The Bookkeep Journal

At Bookkeep, we’re constantly evolving our platform to align more closely with how ecommerce and retail merchants work. This June, we’ve delivered updates that streamline setup, improve accuracy, and offer more customization across platforms like Shopify, Square, and Zoho Books. Here’s what’s new: 1. Streamlined Shopify Connection Flow (Now Embedded)

Retail is undergoing a seismic shift. As Shopify’s latest report, “Retail’s Digital Transformation: From Integration to Unification,” makes clear, the future of commerce hinges on unifying systems—not just integrating them. For modern retailers, the challenge is clear: stitched-together tech stacks, disconnected data, and integration sprawl have become a drag on

As Shopify merchants grow past seven figures in revenue, their needs go far beyond a sleek storefront. They’re managing complex operations—across ecommerce, retail, marketplaces, fulfillment, and finance. And they’re relying on their Shopify agency not just for site design, but for orchestrating a high-performing tech stack that keeps the business

For fast-growing Shopify brands, understanding when and how to recognize revenue is more than an accounting technicality—it’s essential for compliance, cash flow clarity, and long-term success. As your business evolves, so do the complexities of your revenue streams. Whether you’re offering pre-orders, subscriptions, or drop shipping, recognizing revenue properly helps

For modern ecommerce brands, selling on just one platform isn’t enough. Today’s Shopify merchants are building powerful multichannel strategies that span Amazon, TikTok Shop, Instagram, Facebook, Google Shopping, and more — all while managing it centrally from their Shopify dashboard. This strategy expands reach and revenue. But it also introduces

At Bookkeep, we believe in empowering Shopify merchants with seamless, accurate accounting automation. But we know financial clarity doesn’t happen in a vacuum—it takes a powerful ecosystem of partners working together to support growth, scalability, and compliance. That’s why we’re proud to highlight our Shopify Agency Partner Program and the

The Shopify Editions conference in Toronto this past week showcased Shopify’s continued dominance and ambition as the leading unified commerce platform for merchants worldwide. From groundbreaking product launches to strategic vision casting, the message was clear: Shopify is not just powering ecommerce, it’s becoming the operating system for modern commerce

As part of our ongoing mission to simplify and automate e-commerce accounting, Bookkeep is excited to announce several important product updates this May. These changes are designed to give you more visibility into your numbers, streamline reconciliation, and offer greater flexibility based on your business stage. 1. Shopify: Track Exchange

If you sell on Amazon, you know the pain of reconciling your payouts. The timing never quite lines up—especially with orders that are deferred, meaning Amazon hasn’t officially “earned” the revenue until it’s processed, shipped, or delivered. For accounting professionals and e-commerce sellers alike, these deferred transactions have long been

Shopify’s Summer 2025 Editions, dubbed “Horizons,” introduced a powerful new feature for larger and more complex businesses: multi-entity management. While this unlocks new possibilities for ecommerce organizations, Bookkeep has long supported multi-entity and multi-location accounting automation—making it the natural partner for businesses looking to stay ahead. With Bookkeep, Shopify sellers

NEW YORK, NY, UNITED STATES, May 22, 2025 — We are excited to share that Bookkeep, an accounting automation solution has been recognized with multiple awards, like 2025 “Best Ease of Use” and more badges from Gartner Digital Markets platforms: Capterra, Software Advice, and GetApp. With functionalities such as real-time data

When reconciling e-commerce transactions, there are two common approaches: Based on the payout date (when money hits your bank) Based on the sales date (when the sale actually occurred) Some accounting tools take the shortcut of reconciling by payout date. But for e-commerce and retail businesses, this can distort your

Why is it worth paying for both Bookkeep and QuickBooks Online? Think of QuickBooks Online as your digital ledger—the system where your financial story lives. But to write that story accurately, you need clean, structured, and reliable data flowing into it. QuickBooks Online: What It Does Well QBO is a

For ecommerce and retail brands, managing sales tax isn’t just tedious—it’s a growing liability. With sales across multiple states, platforms, and tax jurisdictions, staying compliant has become a full-time job. If you’re still managing tax data manually, you’re risking errors, missed deadlines, and audit exposure. Enter accounting automation—a smarter way

We know the devil’s in the details, especially when it comes to your books. That’s why April’s updates bring more visibility to your COGS, more flexibility to your Amazon reporting, and a smoother setup for Sage Intacct users in Canada. Here’s what’s new this month (and ICYMI, here’s the March

This month’s updates center around transparency and efficiency (your accountant’s dream duo). We’re improving how you track refunds, alerting you to issues before they snowball, and expanding tax support across platforms and currencies. Whether you manage one entity or many, March brings the visibility and control you’ve been asking for.

Keeping your books accurate shouldn’t feel like a full-time job. That’s why we’re always fine-tuning Bookkeep to automate more, track better, and make financial reconciliation seamless.  This month, we’re rolling out updates that improve marketplace visibility, provide richer transaction data, and simplify bulk imports. Here’s what’s new this month (and

Bookkeep CEO, Jason Richelson joined Claus Lauter on The The Ecommerce Coffee Break Podcast + Newsletter to discuss revenue accounting and financial growth for your ecommerce business. Very insightful conversation with a lot of great topics including: ✔️ How poor accounting can sink your business sale price ✔️ What makes multi-channel

In the world of e-commerce, businesses often receive bank transfers or deposits from platforms like Shopify, Amazon, Walmart or eBay as part of their sales operations. While it may be tempting to record these transfers directly as sales revenue, doing so is an accounting error that can lead to significant