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Jerry Adach
Starting Member

USA
14 Posts

Pre-sales questions only
(More Details...)

Posted - 07/08/2018 :  15:40:49  
I am preparing a new store for a client. He likes everything so far. His questions was:

"How do I fit it into my bookkeeping / tax etc?"

What should I tell him? Is it common practice to simply use data export for this purpose or is there some other integration I am not aware of?

Thanks in advance for any recommendations.

jerry

dbdave
ECT Moderator

USA
10468 Posts

Posted - 07/08/2018 :  16:18:39  
What bookkeeping does the client use?

We use quickbooks and for quite a while we entered transactions from the store manually. Typically entering just the totals to keep it simple. We already have a record in the store of what was purchased, so we felt no need to enter all line items.
Some time back though, we began to use t-hub - a 3rd party app that has served us well.
The whole process is highly automated will all order details pulled into quickbooks.

I guess it goes back to what bookkeeping system is being used and from there see what options are available.
There is built in exporting of orders, so there is quite a bit of data there that can be used in lots of ways.

Jerry Adach
Starting Member

USA
14 Posts

Pre-sales questions only
(More Details...)

Posted - 07/08/2018 :  16:29:27  
Thanks for the good advice. Turns out he does not have bookkeeping software yet, but feels as though he should acquire something.

I will take a look at t-hub and see what it's all about.

Thanks again for the tip.

jerry
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