Everything between a paid order and a clean QuickBooks file
Iris is built for stores whose accountants care how sales are recorded: Canadian sales tax by province, US Automated Sales Tax, several stores, several companies.
Connections
- Several stores, several companies
- Connect as many WooCommerce, Shopify and Qualify stores and QuickBooks Online companies as you need. Each store posts to one company.
- Your QuickBooks lists, kept current
- Items, tax codes, accounts, classes and locations update as they change in QuickBooks, overnight, or when you press Refresh.
- Nothing posted to retired entries
- When an item, account or tax code is made inactive or deleted in QuickBooks, Iris stops offering it and holds orders that would use it.
- Disconnect without losing your setup
- Reconnecting the same QuickBooks company brings back its lists and your mappings. Each company connects to one Iris organization, so sales can't be recorded twice.
- History from where you choose
- Pick a start date or order number when you connect a store. Nothing earlier is imported.
Mapping
- Products matched by SKU
- Matching ignores case and spaces. Products without SKUs can be linked by hand. Each QuickBooks item shows every store product matched to it.
- Tax codes, not guesses
- In Canada each combination of store tax rates maps to exactly one QuickBooks tax code, such as GST 5% plus BC PST 7% to GST/PST BC. In the US, lines are marked taxable or not and the store's tax total is kept.
- Payment methods to clearing accounts
- Each store's payment methods, shipping, discounts, tips, store credit and rounding map to the accounts and items you choose.
- Classes and locations
- Class comes from each product, line by line. Location comes from the store, or from Shopify locations mapped to QuickBooks ones.
Posting
- Per order or summarized
- Choose per store: a sales receipt for every order, or one per payment method and location each day or month.
- Refunds, edits and cancellations
- While the period is open, edits update the receipt, cancellations void it and refunds post as refund receipts. In a closed period the change is flagged for you.
- Payouts that match your bank feed
- Each payout is recorded as a deposit from the clearing account with fees as an expense, so QuickBooks matches it to the bank line.
- Foreign currency
- Orders in another currency post in that currency through QuickBooks multicurrency, at the store's exchange rate where it gives one.
Staying on top of it
- Full history for every order
- What was imported, which mappings were used, every posting attempt and QuickBooks' reply, and who did what.
- Retries, then a nudge
- Temporary failures retry automatically for 24 hours. After that the order is held and appears in your daily email digest.
- Reconciliation by store and period
- Store totals against posted totals, the difference, and the orders still held.
- Disconnections alert straight away
- If a store or QuickBooks connection stops working, Owners and Admins hear about it by email and in Iris.
Your team
- Four roles
- Owner for billing and people, Admin for connections and settings, Bookkeeper for mapping and posting, and Viewer for read-only access.
- Two-factor authentication
- Required for Owners and Admins, available to everyone, using any authenticator app.
- One sign-in, several organizations
- Bookkeepers who work for several businesses switch between them without signing out.