how to integrate hurdlr into shopify

welcome to hurdler pro hurdler pro is,our most advanced service,it includes all of your premium features,while adding powerful invoicing and,payment collection,advanced accounting and reporting home,office deduction tracking,the ability to invite your accountant,and more as a bonus you'll also have,your annual tax filing included with,your pro subscription,instead of having to spend well over a,hundred dollars on a separate,tax filing software you'll have all of,your business finance and tax filing,needs in one place,hurdler pro is a great tool for,entrepreneurs looking to take their,business to the next level,whether you're an llc s corp have,multiple businesses,or view yourself as a true business,owner pro includes all the features you,need to have the clearest picture of,your business finances in one,streamlined tool,to start your free trial of hurdler pro,simply click on one of the pro features,then follow the prompts if you have an,existing premium subscription,the purchase of your pro subscription,will be prorated to account for the,remaining balance of your premium,subscription,with hurdler pro you can send your,clients invoices directly through the,app,you can customize your invoice settings,to define your default expense markups,hourly rates and invoicing terms as well,as adding your business logo,and brand colors once you've configured,your invoice settings,creating a new invoice is as simple as,clicking new invoice,you can then pick the business select,your client then add items to the,invoice,if you've used hurdler to track your,time you can select time and task,entries from the app,you can use hurdler to track your time,you spend on certain activities for your,clients,for example a freelance web designer,could track the time they spend creating,their clients new website,once you've added a time and task entry,you can add it to the invoice and your,client will be charged the hourly rate,for the activity you've indicated,if you haven't used this feature you can,add your own custom line items for,billing your time,if you've used hurdler to automatically,track your expenses by linking your bank,account,credit card or importing transactions,you can attach any of these expenses to,your invoice,you can also bill your clients for any,expenses that you incurred on their,behalf,clicking this option will list any,expenses that you've already tagged as,business and to the specific,client if you need to attach a receipt,or a document to your invoice,simply click on attach file,once you've entered all of the line,items you're billing you can choose the,date of the invoice,the terms the frequency if the invoice,is recurring,and whether you'll apply any discounts,click next to see an overview of the,invoice you've created complete with,your logo and brand colors,if you aren't ready to send the invoice,just yet click save final without,sending or save as draft to save as a,draft to send later,when you're ready to send your invoice,just select which payment option to,accept,you can accept cash or check or you can,set up your account to accept credit,card payments directly through the,invoice,credit card payments are processed via,stripe and you can set up an account,with them through your hurdler account,after selecting which payment option to,accept you can send your invoice,if your client pays via credit card,hurdler will automatically mark the,invoices paid and notify you,once your client pays you there are a,few different ways that you can apply,their payment to the invoice,to reconcile any transactions or payment,for the invoice that are listed in the,income section,if you're paid by credit card or check,and you have your bank account linked to,hurdler,then you can assign the bank's deposit,transaction to your invoice,doing this will ensure that your,accounts are reconciled and balanced,correctly,you can also assign an income,transaction to an invoice directly,to market as paid click on the advanced,feature within the income transaction,itself,then pick which invoice to assign it to,if they paid cash you can add a cash,payment,once you've added a payment to your,invoice you can see an overview,of the different types of invoices,clicking on type allows you to view your,invoices by category such as paid,unpaid active draft,refunded or archived,now that you're familiar with invoicing,let's check out the accounting features,starting with your chart of accounts,your chart of account,shows you an overview of the different,accounts of your business finances,as you tag your income and expense,transactions via balance in your chart,of accounts will change,depending on how you categorize these,transactions you can think of this as a,real-time balance sheet,let's see an example let's say you want,to mark furniture that you purchase for,your office as a fixed asset,to do this click the expense to expand,it,then choose your business and click,advanced,now that you're looking at the pro,options you can pick asset from the,list of expense types you can also,choose which expense category it falls,into,such as furniture and equipment once,you've selected this option,just click save,when you go back to your chart of,accounts you'll see it reflects your,updated information,any time you make a change in your pro,account it will be recorded in your,general ledger,if you're familiar with double entry,accounting then you will feel right at,home looking at your general ledger,the default view will start from january,but you can click the date field at the,top,to see your most recent changes while,any transaction you track in the income,and expense section will be reflected in,the general ledger automatically,you can also add manual entries as,needed to do this,click add entry,in addition to classifying transactions,into advanced categories,pro also offers an advanced search,option this can help you search for,transactions by type,date amount notes you've entered and,more,another cool feature with pro is the,ability to use the basic home office,deduction,it's easy to set your home office,deduction just go to your tax profile,and enter the square footage of your,home office,and heard there will automatically,calculate the deduction remember,the irs dictates that this deduction,cannot exceed,fifteen hundred dollars or three hundred,square feet,once you've entered your home office,deduction go to the taxes section to see,how this is used in your tax,calculations,there are also advanced reports that you,get with pro you can export reports like,business mileage or business expenses by,client,plus more advanced accounting reports,like a balance sheet report,or a trial balance sheet report,heard the pro also includes annual tax,filing for federal in one state,given that many tax filing software's,charge a hundred dollars or more for tax,filing services alone,it's a great benefit to have this,included with your pro subscription,when you're ready to file your taxes,just click the file my taxes button,to start your return,if you have a bookkeeper or cpa who does,your taxes for you,pro's invite your accountant feature,will allow you to provide them with,their own login,so they can access your account whenever,they need to,thanks for watching our hurdler pro,tutorial if you have any,additional questions you can message us,via in-app chat by clicking the question,mark next to your name

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