Accounting Integration

Sell on any shopping cart or marketplace and sync all of your e-commerce data with your accounting. We make it easy.

Nobody enjoys the busywork of e-commerce data entry, accounting, and sales tax compliance. Unify automatically posts all of your orders, expenses, fees, and shipping costs directly into QuickBooks, Xero, or NetSuite, so you’ll know your accounting is timely, accurate, organized, and tax compliant. Guess what? Unify even summarizes posts and integrates with Salesforce.

QuickBooks Online, Xero accounting integration

Track Online Revenue

Mind on your money, money on your mind

  • Automatically integrate e-commerce and accounting by syncing all of your multi-channel sales and expenses directly into any version of QuickBooks, Xero, or NetSuite
  • Enjoy fully accurate accounting and reconciliation with no manual data entry from all stores, including platforms like Shopify, BigCommerce, Magento, and WooCommerce, and marketplaces like Amazon, eBay, and Etsy
  • Record individual orders or group them into a summary posting
  • Record all aspects of the order, including the customer information, item details, amounts, taxes, shipping charges, discounts, and payment method
  • Assign sales transactions to the appropriate accounts, based on payment method, sales channel, and more
  • View your entire multi-channel company from one dashboard and make smarter financial decisions


Record Transaction Fees

File under annoying but necessary

  • Sync Amazon and eBay transaction fees directly into your QuickBooks, Xero, or NetSuite accounting
  • Reconcile Amazon, FBA settlement reports, and eBay monthly invoices
  • Track payment processor fees, like those of PayPal, Shopify Payments, and Stripe with QuickBooks Online
  • Track shipping costs when generating labels with Unify Enterprise Edition or with third-party apps like ShipStation.


Bulk order posting to QuickBooks, NetSuite

Summary Posting

Wouldn’t it feel great to lighten the load?

  • Group orders into a single transaction in QuickBooks on daily basis
  • Easily select, by store, the orders that you would like to group and post as a batch into any version of QuickBooks
  • Summarize your e-commerce revenue and expenses in QuickBooks for accurate accounting without excessive detail
  • Record transactions against a standard customer in QuickBooks or track individual customers


Account Reconciliation

e-Commerce Accounting Reconciliation

Your accounting all tied up in a bow

  • Fully reconcile your e-commerce transactions in QuickBooks Online, QuickBooks Pro, QuickBooks Premier, QuickBooks Enterprise, or QuickBooks POS, NetSuite, or Xero
  • Automatically track cancellations with credit memos
  • See exactly what you’ve paid in marketplace fees and expenses, payment processor charges, and shipping costs
  • Know what you’ve charged in sales tax and validate that amount
  • Automatically create purchase orders for out-of-stock or dropship items
  • Achieve important financial insight by seeing a full view of your business


Refund Management - Enterprise Edition

Returns made easy. Not even kidding

  • Manage refunds and cancelled orders
  • Cancel the whole transaction or just part of the transaction
  • Generate a refund check automatically in QuickBooks
  • Automatically update inventory for refunded orders


Salesforce CMR Intergration

CRM Integration - Enterprise Edition

May the Salesforce be with you

  • Automatically sync order data from multiple sales channels into Salesforce
  • Centralize customer information across marketplaces and platforms, avoid duplication, and ensure an accurate purchase history is recorded in Salesforce
  • Track all your customer's information and order history in Salesforce to improve your services and marketing


Avalara Sales Tax compliance

Tax Compliance - Enterprise Edition

Reduce stress, one order at a time

  • Automatically track and validate sales tax to the state and jurisdiction level for each online order
  • Post orders to your accounting system with the sales tax
  • Have full confidence in your e-commerce tax compliance and financial reporting across all sales channels
  • Save money on outsourced bookkeeping and accounting


Honeybee Gardens webinar

Honeybee Gardens

How a kitchen-lab experiment came to be an international enterprise business. For this small cosmetics company, manually entering orders and sales into non-integrated systems was time consuming, lead to errors, and gave no visibility into the financial health of the business.


HitRECord-Webgility customer review
Unify helped us get our Shopify and QuickBooks Online in sync quickly during a critical period. It's a great solution!
—Wayne Robbins, HitRECord
Unify Enterprise customer review
We do several thousand orders per month and needed a solution that could work with that type of volume. Unify has allowed us to eliminate two full-time positions on our order entry and invoicing team.
—Jeff McRitchie,
Unify Enterprise customer review
Makes transferring orders from our website to QuickBooks seamless.
—Jamie Turpin, SOMS Technologies
Unify Enterprise customer review
Webgility has been a life saver for our business.
—Elizabeth Edwards, The Beaufort Bonnet Company
Unify Enterprise customer review
Finding Webgility was my a-ha moment.
—Carla Sancho, Wedding Collectibles
Unify Enterprise customer review
This application is extremely user friendly! It has streamlined our web sales and has DRASTICALLY cut down on data entry. We run a large operation and use QuickBooks as our primary internal system and we were manually entering every web order until I happened upon this amazing application!
—Crystal Righton, Mary Square

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