Help Center
Can I sync my open Stripe invoices from Greenback to accounting?
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Can Greenback help me "back out" and remove previously exported transactions to my accounting file?
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How to access your Greenback account
Need help accessing your Greenback account? This guide can help.
How far back can Greenback acquire historical data?
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How often will data sync to Greenback?
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How many team members can I add to a team?
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Why can’t I add a Collaborator?
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Are sales receipts and invoices created by Greenback in my accounting file numbered sequentially?
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How do I address Etsy sales from the UK and EU that are missing VAT Taxes?
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How do I accouont for VAT taxes collected on my eBay sales?
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What editions of QuickBooks does Greenback support?
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Does Greenback support QuickBooks Inventory Assemblies and Bill of Materials (BOMs)?
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Does Greenback support billable expenses (bill to customer)?
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How do I resolve the 400 error message “A business validation error has occurred while processing your request.”?
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Will Greenback fetch my Squarespace TEST mode transactions?
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How do I use my actual customer names when exporting transactions to my accounting file?
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Do you support Etsy Payments for Etsy Sellers who sell in multiple countries?
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Does Greenback support Shipping Labels?
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When exporting sales transactions, how are the account drop down menus populated?
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How do I resolve a “Element contains invalid characters” error message?
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Why are Etsy reports inadequate for accounting purposes?
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Does Greenback support Google Shopping Actions?
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Can I export IIF files from Greenback?
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Can Greenback manage multiple currency balances in PayPal or Stripe?
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Overview of accounting terminology
Use this article as a quick reference to terms used by QuickBooks and Xero
The anatomy of a sales export
A quick guide to how Greenback associates your sales transactions to an accounting file
Why are my Amazon Seller transactions "Open"?
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Introduction to Greenback for Pros
Designed specifically for accountants and bookkeepers that need to manage multiple clients on Greenback.
Will Greenback create invoices for my sales transactions?
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Do you support Amazon Fulfillment by Merchant (FBM) and Amazon Seller Fulfilled Prime (SFP)?
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Will Greenback sync third party shipping charges?
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Do you support Amazon Handmade?
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Do you sync Amazon Fresh receipts?
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Does Greenback work with the QuickBooks Online Desktop App for Windows or Mac?
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Does Greenback support Bundles in QuickBooks?
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Will Greenback automatically create products & service items/records in my accounting file?
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The anatomy of an expense export
A quick guide to how Greenback associates your expense transactions to an accounting file
When exporting expense transactions, how are the account drop down menus populated?
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What payment providers are supported with eBay?
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How does Greenback map sales taxes?
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Introduction to export account mappings
Export mappings are a way for Greenback to associate your transactions to the appropriate accounts in your accounting system.
Connecting Your Accounting Program
If you plan to export your sales or expenses to an accounting file such as QuickBooks or Xero, you'll need to first connect the file within Greenback.
Managing or Removing Accounting Programs
How to view, manage or remove a connected accounting file on Greenback.
Configure your accounting export preferences
From Customer/Contact records to SKU matching, your export preferences control how data is exported from Greenback to your accounting file.
Connecting Accounts
Learn how to connect your accounts from a growing list of retailers, marketplaces, e-commerce platforms, point of sale systems and payment providers.
Managing Your Connected Accounts
How to rename and manage connected accounts on Greenback.
Syncing Accounts
Info regarding the frequency of data syncs between the upstream provider and Greenback. Instructions on how to manually sync data on-demand.
Disconnecting Accounts on Greenback
How to disable automatic data sync, disconnect an account or completely delete an account on Greenback.
Historical Data With Catch Me Ups
The CMU is a service from Greenback that acquires historical data for a connected account.
Filtering Your Transactions
Powerful filters let you refine your transactions using a number of parameters including date, transaction type, export status and more.
Searching Transactions
Filter your transactions with a flexible and powerful search engine.
Reporting
The snapshot report will look at all transactions within the current context and provide a sum of sales, refunds, expenses and reimbursement.
E-commerce sellers - prepare your accounting file
Global e-commerce is complex. This article will provide an overview of the 3 key tasks necessary to best configure your accounting file for e-commerce transactions.
Understanding Your Transaction Data
From payment method to VAT invoices, this guide will give you a quick overview of each element within a transaction.
Clearing accounts for e-commerce sellers
A detailed guide on creating and managing clearing accounts for e-commerce companies.
Understanding taxes for e-commerce sellers
The go-to guide for sellers that need guidance on how to account for sales tax, value added tax (VAT) and marketplace facilitator taxes.
Sales Tax for e-commerce sellers
Detailed guide for e-commerce sellers on how to account for sales tax across jurisdictions
Guide to Marketplace facilitator taxes
Marketplace Facilitator shifts the sales tax collection and remittance obligations from you to the marketplace.
Value Added Tax for e-commerce sellers
Detailed guide for e-commerce sellers on how to account for VAT
Introduction to Teams
A quick guide to learn how to collaborate with colleagues using teams.
Creating & Managing Teams
Learn how to create new teams and manage existing teams.
Migrating your Personal Workspace to a Team
How to migrate your connected accounts from your personal workspace to a team.
Inviting & Managing Team Members
How to invite & manage team members
Migrating Connected Accounts to a Team
Learn how to migrate accounts from one team to another team.
Managing Team Subscriptions
How to manage the subscription for your team.
Teams Replaces Collaboration
Greenback Teams will replace the current collaboration feature.
Accrual vs. cash based accounting on Greenback
How does Greenback address transactions for cash vs. accrual based organizations?
Accounting for Sales Discounts
Greenback provides you with 3 different options for accounting for sales discounts.
How to handle deferred revenue
For those companies who operate on an accrual basis, accounting for sales made today for future services can be challenging. This is especially true for software companies that sell annual subscription plans. There are a few ways you can accomplish this on Greenback today.
Getting Started with Sales
New to Greenback? Start here for a quick walk through on how to use Greenback to automate your e-commerce sales
Getting Started with Expenses
New to Greenback? Start here for a quick walk through on how to use Greenback to automate your expense transactions
Best Accounting Practices for Squarespace + Xero
Greenback is the defacto solution for automating your Squarespace accounting. The following article will help you get started with automated accounting of Squarespace data to Xero.
Xero PayPal Bank Feed vs. Greenback
Here are 10 reasons why Xero users should choose Greenback to automate PayPal transactions and ditch the PayPal bank feed in Xero.
Find Us at QuickBooks Connect 2019
Automatically fetch sales & expense transactions from top retailers, payment platforms & seller marketplaces.
Selling with Multiple Payment Providers
How to guide for managing transactions across multiple payment providers.
Best Accounting Practices for Amazon Seller + Xero
Find out how much it is costing you to sell on Amazon. There are just a few concepts to master to maintain your Amazon Seller accounting like a pro with Xero. To make it as easy and accurate as possible, we've spent years perfecting our Amazon Marketplace integration for you. The following best practices will help you get setup with Amazon Seller Central, Greenback, and Xero.
Best Accounting Practices for Amazon Seller + QuickBooks
Find out how much it is costing you to sell on Amazon. There are just a few concepts to master to maintain your Amazon Seller accounting like a pro with QuickBooks. To make it as easy and accurate as possible, we've spent years perfecting our Amazon Marketplace integration for you. The following best practices will help you get setup with Amazon Seller Central, Greenback, and QuickBooks.
Transform Your Accounting Data
Global commerce is complex. With Transforms you can automatically modify your data upon placement in Greenback, and use rules to assign your transactions to the right accounts upon export to your accounting system.
Best Accounting Practices for Shopify + QuickBooks
There are just a few concepts to master to maintain your Shopify accounting like a pro with QuickBooks. Our Shopify integration makes it as easy and accurate as possible. The following steps and how-to videos will help you get setup with Shopify, Greenback, and QuickBooks.
Best Accounting Practices for Shopify + Xero
There are just a few concepts to master to maintain your Shopify accounting like a pro with QuickBooks. Our Shopify integration makes it as easy and accurate as possible. The following steps and how-to videos will help you get setup with Shopify, Greenback, and Xero.
Introduction to Mailbox
An introduction to automating your paper and emailed receipts, invoices and documents.
QuickBooks Highlights Greenback as a Best App for Construction Accounting
Intuit has featured Greenback on its new QuickBooks cloud-based construction accounting software page. Easily manage job costs! Greenback supports projects, classes, locations, bill to customer, and more.
Intuit Developer Spotlight on Greenback
Greenback was recently featured in Intuit's Developer Spotlight series! Check out the article about Greenback's passion for technology.
Greenback Features and Tips
Learn about Greenback features and how they streamline your accounting.
Shopify Now Available on Greenback
We are excited to tell you about our new Shopify integration! Let Greenback auto-fetch your sales, refunds, and payouts and sync them to QuickBooks or Xero for you.
QuickBooks Featured App #SNH19 Scaling New Heights
QuickBooks is highlighting the Greenback app at their Scaling New Heights 2019 booth! See our demo on how to automate sales, sales-related fees, and expenses from top marketplaces and platforms like Amazon Seller, eBay, Etsy, PayPal, Square, Stripe, and more and sync them to QuickBooks.
Accounting for taxes on business expenses
This guide will help explain how Greenback can be used to itemize the sales taxes charged on your purchases/expenses.
Greenback is now in the Xero App Marketplace!
Greenback is now a certified app and Xero Partner. Greenback auto-fetches itemized transactions from top marketplaces and vendors and syncs them to Xero.
Accounting for VAT inclusive transactions
Need to separate out VAT from VAT inclusive transactions? This guide can help.
How to connect your Amazon Seller Central account
This tutorial will show you how to setup your Amazon Seller Central marketplaces and sync your sales and sales-related fees to Greenback. We support North America (U.S., Canada, and Mexico marketplaces), Europe (Germany, United Kingdom, Italy, France, and Spain marketplaces), and Australia.
Greenback + Etsy Billing Changes
We are happy to announce that we’ve made a Greenback enhancement! To account for Etsy’s new billing system, there are now daily bill charges and reimbursement transactions starting from Nov 1, 2018 and moving forward. Now we can capture all of your Etsy expenses!
QBO Show Live: Joe Lauer on Automation and New Technology
The QBO Show recorded live on 11/15/2018 at #QB Connect 2018 focuses on how automation technology is a strategic advantage for QuickBooks Pro Advisors to win clients and save time and money.
Best Accounting Practices for Stripe + QuickBooks
There are just a few concepts to master to maintain your Stripe shop accounting like a pro with QuickBooks. Our Stripe integration makes accounting for your shop as easy and accurate as possible. The following steps and how-to videos will help you get setup with Stripe, Greenback, and QuickBooks.
Best Accounting Practices for Stripe + Xero
There are just a few concepts to master to maintain your Stripe accounting like a pro with Xero. We've spent years perfecting our Stripe integration to make accounting for your shop as easy and accurate as possible. The following steps and how-to videos will help you get setup with Stripe, Greenback, and Xero (optional).
'Appy Hour: Greenback Auto-Fetching Itemized Receipts #TrueInnovation
Liz Scott and Heather Satterly, hosts of QB 'Appy Hour give a shout out to Greenback as #trueinnovation on Twitter saying they love their auto-fetching of itemized receipts and line item tracking in QuickBooks Online.
Best Accounting Practices for Etsy + QuickBooks
There are just a few concepts to master to maintain your Etsy shop accounting like a pro with QuickBooks. We've spent years perfecting our Etsy integration to make accounting for your shop as easy and accurate as possible. The following steps and how-to videos will help you get setup with Etsy, Greenback, and QuickBooks (optional).
Best Accounting Practices for Etsy + Xero
There are just a few concepts to master to maintain your Etsy shop accounting like a pro with Xero. We've spent years perfecting our Etsy integration to make accounting for your shop as easy and accurate as possible. The following steps and how-to videos will help you get setup with Etsy, Greenback, and Xero.
Find Us at QuickBooks Connect 2018
Say “Hello” to your new transaction feed. Greenback automatically fetches itemized receipts directly from top merchants and platforms. Skip the photos, scanning, and typing. No OCR. Connect directly to Amazon, Best Buy, Delta, eBay, Etsy, Home Depot, Lowes, Lyft, Menards, NewEgg, Office Depot, Staples, Uber, Walmart, and more.
Greenback Verified as Stripe Extension Partner—Oct 2018
Stripe extensions/apps help grow your business. Greenback is proud to announce we are now a Stripe Verified Extension Partner—Oct 2018.
QuickBooks Help Guide
It is easy to export transactions from Greenback to QuickBooks Online. In this tutorial, we'll see how to export a Sale (invoice) and an Expense (purchase/bill) and post them QuickBooks Online.
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