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Entering and Reconciling SP orders in Quickbooks?

  • 23 November 2020
  • 3 replies
  • 62 views

Userlevel 1
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Hi,

I am wondering how others who use Quickbooks for accounting are entering and reconciling ShootProof orders?

While ShootProof deposits are made to my checking account this is not an accurate accounting for the total sale price, sales tax, and the cost of payment processing.

 

-------------Example Sale:------------------

subtotal sale $85.00

Sales tax (7%) $5.95

Total: $90.95

minus SP payment Processing -$2.94

SP deposit = $88.01

-------------------------------------------------

In order to have accurate accounting, do you manually create an invoice in QB for every sale in order to properly report gross sales, sales tax, and expense the payment processing cost?

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Best answer by Megan 3 February 2021, 16:54

This has been requested in Share Your Ideas - go add your vote, but more importantly, add some details about your workflow & use case. Our product team reads the use cases and it helps them understand exactly what is needed!

 

 

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3 replies

Userlevel 6
Badge +3

It seems like you stumped quite a lot of us! I don’t personally use Quickbooks, so I unfortunately can’t offer any insight. I’ve added a tag of “Accounting” to the post.  Me adding this comment will also bump it in the Recently Active so hopefully someone will see it! 

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I was thinking the same thing.  I use QB separately from ShootProof.  After I send the gallery to the client and place their order, I create an invoice from Quickbooks and send that in another email.  Would love to figure out integrating the 2.

Userlevel 6
Badge +3

This has been requested in Share Your Ideas - go add your vote, but more importantly, add some details about your workflow & use case. Our product team reads the use cases and it helps them understand exactly what is needed!

 

 

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