Connect to Accounting

Your first step in shopVOX Express is connecting your accounting software. This lesson shows you how to connect shopVOX to QuickBooks Online or Xero (Sage is also available in the UK and Ireland), import your records, and set up the mapping that keeps transactions syncing cleanly.

What this lesson covers

1. From the Express Setup bar on your dashboard, click Connect Now.
2. Choose your accounting system and sign in with your usual login.
3. Import your customers, then copy over your sales taxes, payment methods, term codes and chart of accounts.
4. Deactivate any taxes that don’t exist in your accounting system.
5. Map your chart of accounts: accounts receivable, undeposited funds, tax payable, income and cost of goods sold.
6. Set your starting transaction numbers.
7. Optionally, add program fees for ACH, credit card and debit card payments.

Tips before you start

• Account mapping is required. Transactions won’t sync to your accounting system until this section is complete.
• Start your numbers higher. Set shopVOX transaction numbers above the ones in your accounting system (for example, start at 4000 if your last invoice was 3403). Duplicate numbers cause sync errors.
• Numbers only go up. Once you raise a transaction number, you can’t go back to a lower one.
• Your sales order number controls your invoice number, so there’s no separate invoice number to set.

Helpful resources

Want step-by-step written instructions, or running into a sync issue? These help articles walk through each accounting connection in shopVOX Express.

• Connecting to your accounting software
• Connecting your QuickBooks Online account and common QuickBooks Online sync errors
• Connecting your Xero account and Xero accounting FAQs
• Connecting your Sage account (UK and Ireland)
• Setting up program fees

Need more control over how transactions sync? shopVOX Pro offers custom accounting sync. Talk to our team about upgrading.