SyncMyCart Tutorial

Everything you need to get your store syncing to your accounting software correctly — from first login to first sync.

1

Create Your Account

Go to syncmycart.com/signup and enter your email and password. No credit card required. You will receive a verification email — click the link to activate your account.

Tip: Use the same email address you use for your Shopify store to keep things simple.
2

Connect Your Shopify Store

From the dashboard click Connect Shopify. You will be redirected to Shopify to authorize SyncMyCart. Click Install to complete the connection.

SyncMyCart uses OAuth — your Shopify password is never stored or seen by SyncMyCart.

Note: If you have multiple Shopify stores, each store requires its own SyncMyCart account.
3

Connect Your Accounting Software

From the dashboard click Connect QuickBooks (or Xero or Wave). You will be redirected to your accounting software to authorize the connection. Click Authorize to complete.

SyncMyCart connects to QuickBooks Online, Xero, and Wave. QuickBooks Desktop is not supported.

Important: Make sure you are logged into the correct company before authorizing. If you have multiple QuickBooks companies, authorize the one you want orders posted to.
4

Free Onboarding Call — Required

Before your first sync, you are required to complete a free 1:1 onboarding call with the founder. This call typically takes 15 minutes and covers:

  • Your account structure — income accounts, deposit accounts, tax setup
  • How your Shopify products map to items in your accounting software
  • Whether to post as Sales Receipts or Invoices
  • Gift card and split payment handling if applicable
  • Payout reconciliation setup

Email support@syncmycart.com to schedule your onboarding call.

Why required? There is no silver bullet. Every store is different. A misconfigured setup means bad data in your books — much harder to fix than to prevent. The call is for you, not for us.
5

Configure Your Settings

From the dashboard go to Settings. Key settings to review:

  • Post Order As — Sales Receipt (default) or Invoice. Most stores use Sales Receipt. Use Invoice if you need to track accounts receivable.
  • Deposit Account — typically Undeposited Funds. Orders deposit here and match to payouts later.
  • Product Income Account — the income account where sales revenue is recorded.
  • Unique Identifier — how SyncMyCart matches Shopify products to accounting items. SKU is the default and recommended.
  • Gift Card Account — required if your store sells or accepts gift cards. Map to your Gift Cards Outstanding liability account.
Tip: Your onboarding call will walk through all of these. Do not change settings after going live without understanding the impact.
6

Fetch and Post Your First Orders

Go to Orders in the left navigation. Select a date range and click Get Orders. Your Shopify orders will load into the table.

Review the orders — by default the table shows fulfilled orders only. Select the orders you want to post and click Post to QuickBooks.

SyncMyCart will:

  • Check for duplicates — orders already posted are skipped automatically
  • Resolve or create customers in your accounting software
  • Match Shopify products to accounting items
  • Post each fulfillment as a separate Sales Receipt with full line items, tax, shipping, and discounts
  • Post refunds as Refund Receipts
First sync tip: Start with a small date range — one week — to verify everything posts correctly before syncing months of history.
7

Verify Your Posts

After posting, go to your accounting software and verify a few receipts. Check:

  • Customer name matches the Shopify order
  • Line items, quantities, and prices are correct
  • Tax amount matches Shopify
  • Receipt is deposited to Undeposited Funds (or your configured account)

If anything looks wrong, email support@syncmycart.com before posting more orders.

8

Enable Real-Time Sync (Optional)

Once you have verified manual posting is working correctly, you can enable real-time sync. Go to Settings and toggle on Realtime Sync. A modal will appear asking which webhooks to enable.

With real-time sync enabled, orders are posted automatically when they are fulfilled in Shopify — no manual posting required.

Note: Real-time sync requires a paid plan (Basic or higher).
9

Payout Reconciliation

Go to Payouts in the left navigation. SyncMyCart fetches your Shopify payout history and matches each payout to the orders it contains.

Use this to verify that your Shopify deposits match what was posted to your accounting software — and to identify any orders that were paid out but not yet posted.

10

Order Analysis

Go to Analysis to run a reconciliation between your Shopify orders and accounting software receipts for any date range. The analysis shows:

  • Orders in Shopify that are missing from your accounting software
  • Receipts that have no matching Shopify order
  • Amount mismatches between platforms
  • Refund completeness

Run this monthly as a health check to catch any gaps before they become a problem.

Ready to Get Started?

Schedule your free onboarding call and start syncing today.

Create Your Free Account

Questions? Email support@syncmycart.com