Storebuddy: your webshop, payments and bookkeeping

A webshop produces orders, credit notes, payments, fees and payouts. Storebuddy brings together data from connected systems and can transfer accounting records to your accounting software. The provider describes integrations with e-conomic, Dinero and Billy, among others.

The important questions are which sales channels and payment services you use, and how the data should be recorded. We help clarify the workflow before the integration goes live.

We work with connecting Shopify and e-conomic through Storebuddy. Before starting, we review your chart of accounts, source data, access and cutover date, so new entries can be distinguished from transactions already recorded.

• Map sales, shipping, discounts and relevant VAT codes to the agreed chart of accounts.
• Clarify how orders and credit notes are transferred to the accounts.
• Agree which payment services and payouts the integration should cover.
• Test examples of sales, refunds and fees before ongoing processing starts.

A bank payout can combine several payments and be reduced by fees or refunds. Your bookkeeping therefore needs to explain the connection between the webshop, payment provider and bank.

We help reconcile balances and transactions and investigate differences. If you use Stripe, read more about our Stripe bookkeeping. With several sales channels, it is also worth agreeing how reporting should cover your ecommerce business.

Automation needs ongoing checks. We agree who follows up on discrepancies, missing transfers and changes to the webshop or payment setup.

• Reconcile sales data and credit notes against the transferred accounting records.
• Check clearing accounts, fees and bank payouts.
• Follow up on error messages and changes to integration permissions.
• Review the setup when you add a sales channel, currency or payment service.

We can combine integration setup with day-to-day bookkeeping, reconciliation and reporting. The scope depends on your systems and the responsibilities we agree with you. Explore our automation and integration services and bookkeeping and payroll.

Before starting, we review your webshop, accounting software, payment providers and current bookkeeping. That gives us a basis for agreeing responsibilities, checks and pricing. Contact us about webshop bookkeeping, or read about pricing and engagement.