Shopify POS and Moneybird: Automate Your In-Store Bookkeeping

More and more entrepreneurs are combining an online Shopify store with a physical point of sale via Shopify POS. It’s a powerful combination, but it creates an accounting challenge: how do you ensure that both your online orders and your in-store transactions end up correctly and automatically in Moneybird?

The problem: two sales channels, double the admin work

Shopify POS lets you sell in your physical store using the same products and inventory as your webshop. But from an accounting perspective, Shopify treats both channels the same way: every transaction, whether online or at the register, appears as an order in your Shopify backend.

Without automation, you have to manually:

• Convert receipts into invoices or receipts in Moneybird
• Register cash payments separately in your cash journal
• Reconcile card payments with your bank statements
• Close your register daily and process any discrepancies

On a busy shopping day with dozens of transactions, this process can easily cost hours per week.

How Schakel handles Shopify POS

Schakel synchronizes all Shopify orders to Moneybird, including POS transactions. The integration distinguishes between different payment methods, so your bookkeeping always adds up:

• Card payments (Shopify Payments): processed as an invoice and immediately registered as paid via the associated payout
• Cash payments: processed as an invoice with payment via the cash account you configure in Schakel
• Other payment methods (gift cards, store credit): registered as separate payment lines

You don’t have to do anything yourself. As soon as a store employee completes an order at the register, it appears in Moneybird within minutes.

Cash management: tracking cash and card separately

A commonly used approach for stores with Schakel:

1. Create a separate cash account in Moneybird for your store (e.g., “Store register Amsterdam”)
2. Configure Schakel to route cash POS payments to that cash account
3. Link card payments to your business bank account via the standard payout reconciliation

With this setup, you can always see in Moneybird exactly how much cash your register contains and how much came in via card payments. No more manual counting at the end of the day.

Revenue reporting per sales channel

Want to know whether your webshop or your physical store is performing better? With Schakel and the invoice tags feature, you can automatically label POS orders with a custom tag, for example “store”. This lets you easily filter in Moneybird to compare revenue per channel. Read more about this in our article on setting up invoice tags in Schakel.

Returns and exchanges via POS

Shopify POS makes it easy to process in-store returns and exchanges. Every POS return is processed as a credit note in Moneybird, just like online returns. You don’t need to configure anything separately for this. Schakel handles it automatically. Read more about how credit notes work in our article on returns.

Real-world example: clothing store with webshop

A clothing retailer in Utrecht sells through a Shopify webshop and has two physical locations using Shopify POS. Previously, they had to manually process daily cash register reports in Moneybird. With Schakel:

• All POS transactions from both locations are automatically synchronized
• Daily cash reconciliation has been reduced from 30 minutes to less than 5 minutes
• They always have a real-time overview of combined daily revenue
• Their accountant saves several hours every quarter on reconciliation work

Setting up Shopify POS in Schakel

Setup is straightforward. After connecting your Shopify store to Schakel via the standard integration, POS transactions are automatically included. If you want specific settings per payment method or separate ledger accounts per location, you can configure this through the advanced settings in Schakel.

Conclusion

Shopify POS and Moneybird are a powerful combination for omnichannel retailers. With Schakel, both sales channels stay automatically synchronized without any manual work. Whether you process two or twenty transactions a day, your bookkeeping is always up to date.