Shopify e-Boekhouden.nl integration without the headache

This integration synchronizes automatically every 60 minutes by default. You don't have to do anything for it. If a synchronization fails, the integration will attempt to sync the data again in the next run. If the issues persist, you will be notified by email.

No, unfortunately, technically the PDF cannot be read and therefore cannot be included when sending it to e-Boekhouden.

Certainly. For this, you need to install the integration separately for each webshop.

Items are not required for transactions in e-Boekhouden.

No, the integration does not synchronize items to e-Boekhouden. Therefore, it is recommended to manage your inventory in Shopify.

Yes, the integration also synchronizes refunds. When you refund a Shopify order, a booking (mutation) with a negative amount will be created in e-Boekhouden. Please note: canceled orders are not forwarded, so do not cancel an order if it still needs to be synchronized as a credit order.

Absolutely 😀! If you don't have the time or find the setup too complicated, no problem! We can handle the installation of this integration for you. There will be a one-time installation fee for this service. If you later decide not to use the integration, we'll refund the installation fee to you.

Make sure that you have activated the VAT rates used in both Shopify and e-Boekhouden. In the integration, you can then link these VAT rates to each other.

• Should the fulfillment date be used as the order date?
• Do you want to export existing Shopify Payments transactions?
• Select the ledger account to book the payment costs on
• Are you using Shopify Payments as your payment service provider (PSP)? If so, you can indicate here whether you want received payments to be automatically processed in your accounting.
  
  Choose "Yes" if you want the payouts from Shopify Payments to be automatically matched to the corresponding open entries in your accounting after settlement. Additionally, the associated transaction fees will be posted automatically. This automates the reconciliation process within your accounting.
  
  Choose "No" if you are not using Shopify Payments, or if you prefer to track the payments manually in your accounting software.
• Select the account on which the payouts should be booked
• Do you also want to export refunds from Shopify. Note: Cancelled orders are not considered refunds.
• Connect the VAT categories of Shopify to your e-Boekhouden.nl account
• Select the invoice template you want to use. By default, we use 'FactuurSjabloon'.
• Select the account on which payments that cannot be found in the accounts receivable should be booked
• Select the debtor ledger account
• Should e-Boekhouden use its own invoice numbering? Choose 'Yes' to let e-Boekhouden auto-generate invoice numbers (e.g. VF26...). Choose 'No' to use the Shopify order number as the invoice number (default behavior).
• Do you make use of a Point of Sale in Shopify and do you want to book these orders in e-Boekhouden.nl as well? Then please enter the debtor number of the debtor on which these orders should be booked.
• Do you ship to individuals in other EU countries? Then you can pick one of the VAT arrangements below. If you want to keep using the rules of before July 1, 2021, select "Charge VAT based on the webshop's country", then the regular VAT of your country will be charged.
  
  For more information, please see this E-boekhouden article (Dutch).
• Do you want to export existing orders from Shopify
• Do you want the discount on a separate order line?
• Select the account on which the costs should be booked
• Map the countries of Shopify to the ledgers accounts used in e-Boekhouden.nl
• Select the ledger account to book the shipping costs on
• If you want to book your orders on a default debtor, enter the code of that default debtor here
• Select the bank account on which the mutations should be booked
• If you choose 'No' order numbers will be transferred as-is. If you choose 'Yes' the prefix and suffix that you have configured in Shopify (at Settings > Store details > Order ID format) is added to the order number. Note: existing orders won't be adjusted. Read this article (Dutch) for more information on prefixes and suffixes in Shopify.
  
  Choose 'Yes' when you connect multiple Shopify stores to the same bookkeeping administration.
• In this step, you link the correct VAT ledger account for each EU country.
  
  These ledger accounts are used to correctly process VAT per country. This helparticle explains how to create VAT ledger accounts in e-Boekhouden.
• Your Shopify store has multiple business entities (legal entities), each with its own Shopify Payments account and its own payouts. Select which entity this integration should retrieve payouts for.
• Map the VAT categories of Shopify to the ledgers accounts used in e-Boekhouden.nl
• Select how orders should be inserted into e-Boekhouden.nl. If you choose 'Sales invoice' make sure you have created a 'factuursjabloon' in e-Boekhouden.nl. In this article (Dutch) you can read how to do that.
• How would you like the revenue to be booked?
• Pick a Service level matching your needs. You can always change it at a later time, and the price will be adjusted accordingly.
• Select the ledger account to use as default counter account. Note: A counter account needs to be a profit and loss ledger account.
• Please indicate below for which order status(es) the app should synchronize the order. Please note: once an order has been synchronized to e-Boekhouden.nl, any subsequent changes in Shopify will no longer be updated in e-Boekhouden.nl.
  
  Are you using a Payment Service Provider (PSP)? Please note that the order must be in e-Boekhouden.nl before the payment, otherwise the payment cannot be matched with the outstanding item.