Here are instructions on how to provide us with access to your Shopify Account
To add staff members to your Shopify account, simply follow the instructions provided by Shopify.
It's important not to use your accountant's individual email address, as this can cause delays in processing your bookkeeping. Your accountant will provide you with the necessary email address.
Here is the link to Shopify's instructions: https://help.shopify.com/en/manual/your-account/staff-accounts/create-staff-accounts#add-staff-accounts
Permissions Needed
To effectively manage your Shopify store, it is important to grant specific permissions to your staff members. Here are the permissions that we require to efficiently handle your bookkeeping:
- Export Orders: Granting this permission allows us to access and export your order details. By having this information, we can accurately track your sales and revenue.
- Analytics: With the analytics permission, we can analyze your store's performance and provide you with valuable insights. This helps us identify trends, optimize your marketing strategies, and make data-driven decisions.
- View Shopify Payments payouts: By enabling this permission, we can monitor your Shopify Payments payouts. This allows us to reconcile your financial records and ensure that all transactions are accurately recorded.
- View Balance account activity: Granting us access to view your Balance account activity enables us to track any changes or transactions related to your store's financial balance. This helps us maintain accurate and up-to-date bookkeeping records.
- View billing and receive billing emails: This permission allows us to view your billing information and receive billing-related emails. By staying informed about your billing activities, we can ensure that your financial records remain accurate and up-to-date.
- Taxes and duties: Enabling this permission allows us to view and manage your store's tax and duty settings. This ensures that your tax calculations are accurate and compliant with local regulations.
By providing us with these permissions, you can rest assured that your bookkeeping processes will be streamlined and efficient. Our team of experts will handle your financial records with utmost care and professionalism, allowing you to focus on growing your business.