Shopify → Accounting → Tax → Invoice Automation System

🔥 What This Automation Does

A finance-grade automation system that connects Shopify sales with accounting, tax calculation, invoicing, and reconciliation — fully automated.

Core Capabilities

• Detects paid, refunded, and partially refunded orders

• Automatically:

  • Calculates taxes

  • Handles discounts & coupons

  • Generates branded PDF invoices

  • Issues credit notes

• Syncs data to:

  • QuickBooks or Xero

  • Google Drive (invoice archive)

• Generates monthly reconciliation reports

Designed for accuracy, compliance, and audit safety.

✔ What’s Included

✔ n8n JSON Workflow(s)

• Order monitoring workflows

• Invoice generation logic

• Refund & credit note handling

• Accounting sync workflows

• Monthly reconciliation automation

✔ Setup Documentation (PDF)

• Accounting platform connection guide

• Tax configuration instructions

• Invoice branding customization

• Compliance considerations

✔ Architecture Diagram

• Shopify → Accounting → Storage → Reporting flow

• Error handling and reconciliation checkpoints

✔ Environment Variables List

• Shopify API credentials

• Accounting platform keys

• PDF generation service keys

• Cloud storage credentials

✔ Support Disclaimer

Accounting accuracy depends on correct configuration. Buyer is responsible for validating tax and accounting rules.

✔ Refund Policy

90-day, no-questions-asked refund.