Does this sound familiar?

You're a Shopify seller and...

  • You're afraid of making a big mess, or doing something wrong because you don't even know what it is you should know.

  • You have a grasp of bookkeeping fundamentals - but you've noticed that Shopify bookkeeping is another beast.

  • You've discovered that the integrations you were using to make your life easier just made your books even messier and created more work.

  • You've tried to research how to do your own Shopify bookkeeping and started uncovering articles mentioning complicated terms like "sales tax nexus," "COGS," and "multiple payment processors." Now you just want to throw up your hands in resignation.

  • You've become frustrated trying to figure out how to record PayPal transactions.

  • Maybe all this frustration led you to put off your bookkeeping for a week, which turned into a month, which became a quarter of a year...

  • Perhaps you never even set up your Shopify bookkeeping because you didn't know where to start.

  • Your books are a mess and you need a step-by-step guide to walk you through the process of handling your Shopify Bookkeeping the right way.

What if you could tame your fears and frustrations about Shopify bookkeeping.

What if you were empowered by the knowledge and tools to successfully take on your own Shopify bookkeeping (one of the most complex types of e-commerce bookkeeping), in a matter of months, not years?

What if you could...

  • Finally have the confidence to set up your Shopify books and integrations correctly.

  • See the words: integrations, inventory, PayPal, multiple payment processors, and sales taxes and say, "I can do that!"

  • Save valuable time on your bookkeeping, just like you always wanted, because you have a proven workflow to follow.

  • Take on your monthly bookkeeping with peace of mind, knowing that you have the resources to help you through any hiccups.

  • Experience having meaningful financials to help you make better decisions and grow your business.
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    Why is the Shopify Bookkeeping DIY course different?

    There truly is a wealth of information online, but trying to piece together your own Shopify Bookkeeping training will just bring more frustration than what you start with.

    • You can watch all the YouTube videos and read all the articles in the world, but won't find the comprehensive, step-by-step training and support that you'll get from this course.
    • This course offers you a proven workflow and best practices for Shopify bookkeeping along with all the essential knowledge and guidance needed to accelerate your journey and save you valuable time.


    Through this course, you'll gain:

    • A solid foundation to take on your Shopify bookkeeping like a pro.

    • A deep understanding of all the essential aspects of Shopify bookkeeping.

    • Insights on a proven workflow for integrating QuickBooks Online and Shopify with A2X.

    • Guidance on what exactly it takes for Shopify sellers to properly set up and manage their own financials.

    This course includes:

    • All the video lessons and handouts

      Over 60 videos where I walk you through e-commerce basics, Shopify bookkeeping best practices, bookkeeping set up, monthly bookkeeping workflows, working with PayPal, inventory, Cost of Goods Sold, and US sales tax.

    • Shopify chart of accounts

      Along with a spreadsheet of a Shopify seller chart of accounts, you'll get a walk-thru to show you which accounts to add and remove for successful Shopify accounting. You'll even discover the ins and outs of using clearing accounts.

    • Shopify bookkeeping setup checklist

      This essential checklist for Shopify sellers to ensure they cover all the steps for setting up their Shopify books.

    • A2X Setup checklist

      A checklist to ensure that you've covered all the set up steps for setting up A2X the right way.

    • Monthly bookkeeping checklist

      This checklist walks you through our 5-step bookkeeping system, mapping out the exact workflow to follow each month for keeping the financials accurate and up to date.

    • Shopify reconciliation spreadsheet

      This spreadsheet will help you track and reconcile income and payment processor deposits between Shopify and QuickBooks Online to make sure your books are squeaky clean.

    • PayPal bookkeeping checklist

      Step-by-step method for recording and reconciling PayPal transactions. This checklist provides two PayPal bookkeeping workflows to choose from - a simpler method for low-volume sellers, and a more in-depth method for high-volume sellers.

    • Inventory tracking spreadsheet

      This spreadsheet provides a useful template that can be used for inventory tracking as an alternative to using an outside app. It covers product cost, purchase order tracking, vendor advances, and ending inventory.

    Not sure if the Shopify Bookkeeping DIY course is right for you?

    • If you want Shopify bookkeeping to be on your list of skills - not your list of fears, then this method has the right tools and guidance to get you there.

    • If you are ready to move confidently into the world of DIY Shopify bookkeeping, this course will give you the fundamental knowledge you need with workflows and checklists to put it all together.

    • If you want to tackle your own Shopify bookkeeping, this course will empower you to take it on with a proven system to guide you every step of the way.

    Course curriculum

      1. 0-1 Welcome to Shopify Bookkeeping DIY

        FREE PREVIEW

      2. 0-3 Copyright and information about the course resources and forms provided - please read

      1. 1-0 Section 1 - PDF of video lessons

      2. 1-1 Complexities of e-commerce

      3. 1-2 Bookkeeping best practices

      4. 1-3 Shopify platform

      5. 1-4 Resource: Shopify Help Center - Useful Links

      1. 2-0 Section 2 - PDF of video lessons

      2. 2-1 Intro_Basis of accounting

      3. 2-2 Setting up QuickBooks Online for the first time

      4. 2-3A Shopify chart of accounts (updated May 2024)

      5. 2-3B Shopify chart of accounts - removing accounts

      6. 2-3C Shopify chart of accounts - resources walk-thru

      7. 2-4 Understanding clearing accounts

      8. 2-5 Resource: Shopify Books Quick Setup Checklist

      9. 2-6 Resource: Account categories to add and remove from the QBO chart of accounts

      10. 2-7 Resource: Shopify Seller chart of accounts

      1. 3-0 Section 3 - PDF of video lessons

      2. 3-1 Methods for recording Shopify transactions

      3. 3-2 Setting up A2X

      4. 3-3A A2X Accounts and Taxes

      5. 3-3B Mapping payment gateway transactions (Current Assets)

      6. 3-3C Sales and VAT taxes mapping

      7. 3-4 A2X Settings

      8. 3-5 Switch between accounts | Notifications in A2X

      9. 3-6 Shopify Payouts in A2X

      10. 3-7 Resource: A2X setup checklist

      1. 4-0 Section 4 - PDF of video lessons

      2. 4-1 Shopify monthly bookkeeping workflow basics

      3. 4-2A Step 1: Record transactions - overview

      4. 4-2B Monthly Review in A2X

      5. 4-2C Record: Banking transactions - Money in

      6. 4-2D Record: Banking transactions - Bank account transfers

      7. 4-2E Record: QBO Banking transactions - Money out

      8. 4-2F Record: Shopify monthly bill

      9. 4-2G Record: Payment processor fees

      10. 4-2H Record: Inventory, COGS & sales taxes

      11. 4-3A Reconcile: business bank and credit card statements

      12. 4-3B Reconcile: Shopify income and payment processor deposits

      13. 4-4A Introduction to month-end review | Review banking transactions

      14. 4-4B Review: Clearing accounts

      15. 4-4C Review and update month-end inventory balances

      16. 4-4D Review the Profit & Loss and Balance Sheet

      17. 4-5 Revise: Making corrections to transactions already recorded

      18. 4-6 Restrict: Close the books

      19. 4-7 Resource: Shopify monthly bookkeeping workflow list

      20. 4-8 Resource: Shopify reconciliation worksheet

      1. 5-0 Section 5 - PDF of video lessons

      2. 5-1 How PayPal works

      3. 5-2 Preferred PayPal settings

      4. 5-3 PayPal financial reports

      5. 5-4 Connecting PayPal to QBO

      6. 5-5 Using the Connect to PayPal connection

      7. 5-6 PayPal workflow basics in QBO

      8. 5-7 Record summarized PayPal transactions

      9. 5-8 Record expenses paid via PayPal

      10. 5-9 Funds held by PayPal

      11. 5-10 PayPal foreign currency transactions

      12. 5-11 PayPal bank account reconciliation

      13. 5-12 Resource: PayPal bookkeeping checklist for Shopify

      14. 5-13 Resource: PayPal expense import

    About this course

    • $1,297.00
    • 85 lessons
    • 5.5 hours of video content

    Top FAQ's:

    • I'm not sure I have time to complete this course right now. How long do I have access to the course?

      When you sign up you get immediate access to all lessons and you can do the lessons at your own pace.

      You have lifetime access to the course and all the material, so there's no need to worry if you need to take it slowly.

    • I'm not sure if I'm ready for this course. Do I need bookkeeping experience?

      This course doesn't teach the basics of bookkeeping or how to use QuickBooks Online. If you're a seller, this course won't turn you into a bookkeeper, but will show you the essentials of doing your Shopify bookkeeping the right way.

    • Do you offer a money-back guarantee?

      Due to the massive value and resources provided in this course, we do not provide a money-back guarantee.

      If you are unsatisfied with this course, contact us in the first 30 days and we will discuss your specific circumstances and agree upon a mutually beneficial resolution.

    • I don't live in the US. Is this course only for US-based Sellers?

      We have students in the Shopify Bookkeeping DIY course from all over the world. Some of the content is specific to US accounting rules and to the US version of QBO, however, that is pointed out during the lessons.

    • What if I do not use QuickBooks Online?

      The general workflows and method for doing Shopify bookkeeping can be applied to any accounting software, however this training focuses on QuickBooks Online.

    • Does this course cover Amazon bookkeeping?

      No. Shopify bookkeeping is very different from other types of e-commerce bookkeeping.

    • Will I really be able to DIY my bookkeeping after I take this course?

      This course takes you through the step-by-step method for doing your own Shopify bookkeeping. Keep in mind that there are a lot of complexities to e-commerce accounting and that you may still need the help of a professional e-commerce bookkeeper.