Compare the accounting behind the connection.
Evaluate transaction coverage, configuration and verification alongside the connection itself. These questions help you assess any Shopify accounting connector against your own workflows.
This is a capability checklist, not a current feature audit of named competitors. Ask each provider to demonstrate your scenarios; absence from its public documentation does not prove non-support.
| Capability | Question to ask | Ledgeree |
|---|---|---|
| Gift cards | Can it distinguish purchases, compensation and redemption, with the required account mappings? | Gift-card purchase liability and configured compensation accounting; redemption requires payment mapping and ERP setup verification. |
| Partial returns and refunds | Does it handle quantity returns, monetary-only reductions and shipping refunds separately? | Full/partial, same-day/later-day and repeated refunds, with booked-value limits and separate shipping allocation. |
| Mixed prepaid and COD | Can it allocate payments across methods, shipments and couriers? | Gateway and courier mappings, prepaid/COD allocation and refund routing from successful Shopify transactions. |
| B2B and exports | Can you configure source fields, party matching, LUT settings and manual-invoicing exclusions? | GSTIN and business-name sources, dedicated fulfillment posting, export controls and Shipping Bill details. |
| Master mapping and creation | Can existing ERP masters be reused, with supported creation enabled selectively? | Ledger/account mapping, SKU mappings and opt-in item creation in both Tally and Zoho. |
| Itemized billing | Does item-level output reference real ERP items? | Tally Stock Item and Zoho Item references; aggregate posting remains a choice. |
| Numbering and validation | Can you retain numbering conventions and inspect Tally output before live posting? | Shop numbering defaults, company overrides and separate Sales/Credit Note counters; separate Tally test company. |
| Recovery | What happens after an outage, missed event or historical import request? | Scheduling, retries, Resume, eligible re-sync and up-to-60-day backfill. Full push requires cleared ERP entries. |
| Verification | Can recorded ERP accounting be compared with expected accounting? | Accounting reconciliation plus order/voucher detail and CSV downloads. Bank/payout matching is outside scope. |
| Books and exports | What can you use without a direct ERP connection? | Standalone Books and reusable aggregate/itemized CSV templates. |
Ask for the accounting output.
Try a ₹400 prepaid + ₹780 COD order, a partial return, a shipping refund and a later credit after an earlier monetary reduction. Review the accounts, quantities, tax and remaining booked amount. Shopify-native exchanges use return and replacement-fulfillment records; ask for a walkthrough of your ERP and payment setup. Third-party returns-app exchanges need separate validation.