Zapier and Shopify
Selling stuff is fun. Getting paid is even more fun. Then comes the data entry to add your Shopify orders to your accounting software. That's less fun!
Zapier + Reckon One now makes that a whole process a lot easier by creating a sales receipt (receive money in) in Reckon One every time a new order is created and paid in Shopify.
Here are some tips to help you with your integration.
Selling mixed tax products
If all of your products have GST, it's pretty simple to set that up in Zapier. All you need to do is hard code GST in your customisation.
However, if you have mixed codes, for example, you sell some goods with GST and some without, you will need to split the tax component. Unfortunately at this time, you can not split lines from Shopify in Reckon One on a tax basis.
The solution is to hard code the tax as GST (VAT for UK) and then use the Zapier coding tool app to dissect the total tax from the total sale.
Calculating the correct tax
- In your Reckon One book, go to Settings > Tax Settings > General and ensure Edit tax amounts is ticked.
- In your Zapier Zap, add the Code by Zapier app to your workflow after Shopify.
- From the dropdown menu, choose Run Python.
- Complete the customisation as follows:
customer_total_spent = float(input['customer_total_spent'])
total_tax = float(input['total_tax'])
total_net = customer_total_spent - total_tax
output = {'total_net': round(total_net, 2)}
- Click TEST & REVIEW to ensure the code worked. If successful, you will see a value for net_total. Review this against the customers total spend and the total tax to ensure the calculation is correct.
- Customise the Reckon One receipt, and use the Code by Zapier calculation data for Net Amount.
Need more help?
Ask the Reckon Community at: https://community.reckon.com/
Or Log a Support Ticket: https://www.reckon.com/au/support/
