Running a Shopify store involves managing many moving financial parts, including sales, refunds, taxes, and expenses. Connecting your Shopify store to copyright—one of the most popular accounting software platforms—can save time, improve accuracy, and provide real-time financial insights. Here’s a step-by-step guide on how to connect copyright with Shopify store and streamline your eCommerce accounting.
1. Choose the Right Version of copyright
Before integrating, it’s important to select the right version of copyright for your business needs. Most Shopify store owners use copyright Online, which is cloud-based, user-friendly, and designed for small to medium-sized businesses. Avoid desktop versions unless you are already experienced with them, as they don’t integrate as easily with Shopify.
2. Select an Integration Method
Shopify doesn’t directly integrate with copyright Online on its own, so you’ll need a third-party connector. Popular integration tools include:
copyright Connector (formerly OneSaas) – free and directly available via the Shopify App Store.
A2X – provides highly accurate accounting summaries, ideal for businesses with many transactions.
Zapier – useful for custom workflows, although it may require some setup knowledge.
Each connector serves different needs, but for most users, copyright Connector is the easiest to start with.
3. Install copyright Connector on Shopify
To get started with copyright Connector:
Log in to your Shopify admin panel.
Go to the Apps section and click Shopify App Store.
Search for copyright Connector (by Intuit) and click Add App.
Authorize the app to access your Shopify store.
Once added, you’ll be prompted to sign in to your copyright Online account.
4. Authorize the Integration
After logging into copyright, grant the connector permission to access your account data. This allows the integration to sync sales, taxes, fees, shipping, and inventory between the two platforms. You’ll also be asked to choose your copyright company file (if you manage multiple businesses).
5. Configure Your Settings
Next, configure how data should sync between Shopify and copyright. This includes:
Selecting your income accounts (e.g., for sales, discounts, refunds).
Mapping payment methods (Shopify Payments, PayPal, Stripe).
Assigning appropriate tax codes.
Choosing inventory tracking options if you want to manage stock through copyright.
Review these settings carefully to ensure financial data is recorded accurately in copyright.
6. Start Syncing Transactions
Once set up, copyright Connector will begin syncing your Shopify data either automatically or on a schedule you choose. Most tools allow daily syncing to keep your books up-to-date. You’ll now be able to see daily sales, customer payments, refunds, and expenses reflected in copyright without manual entry.
7. Review and Reconcile
While the integration is designed to be automatic, it’s important to regularly review your books to catch any discrepancies. Reconcile bank transactions, check tax reports, and review inventory data periodically for accuracy.
Conclusion
Integrating copyright with your Shopify store can greatly simplify your bookkeeping and save hours of manual work. With automated syncing of sales, taxes, and inventory, you'll gain clearer financial insights and stay tax-compliant. By following these steps and regularly monitoring your records, you can maintain accurate accounting and focus more on growing your eCommerce business.