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"clearing accounts"

"clearing accounts"

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E-Commerce Sellers - Create Clearing Accounts

E-Commerce Sellers - Create Clearing Accounts

A detailed guide on creating and managing clearing accounts for e-commerce companies.

guide
Best Accounting Practices for Squarespace + Xero

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.

tutorial
Best accounting practices for eBay Managed Payments + Xero

Best accounting practices for eBay Managed Payments + Xero

Transitioning to eBay's Managed Payments? Learn how to sync your eBay Managing Payments data with Xero.

tutorial
Best accounting practices for eBay Managed Payments + QuickBooks

Best accounting practices for eBay Managed Payments + QuickBooks

Transitioning to eBay's Managed Payments? Learn how to sync your eBay Managing Payments data with QuickBooks Online.

tutorial
Sell with Multiple Payment Providers

Sell with Multiple Payment Providers

How to guide for managing transactions across multiple payment providers.

guide
Best Accounting Practices Squarespace + QuickBooks Online

Best Accounting Practices Squarespace + QuickBooks Online

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 QBO.

tutorial
Get Started with Sales

Get Started with Sales

New to Greenback? Start here for a quick walk through on how to use Greenback to automate your e-commerce sales

tutorial
How to configure Quickbooks Online for Gift Cards

How to configure Quickbooks Online for Gift Cards

Do you sell gift cards? Learn how to easily track gift card sales and redemptions in QuickBooks

guide
Migrate your Personal Workspace to a Team

Migrate your Personal Workspace to a Team

How to migrate your connected accounts from your personal workspace to a team.

guide
Migrate Connected Accounts to a Team

Migrate Connected Accounts to a Team

Learn how to migrate accounts from one team to another team.

guide
Best Accounting Practices for Etsy + QuickBooks

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).

tutorial
Best Accounting Practices for Amazon Seller + QuickBooks

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.

tutorial
How to Configure Xero for Gift Cards

How to Configure Xero for Gift Cards

Do you sell gift cards? Learn how to easily track gift card sales and redemptions in Xero

guide
Automate Your eBay Sales with Managed Payments

Automate Your eBay Sales with Managed Payments

eBay Managing payments is the new way to sell and get paid on eBay.

tutorial
Greenback Features and Tips

Greenback Features and Tips

Learn about Greenback features and how they streamline your accounting.

Best Accounting Practices for Amazon Seller + Xero

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.

tutorial
Introduction to Teams

Introduction to Teams

A quick guide to learn how to collaborate with colleagues using teams.

guide
Best Accounting Practices for Stripe + Xero

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).

tutorial
Manage Your Connected Accounts

Manage Your Connected Accounts

How to rename and manage connected accounts on Greenback.

guide
Best Accounting Practices for Shopify + QuickBooks

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.

tutorial
Automate Your Amazon Business Receipts

Automate Your Amazon Business Receipts

Automate your Amazon Business expense receipts! Greenback will show you how to streamline your accounting and reconciling like a pro. The following steps will help you get setup with Amazon Business, Greenback, and your accounting platform.

tutorial
Xero Help Guide

Xero Help Guide

It is easy to export transactions from Greenback to Xero. In this tutorial, we will see how to export an Expense (purchase/bill) or a Sale (invoice) and post it to Xero.

guide
Lesson 2 Connecting Your Accounting Program

Lesson 2 Connecting Your Accounting Program

guide
Best Accounting Practices for Stripe + QuickBooks

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.

tutorial
Automate Your Amazon Receipts

Automate Your Amazon Receipts

Automate your Amazon receipts! Greenback will show you how to streamline your accounting and reconciling like a pro. The following steps will help you get setup with Amazon, Greenback, and your accounting platform.

Best Accounting Practices for Shopify + Xero

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.

tutorial
Lesson 3 Connecting Your Accounts

Lesson 3 Connecting Your Accounts

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Connect Accounts

Connect Accounts

Learn how to connect your accounts from a growing list of retailers, marketplaces, e-commerce platforms, point of sale systems and payment providers.

guide
E-Commerce Sellers - Prepare Your Accounting File

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.

guide
Best Accounting Practices for Etsy + Xero

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.

tutorial
Handling deferred revenue

Handling 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.

guide

 

When exporting expense transactions, how are the account drop-down menus populated?

faq

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Introduction to export account mappings

Introduction to export account mappings

Export mappings are a way for Greenback to associate your transactions to the appropriate accounts in your accounting system.

guide

 

When exporting sales transactions, how are the account drop-down menus populated?

faq

read more

Get Started with Expenses

Get Started with Expenses

New to Greenback? Start here for a quick walk through on how to use Greenback to automate your expense transactions

tutorial
Automate Home Depot Pro Xtra Receipts

Automate Home Depot Pro Xtra Receipts

Pros need accurate daily expenses by Job Name or PO number, easy to find receipts, tax compliance, and no manual data entry.

tutorial
Disconnect Accounts on Greenback

Disconnect Accounts on Greenback

How to disable automatic data sync, disconnect an account or completely delete an account on Greenback.

guide
Accounting for Sales Discounts

Accounting for Sales Discounts

Greenback provides you with 3 different options for accounting for sales discounts.

guide
Teams Replaces Collaboration

Teams Replaces Collaboration

Greenback Teams will replace the current collaboration feature.

guide
The anatomy of an expense export

The anatomy of an expense export

A quick guide to how Greenback associates your expense transactions to an accounting file

guide
Understanding taxes for e-commerce sellers

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.

guide
Manage or Remove Accounting Programs

Manage or Remove Accounting Programs

How to view, manage or remove a connected accounting file on Greenback.

guide
Sync Accounts

Sync Accounts

Info regarding the frequency of data syncs between the upstream provider and Greenback. Instructions on how to manually sync data on-demand.

guide
Automate Your Lowe's In-Store and Online Receipts

Automate Your Lowe's In-Store and Online Receipts

Tired of manually scanning receipts or snapping photos for your construction accounting, tax compliance, or job costing? Whether you are a contractor, a DIY weekend warrior, or accountant, you can automate your Lowe's receipts. Greenback frees up your time for more important things like building stuff.

tutorial
Automate Home Depot Branded Credit Card Receipts

Automate Home Depot Branded Credit Card Receipts

Automate your Home Depot® branded credit card receipts! We’ll show you how to sync your Home Depot credit card receipts so that Greenback can automatically fetch them and export to QuickBooks or Xero.

tutorial
Automate Your Online and In-Store Walmart Receipts

Automate Your Online and In-Store Walmart Receipts

Automate your in-store and online Walmart receipts! Greenback will show you how to streamline your accounting and reconciling like a pro. The following steps will help you get setup with Walmart, Greenback, and your accounting platform.

tutorial

 

How often will data sync to Greenback?

faq

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Create & Manage Teams

Create & Manage Teams

Learn how to create new teams and manage existing teams.

guide
Retirement of the free plan

Retirement of the free plan

Starting September 6, 2021 there are a number of changes being implemented to Greenback Free accounts

guide
The anatomy of a sales export

The anatomy of a sales export

A quick guide to how Greenback associates your sales transactions to an accounting file

guide

 

Why can’t I add a Collaborator?

faq

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Guide to Marketplace facilitator taxes

Guide to Marketplace facilitator taxes

Marketplace Facilitator shifts the sales tax collection and remittance obligations from you to the marketplace.

guide
Value Added Tax for e-commerce sellers

Value Added Tax for e-commerce sellers

Detailed guide for e-commerce sellers on how to account for VAT

guide
Accrual vs. Cash Based Accounting on Greenback

Accrual vs. Cash Based Accounting on Greenback

How does Greenback address transactions for cash vs. accrual based organizations?

guide
Lesson 5 Exporting and Reconciliation

Lesson 5 Exporting and Reconciliation

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Lesson 4 Working with Your Data

Lesson 4 Working with Your Data

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Connect Your Amazon Seller Central Account

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 (France, Germany, Italy, Spain, Sweden, Poland, Netherlands, and the United Kingdom marketplaces), and Australia.

tutorial
QuickBooks Help Guide

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.

guide
Export and Publish

Export and Publish

step by step guide to export your sales to an accounting program

guide
Introduction to Mailbox

Introduction to Mailbox

An introduction to automating your paper and emailed receipts, invoices and documents.

guide
Xero PayPal Bank Feed vs. Greenback

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.

 

How does Greenback map sales taxes?

faq

read more

 

Does Greenback support Amazon Fulfillment by Merchant (FBM) and Amazon Seller Fulfilled Prime (SFP)?

faq

read more

 

Does Greenback support Amazon Handmade?

faq

read more

Sales Tax for e-commerce sellers

Sales Tax for e-commerce sellers

Detailed guide for e-commerce sellers on how to account for sales tax across jurisdictions

guide
How Greenback is Streamlining the Digital Paper Trail With Mailbox Connect

How Greenback is Streamlining the Digital Paper Trail With Mailbox Connect

APIs to fetch emailed receipts from your mailboxes automatically, or alternatively submit RFC822 emails directly to the API

What do businesses really want from their banks?

What do businesses really want from their banks?

Business customers are crying out for more frequent and more transparent transactional financial data.

What High definition Data Means for Financial Services

What High definition Data Means for Financial Services

Today there is more and richer financial data available than ever before, but the challenge has become how to properly secure it, and use it to enhance the customer experience, inspire customer loyalty and as a result increase market share.

Greenback Announces Decimal as First “Greenback for Pros” Master Partner

Greenback Announces Decimal as First “Greenback for Pros” Master Partner

Greenback Announces Decimal as First “Greenback for Pros” Master Partner - bringing together advisory firms and their customers on Greenback’s accounting automation platform.

Configure Your Accounting Export Preferences

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.

guide

 

Mark Transactions as Reconciled in Xero

Here is how to mark transactions exported by Greenback as reconciled in Xero.

faq

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Connect Your Accounting Program

Connect Your Accounting Program

If you plan to export your sales or expenses to an accounting file such as QuickBooks or Xero, you will need to first connect the file within Greenback.

guide
Reports

Reports

The snapshot report lookd at all transactions within the current context and provide a sum of sales, refunds, expenses and reimbursement.

guide
Transform Your Accounting Data

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.

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Introduction to Greenback for Pros

Introduction to Greenback for Pros

Designed specifically for accountants and bookkeepers that need to manage multiple clients on Greenback.

guide
Lesson 1 Teams and Inviting Clients

Lesson 1 Teams and Inviting Clients

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Updating Your Payment Information

Updating Your Payment Information

Conveniently update your preferred billing card in app through the settings menu.

guide
Search Transactions

Search Transactions

Filter your transactions with a flexible and powerful search engine.

guide
Introduction to Auto Exports

Introduction to Auto Exports

Auto Exports are yet another Greenback feature designed to increase automation for accountants and bookkeepers.

guide

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