Connecting Pilot and...
Please grant Pilot access to Shopify by following the instructions below.
- Log in to your account.
- From your Shopify admin account, go to Settings and then click on Users and Permissions.
- In the Staff section of Permissions, click Add staff.
- Enter Pilot's information:
- First Name: Pilot
- Last Name: Bookkeeper
- Email: firstname.lastname@example.org
- Grant Permissions:
- All "General Staff" permissions
- Draft Orders
- Gift Cards
- The following "Administration" permissions
- View Shopify Payments payouts
- View billing and receive billing emails
- View apps developed by staff and collaborators
- Develop apps
- The following "App and channel access" permissions
- Manage and install apps and channels
- Click Save.
- From your Shopify admin account, go to Apps.
- Click Develop apps.
- Click Allow custom app development.
- Read the warning and information provided, and then click Allow custom app development.
Who are you and why should I trust you?
Pilot provides bookkeeping, CFO, and tax services for literally thousands of startups and growing businesses. We've successfully processed over 10 million transactions for our customers and have unparalleled expertise when it comes to accurately categorizing financial data.