Square, PayPal & Shopify

Square, PayPal and Shopify, in your books

Bring in the file Square, PayPal or Shopify gives you. Sales go in at their full amount, with discounts, tips, refunds and sales tax in their own accounts and fees as an expense, and each payout is matched to the deposit in your bank. Included in your plan.

$9.99/mo · 60-day free trial · No credit card to start

Banking · For reviewBusiness Checking

  • Home Depot−$214.60Sorting… Supplies
  • Client payment · Johnson+$1,240.00Sorting… Sales
  • Shell−$62.10Sorting… Fuel
Sorted for you
  • Everything in its place

    Sales, tax, tips, refunds and fees each in their own account, so your sales are counted in full.

  • Payouts match your bank

    Each payout is a transfer to your bank, matched to the deposit. Nothing is counted twice.

  • Cash sales too

    Square cash sales go to their own account: they're in your till, not your Square balance.

How it works

Simple from start to finish

  1. 1

    Add Square, PayPal or Shopify in Sales & Get Paid › Sales channels: TallyPip adds the accounts it needs.

  2. 2

    Export the file from the service (Square's Transactions CSV, PayPal's Activity download, Shopify's payouts).

  3. 3

    Bring it in: check the preview, then press Bring it in. A file brought in twice adds nothing.

  4. 4

    Match each deposit in your bank feed to its payout with one click.

Read the step-by-step guide

Also included

Questions

Does it cost extra?

No. Sales channels are part of the one TallyPip plan.

Will my sales be counted twice when my bank feed shows the deposit?

No. Each payout is recorded as a transfer from the service's balance to your bank, and the deposit in your bank feed is matched to it, so your income is counted once.

Can I connect my account instead of bringing in files?

Today you bring in each service's own export, which takes a minute. Direct connections are in the works.

More of what TallyPip does

One plan, $9.99/mo

Invoicing, banking, reports and your whole team. No tiers to decode. 60 days free, no credit card to start.

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