Quaderno supports automated billing and sales tax compliance for Shopify stores.
Any time you process a successful order, your store will automatically ping Quaderno, which then generates a beautiful receipt for your customer. This happens automatically and doesn’t require any manual intervention. We can even send out an invoice without you needing to lift a finger, if you wish.
Connecting your Shopify accountSetting up your tax rates in ShopifyCollecting VAT numbers on Shopify
You don’t need to be technical to install and use this plugin – we’ve made it as easy as we can. If you use our Shopify integration, you don’t need to connect your payment processor accounts (Stripe, PayPal, etc.) to Quaderno because we receive all the necessary data from Shopify. If you have any questions, just shoot us an email.
Do you generate invoices for $0 orders?
No, Quaderno will not issue an invoice if the order's total amount is $0.
Does Quaderno generate an invoice as soon as the order is created?
No, the invoice is generated when the order is marked as paid in Shopify.
Do you generate partial credit notes for partial refunds?
No, our Shopify integration would only generate a credit note every time you make a full refund in Shopify. Quaderno doesn't automatically generate partial credit notes for Shopify, but you could create these manually if needed.
Do I need to add taxes in my Shopify tax settings?
Yes, Shopify calculates the tax rates in their checkout and sends this tax rate to Quaderno. As Shopify offer their own tax calculation features, Quaderno does not calculate tax directly in the Shopify checkout.
Can Quaderno recognize tax-exempt customers?
Yes, if you can mark customers as tax exempt in Shopify, this will be reflected in Quaderno.
Do you support tax-exempt products?
Yes, you would just need to configure a product as tax-exempt in Shopify.
Does Quaderno Billing work with Shopify invoices?
Our billing history would work with all of your Quaderno invoices, regardless of which integrations you are using. You can add Quaderno Billing to your own website.
Can you distinguish B2B sales from B2C sales in Shopify?
Yes, if you Collect VAT numbers on your Shopify store, Quaderno can distinguish B2B and B2C sales.
This way Quaderno would identify the B2B sales, and apply reverse-charge as applicable. However, all customers would pay the same amount in the checkout, regardless of whether it's a B2B or B2C sale. If reverse-charge applies, Quaderno would simply not display the VAT on the invoice, and add the reverse charge note. The final amount charged to the customer would not change.
Can I connect multiple Shopify storefronts to the same Quaderno account?
Yes, with the Startup plan or higher you can connect as many integrations as you'd like.
If you have multiple storefronts that are part of the same business/legal entity, you can connect all of these Shopify stores to the same Quaderno account. If the stores are completely separate businesses/legal entities, you would need separate Quaderno accounts.
Can I buy a Quaderno subscription directly through Shopify?
Yes, you can subscribe directly through Shopify, but we recommend purchasing a plan directly from Quaderno. This way we can support you with any billing changes you may need.
In my tax reports, I see multiple entries for the same tax but with different names.
With our Shopify integration, Quaderno applies the exact tax name Shopify sends us. If you are seeing multiple entries (i.e. VAT, IVA, ES VAT) for the same tax rate in a report, this indicates that your Shopify tax rate names are not aligned with the official tax rate names used by Quaderno. You can update a tax rate name in Shopify following these steps so that it matches the name you see on the Quaderno jurisdictions page.
I’m using the Shopify integration, but I cannot see invoices in my Quaderno account.
Each time an order is marked as paid in Shopify, the corresponding invoice will be automatically generated in Quaderno. If you make a full refund in Shopify, a credit note will be automatically generated in Quaderno. Please check the order status in Shopify to make sure the order has been marked as completed or paid.
I just created a trial account and connected my Shopify store, but I can only see transactions for the past 30 days.
When you first sign up for a trial Quaderno account, we automatically import your Shopify transactions for the past 30 days so you can see how everything works. Once you upgrade to a paid plan, we can import your transactions for the current calendar year at an additional cost.
The tax rates on my Quaderno invoices are not correct.
With our Shopify integration, we apply the tax rates that Shopify applies in their checkout, so you would just have to set up your tax rates there, this wouldn't be done from Quaderno's side.
I have duplicate invoices for all my Shopify sales.
Please review your integrations in your Quaderno account. If you have the same Stripe/PayPal account connected to Quaderno and to Shopify, this would cause duplicate invoices as Quaderno is receiving two notifications for every transaction. Please disconnect Stripe/PayPal from Quaderno to prevent duplicates.
If you have sales outside Shopify, we recommend using a separate Stripe account (not the same one you use with Shopify) for these sales. Then you can connect this separate Stripe account to Quaderno without the duplicate issue. Stripe actually recommends multiple accounts.
I’ve uninstalled Quaderno from my Shopify store, but I am still getting charged.
If you subscribed to Quaderno directly via our website, you can cancel your account on the billing details page of your Quaderno account.
If you subscribed to Quaderno via Shopify, please contact Shopify for information on how to cancel. In this case, Shopify is managing the billing.