QuickBooks and Shopify, read together
Shopify knows every order. QuickBooks knows the deposits. Between them sit fees, refunds, chargebacks, discounts, gift cards and sales tax, and a payout that lumps a few days of orders into one number.
Whatever moves your sales into the books today can stay. Liaison reads both systems the way your bookkeeper would, matches each payout to the orders inside it, and tells you where QuickBooks and Shopify disagree and why.
Where QuickBooks and Shopify disagree
- A payout is net: orders minus processing fees, refunds and chargebacks, often across several days. The deposit in QuickBooks never equals any one day of sales.
- Refunds and chargebacks land after the month that holds the original sale, so a closed month quietly changes.
- Sales tax collected at checkout has to match the liability in the books, state by state.
- Gift cards and discounts change what an order brought in against what it listed at.
- Shopify counts stock in units and QuickBooks carries the cost of goods, so margin needs both.
Questions it answers across both
- “Does this week’s Shopify payout match the deposit in QuickBooks, and what did fees and refunds take out of it?”
- “What was our real margin last month after fees, shipping, discounts and returns?”
- “Which orders were refunded or charged back after we closed the month?”
- “Is the sales tax Shopify collected what the books say we owe?”
What Liaison does with QuickBooks and Shopify
- Matches every payout to its orders, fees, refunds and chargebacks, and flags any deposit that does not add up.
- Drafts the entries missing from QuickBooks for you to confirm before anything is posted.
- Writes the month-end summary of sales, fees, refunds, tax collected and margin from both systems.
- Watches for refunds and chargebacks that land after close and tells you which month they change.
What it reads and does in each
Liaison across QuickBooks and Shopify, set up with you, for $629 a month.
- Connects to QuickBooks and Shopify with access you grant and reads them as one record; nothing is replaced or re-entered.
- Does the routine work in your voice; each kind of work is approved once.
- Answers across both: what QuickBooks says, what Shopify says, and where they disagree.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Questions
Do I still need the app that syncs Shopify into QuickBooks?
Keep whatever moves your sales into the books today. Liaison does not replace the sync; it reads both sides after the sync has run and finds where they still disagree.
Can Liaison issue refunds in Shopify?
It can, and it never does on its own. A refund moves money, so it always waits for your yes.
Does it work with Xero instead of QuickBooks?
Yes. The same matching runs against Xero.
What does it cost?
Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.
See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.