QuickBooks + MyWorks · May 28, 2026 · 11:00 AM PDT/2:00 PM EDT · Live Webinar
Ecommerce is growing. So is the complexity your firm has to manage.
If you're managing ecommerce clients in 2026, you already know that the data volume alone has changed the game. Orders flowing in from Shopify, WooCommerce, and wholesale channels. Multicurrency transactions. Payment processor fees that don't reconcile themselves. Refunds that span multiple payment methods. Multi-state tax obligations that shift quarterly.
All of it has to land cleanly in QuickBooks before your firm can do anything useful with the numbers, and for too many firms, that's exactly where the bottleneck lives.
The real cost isn't the complexity. It's what your firm can't do because of it.
When e-commerce data doesn't flow into QuickBooks accurately and automatically, your team absorbs the cost. Instead, hours that could go to advisory work are spent on cleanup and manual reconciliation. Month-end close becomes a fire drill. And the clients generating the most revenue—your e-commerce clients—are often the ones getting the least strategic attention from your firm because their data takes so long to get right.
That's a problem. But it's also an opportunity.
The firms that have figured out how to automate e-commerce accounting aren't just closing the books faster. They're using clean, real-time data to deliver cash flow analysis, inventory insights, and profitability reporting that their clients can't get anywhere else. And they're packaging it into recurring advisory relationships worth $2,500–$10,000 per month.
See how QuickBooks + MyWorks handles wholesale, multicurrency, refunds, and inventory — automatically — so your firm can focus on insights, not cleanup.
That's what this session is about.
On May 28, Peter Leonard, founder of MyWorks, is going live with a practical walkthrough of how QuickBooks and MyWorks work together to turn e-commerce complexity into automated, advisory-ready workflows. No slide decks. No hypotheticals. Real workflows, real client scenarios, real before-and-after impact.
MyWorks is the only e-commerce accounting integration to hold both Intuit's Platinum Partner status and Shopify's Built for Shopify certification, connecting Shopify and WooCommerce stores to QuickBooks Online, QuickBooks Desktop, and Intuit Enterprise Suite.
What you'll take away:
- How to handle the scenarios that break basic connectors, including wholesale orders, multicurrency, payment reconciliation, refunds, and inventory, synced accurately into QuickBooks with no manual intervention.
- How to structure ecommerce data in QuickBooks so month-end close is reliable and reporting reflects how the business actually operates.
- How to use automated, real-time data to deliver cash flow, inventory, and profitability insights your clients can act on.
- How firms are packaging ecommerce accounting into recurring advisory services, and what those engagements actually look like at $2,500–$10,000/month.
- Real before-and-after workflow walkthroughs across different client types and complexity levels.
Who it's for:
Accountants and bookkeepers managing ecommerce clients, whether you're dealing with a single Shopify store or multi-channel operations spanning wholesale, retail, and cross-border sales. If ecommerce data cleanup is eating into your firm's capacity for advisory work, this session is built for you.
