Greetings everyone. We are doing a full audit of our operational tools this quarter to prepare for a Series A funding round. Our current setup for syncing store revenue is a basic, glitchy app that constantly duplicates orders. Our external CPA reviewed our books last week and explicitly warned us that this mess will never pass investor due diligence. He strongly advised us to drop the cheap apps and use an enterprise-grade platform to integrate Shopify with QuickBooks online here
https://www.neonpanel.com/shopify-to-quickbooks. Since changing our financial tech stack is a huge move, I wanted a second opinion from actual users, so I brought it up in a financial operators Discord. Several founders who recently went through successful acquisitions confirmed it's the absolute best platform for pushing clean, summarized journal entries without cluttering the ledger. That peer validation was exactly what we needed. We are 100% committed to this upgrade and are starting our data migration this week. Does anyone have advice on structuring the initial mapping so our historical data is spot-on for the auditors?