Zero-Variance Bank Feed Match
Daily Shopify Payments deposits match against created clearing entries in your QuickBooks bank feed with automated one-click review.
Automated eCommerce bookkeeping from Shopify to QuickBooks
Eliminate month-end spreadsheet panic. Equali extracts daily Shopify sales summaries, separates payment processing fees and sales taxes, and posts balanced journal entries to QuickBooks Online.
Effortless Shopify accounting for QuickBooks businesses
Built for high-growth online retailers and multi-channel brands. Keep your QuickBooks balance sheet audit-ready every day of the month.
Granular Fee & Tax Allocation
Decompose gross turnover, merchant processing fees, shipping income, and multi-jurisdiction sales tax into specific QuickBooks accounts.
AUDIT ENTRY#10432
Posted · Verified
Gross Sale£49.99
VAT (20%, incl.)£8.33
Processing fee (2.9%)−£1.45
Net Payout SettledMatched to bank MT940
£48.54Audit Ref: AUD-2026-9921Posted to QuickBooks · 14 Jun
Automated Sales Tax Mapping
Map state, local, or UK VAT rates accurately to QuickBooks tax agencies without manual calculation.
Gift Card & Liability Accounting
Track unearned revenue liabilities when gift cards are purchased, recognizing revenue only upon fulfillment.
Refunds & Adjustment Batches
Match customer returns, chargebacks, and inventory restock credits directly against the payout batch they impacted.
QuickBooks Class & Location Tracking
Assign orders to specific QuickBooks Classes or Locations by storefront, warehouse, or geographic region.
AUDIT TRAIL#TX-94021
100% 3-Way Matched
01
Shopify Order#10432
12 Jun · Online Checkout£49.99Gross Sale
02
Stripe Gatewaych_3N84x
Fee deducted: −£1.45 (2.9%)£48.54Net Captured
03
Barclays SettlementMT940
Payout po_941 · 14 Jun£48.54Settled In Bank
Variance: £0.00 (Zero Break)Ledger: Xero JE-8892
From Shopify checkout to QuickBooks ledger in real time
No more bloated file imports or cluttered individual customer invoices. Equali rolls up thousands of daily transactions into clean, summarized journal vouchers or sales receipts. Processing fees, sales tax liabilities, and clearing transfers balance to the penny, keeping your ledger nimble and fast.
Connect Shopify to QuickBooks in three simple steps
Get up and running in five minutes with zero coding required.
Connect your Shopify admin and QuickBooks Online company securely via Intuit OAuth.
Select your revenue accounts, payment processing fee expenses, and payment clearing asset accounts.
Payout batches and daily sales summaries post continuously into your QuickBooks company file.
MonthlyAnnual Save ~17%
Lite
$23/mo$19/mo
+ VAT/sales tax where applicable
Not available at this volume
1 month of history on setup
- 1 sales or payment integration
- 2 click journal entry posting
- Settlement reconciliations
- Dashboard & standard reports
- Payment Search
- Tax Items
Pro
$47/mo$39/mo
+ VAT/sales tax where applicable
Not available at this volume
6 months of history on setup
- Everything in Lite
- Up to 3 sales or payment integrations
- Slack support
- Daily, weekly or monthly scheduled reports
- Multi-Store Support
Premium
$119/mo$99/mo
+ VAT/sales tax where applicable
Not available at this volume
12 months of history on setup
- Everything in Pro
- Unlimited sales or payment integrations
- Custom reporting
- Ad-hoc Reports
- File Upload
$Custom
+ VAT/sales tax where applicable
Scalable enterprise solutions for more complex requirements
- Everything in Premium
- Unlimited stores
- Unlimited payment providers
- Unlimited sales channels
- Unlimited integrations
- Custom API access integrations
- Priority phone & Slack support
- Custom onboarding & training
Compare all features
| Feature | LiteStart trial | ProStart trial | PremiumStart trial | EnterpriseBook a demo |
|---|---|---|---|---|
| Sales & Payment IntegrationsIncludes eCommerce platforms (e.g. Shopify, Amazon) and payment providers (e.g. Stripe). May require additional setup. | 1 | 3 | Unlimited | Unlimited |
| Accounting IntegrationsIncludes accounting systems (e.g. Xero). May require additional setup. | ||||
| ERP IntegrationsIncludes ERP platforms (e.g. NetSuite). May require additional setup. | Enterprise Only | Enterprise Only | Enterprise Only | |
| Data Update FrequencyHow frequently payment and order data is refreshed via API (where available). | Every 15 minutes | Every 15 minutes | Every 15 minutes | Every 15 minutes |
| Historical Data (On Setup)Amount of past payment/order data processed during initial setup (via API where possible). | 1 month | 6 months | 12 months | 12 months |
| Upload FilesUpload and map CSV, XLS, XLSX or TXT files directly in the Equali dashboard. | - | - | ||
| Multi-Currency SupportReconcile and report on transactions in multiple currencies. | ||||
| Multi-Entity SupportManage and reconcile data across multiple legal entities, subsidiaries or stores in one account. | - | |||
| Custom IntegrationsBespoke API connectors or custom development for proprietary or unique systems. | Enterprise Only | Enterprise Only | Enterprise Only | |
| Custom WorkflowsBespoke workflow setup for your specific use case. | Enterprise Only | Enterprise Only | Enterprise Only | |
| Categorisation & Tagging For Journal EntriesRevenue sub-ledger with categorised breakdowns for posting to specific journals (revenue, fees, etc). | ||||
| Journal Entry PostingDirectly post categorised journal entries to your linked accounting system. | ||||
| Link Journal Entries To Orders/PaymentsTrace and link posted journal entries back to the original order or payment record. | ||||
| Settlement ReconciliationReconciles settlements vs individual payments and related entries. | ||||
| Payment ReconciliationMatches payments from providers with orders from eCommerce platforms, including refunds and chargebacks. | - | - | ||
| Payment SearchSearch for any payment or order using several data points directly from the dashboard. | ||||
| Advanced Reconciliation ToolsBrowse reconciliation results, review reports, resolve breaks and understand why they occurred. | - | - | ||
| Custom Reconciliation RulesCustomisable reconciliation rules, including rule suppression, tolerance thresholds and more. | Enterprise Only | Enterprise Only | Enterprise Only | |
| Cross-Platform ReconciliationsReconciliations across platforms e.g. Shopify store orders reconciled with Stripe payments. | Enterprise Only | Enterprise Only | Enterprise Only | |
| Reconciliation Approval WorkflowA second approver reviews and authorises reconciliation changes before they take effect. | - | - | - | |
| CASS ReconciliationsSpecialised reconciliation workflows for CASS 15 safeguarding reconciliation and reporting. | Enterprise Only | Enterprise Only | Enterprise Only | |
| Split Settlements At Month-EndSplit a settlement that spans a month end so each period's figures are accurate. | - | |||
| Customisable Analytics DashboardCustomisable analytics dashboard with advanced filtering, KPIs and reconciliation breakdown. | ||||
| ReportingStandard and customisable scheduled and on demand reporting. | Standard | Standard | Custom | Custom |
| Scheduled ReportsAutomated reports delivered on a chosen cadence (daily, weekly or monthly) via the dashboard. | Monthly | Daily, Weekly or Monthly | Daily, Weekly or Monthly | Daily, Weekly or Monthly |
| Ad-hoc ReportsGenerate custom reports on demand without waiting for a scheduled run. | - | - | ||
| Flexible Custom FieldsAdd customisable metadata fields to reporting data for better filtering and reporting. | Enterprise Only | Enterprise Only | Enterprise Only | |
| Manual Financial EntriesAdd one-off financial entries directly, outside the automated feed, for cases the connectors don't cover. | - | - | ||
| Tax ItemsMapping and categorisation of tax rates and items from sales channels and payments, for accurate tax reporting and journals. | ||||
| Transaction ViewBreakdown of each transaction, showing all financial entries associated with the order, including sales, refunds, fees and tax. | ||||
| CASS DashboardDedicated view and analytics for CASS reconciliation. | Enterprise Only | Enterprise Only | Enterprise Only | |
| Help and supportAvailable support channels and documentation. | Help centre & support chat | Help centre, support chat & Slack | Help centre, support chat, Slack & phone | Help centre, support chat, Slack & priority phone |
| Accountant AccessDedicated read-only or restricted logins for accountants and external advisors. | ||||
Ready to get started?14-day free trial on self-serve plans | PremiumStart 14-day trial | EnterpriseBook a demo | ||
Trusted by merchants & FinTechs
Customer Story"Thanks to Equali, we are able to control in detail the end-to-end flow of all transactions processed, giving us greater visibility and enabling us to detect any potential leaks or anomalies along the way."
Wouter van HaaftenCFO, Sunday
Related reading & guides
Explore technical guides and architectures for automated reconciliation and accounting.
Accounting6 min read
What is journal entry automation?
Journal entry automation creates the categorised accounting entries for your sales, fees, refunds and payouts without anyone typing them, and reconciles them back to the orders and settlements they came from.
Martin Burn · 22 July 2026Strategy6 min read
Build vs buy: automated reconciliations
Should you build automated reconciliations in-house or buy an off-the-shelf specialist product? The factors to weigh, from opportunity cost and complexity to maintenance.
Martin Burn · 23 July 2026Frequently asked questions about Shopify to QuickBooks sync
Does Equali post individual Shopify orders or daily summarized journals to QuickBooks?
Equali supports both modes, but recommends automated daily summarized journal vouchers. Summaries keep your QuickBooks Online company file performing fast while still capturing every fee, tax, and sales breakdown.
How does Equali handle Shopify Payments processing fees in QuickBooks?
Equali allocates processing fees to a dedicated merchant fee expense account in your QuickBooks chart of accounts, keeping gross sales and operating expenses transparent.
Can Equali handle US state sales tax or international VAT?
Equali maps Shopify tax collected across states or countries into your configured QuickBooks sales tax liability accounts.
Does this integration support QuickBooks Desktop or QuickBooks Online?
Equali provides direct native cloud synchronization with QuickBooks Online (Simple Start, Essentials, Plus, and Advanced editions).
How does Equali record physical retail transactions from Shopify POS in QuickBooks?
Equali routes retail register takings and terminal card payments to individual register sub-accounts, maintaining distinct reporting for in-store sales.
How are customer refunds and dispute fees recorded in QuickBooks?
Equali posts customer returns to refund allowances and attributes merchant dispute charges to risk expense accounts without manual adjustments.
Can Equali handle Shopify Markets multi-currency payouts into QuickBooks Online?
Equali records foreign currency conversions at official settlement rates, matching international payouts to your multi-currency bank accounts.
Stop chasing reconciliations in spreadsheets
Connect your channels and providers, and let Equali reconcile, categorise and post every transaction. Start free, or see it on your own data.