Help › Bookkeeping
Connect your Shopify store
Connect your storefront so its sales, tax, and payouts flow into your books:
- Go to Ledger › Setup (the Businesses tab).
- On your business card, find the Integrations panel and click Connect more.
- In the Connect integration window, choose Shopify and type your
store name in the Store name box. Only the part before
.myshopify.comis needed, somy-storeis enough; pasting the whole address, or theadmin.shopify.com/store/my-storeURL out of your browser bar, works too. For WooCommerce, enter your site URL instead. Approve access when redirected.
WooCommerce sends you to your own store to approve, so you may be asked to sign in to WordPress first if you are not already. TALISK_HQ never sees that password. Approve, and your store passes the keys to TALISK_HQ directly.
Once connected, an Ecommerce section appears in the sidebar for that book, and TALISK_HQ starts pulling in payout summaries, sales tax, and orders on a regular sync. Connecting Shopify also makes cost-of-goods tracking available: turn it on from the Books Health offer card or the Setup toggle so your margins are real.
Store connect lives in Setup; the Ecommerce › Stores tab is just a health view that links back here.
Connecting from the desktop app
The approval step opens in your normal web browser rather than inside the TALISK_HQ window, so your saved password and any session you already have with the provider are available. Approve there and the desktop app comes back to the front with the store connected. You do not need to sign in to TALISK_HQ in that browser: it only visits the provider and one confirmation page.
WooCommerce works the same way from the desktop app, by a different route. It hands its credentials to TALISK_HQ from your store rather than through the browser, so the browser only ever shows your own store's approval screen and you come straight back.
Disconnecting
You can withdraw TALISK_HQ's access whenever you like:
- Go to Ledger › Setup (the Businesses tab).
- On the business card, find the connection in the Integrations panel.
- Click Disconnect beside it, then choose what to do with the saved connection.
Either way TALISK_HQ stops syncing and can no longer read the account, and nothing already in your books is removed: the orders, customers and payouts synced so far are kept, and every journal entry stays exactly as posted. Those are your accounting records, and you need to keep them.
The two answers differ only in what happens to the saved connection:
- Disconnect keeps it, so reconnecting later is one click.
- Disconnect and delete credentials removes the saved key as well, so reconnecting means approving again at the provider. Choose this if you are leaving, or if you think the key may have been exposed.
Keeping it is the default on purpose: a provider can refuse to re-authorize for reasons that have nothing to do with you, and a disconnect you cannot undo is worse than one you can. Neither answer touches your sales history.
Once it is disconnected the row says Disconnected and offers Reconnect instead, with your store name already filled in.
If you keep more than one business, those buttons only appear on the card for the business you have active, because that is the one they act on. Switch to a business to manage its own connections.
Disconnecting here does not uninstall the TALISK_HQ app from your Shopify admin. If you want it gone from Shopify too, remove it under Settings › Apps and sales channels in Shopify.