Connect Shopify with e-Boekhouden and automatically process orders as invoices. Save time on your Shopify administration and keep your accounting up to date.
1. Connect to Shopify
You install a Combidesk connection directly from the Shopify App Store. Log in to the Shopify App Store and search for the app you want to install. Click Install on the app page.
Before the installation is completed, Shopify displays an overview of the data and parts of your store that the app is requesting access to (Shopify Help Center).
Read through this and then click Install to confirm.
After clicking Add app, you authorize the connection to read and/or write data from your webshop. Once that is done, the connection with Shopify is established and you will be automatically redirected to the configuration steps where you can set up the connection further. After completing all the steps, you approve the monthly license fee.
Your installed apps can always be found afterwards via Settings → Apps in your Shopify admin environment (Shopify Help Center).
2. Connect to e-Boekhouden.nl
Om verbinding te maken met e-Boekhouden.nl, moet eerst een API-token worden aangemaakt in je e-Boekhouden account.
Klik op 'Verbind je e-Boekhouden account'
Maak een API-token aan in e-Boekhouden.nl
Log in op je e-Boekhouden.nl account.
Ga bovenaan naar 'Beheer' en in het linker menu onder 'Inrichting' op 'Koppelingen'.
Klik op 'API' en dan op e-Boekhouden API > Verder.
Klik op 'Toevoegen +' en maak een API-token aan:
Plak de token en klik op 'Opslaan'
Je e-Boekhouden.nl account is nu verbonden
3. Configuration of the integration
For the integration to work properly, it must be configured correctly. In the paragraph below, we'll go through all the steps of the integration in sequence. Before starting the installation, we recommend that you first carefully read through these steps.
Configure these Shopify steps:
Based on which status should orders be synced to e-Boekhouden.nl?
Please indicate below for which order status(es) the app should synchronize the order. Please note: once an order has been synchronized to e-Boekhouden.nl, any subsequent changes in Shopify will no longer be updated in e-Boekhouden.nl.
Are you using a Payment Service Provider (PSP)? Please note that the order must be in e-Boekhouden.nl before the payment, otherwise the payment cannot be matched with the outstanding item.Export existing orders
Do you want to export existing orders from ShopifyFullfillment date
Should the fulfillment date be used as the order date?Add discount order lines
Do you want the discount on a separate order line?Do you want to add prefixes and suffixes to order numbers?
If you choose 'No' order numbers will be transferred as-is. If you choose 'Yes' the prefix and suffix that you have configured in Shopify (at Settings > Store details > Order ID format) is added to the order number. Note: existing orders won't be adjusted. Read this article (Dutch) for more information on prefixes and suffixes in Shopify.
Choose 'Yes' when you connect multiple Shopify stores to the same bookkeeping administration.Export existing refunds
Do you also want to export refunds from Shopify. Note: Cancelled orders are not considered refunds.Sync Shopify Payments transactions?
Are you using Shopify Payments as your payment service provider (PSP)? If so, you can indicate here whether you want received payments to be automatically processed in your accounting.
Choose "Yes" if you want the payouts from Shopify Payments to be automatically matched to the corresponding open entries in your accounting after settlement. Additionally, the associated transaction fees will be posted automatically. This automates the reconciliation process within your accounting.
Choose "No" if you are not using Shopify Payments, or if you prefer to track the payments manually in your accounting software.Export existing Shopify Payments transactions
Do you want to export existing Shopify Payments transactions?
Configure these e-Boekhouden.nl steps:
Order insertion type
Select how orders should be inserted into e-Boekhouden.nl. If you choose 'Sales invoice' make sure you have created a 'factuursjabloon' in e-Boekhouden.nl. In this article (Dutch) you can read how to do that.Debtor ledger account
Select the debtor ledger accountBook revenue
How would you like the revenue to be booked?Ledger account mapping
Map the VAT categories of Shopify to the ledgers accounts used in e-Boekhouden.nlLedger account mapping per country
Map the countries of Shopify to the ledgers accounts used in e-Boekhouden.nlCounter account
Select the ledger account to use as counter account. Note: A counter account needs to be a profit and loss ledger account.Counter account shipping costs
Select the ledger account to book the shipping costs onCounter account payment costs
Select the ledger account to book the payment costs one-Boekhouden.nl VAT mapping
Connect the VAT categories of Shopify to your e-Boekhouden.nl accountHow do you want to handle VAT for orders to individuals in other EU countries (One-Stop Shop, OSS)?
Do you ship to individuals in other EU countries? Then you can pick one of the VAT arrangements below. If you want to keep using the rules of before July 1, 2021, select "Charge VAT based on the webshop's country", then the regular VAT of your country will be charged.
For more information, please see this E-boekhouden article (Dutch).Specific EU VAT ledger accounts
In this step, you link the correct VAT ledger account for each EU country.
These ledger accounts are used to correctly process VAT per country. This helparticle explains how to create VAT ledger accounts in e-Boekhouden.Default debtor
If you want to book your orders on a default debtor, enter the code of that default debtor hereDebtor number for Point of Sale orders
Do you make use of a Point of Sale in Shopify and do you want to book these orders in e-Boekhouden.nl as well? Then please enter the debtor number of the debtor on which these orders should be booked.Service level
Pick a Service level matching your needs. You can always change the it at a later time, and the price will be adjusted accordingly.Select bank ledger account
Select the bank account on which the mutations should be bookedSelect counter account costs
Select the account on which the costs should be bookedSelect counter account payouts
Select the account on which the payouts should be bookedSelect counter account receivables not found
Select the account on which payments that cannot be found in the accounts receivable should be booked
4. The Combidesk customer dashboard
How does the dashboard work?
If you've created a new Combidesk account or installed a integration, you'll receive an email with access to your Combidesk account. When you log in to combidesk.com, you'll arrive at the dashboard. This is where your integration is located. From here, you can easily adjust your integration and account settings, view the integration logs (history), and access support.
What can you view via your Combidesk account?
From your Combidesk dashboard you also have access to your account settings, connected accounts, billing and support.
5. What can you expect from Combidesk?
We understand you're busy or perhaps have little software experience. That's why our specialized team is always ready to help. Take advantage of our installation packages to save yourself even more time.
Installation appointment
If you're short on time or would like us to handle the entire installation, take advantage of our remote implementation support. We'll take care of everything for you right away and deliver a fully functional connection. For most connections, installation support costs a fixed fee of €150, while others cost €300. If you decide not to continue with the connection after the trial period, there's no charge. Schedule an installation appointment below and schedule it right away.
Explanation of service level (SLA) subscriptions (Basic, Pro, Premium)
To help you use our integration effectively, we offer three service levels: basic, pro, and premium. You can always change the service level in your integration. The price will be adjusted for the next billing period.
6. FAQ (Frequently Asked Questions)
How often are the data synchronized?
This integration synchronizes automatically every 60 minutes by default. You don't have to do anything for it. If a synchronization fails, the integration will attempt to sync the data again in the next run. If the issues persist, you will be notified by email.
Can the PDF of the order be included when sending it to e-Boekhouden?
No, unfortunately, technically the PDF cannot be read and therefore cannot be included when sending it to e-Boekhouden.
Can I connect multiple Shopify webshops?
Certainly. For this, you need to install the integration separately for each webshop.
Do I need to synchronize items?
Items are not required for transactions in e-Boekhouden.
Is inventory synchronized?
No, the integration does not synchronize items to e-Boekhouden. Therefore, it is recommended to manage your inventory in Shopify.
Are credit orders also added, and how does that work exactly?
Yes, the integration also synchronizes refunds. When you refund a Shopify order, a booking (mutation) with a negative amount will be created in e-Boekhouden. Please note: canceled orders are not forwarded, so do not cancel an order if it still needs to be synchronized as a credit order.
Can you help with the installation of this integration?
Absolutely 😀! If you don't have the time or find the setup too complicated, no problem! We can handle the installation of this integration for you. There will be a one-time installation fee for this service. If you later decide not to use the integration, we'll refund the installation fee to you.
How do I get the correct VAT on an e-Boekhouden booking?
Make sure that you have activated the VAT rates used in both Shopify and e-Boekhouden. In the integration, you can then link these VAT rates to each other.