USA · Retail
Retail accounting software for US stores
Square, Shopify, and Clover POS sync into a clean chart of accounts. Multi-state sales tax via Avalara. Inventory + COGS + cycle counts. Returns, refunds, and gift-card liability tracked automatically.
What US retailers get out of the box
Square / Shopify / Clover POS sync
Daily-sales journals push automatically — gross sales, sales tax collected, processor fees, refunds, gift cards. Bank deposit reconciliation closes in one click.
Multi-state US sales tax (Avalara)
Sales tax computed per line by destination state and local jurisdiction. Marketplace facilitator rules (Amazon/Etsy/eBay) handled. Liability report per state, filed via Avalara.
Inventory + COGS + cycle counts
Real-time SKU stock across locations, weighted-average or FIFO costing, COGS posts automatically on sale. Cycle-count workflow flags shrinkage by category.
Returns & refunds reconciliation
Refunds match against original sale; restocking fee and credit memo handled with the right GL impact. Gift-card returns roll into the deferred liability.
1099-NEC for contractors
Track payments to in-store labor, visual merchandisers, repair vendors; generate 1099-NEC in January, e-file to IRS.
Multi-location reporting
Per-store P&L + consolidated group-level P&L. Inter-store transfers (warehouse → retail) post automatically on both sides.
Brex / Ramp / corporate card feeds
Direct feeds with category mapping per merchant. Receipt capture via email forwarding or mobile photo, AI extract.
Shopify + Stripe + Square fee reconciliation
Gateway and processor fees separated per transaction. Deposits net of fees match to bank automatically.
The Free Plan for single-store owners
A single-store owner can keep the books on HelloBooks Free: record supplier bills, invoice trade customers, connect the store bank account as the live bank feed, and read the P&L each month.
- Unlimited invoices, bills and quotes
- Unlimited email payment reminders
- 1 live bank feed through Plaid
- Unlimited manual bank and card accounts
- 2 users
- Free AI credits to get started
- AP/AR aging, P&L, balance sheet, cash flow
- iOS and Android app
Export, recurring invoices and multi-currency are paid. Free invoices carry a “Powered by HelloBooks” badge. Starter is $14.99/mo; Pro is $39.99/mo.
US retail — frequently asked
Open the books on your store today
Free Plan, no credit card. POS sync on every tier.
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