VAT check: review Shopify orders before Moneybird

Last updated: 2 minute read

Right after you finish the settings, Boekvogel goes through your orders from the last 60 days. Nothing is booked and nothing goes to Moneybird. The result is at the top of the app's start page, under “VAT check of your last 60 days”.

For each order the check makes the same decision as real booking. What it holds back here, Boekvogel also holds back when booking.

What you see

1 Can be booked without problems How many orders Boekvogel can book as they are, and per VAT situation which Moneybird rate they get, for example “NL 21% → 21% btw: 3 orders”.
2 Needs attention Which orders it would hold back, per reason and with the same text as in the “Needs attention” list. Each reason shows a few order numbers with country and amount, and a button to the setting that fixes it.
3 Not counted Orders that are already booked, not paid yet, cancelled or from before your start date.

The VAT rate for export outside the EU is not mapped to a Moneybird VAT rate.

Fixing a reason

The button next to a reason opens the right setting, with the missing row marked and a sentence on which kind of Moneybird rate belongs there. When you save, you return to the start page and the check runs again by itself. You can also start it yourself with “Check again”.

Tip. Is an order already really on “Needs attention”? After fixing the reason, click Retry there. The check itself books nothing.

What the check does not do

The check looks at the VAT rate, the ledger account, the financial account and whether the total adds up. Moneybird is not contacted. So it does not see what Moneybird itself would refuse, for example a document that already exists there with the same number.

It does not book older orders. If you want those in Moneybird too, use the import of older orders. Further back than 60 days is not possible: Shopify shows an app no more than that.

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