod Show Phase 2 QR Code to customer emails to be compliance with ZATCA Fatoorah
Automated Sales Sync to QuickBooks Online & Intuit Enterprise Suite – Individual Order or Summary Simplify your Shopify accounting and reconciliation with a flexible sync solution designed for your business. Individual Order Sync lets you export Orders, Products, Customers, Taxes, and other order details to QuickBooks Online or Intuit Enterprise Suite, either automatically or manually at your convenience. Summary Sync provides an easier way to reconcile payments by creating one entry for each Shopify payout and one daily entry for other payment methods. Simplify your Shopify accounting and reconciliation with a flexible sync solution designed for your business. Individual Order Sync lets you export Orders, Products, Customers, Taxes, and other order details to QuickBooks Online or Intuit Enterprise Suite, either automatically or manually at your convenience. Summary Sync provides an easier way to reconcile payments by creating one entry for each Shopify payout and one daily entry for other payment methods. more Sync Shopify sales data to QuickBooks Online and Intuit Enterprise Suite Individual Order Sync with Customers, Products, Taxes, and order details Summary Sync for easier payment and payout reconciliation Automated or manual sync options Easy reconciliation of Shopify sales and payments
Sync sales to QuickBooks Desktop in an automated manner - Sync individual orders Sync sales data to QuickBooks Desktop or Enterprise editions easily in an automated manner - Sync Individual orders With Individual Orders you can export all your Orders, Products & Customer data to QuickBooks Automatically. You can sync data to QuickBooks automatically or prefer to do it manually at your convenience. Summary Sync: With Summary Sync our app will create one entry for each Payout from Shopify and one entry per day for each of the other payment methods. Sync sales data to QuickBooks Desktop or Enterprise editions easily in an automated manner - Sync Individual orders With Individual Orders you can export all your Orders, Products & Customer data to QuickBooks Automatically. You can sync data to QuickBooks automatically or prefer to do it manually at your convenience. Summary Sync: With Summary Sync our app will create one entry for each Payout from Shopify and one entry per day for each of the other payment methods. more Individual Order Sync - Includes Customer, Products, Taxes and All details Automated Sync Process Very Easy Reconciliation Summary Invoice Sync - Sync Daily Summary or Settlement Summary
Accurate accounting for retail and B2B sales, payments, and product details. QuickBooks provides accounting software for Shopify retail and B2B merchants that brings sales activity, payments, customers, and product details into one centralized place for smoother bookkeeping and easier oversight. Categories are mapped for you to reduce manual entry and help keep your books accurate as you sell and your shop evolves. Connect your store at no extra cost — the connector is included with your QuickBooks subscription. QuickBooks provides accounting software for Shopify retail and B2B merchants that brings sales activity, payments, customers, and product details into one centralized place for smoother bookkeeping and easier oversight. Categories are mapped for you to reduce manual entry and help keep your books accurate as you sell and your shop evolves. Connect your store at no extra cost — the connector is included with your QuickBooks subscription. more Save time with sales, taxes, and fees mapped to the right categories Record B2B orders as invoices, with customer and product details aligned Track inventory smarter with quantities and costs kept in sync as you sell Stay on top of cash flow across retail and B2B sales and other channels
Sync products, orders and payouts into QuickBooks Online to record sales, fees and update inventory. Seamlessly connect your Shopify store to QuickBooks. Know where your money is going. See trends at a glance to help you grow. Seamlessly connect your Shopify store to QuickBooks. Know where your money is going. See trends at a glance to help you grow. more Connect your e-commerce platforms and marketplaces with a quick and easy setup. Track cost of goods and expenses with reports to understand your profitability Payouts are automatically accounted for, giving you peace of mind. Stay on top of cash flow, and understand your revenue to grow your business
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About Income and balance Apps for Shopify
Income and balance apps are essential tools for Shopify merchants looking to enhance their store's functionality and improve customer experience. These specialized applications help store owners streamline operations, increase sales, and provide better service to their customers.
When choosing a income and balance app for your Shopify store, consider factors such as features, pricing, customer support, and compatibility with your theme and other apps. Reading reviews from other merchants can also provide valuable insights into the app's performance and reliability.
The apps listed on this page represent some of the best income and balance solutions available in the Shopify App Store. Each has been selected based on its functionality, user ratings, and overall value for Shopify merchants.