Guides to help you run your books

1. Go to useflipbooks.com/signup.
2. Enter your name, email, and a password at least 8 characters long.
3. Review the checkout clause under the submit button — clicking Create Account accepts our Terms, Privacy Policy, and confirms you’re 18+.
4. Check your inbox for a verification link from noreply@useflipbooks.com. Click it to confirm your email.
5. You’ll land on your dashboard. Your 7-day free trial starts once you add a payment method at Stripe Checkout.

Your dashboard is the one-screen view of how your reselling business is doing right now.

• Revenue card — total gross sales across every platform this period.
• Net profit card — revenue minus fees, COGS, shipping, and tracked expenses.
• Platform breakdown — which marketplace makes you the most.
• Inventory value — what you’re currently sitting on at cost.
• Recent activity — latest synced orders and logged expenses.

Use the date-range picker at the top to switch between This Month, YTD, Last Year, or a custom range.

Five quick steps and you’re fully set up:

1. Add your business info — Settings → Business Profile. Enter your legal name, EIN (if any), and filing status.
2. Connect eBay — fastest way to start seeing real data. See Connect your eBay account.
3. Import historical sales — upload CSVs from other platforms. See Import a CSV.
4. Add a few inventory items — at least your current top SKUs so sales auto-match.
5. Set a profit goal — monthly or yearly, so the dashboard shows you tracking progress.

Your business profile tells FlipBooks how to label exports, invoices, and tax summaries.

1. Go to Settings → Profile (or Business Profile if your account has one).
2. Enter your legal business name (or your legal name if you file as a sole proprietor).
3. Pick a filing status: Sole Proprietor / Single-Member LLC / Multi-Member LLC / S-Corp / C-Corp / Partnership.
4. Enter your EIN if you have one, or leave blank if you file under your SSN.
5. Enter your business address (this shows on invoice PDFs and 1099 forms if you issue them).
6. Save.

FlipBooks works in any mobile browser, but pinning it to your home screen makes it behave like a native app (full-screen, faster launch).

iPhone (Safari):

1. Open useflipbooks.com in Safari.
2. Tap the Share button (the square with an up-arrow).
3. Scroll and tap Add to Home Screen.
4. Tap Add in the top-right.

Android (Chrome):

1. Open useflipbooks.com in Chrome.
2. Tap the three-dot menu.
3. Tap Add to Home screen or Install app.
4. Confirm.

FlipBooks doesn’t have multi-user seats yet — but you have two clean ways to get your numbers to your CPA:

1. Share a Flip Report (Pro): Reports → Flip Report → generate for the period they need → copy the read-only share link. Your CPA can view revenue, COGS, fees, expenses, and net profit without logging in.
2. Export CSV + Schedule C summary (Pro): Settings → Data & Export → download all data as CSV, plus Tax Center → Schedule C Summary as PDF. Email both to your CPA.

Starter ($12.95/mo) covers unlimited transactions, unlimited inventory, eBay auto-sync, CSV imports, expense tracking, and your core reports. Good fit if you’re doing this as a side hustle and don’t need a Schedule C export.

Pro ($19.95/mo) adds bank/card connections, receipt snap-to-log, mileage tracking, the full Tax Center (Schedule C export, 1099-K reconciliation, quarterly estimates), Flip Report sharing, and priority support. Worth it if this is your primary income or you use a CPA.

You can upgrade or downgrade anytime from Settings → Billing.

1. Open Integrations in the left sidebar.
2. Click Connect next to eBay.
3. You’ll be redirected to eBay’s sign-in page. Sign in with the eBay account tied to your store.
4. Review the permissions FlipBooks is requesting (read-only access to orders, transactions, and fees) and click Agree.
5. You’re redirected back to FlipBooks. Your last 90 days of orders will import automatically within a few minutes.
6. Going forward, new orders sync roughly every 15 minutes.

Once you connect eBay, here’s exactly what happens:

• Initial import: We pull your last 90 days of orders, including sale price, shipping charged, eBay final value fees, promoted listing fees, and buyer info.
• Ongoing sync: Every ~15 minutes we check for new orders, edits to existing orders, refunds, cancellations, and fee adjustments.
• What we capture per order: date, item title, SKU (if you set one), sale price, buyer payout, shipping charged, shipping cost (if you bought the label on eBay), platform fees, final payout amount, and order status.
• Auto-match to inventory: If an inventory item’s SKU or title matches the order, COGS is pulled through automatically.
• What we don’t capture: private messages, negotiated offer history, and anything before the 90-day window (you can CSV-import history older than that).

Don’t want to wait for the next 15-minute cycle? Force a sync:

1. Go to Integrations.
2. Find the platform and click Sync now.
3. You’ll see a spinner; new orders appear in Transactions within 30–60 seconds.

1. Go to Integrations.
2. Find the platform you want to remove and click the three-dot menu.
3. Choose Disconnect. Your already-imported orders stay in FlipBooks; only new syncing stops.
4. For a full revoke, also remove FlipBooks from that platform’s connected apps (for eBay: Account → Personal Information → Site Preferences → Application Permissions).

For marketplaces that don’t have a direct integration yet, upload a CSV:

1. Export your sales history from the platform (most give you a Download CSV or Export orders option in account settings).
2. In FlipBooks, go to Transactions → Import.
3. Pick the platform from the dropdown. We pre-map columns for the big ones.
4. Drag-and-drop your CSV or click Browse.
5. Review the column mapping. If anything looks wrong, click a header to remap it.
6. Click Import. Transactions appear in your books immediately.

Poshmark doesn’t have a public API, so imports are CSV-based.

1. In Poshmark (web), go to My Sales Report → pick your date range → request the report. Poshmark emails you a CSV link when it’s ready (usually within minutes).
2. Download the CSV.
3. In FlipBooks: Transactions → Import → pick Poshmark from the platform dropdown.
4. Upload the CSV. Columns (Order Date, Listing Title, Sold Price, Poshmark Fee, Net Earnings) auto-map.
5. Review the mapping and click Import.

1. In Mercari (desktop web), go to Profile → My Sales → Export as CSV.
2. Pick your date range and download.
3. In FlipBooks: Transactions → Import → Mercari.
4. Upload the CSV. Columns auto-map. Review and click Import.

Amazon has three useful report types, pick based on what you need:

• Order Reports — every order line (what sold, when, for how much). Good for revenue tracking.
• Settlement Reports — payouts after fees, refunds, adjustments. Best for reconciling with your bank.
• Inventory Reports — what’s currently in FBA. Optional.

1. Seller Central → Reports → pick report type → generate for your date range.
2. Download the CSV / TSV.
3. FlipBooks: Transactions → Import → Amazon → pick which report type.
4. Upload. Mapping is pre-configured for each report type. Review and import.

1. In Etsy: Shop Manager → Settings → Options → Download Data.
2. Pick Orders, set the date range, download the CSV.
3. (Optional) Also download Etsy Statement for fees and ads costs.
4. FlipBooks: Transactions → Import → Etsy.
5. Upload orders CSV first, then statement CSV (FlipBooks merges them by Etsy Transaction ID).

1. In TCGPlayer Seller Portal: Orders → Export → pick date range → download CSV.
2. FlipBooks: Transactions → Import → TCGPlayer.
3. Upload. Columns (Order Number, Card Name, Price, TCGPlayer Commission, Shipping) auto-map.
4. Review and import.

1. Go to Integrations → Banking.
2. Click Add a bank or card.
3. Find your institution and sign in through our secure connection.
4. Pick which accounts to share (usually your business checking + business card).
5. We import the last 90 days of transactions. Anything that looks like a sourcing expense (thrift stores, shipping supplies, gas) gets flagged for review.

1. Open the FlipBooks web app on your phone (or use the mobile camera upload).
2. Go to Expenses → + Snap Receipt.
3. Take a clear photo of the receipt — make sure the total is readable.
4. We auto-extract the merchant, date, and total. Review and edit if anything’s off.
5. Pick a category (e.g. Shipping Supplies, Sourcing — Thrift) and save.

1. Go to Inventory → + Add Item.
2. Enter a name (e.g. Pokemon Scarlet & Violet Booster Box).
3. Set the Cost of Goods Sold (COGS) — what you paid.
4. Optional: add a SKU, quantity, category, and purchase date.
5. Save. When a sale comes in with a matching title or SKU, it auto-links.

Bought 50 cards for $200? Here’s how to make the math clean:

1. Inventory → + Add Item → toggle Batch.
2. Enter Quantity: 50 and Total COGS: $200. FlipBooks sets per-unit at $4.
3. As you list or sell individual cards, pull from the batch — COGS deducts per unit sold.
4. If some cards turn out to be higher-value and you want to split them out, click Split from Batch and assign a new per-unit cost.

1. Go to Transactions → + Log Sale.
2. Pick Cash / Manual as the platform.
3. Enter the date, buyer (optional), item, sale price, and any fees.
4. If the item is in your inventory, link it — COGS pulls through automatically.
5. Save. The sale shows in your dashboard exactly like any other platform sale.

1. Go to Transactions.
2. Click the sale you want to edit.
3. Click Edit (pencil icon).
4. Change any field: sale price, fees, shipping, item, category, buyer, notes.
5. Click Save. Your dashboard totals recalculate instantly.

1. Go to Transactions.
2. Select the transaction(s) you want to remove (checkbox for multi-select).
3. Click Delete.
4. Confirm. Deleted transactions are soft-deleted for 30 days in case you need to restore.

1. Go to Transactions.
2. Use filters to narrow down what you want to edit (e.g. platform = Poshmark, date range = March).
3. Click the checkbox in the header row to select all visible, or individually check rows.
4. Click Bulk Actions and pick: Set Category, Set Platform, Tag, Link to Inventory, Delete.
5. Apply.

A return should offset the original sale, not erase it. That way your records match the 1099-K the platform will send.

1. Go to Transactions.
2. Find the original sale and click it.
3. Click Log Refund.
4. Pick Full Refund.
5. FlipBooks creates an offsetting entry dated the refund date. Revenue and net profit adjust automatically.
6. If the item came back usable, tick Return to inventory to restock. If it’s trashed, leave unchecked.

1. Open the original sale in Transactions.
2. Click Log Refund → Partial Refund.
3. Enter the refund amount (e.g. $5 goodwill credit on a $40 sale).
4. Save. Net revenue on the sale becomes $35 in your books.

Use this for damage discounts, goodwill credits, or buyer-kept-item negotiations.

Sold three items together for one price? Here’s how to log it so COGS works out cleanly:

1. Go to Transactions → + Log Sale.
2. Enter the total sale price.
3. Under Linked Inventory, click + Add Item and pick the first item. Enter its individual allocated price.
4. Repeat for each additional item. FlipBooks pulls COGS from each inventory record.
5. Allocated prices must add up to the sale total — FlipBooks shows a running tally.
6. Save.

Items that leave inventory without a sale still need to be accounted for.

1. Open the inventory item.
2. Click Adjust.
3. Pick a reason:
   • Personal Use / Withdrawn — you kept it. Removes from inventory, no COGS hits the books.
   • Gift — gave it away. Removes from inventory, no COGS deduction (gifts aren’t deductible).
   • Charitable Donation — donated to a qualified 501(c)(3). Tracks for your Schedule A (if itemizing) at fair market value.
   • Lost / Damaged / Theft — can’t sell it anymore. COGS becomes deductible as a casualty or business loss.
4. Save.

1. Go to Inventory → + Add Sourcing Trip (or Expenses → + Purchase).
2. Enter the date, location (e.g. Goodwill — Shawano), and total spent.
3. Add individual items with their per-unit cost, or drop one lump-sum and split it later as items get listed.
4. (Optional) Snap a receipt photo.
5. (Pro) If you logged the trip mileage separately, link it here so the deduction is grouped with the purchase.
6. Save.

Storing inventory in more than one place (garage + storage unit + parents’ basement)?

1. Go to Settings → Inventory → Storage Locations.
2. Click + Add Location and name it (e.g. Garage Shelves A–D, Storage Unit 112).
3. On any inventory item, pick a location in the Location dropdown.
4. Use the inventory filter to see what’s where.

Useful when you’re physically pulling items to ship — filter inventory by location so you’re not criss-crossing your house.

1. Settings → Alerts.
2. Toggle Dead Stock Alert on.
3. Pick a threshold — default is 90 days without a listing view or offer.
4. Choose how you want to be pinged (in-app, email, or both).

Your dashboard will surface items that have sat too long so you can discount or liquidate instead of sitting on dead money.

1. Go to Expenses → + Add Expense.
2. Enter the date, vendor, and amount.
3. Pick a category. FlipBooks ships with reseller-specific ones: Shipping Supplies, Sourcing — Thrift, Booth / Show Fees, Platform Fees, Mileage, etc. All map to Schedule C lines for Pro users.
4. Attach a receipt photo if you have one.
5. Save.

Shipping is tracked two directions:

• Shipping income — what the buyer paid for shipping. Auto-captured from platform integrations or entered manually on a sale.
• Shipping cost — what you paid for the label. Either logged as an expense or auto-pulled from eBay Labels / platform shipping data.

Your real margin per sale = sale price + shipping income − platform fees − shipping cost − COGS. FlipBooks does this math for you on every order.

Money Trail is the view where your bank / card activity meets your platform sales. Every dollar that hits your business account should tie back to either a sale, a fee, a refund, or a deductible expense.

When you’re connected to a bank (Pro), Money Trail surfaces:

• Bank deposits that don’t yet match a platform sale — probably a Poshmark payout or a cash deposit.
• Bank expenses without a category — thrift-store runs, shipping supplies, etc.
• Platform sales that haven’t hit your bank yet — helpful for cash-flow.

Clearing Money Trail monthly is how you know your books are clean before tax time.

1. Go to Money Trail.
2. Filter to Unmatched deposits.
3. Click a deposit. FlipBooks suggests likely matches (sales of the same approximate amount within a reasonable payout window).
4. Click Match on the right sale. Or click Search to find it manually.
5. Once matched, the deposit shows as reconciled and won’t clutter your inbox.

1. Go to Money Trail → Unmatched expenses.
2. Click an expense.
3. Pick an expense category from the dropdown (e.g. Shipping Supplies, Sourcing — Thrift, Platform Fees).
4. (Optional) Attach a receipt photo by drag-and-drop.
5. Click Save.

Once categorized, the expense maps to the right Schedule C line for your year-end summary.

Bought $80 at the shipping store where $65 was business supplies and $15 was personal? Split it:

1. Click the transaction in Money Trail.
2. Click Split.
3. Enter the first split: $65, category Shipping Supplies.
4. Click + Add Split. Enter: $15, category Personal.
5. Splits must sum to the original total. Save.

Only the business portion flows into your expense reports and Schedule C.

Same vendor shows up every week? Teach FlipBooks once and stop re-categorizing forever.

1. Categorize a transaction as usual (e.g. USPS → Shipping — Postage).
2. Check Remember this rule on the categorization panel.
3. (Optional) Refine: match by exact merchant, by keyword, or above/below a dollar amount.
4. Save. All matching future transactions auto-categorize on import.

Manage existing rules at Settings → Auto-Categorization Rules.

Doing this once a month keeps your books boringly accurate — which is exactly what you want at tax time.

1. Go to Money Trail.
2. Filter to last month.
3. Clear Unmatched deposits: every bank deposit should match a sale or batch of sales.
4. Clear Unmatched expenses: every debit should have a category.
5. Check Pending payouts: platform sales not yet deposited — flag anything over 10 days old as a concern.
6. Review the Monthly Summary at the top: revenue, COGS, fees, net profit. If anything looks off vs. last month, drill in.
7. Click Mark Month Closed. FlipBooks locks the month from accidental edits.

The Flip Report is the one-page PDF you can hand your CPA or share with a business partner (Pro).

1. Go to Reports → Flip Report.
2. Pick your date range (YTD is the usual one).
3. Click Generate.
4. Download the PDF or copy a shareable read-only link.

It includes total revenue, platform breakdown, COGS, fees, shipping, categorized expenses, and net profit.

1. Go to Reports → Profit & Loss.
2. Set the date range to a single month (or use the Last month quick-pick).
3. Review: Revenue, COGS, Gross Profit, Operating Expenses (broken out by category), Net Profit.
4. Click Export PDF for a clean copy, or CSV for a spreadsheet.

1. Go to Reports → Profit & Loss (or Dashboard).
2. Click Compare.
3. Pick a comparison: Prior Month, Prior Year, or a custom range.
4. The report now shows both periods side-by-side with % change per line.

Great for spotting trends: is your thrift sourcing ROI dropping? Are shipping costs creeping up?

1. Go to Reports → By Platform.
2. Pick a date range.
3. See each platform’s revenue, fees, net profit, number of sales, and average order value side-by-side.
4. Click any platform name to drill into that platform’s individual orders.

Use this to decide where to double down — or where to stop listing.

1. Go to Reports → Top Sellers.
2. Pick a date range and metric: Revenue, Units Sold, Net Profit, or Profit Margin %.
3. Export the top-N list to CSV, or keep it on screen to inform what to source more of.

Which sourcing channels are actually making you money?

1. Make sure your purchases are tagged with a sourcing location (e.g. Goodwill — Shawano, Estate Sale — 4/12). See Log a sourcing trip.
2. Go to Reports → Sourcing ROI.
3. Each location shows: total spent, items sold so far, revenue, net profit, ROI %, and items still unsold.

Short version for most resellers: the platforms handle it for you. Here’s the longer version:

• Marketplace facilitator laws (now in effect in almost every state) require eBay, Amazon, Mercari, Poshmark, Etsy, and others to collect and remit sales tax on your behalf for sales into those states.
• FlipBooks surfaces any sales tax you collected vs. sales tax the platform collected on every sale. 99% of the time, the platform did it and you don’t owe anything.
• Exception: if you sell off-platform (your own Shopify, in-person shows, wholesale to other resellers) in a state where you have nexus, you owe sales tax. FlipBooks can track what’s collected, but you’re responsible for filing.

If you use part of your home regularly and exclusively for reselling (the shipping area, the storage closet, the office), you may be able to deduct it.

1. Go to Tax Center → Home Office (Pro).
2. Pick a method:
   • Simplified Method — $5 per sq ft up to 300 sq ft ($1,500 max). No receipts needed.
   • Regular Method — percentage of your home that’s business-use, applied to actual mortgage/rent, utilities, insurance. More deduction, more records.
3. Enter square footage (and, for Regular Method, home expense totals).
4. Save. The deduction rolls into your Schedule C export.

1. Go to Expenses → Mileage → + Log Trip.
2. Enter start and end addresses (or start/end odometer).
3. Pick a purpose: Sourcing, Shipping Drop-off, Show / Flea Market, Other Business.
4. FlipBooks applies the current IRS standard mileage rate automatically and logs the deduction.
5. Save. It shows up as a deductible expense on your Schedule C export.

1. Go to Tax Center → 1099-K Reconciliation (Pro).
2. Pick the tax year.
3. Enter the Box 1a gross total from each 1099-K you received (eBay, Mercari, etc.).
4. FlipBooks shows side-by-side: what the platform reported vs. what’s in your books.
5. Click any mismatch to drill into the specific month or transactions causing it.

Common reasons for mismatch: refunded sales, returns, cancelled orders, and chargebacks. FlipBooks flags those and generates a reconciliation note you can attach to your return.

1. Go to Tax Center → Schedule C Summary.
2. Pick the tax year.
3. Review the line-by-line breakdown — revenue, COGS, and each Part II expense category mapped to its Schedule C line.
4. Click Export to download a PDF and a CSV with the same data.
5. Hand both to your CPA, or use them to fill out Schedule C yourself.

1. Go to Tax Center → Quarterly Estimates.
2. Enter your filing status and any non-reselling income.
3. FlipBooks projects your YTD net profit, applies self-employment tax + your marginal bracket, and suggests a payment amount for the upcoming quarter.
4. Track the four IRS due dates (roughly Apr 15, Jun 15, Sep 15, Jan 15).

1. Go to Settings → Data & Export.
2. Pick what you want: Transactions, Inventory, Expenses, or All.
3. Choose a date range (or All Time).
4. Click Export CSV. File downloads immediately.

Your data is yours — you can export it at any time, even if you cancel your account.

1. Go to Settings → Goals.
2. Pick a metric: Net Profit, Revenue, or Units Sold.
3. Pick a cadence: Monthly or Yearly.
4. Set the target number and save.

Your dashboard now shows a progress bar toward the goal, updated in real time as sales come in.

1. Go to Settings → Billing.
2. Click Change Plan.
3. Pick the plan you want (Starter or Pro, monthly or annual).
4. Confirm. Prorated charges or credits are handled automatically through Stripe.

Upgrades take effect immediately. Downgrades take effect at the end of your current billing period so you don’t lose features mid-cycle.

Both plans offer monthly and annual billing:

• Starter: $12.95/mo or $119.95/yr (save about $35/yr — roughly 23%).
• Pro: $19.95/mo or $189.95/yr (save about $50/yr — roughly 21%).

To switch, go to Settings → Billing → Change Plan and pick the annual option. Prorated credit is applied automatically.

Strongly recommended — your FlipBooks account holds financial records.

1. Go to Settings → Security.
2. Click Enable 2FA.
3. Choose a method:
   • Authenticator app (recommended) — Google Authenticator, Authy, 1Password, etc. Scan the QR code.
   • SMS — enter your phone number. We text a code when you sign in from a new device.
4. Enter the 6-digit code from your app (or SMS) to confirm.
5. Save your backup codes. You’ll need them if you lose your phone.

Under CCPA, GDPR, PIPEDA, Quebec Law 25 and similar laws, you have a right to receive a machine-readable copy of everything FlipBooks holds about you.

1. Go to Settings → Data & Export.
2. Click Request Full Data Archive.
3. We email you a secure download link within 24 hours (often faster).
4. The ZIP contains: your account profile, all transactions, all inventory, all expenses, all uploads, audit logs, and any support correspondence.

You can also submit this request via the formal channel at useflipbooks.com/privacy-request.

1. Go to Settings → Billing.
2. Click Cancel Subscription.
3. Confirm. Your access continues until the end of your current billing period.
4. Export your data first if you want a backup — see Export your data to CSV.

1. Go to Settings → Billing.
2. Click Update Payment Method.
3. You’re redirected to Stripe’s secure portal.
4. Add or remove cards, change the default, and save.

Card details never touch FlipBooks servers — Stripe handles everything end-to-end.

1. Go to Settings → Billing → Invoice History.
2. Click any invoice to open a PDF receipt.
3. Download or forward to your CPA. All invoices include your business name and address if you’ve set them in Business Profile.

Reset password:

1. Go to Sign In and click Forgot password?
2. Enter your email. We send a reset link.
3. Click the link, set a new password (8+ chars), and sign back in.

Change email: Settings → Account → Email. You’ll need to verify the new email via a confirmation link.

1. Cancel your subscription first (above).
2. Export any data you want to keep (Settings → Data & Export).
3. Go to Settings → Account → Delete Account.
4. Confirm by typing your email.
5. Your account and all associated data are permanently deleted within 30 days.

Residents covered by CCPA/GDPR/PIPEDA can also submit a formal deletion request via our privacy request form.

1. Go to Settings → Notifications.
2. Toggle individual categories on or off: Weekly Report, Product Updates, Marketing, Billing Alerts.
3. Save. Changes take effect immediately.

You can always unsubscribe from all marketing emails in one click at useflipbooks.com/unsubscribe. Critical billing and security emails can’t be disabled.

Try these in order:

1. Force a sync: Integrations → eBay → Sync now.
2. Check the connection status. If it shows Token expired, click Reconnect and sign in again.
3. Check eBay’s status page — if eBay’s API is down, syncs will resume once it’s back up.
4. Still stuck? Email support@useflipbooks.com with your FlipBooks email and the missing order IDs.

A few things to check in order:

1. Check the date range filter. The default view is usually last 30 days — older orders may be hidden. Switch to All Time.
2. Initial sync covers 90 days. If you need older orders, CSV-import them. See the platform’s CSV guide above.
3. Check the platform filter. If you connected multiple accounts, make sure you’re not filtered to just one.
4. Was the order cancelled on the platform before shipping? Cancelled orders aren’t imported.
5. Still missing? Email support@useflipbooks.com with the missing order IDs.

Almost always one of these:

1. Imported a CSV that overlaps with auto-sync. FlipBooks dedupes by platform order ID, but if the CSV uses a different ID format, doubles slip through. Fix: filter the duplicates and bulk-delete the CSV-imported ones (keep the synced ones — they update automatically).
2. Logged a cash sale that was actually a platform sale. Delete the manual entry.
3. Two different platforms reported the same payout (rare, but happens with linked payment processors). Pick the authoritative record and delete the other.

Usually caused by one of:

• Wrong inventory item linked. Open the sale → click the linked item → swap to the correct one.
• Inventory COGS was entered wrong. Open the inventory item → edit the COGS field. All past sales of that item recalculate automatically.
• Batch item with stale per-unit cost. Batch inventory auto-calculates per-unit COGS from Total Cost / Quantity. If you edited the total without updating the quantity, per-unit is off — fix one or the other.
• Fees missing. Check if platform fees are populated on the sale. If not, enter them manually — net profit won’t be right without them.

This usually surfaces during 1099-K reconciliation. Common causes:

• Promoted Listing fees. eBay’s promoted listing fees are charged separately and may come through as a different line item than final value fees. Make sure both are accounted for.
• International fees. Cross-border sales add a ~1.5% fee on most platforms. Pulled automatically on synced orders, but missing on CSVs.
• eBay Managed Payments adjustments. Occasional fee corrections hit later — check 30–60 days after the sale date for late adjustments.

The fix: open the sale, edit fees to the correct amount, save. Net profit recalculates.

FlipBooks stores all timestamps in UTC internally and displays them in your local time zone.

1. Check your time zone: Settings → Profile → Time Zone.
2. Platform time zones differ: eBay orders show the buyer’s order-placement time converted to yours, which occasionally puts an order on a different calendar day than your platform report.
3. If you need calendar-day exact matching with a platform report, use that platform’s report time zone as your FlipBooks time zone for the year.

• Columns mismatched? Re-run the import and manually map columns on the mapping step. Make sure you’ve picked the right platform in the dropdown.
• Dates look off? Check your CSV’s date format. FlipBooks accepts MM/DD/YYYY and YYYY-MM-DD; others may need reformatting in a spreadsheet first.
• Got duplicates? Unlikely — we dedupe by platform order ID. If you see real doubles, delete them in bulk from Transactions (multi-select → Delete).
• File too big? Split it into chunks under 10,000 rows and import separately.

Auto-match looks for title and SKU similarity. If it missed one:

1. Open the sale in Transactions.
2. Click Link to Inventory.
3. Search for the right item and select it. COGS and margin recalculate instantly.

1. Check your spam / junk folder. Look for a message from noreply@useflipbooks.com.
2. Whitelist that address in your email client.
3. From the sign-in screen, click Resend verification.
4. Still nothing after 10 minutes? Email support@useflipbooks.com and we’ll verify manually.

Banks occasionally require re-authentication for security.

1. Go to Integrations → Banking.
2. Find the flagged account and click Reconnect.
3. Sign in to your bank through our secure connection.
4. If your bank still rejects it, try changing your bank password first, then retry. Some banks (Chase, Wells Fargo) rotate tokens aggressively.

1. Hard refresh: Cmd+Shift+R (Mac) or Ctrl+Shift+R (Windows).
2. Check status.useflipbooks.com for active incidents.
3. Try in an Incognito / Private window to rule out a browser extension conflict.
4. Still broken? Email support@useflipbooks.com with a screenshot and we’ll dig in.

A few ways:

• Email: support@useflipbooks.com — we reply within one business day (same-day for Pro).
• Contact form: useflipbooks.com/contact.
• Bug reports: Include your browser, what you were doing, and a screenshot if possible.
• Feature requests: Always welcome — we read every one.

Done every Sunday night (or Monday morning), this keeps you from ever having a month-end panic.

1. Review your inbox — approve any pending synced transactions (Transactions → Inbox).
2. Log this week’s sourcing trips — receipts, mileage, and purchases.
3. Snap this week’s receipts (Pro) — shipping supplies, gas, booth fees.
4. Log any cash / meetup sales.
5. Glance at your dashboard. Weekly revenue vs. last week. Anything surprising?

Run this the first weekend after the month ends. Budget 20–30 minutes.

1. Force a sync on every connected platform to grab any late-month orders and fee adjustments.
2. Clear your Money Trail inbox (Pro) — match deposits, categorize expenses, split where needed.
3. Verify 1099-K / statement totals if you have them. (Most statements arrive the first week of the next month.)
4. Run a Profit & Loss report for the closed month. Does net profit feel right?
5. Check inventory value. Big spike or drop? Worth understanding why.
6. Mark the month closed. FlipBooks locks it from accidental edits.

Start this in early January for the prior tax year. Budget 1–2 hours.

1. Run all 12 monthly closes first if you haven’t already.
2. Confirm every 1099-K matches your books (Tax Center → 1099-K Reconciliation, Pro).
3. Year-end inventory count. Physically count what you have left and adjust FlipBooks to match. This matters — year-end inventory is part of COGS.
4. Finalize mileage log (Pro) and home-office deduction if using.
5. Log any December sourcing that carried into the new year’s inventory.
6. Download your Schedule C PDF and Full Data CSV (Pro).
7. Send both to your CPA — or use them to file yourself.

Walk in with these and your CPA will love you (and charge less in hourly time).

• Flip Report PDF — Reports → Flip Report → full prior year.
• Schedule C Summary PDF — Tax Center → Schedule C Summary (Pro).
• All 1099-Ks you received from platforms.
• Any W-2s or other 1099s (if you have day-job income).
• Year-end inventory total.
• Mileage log PDF (Pro).
• Home office square footage if claiming.
• Questions list: quarterly estimates for next year, S-Corp election, retirement account options (SEP IRA, Solo 401k), equipment deductions you’re eyeing.

IRS generally requires you keep business records for 3 years from the filing date (or due date, whichever is later). But:

• If you significantly underreport income (25%+), make it 6 years.
• If you file a fraudulent return or don’t file, there’s no limit.
• Records supporting depreciation (equipment, home office improvements) should be kept until the asset is fully depreciated + 3 years.

Practical rule: keep everything for 7 years. Digital is fine.

FlipBooks stores your uploaded receipts and supporting documents indefinitely while your account is active. Full data archives (via Data & Export) also work as off-site backups.