Stop Shopify and PayPal from recording the same sale twice.
LZ Financial configures a clear division between order activity, PayPal settlement detail and bank transfers—then validates that the complete flow reaches the books once.
Shopify, PayPal and the bank each describe a different part of the same event.
Shopify describes the order
Products, discounts, shipping and sales tax belong to the storefront order detail.
PayPal describes settlement
Payment receipt, processor fees, holds, refunds and transfers belong to the PayPal balance.
The bank receives cash
The transfer should clear the PayPal balance—not create a third copy of revenue.
Give each system one accounting responsibility.
Document the data path
Identify Shopify payment methods, PayPal currencies, existing imports and the current bank-feed treatment.
Configure approved roles
Map orders, fees, refunds, holds and transfers so each economic event enters the books once.
Prove a complete period
Reconcile Shopify activity, PayPal closing balance, accounting entries and bank transfers before handoff.
Standard one-time setup
CAD $2,500 + applicable tax
Includes the agreed connections, mappings, opening-period validation, exception workflow, documentation and walkthrough. Historical cleanup is scoped separately.
Good fit when
- PayPal sales appear in addition to Shopify revenue
- PayPal transfers are categorized as new sales
- Fees, refunds, holds or multiple currencies remain unexplained
- You want a documented implementation rather than a retainer
Check your current workflow before adding another integration.
The free diagnostic identifies the strongest risk signals without collecting an email.