Bookkeep

RATING:

4.8

(20)

About Bookkeep

If you use Shopify, Amazon, Square, PayPal, Treez, Clover, Toast, Mindbody and/or other popular ecommerce and POS systems, Bookkeep is your secret weapon. Our tool automatically posts accrual-based daily sales summary financials to QuickBooks Online, Zoho Books, or Xero and auto-reconciles the payment deposits. Once mapped, it's "set it and forget it!" We do this for 60+ ecommerce apps, POS systems, and payment platforms including Square, Shopify, Amazon Seller, Walmart, Clover, Treez, Mindbody, Stripe, PayPal, and many more. Sales tax automation, powered by Avalara, means you never have to wrestle with complicated spreadsheets, or worry about late filing fees. We’re accountants, business owners, and data nerds ourselves, so we know the importance of accurate accrua...

Bookkeep Pricing

For full pricing details and features visit https://www.bookkeep.com/pricing/ All plans include unlimited orders, and unlimited users. 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: 

$60.00 per month

Free trial: 

Available

Free version: 

Not Available

All your sales and payment channels in one place. Bookkeep automates the accrual accounting and payment reconciliation for all your ecommerce, retail, restaurant, and cannabis dispensary POS systems, including automating sales tax with Avalara.

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 20 Reviews

Jim

Retail, 2-10 employees

Used daily for less than 12 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 April 2024

Great Product and Support

My experience has been perfect. The integration was seamless.

PROS

The professionalism of the team and especially Anish. Most helpful and always there for support when needed

CONS

Nothing at all. Everything works well and the staff is always available for any help

Reasons for switching to Bookkeep

Functionality was so much easier. And staff was great

Vendor Response

Jim, thank you so much for your review! We are delighted you are having a great experience and that Bookkeep is easier to use than your prior solution. And special thanks for your shout-out for Anish, our Head of Customer Success (we love him too!)

Replied April 2024

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

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.

John

Retail, 11-50 employees

Used daily for more than 2 years

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 April 2024

Shopify to QBO

"This application ensures daily updates for QBO, keeping my financial statements current. With real-time insights, I stay informed about our business performance. Should any changes occur in Shopify or payment forms, Bookkeep's responsive customer support swiftly resolves any issues."

PROS

It keeps QBO up to date without and user intervention.

CONS

we have not had any issues with bookkeep

Vendor Response

Thank you John! We are so glad you are using our Shopify to QBO integration and seeing the benefits of having your sales, sales tax, fees, adjustments, etc., all neatly summarized in your general ledger every day. Over 1/3 of our customer base uses our Shopify integration with QBO, and we continue to work on adding features to deepen it. Our latest is the ability to separately label any Shopify Collective adjustments that are netted into your Payout figures. Thanks again for this review, and for your trust in Bookkeep!

Replied May 2024

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.