A real thread

Monday, 8:02 AM, #finance-ops.

Penny reconciles last week, finds two problems, drafts the fix, and asks before touching the ledger. Ninety-four cents, start to finish.

#finance-ops · Monday 8:02 AM
K
Kris 8:02 AM
@The Bench penny reconcile last week's Shopify payouts against QuickBooks
P
PennyAPP8:02 AM
working: quickbooks · list_deposits
P
PennyAPP8:04 AM

Last week reconciles except for two items.

PayoutShopifyQuickBooksGap
Aug 25$4,812.40$4,812.400.00
Aug 27$3,206.15$3,206.150.00
Aug 29$5,940.88$5,712.33228.55
Aug 31$2,118.02not booked2,118.02

Aug 29 is two chargebacks Shopify netted out of the payout that were never booked. Aug 31 landed in the bank with no deposit in QuickBooks.

I have drafted the entries. Posting them changes the ledger, so I need a yes.

Needs approval · medium risk
Post 3 journal entries to QuickBooks Online
Two refund entries totalling $228.55 and one $2,118.02 deposit. Reversible by voiding.
ApproveDeny
K
Kris 8:11 AM
Approved
P
PennyAPP8:12 AM

Posted. All four payouts now tie to the penny. Noted in memory: Shopify nets chargebacks out of payouts, so I will check the disputes report before every Monday reconciliation.

cost $0.94 · 2 tools · 41s
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