Docs Setup Guides

Setup Guides

Everything you need to connect your stores and start syncing.

Connecting Your First Store

LedgerPort uses OAuth 2.0 to connect to your e-commerce platforms and accounting software. We never see or store your credentials — the connection is handled entirely through your platform’s official authorization flow.

Supported Source Platforms

Shopify Shopify
WooCommerce WooCommerce
Amazon Amazon

Step-by-Step

  1. Navigate to Settings → Connections in your LedgerPort dashboard.
  2. Click Add Source and choose your platform (Shopify, WooCommerce, or Amazon).
  3. You’ll be redirected to the platform’s OAuth consent screen. Approve the requested permissions.
  4. Once authorized, LedgerPort validates the connection and imports your product catalog.
  5. Repeat for your accounting destination (QuickBooks or Xero) via Add Destination.

Tip: If you’re connecting a WooCommerce store, make sure REST API access is enabled in WooCommerce → Settings → Advanced → REST API.

Configuring Tax Settings

Tax configuration ensures that sales tax, VAT, and other tax amounts from your orders map to the correct tax agencies and codes in your accounting software.

How Tax Mapping Works

LedgerPort reads the tax line items from each order and matches them to the tax codes defined in your accounting platform. For most setups, this is automatic — your QuickBooks or Xero tax codes are imported during connection.

When to Configure Manually

  • You sell in multiple tax jurisdictions with different rates.
  • Your e-commerce platform uses tax names that don’t match your accounting software.
  • You need to split tax into separate line items (e.g., state vs. county).

Navigate to Settings → Tax Mapping to review and adjust the auto-detected mappings. Changes take effect on the next sync cycle.

Inviting Team Members

LedgerPort supports role-based access control. You can invite team members with specific permissions so they can view sync status, manage mappings, or administer the account.

Available Roles

Role Permissions
Owner Full access including billing, connections, and team management.
Admin Manage connections, mappings, sync settings. No billing access.
Viewer Read-only access to sync status, audit logs, and reports.

To invite a member, go to Settings → Team and enter their email. They’ll receive an invitation link valid for 7 days.

Sync Preferences

After connecting your platforms, configure how and when data flows between them.

Sync Direction

  • One-way (Source → Ledger): Orders, refunds, and fees push from your store to your accounting software. Best for most setups.
  • Two-way: Changes in either system propagate to the other. Required for inventory sync and price updates.

Sync Frequency

  • Real-time: Webhooks trigger sync within seconds of an event. Available on Growth and Scale plans.
  • Scheduled: Sync runs at fixed intervals (every 15 min, hourly, or daily). Available on all plans.
  • Manual: Sync only when you click the button. Useful for initial testing.

Configure these in Settings → Sync Preferences. You can set different frequencies per connection.