Apps & integrations
In the app, connections live on the Apps screen (sidebar Apps, or Company → Apps). This page lists what you can connect today and where each one is set up. Shopify, Stripe and the local API need Professional or Accountant; AI assistants connect on every tier.
What you can connect
| Connection | What it does | Where to set it up |
|---|---|---|
| AI assistant | Lets Claude, ChatGPT, Gemini or another assistant read your books, enter transactions and fix mistakes after you approve them | Settings → AI & Integrations. See AI assistants. |
| Shopify | Imports orders from your Shopify store as sales. Needs an Admin API access token from a custom app you create in your Shopify admin. Or import Shopify's order export (CSV) instead. | Apps → Add app → Shopify |
| WooCommerce | No direct connection. Import WooCommerce's order export (CSV) as sales | File → Import → Import Transactions… |
| Stripe | Imports Stripe charges, fees and refunds as journal entries, using your Stripe secret key. Or import a payout report (CSV) instead. | Apps → Add app → Stripe. See Stripe. |
| Inbound API Key | Gives your own script on this computer a key for the local REST API | Apps → Add app → Inbound API Key, or Create a key… under Apps & API in Settings → AI & Integrations. See REST API. |
| QuickBooks® Web Connector | Early access by request | Settings → AI & Integrations → Apps & API: Request access opens a short form with your details filled in. |
| Payroll provider (Gusto, OnPay, ADP) | Brings pay runs into your books from your provider's export (live sync isn't available yet) | Payroll → Payroll Center. See Payroll. |
| Moving from another product | One-time conversion of your books | File → Import. See Import & Export for what each product supports today. |
Bank feeds are not on the Apps screen. They live under Banking → Bank Feeds and are included with Updates & Cloud Services. See Bank feeds.
Solid Accounting has no Zapier, Power BI or Looker connector. See Zapier and BI tools for what works instead.
Adding an app
- Open Apps and click Add app.
- Pick the connection and fill in its settings (for Stripe, your secret key).
- Map each kind of amount to an account in your chart of accounts. The app suggests accounts; change them if yours differ.
- Choose an Import mode:
- Post automatically — transactions go straight to your books.
- Review first — each transaction waits in the Review Queue until someone approves it.
- For Shopify and Stripe, set the Poll interval (5 to 1,440 minutes). The app checks for new transactions on that schedule while it is open.
Each app card shows its mode, last poll, and buttons to Poll now, pause, view the activity log, edit or delete it. Company → Activity Log (AI & Integrations) lists everything apps and AI assistants did.
How imported transactions stay clean
- No duplicates. Each imported transaction carries the source's own ID. Polling again skips anything already imported.
- Same rules as the app. Imported entries must balance, and nothing can post into a closed fiscal year.
- Traceable. Every change an app makes is recorded in the Audit Trail under that app's name.
Related
- REST API — endpoints for your own scripts
- AI assistants
- Review Queue & Review Notes