Bookkeep
Automated bookkeeping for commerce platforms.
About Bookkeep
Bookkeep pulls daily sales data from Shopify, Square, Stripe, and other commerce platforms and posts pre-formatted journal entries directly to QuickBooks or Xero — eliminating the manual CSV download-and-import routine that eats time at month-end. Each day's transactions are summarized into a single balanced entry per location, broken out by tender type, sales tax, and refunds. Setup maps your sales channels to your chart of accounts once; after that it runs without daily intervention. It fits best at multi-location retailers and e-commerce operators who run both physical and online channels. A boutique with three Square terminals and a Shopify store, for example, gets consolidated entries across all four channels rather than four separate syncs to reconcile. Bookkeepers managing several such clients will find the per-entity pricing adds up, but the time saved on daily data entry justifies the cost for volume-heavy sellers. The tool does one job and does it well, but that narrowness is also the limitation. It does not handle accounts payable, payroll, inventory valuation, or bank reconciliation — firms expecting a broader automation suite will still need other tools. There is no free tier, so evaluation requires committing to a paid plan. Support documentation is thinner than what you get from category stalwarts like A2X, and the user community is small.
Best for
Multi-location retailers and e-commerce sellers wanting automated daily sales bookkeeping
Key Features
- Automated POS and e-commerce sales summarization
- Daily journal entry creation and posting
- Multi-location revenue consolidation
- Real-time commerce platform integration
- Automated sales tax categorization
Pros & Cons
Pros
- Posts a single balanced journal entry per location per day to QuickBooks or Xero, eliminating manual daily data entry
- Handles multi-location consolidation across physical POS and e-commerce channels in one setup
- Automatically categorizes sales tax by jurisdiction on each daily summary entry
- Integrates natively with Shopify, Square, and Stripe without requiring middleware or Zapier
- Chart-of-accounts mapping is configured once and runs daily without repeated manual input
- Tender-type breakdowns (cash, card, gift card, refunds) are included in each journal entry out of the box
Cons
- No free trial or evaluation tier — you pay from day one to test fit
- Per-entity pricing makes it expensive for bookkeepers managing a large portfolio of small clients
- Scope is limited to sales summarization; no AP, payroll, inventory, or bank reconciliation features
- Thinner documentation and smaller user community than A2X, the dominant competitor in this category
- Errors in the account mapping setup flow silently into posted entries until someone catches them at reconciliation
- Limited reporting inside the tool itself — you see what was posted but analysis happens in your accounting software
Ledger Brief Take
Does the specific work of bridging POS and e-commerce platforms to your accounting software with pre-formatted journal entries — a workflow that typically requires manual daily data entry or awkward CSV imports. The multi-location capability sets it apart from basic sales sync tools, making it particularly valuable for retailers operating across physical and digital channels.
Frequently Asked Questions
Common questions accountants ask about Bookkeep.
How does Bookkeep pricing work and what does the entry plan include?
Bookkeep starts at $25 per month per connected entity. The entry plan covers one commerce platform integration and daily journal entry posting to one accounting software. Additional locations or platforms increase the cost. There is no free tier and no publicly listed trial period.
How does Bookkeep integrate with QuickBooks and Xero?
Bookkeep connects directly to QuickBooks Online and Xero via API. After you map your sales categories to your chart of accounts during setup, it posts a daily journal entry automatically. No CSV exports or manual imports are involved. It does not support QuickBooks Desktop.
How does Bookkeep compare to A2X?
Both tools post summarized sales journal entries from e-commerce platforms to accounting software. A2X has broader marketplace coverage, a larger user community, and more documentation. Bookkeep edges ahead on multi-location POS consolidation, specifically for businesses running Square or Shopify alongside physical retail locations.
Is Bookkeep a good fit for bookkeepers managing multiple clients?
It works for client bookkeeping but gets expensive fast. Each client entity is billed separately, so a bookkeeper with ten retail clients pays ten subscription fees. The time savings on daily data entry can offset that cost for high-volume sellers, but not for small clients with low transaction counts.
What happens if a journal entry posts incorrectly?
Bookkeep posts entries based on your account mapping configuration. If the mapping is wrong, incorrect entries post daily until you catch and correct them. The tool does not flag posting errors automatically. You need to spot-check entries during your regular reconciliation process, especially after any chart-of-accounts changes.
Does Bookkeep handle sales tax filing or just categorization?
Bookkeep categorizes sales tax by jurisdiction on each daily summary entry. It does not file returns or connect to sales tax compliance platforms like Avalara or TaxJar. The categorized data ends up in your accounting software, where tax reporting happens separately.