Booking older orders after all

Last updated: 1 minute read

Boekvogel books every new order from now on. If you also want orders from before the installation in your bookkeeping, you start an import.

Importing

1

Choose a date

Orders from that date onwards are fetched and prepared for booking.

2

Start the import

The orders come in one by one; you see them appear under Orders.

3

Check the list

Anything that hits a missing setting ends up in “Needs attention” — just like with new orders.

Note. Shopify only returns orders from the last 60 days. If you choose an earlier date, you get what is available and no more.

Preventing duplicate revenue

If you have already booked a period in Moneybird, by hand or through your previous integration, choose a start date after that period. Boekvogel does not know which invoices you or another system created and so cannot recognise them. Do not let your previous integration book in the same administration at the same time; see switching from another integration.

Only one import can run at a time. Earlier imports are listed with their date and status in an overview, so you can see what you have already done.

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