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Knowledge base
Getting Started
New to Pipemonk
4
Do I need technical knowledge to use Pipemonk?
Should I add my credit card details to try Pipemonk?
Can I get product demo of Pipemonk?
Does Pipemonk support creating/adding multiple integrations in a single account?
Pricing and Discounts
4
Can I try Pipemonk for free of cost?
How much does Pipemonk cost?
Can I upgrade/downgrade my account after paying for a particular plan?
When I upgrade should I pay the full amount or just the difference of amounts between the two plans?
Pipemonk's How To's
6
How can I add an user in my Pipemonk account?
How can I set the frequency at which I want to receive Sync-log reports mails?
How do I change my Pipemonk password?
How to change credit-card associated with my Pipemonk account?
How to track Cost of Goods Sold (COGS) using Pipemonk?
View all 6
Pipemonk Advance settings
3
What is Inventory Master setting?
Does Pipemonk support multi-users in a single user account?
Do I get an option to choose the frequency of Sync logs email reports I want to receive?
Sync Error Messages
3
Transactions with inventory (QOH) products cannot be dated earlier than the Inventory Start Date for the product
List of Supported Characters
Line Item Missing
Basic Questions
What is Data Integration?
1
Data Integration
Do I need technical knowledge to use Pipemonk?
1
Technical Knowledge
How Does Pipemonk Help Me?
1
How is Pipemonk useful?
Best Practices
1
Best practices in connecting multiple e-commerce store to an accounting software (QBO/Xero)
What are the main differences between Income account, Expense Account, Deposit Account and Inventory Asset account?
1
What are the main differences between Income account, Expense Account, Deposit Account and Inventory Asset account?
Software as Service (SaaS)
1
What is SaaS?
Security Policy at Pipemonk
1
Security Policy at Pipemonk
Shopify - QuickBooks Online Integration
Pipemonk Setup & Pricing
5
For my products, I use SKU in QuickBooks Online instead of Product Name. Can Pipemonk work for me?
Can I link all orders to a single customer in QuickBooks Online?
Why is that my accounts are not showing up in the Pipemonk settings though it is present in QuickBooks Online?
In case of sync failures, does Pipemonk communicate to me with the reasons of sync failure?
How the notes added in Shopify order will appear in QuickBook Invoice ?
FAQ : QuickBooks Online
5
Does Pipemonk Work With QuickBooks Desktop Or Premier Or Pro Or Mac Versions?
Does Pipemonk Support My Country Version Of QuickBooks Online?
Does Pipemonk Support QuickBooks Online version App for Mac?
Does Pipemonk Support QuickBooks Online version App for Mac?
Update Non-Inventory item to Inventory
Known Limitations
1
I have two options to choose in variants, can these kind of products sync to Shopify?
How TOs
11
How To Restore A Deleted Customer In QuickBooks Online?
How To Restore A Deleted Product In QuickBooks Online?
How To Turn On Inventory Tracking In QuickBooks Online?
How To Create An Income Account In QuickBooks Online?
How To Create A Deposit Account (Customized) In QuickBooks Online?
View all 11
Pipemonk Sync Settings
12
Should I Sync My Shopify Orders As Invoices Or Sales Receipts To QuickBooks Online?
How to sync Shopify sales orders as Invoices in QuickBooks Online?
Want To Sync Only Paid and Fulfilled Shopify Orders To QuickBooks Online?
Can I change the date of syncing Shopify Orders to a prior date?
Can I schedule to run my syncs automatically?
View all 12
FAQ: Shopify
2
Does Pipemonk support Shopify Payment Fees?
Does Pipemonk Sync With Shopify POS?
Setting up taxes in QuickBooks Online (for various countries)
4
(US version) How to Setup taxes in QuickBooks Online?
(UK version) How to Setup taxes in QuickBooks Online?
(Canada version) How to Setup taxes in QuickBooks Online?
(Australian version) How to Setup taxes in QuickBooks Online?
QuickBooks Inventory Management
5
I want QuickBooks Online as my Inventory master, How can I do that?
I manage my inventory in Shopify. Can I still use Pipemonk?
Can I switch between the inventory master setting?
How to Sync Products with inventory from QuickBooks Online to Shopify through Pipemonk?
How can I track inventory in QuickBooks Online using Pipemonk?
Pipemonk Advanced Features
10
Does Pipemonk support refunds given on the orders?
Does Pipemonk consider Payment Transaction Fee (Credit Card Fee / Merchant Fee) from Shopify to QuickBooks Online?
Does Pipemonk support line item discounts?
How does Pipemonk sync refunds from Shopify to QuickBooks Online?
How does Pipemonk sync refunds from Shopify to QuickBooks Online (Use case-2) ?
View all 10
Deposit account
2
What is a deposit account?
Do you support multiple deposit accounts?
Cancelled orders for Shopify-QuickBooks Online (QBO) integration
3
Why did my cancelled orders not sync with Quick Books?
Why didn't Pipemonk change the status of the invoice or sales receipt once the order was cancelled?
Now that Pipemonk has not changed the status of the invoice or sales receipt once the order was cancelled, what is the next step?
Income account
2
What is income account?
Do you support multiple income accounts?
Inventory Asset account
1
What is Inventory Asset account?
Orders
1
Few of my orders are not showing up in QuickBooks.
Shopify - QuickBooks Online Order Settings
11
Setting the Date
Payment Gateway Fees
Accounting for Payment Gateway fees
Importing Orders in QuickBooks
Invoices or Sales Receipts deposit for Shopify Payments
View all 11
Shopify - QuickBooks Online Products Settings
3
Matching existing products in QuickBooks
Import full Product Description
Syncing hidden products in Shopify
Shopify - QuickBooks Online Inventory Settings
11
Tracking inventory in QuickBooks Online
Accounting Income for Products
Accounting New Inventory Enabled products.
Accounting the Inventory Value.
Choose Inventory Master
View all 11
Shopify - QuickBooks Online Features
3
Associate all imported Invoices/Sales Receipts to a single Customer
Locations or Channel of a Sales Order
Bulk update cost price of items in QuickBooks Online using export/import feature
Shopify - QuickBooks Online Miscellaneous Settings
2
Retry Data that failed to import
Set the date to retry failed data.
Disabling of the Date in Pipemonk
1
Disable Date
Help Text
1
Help Text
Settings
5
General Settings
Inventory Settings
Order Settings
Product Settings
Customer Settings
Sales Tax in QuickBooks Online
1
How to create Sales Tax in QuickBooks Online for Singapore
Multi Currency Feature
1
Multicurrency
Shopify - Xero Integration
Pipemonk Setup & Pricing
3
How can I setup an integration with Shopify Store and Xero through Pipemonk?
I have existing products and customers in Xero. Will Pipemonk create duplicates of these?
If I Have 2 Different Shopify Products With Same Name, How Will Pipemonk Sync Them To Xero?
FAQ on Pipemonk Sync Settings
8
What Is A Deposit Account? Which One Should I Choose?
Can I schedule to run my syncs automatically?
I use SKU to track products in Xero. Can Pipemonk fulfil my requirements?
I added a new Chart of Accounts in my Xero. How do I choose that account in Pipemonk Settings?
Can I choose not to sync product description into Xero?
View all 8
Pipemonk Advanced Features
8
Does Pipemonk handle refunds in Shopify-Xero Integration?
How does Pipemonk handle refunds for Shopify-Xero Integration?
How does Pipemonk handle refunds for Shopify-Xero Integration (use case-2) ?
Does Pipemonk support Payment Transaction Fee (Credit Card Fee / Merchant Fee) from Shopify to Xero?
How does Pipemonk sync Payment Transaction Fee (Credit Card Fee / Merchant Fee) from Shopify to Xero?
View all 8
Compatibility
1
Does Pipemonk support my country version of xero?
Inventory Tracking in Xero
0
How To's for Shopify- Xero Integration
4
How to handle reconciliation in Xero for refunds scenario?
How To Link All Shopify Orders To A Single Customer In Xero?
How Can I Sync Shopify Orders Starting From a Particular Date to Xero?
How to change the deposit account for an invoice after payment has been synced to Xero ?
Order Settings for Shopify- Xero
10
Order Setting: Date Setting
Order Setting: Payments and Sales Receipts
Order Setting: Record transaction payments in Xero
Account for Payment Gateway Fees
Account for the Payment Gateway fees.
View all 10
Product Settings for Shopify-Xero
4
Accounting for Business Income
Match existing products in Xero.
Product Name instead of Product Description
Sync Hidden Products
Features for Shopify-Xero
1
Associate all sales orders from Shopify to one single customer
Miscellaneous Settings for Shopify-Xero
2
Retry failed data
Date to retry failed data
Do you want to record Payments in Xero?
1
Record Payments in Xero
Multi Currency Feature
1
Multi Currency
Amazon - QuickBooks Online Integration
General
1
Choose the elements that you want to sync
Order Settings for Amazon-QuickBooks Online
7
Deposit Account
Payment Gateway Fees
Accounting for Payment Gateway Fees
Discount amount.
Shipping Income.
View all 7
Inventory Settings for Amazon-QuickBooks Online
2
Accounting Income for Products.
Select fields for syncing
Products Settings for Amazon-QuickBooks Online
2
Match the existing products in QuickBooks
Use Product Name instead of Product Description
Feature Settings- QuickBooks Online
2
Associate all sales orders from Amazon to one single customer
Syncing Non Amazon Expenses
Miscellaneous Settings for Amazon- QuickBooks Online
2
Retry data that failed to sync in earlier runs
Choose the date from which you want to retry the failed data.
How to Integrate Amazon with QuickBooks Online
1
Amazon- Accounting Software integration
Sync Non Amazon Orders
1
Syncing Non Amazon Expenses
How to connect Amazon with QuickBooks Online?
1
Integrate Amazon with QuickBooks Online
How to get Amazon Seller ID and MWS token
1
Getting your Amazon Seller ID and MWS Auth token
Amazon - Xero Integration
Multi Currency
1
Multi Currency Feature
Amazon Xero Settings
11
Date Settings
Recording Payments in Xero
Accounting for Payment Fees
Deposit Account
Discount Account
View all 11
How to connect Amazon with Xero
1
Integrate Amazon with Xero
New Features
Retry Failure
1
Retry Failure
Minimum Update fixes
1
Minimum Update Fixes
Issue Resolutions
Orders
2
Why Didn’t All My Shopify Orders Sync Into QuickBooks Online?
In QuickBooks Online, my deposit account is getting double income, why?
Products
5
How do I setup Items in QuickBooks Online so that correct variants are created in Shopify?
I Have Existing Products And Customers In QuickBooks Online. Will Pipemonk Create Duplicates Of These?
If I Have 2 Different Shopify Products With Same Name, How Will Pipemonk Sync Them To QuickBooks Online?
Setting the cost price for a product in QuickBooks Online
Activate a Deactivated/Deleted product in QuickBooks Online
Customers
1
If I Have 2 Different Shopify Customers With Same Name, How Will Pipemonk Sync Them To QuickBooks Online?
Help Desk Software
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