Bookkeep

RATING:

4.8

(16)

About Bookkeep

Bookkeep is the leading provider of summarized financial automation and deposit reconciliation for businesses. Bookkeep automates the time-consuming process of posting daily financials from multiple sales channels to accounting systems. Bookkeep automatically posts daily sales summary financials to accounting platforms such as QuickBooks Online or Xero and reconciles the payment deposits. We do this for all commerce apps like Square, Shopify, Amazon Seller and many many more. Our customers range from independent coffee shops to restaurant chains, from e-commerce start-ups to cannabis retailers, and virtually everything in-between. We make it easy to manage your books every month while eliminating costly accounting errors so you have the right data and more time to g...

Bookkeep Pricing

For full pricing details and features visit https://www.bookkeep.com/pricing/ BASIC PLAN: 1 channel and up to $1M revenue- $40 monthly cost per entity ESSENTIAL PLAN: 3 channels and up to $3M revenue- $60 monthly cost per entity PLUS PLAN: 10 channels and up to $7M revenue- $160 monthly cost per entity ADVANCED PLAN: 20 channels and up to $12M revenue- $320 monthly cost per entity

Starting price: 

$40.00 per month

Free trial: 

Available

Free version: 

Not Available

Bookkeep automates financial summaries for all your sales channels.This graphic shows the funnel of apps that integrate with Bookkeep, and how Bookkeep pushes the data to the accounting software of your choice.

Bookkeep Reviews

Overall Rating

4.8

Ratings Breakdown

Secondary Ratings

Ease-of-use

5

Customer Support

5

Value for money

5

Functionality

5

Most Helpful Reviews for Bookkeep

1 - 5 of 16 Reviews

Maureen

Accounting, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2022

An Integration worth its Value and More....

My overall experience has been great. There has been a huge learning curve with reporting e-commerce sales in comparison to other businesses. [SENSITIVE CONTENT] have been great to work with.

PROS

The integration to the apps & QBO is clean and thorough. When mapping a client, customer support has provided support. Bookkeep's customer service is far superior than its main competitor. E-commerce is not an easy industry in regards to reporting sales and it's constantly changing. The Bookkeep staff remain steadfast with the industries demands and are constantly trying to increase their applications to make our jobs easier as bookkeepers.

CONS

I would like to see all transactions that occur in Paypal to go through the Paypal Balance (clearing) Account. That would make it easier for the bookkeepers to reconcile the account and decipher what is exactly missing from the months transactions when reconciliations issues arise.

Reasons for switching to Bookkeep

Customer service was not constant and available with questions. They got to big to quickly and didn't provide the support that is needed in a timely manner.

Vendor Response

Thanks, Maureen! Have you worked with the new PayPal integration? If you need help just reach out to Customer Care.

Replied January 2023

Sharon

Accounting, 1 employee

Used daily for less than 6 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2022

Sharon from Turner Accounting & Consulting Services LLC

PROS

The Bookkeep app is very user-friendly. I love that it integrates with so many different platforms and I can bring on more new e-commerce clients. The staff is AWESOME!!!

CONS

I have a non-profit ministry that uses the Churchtrac app for their online giving which the payments are processed through Stripe. I would love to be able to integrate this app with Bookkeep.

Reason for choosing Bookkeep

I'm in a Bookkeeping networking group and they were talking about moving all their clients from A2X to Bookkeep, so I decided to give Bookkeep a try since I already had e-commerce clients and I was doing my own journal entries each month for the different platforms and I wanted to streamline my processes so I can bring on more clients.

Reasons for switching to Bookkeep

I found that A2X wasn't very user-friendly. It was too confusing, no customer service, and I just stopped using the app.

Joyce

Accounting, 1 employee

Used daily for less than 6 months

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed April 2022

Mass migration

Needed to import Shopify and Amazon data for six months. Made it relatively easy to get that done.

PROS

Setup was relatively easy and getting an appointment with the onboarding team through their calendar app was a nice feature.

CONS

Unable to assign different class codes in QBO.

Tyler

Restaurants, 11-50 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2022

Better than any other transfer method available

We have used a quickbooks transfer and other third party apps but bookkeep has been the best by a long shot. They use journal entries instead of QB aweful sales/invoice mess. The customer care team is also top notch. I know the other apps are a little cheaper or free but you get what you pay for so save yourself the headach and just use bookkeep. P.S. I also recomend verify.com for your invoices, with them and bookkeep I have substantially cut down my QB workload.

PROS

It was easy to use and the customer care team was extremely helpful.

CONS

Nothing, it does everything we need it to do.

Reasons for switching to Bookkeep

Quickbooks invoice/sales system is terrible and as a restaurant I do not want every individual sale recorded in quickbooks it just makes a mess.

Vendor Response

We appreciate your review, and we're glad to help with your workload.

Replied January 2023

Rachel

Accounting, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2022

Can't live without this product

I have a great relationship with the folks at Bookkeep and they are extremely helpful.

PROS

So I STILL post sales journal entries manually for some clients. Because of the volume I only do it monthly. With my clients that I am able to integrate with Bookkeep, all of those daily sales post automatically and I don't have to do anything! HUGE life and time saver.

CONS

My only gripe is that the PayPal integration only allows posting to one expense account. Looking forward to assigning multiple accounts

Reasons for switching to Bookkeep

Need accrual books