Your store orders, recorded in QuickBooks the way your accountant expects.
Iris posts each WooCommerce, Shopify or Qualify order to QuickBooks Online with your items, tax codes and payment accounts already matched. Anything it can't post correctly waits for you instead of going in wrong.
No card needed until your trial ends. QuickBooks Online Canada and US.
Order #1042
WooCommerce, paid Nov 8
- Trail mug MUG-TR$24.00
- Wool socks ×2 SK-W-M$36.00
- Shipping$9.00
- GST 5% + BC PST 7%$8.28
Visa$77.28
Sales Receipt WOO-1042
Posted
Dated Nov 8 in QuickBooks
| QuickBooks item | Tax code | Amount |
|---|---|---|
| Mugs:Trail mug | GST/PST BC | 24.00 |
| Apparel:Wool socks | GST/PST BC | 36.00 |
| Shipping | GST/PST BC | 9.00 |
- Tax, matched to the store
- 8.28
- Deposit to Visa clearing
- 77.28
What lands in QuickBooks
Every kind of store event has one place it goes. You choose per store whether each order gets its own receipt or orders are summarized by day or month.
| In your store | In QuickBooks Online |
|---|---|
| An order | A sales receipt, numbered with your store prefix and order number |
| A day's or month's orders | One sales receipt per payment method and location |
| A refund | A refund receipt |
| A payout from Shopify Payments, Stripe or similar | A deposit from the clearing account, with processing fees as an expense |
| Gift cards and store credit | A liability account, drawn down when they're used |
| Shipping, discounts, tips and rounding | The items you choose for each store |
| An order in another currency | Posted in that currency with QuickBooks multicurrency |
When something doesn't fit, it waits for you
An unknown SKU holds the order
Iris never guesses an item. Match the SKU once and the order posts, along with every later order that uses it.
Closed books stay closed
An order dated before your QuickBooks closing date waits for review. You decide whether it goes into the next open period or is skipped.
No duplicates
Before every post, Iris checks QuickBooks for the document number, so a retry or a re-sent webhook can't record the same order twice.
Tax matches what you charged
The receipt always carries the store's tax amount. If QuickBooks would have worked it out differently by more than your threshold, Iris flags it.
Set up in an afternoon
1
Connect QuickBooks Online
Iris reads your items, tax codes, accounts, classes and locations.
2
Connect a store
Choose where its history starts. Nothing earlier is imported.
3
Check the matches
SKUs, tax rates and payment methods, each mapped once.
4
Post the first orders yourself
Turn on automatic sync when you're happy with the results.