MyWorks

Review how to track Shopify product sales in the daily summary synced to QuickBooks.

Tracking Shopify product sales in Daily Summaries (QuickBooks Online)

Review how the payments for Shopify orders are recorded in the daily summary synced to QuickBooks Online

Including Shopify order payments in Daily Summaries (QuickBooks Online)

Review how unpaid orders and payments made to orders on terms in Shopify are accurately recorded in a Daily Summary in QuickBooks

Including Unpaid Shopify Orders and post-order Payments in Daily Summaries (QuickBooks Online)

Review how Gift Cards that are purchased and redeemed in Shopify will be reflected in the daily summary synced to QuickBooks

Including Shopify Gift Card Purchases and Redemptions in Daily Summaries (QuickBooks Online)

Review how COGS can be synced to QuickBooks in Daily Summaries from Shopify

Including Cost of Goods Sold in Daily Summaries (Shopify & QuickBooks Online)

Review how refunded orders in Shopify are accurately included in daily summaries synced to QuickBooks

Including Shopify Refunds in Daily Summaries (QuickBooks Online)

Explore how to sync orders from Shopify to QuickBooks as a single daily summary, instead of individual invoices or sales receipts.

Syncing orders from Shopify to QuickBooks Online as a Daily Summary

Assign QuickBooks Classes to the lines of the Daily Summary journal entry synced to QuickBooks, based on Shopify order tags or product tags.

Tracking QuickBooks Classes in Daily Summaries (QuickBooks Online)

Learn how MyWorks can post unfulfilled order income to a Deferred Revenue account in QuickBooks, then recognize it as revenue when the order is fulfilled.

Tracking Deferred Revenue for Unfulfilled Shopify Orders in Daily Summaries (QuickBooks Online)

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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