BackOffice Login and Overview

Log into BackOffice to manage stock items, staff, settings, and all other aspects of a ShopKeep account and to view sales reporting. Read our overview below to learn how to navigate BackOffice and where to find each of its features.

Watch our BackOffice Login video below:

BackOffice Login

Table of Contents

Log Into BackOffice

Log into BackOffice to add inventory, set up permissions and settings, view reporting, and manage your ShopKeep store.

  1. Visit ShopKeepApp.com from a supported device and web browser.

    Bookmark this page in your browser so it is easier to find later.

  2. Enter your BackOffice login information.
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  3. Click 'Log in' to access BackOffice.

    Unable to log into BackOffice? Visit our Login & Access Troubleshooting guide for help.

Visit our BackOffice Settings and Password article to learn how to change your login or password.

BackOffice Overview

BackOffice is your one-stop resource for store management. Learn below about the different BackOffice elements you will see after logging in.

Setup Checklist

The Setup Checklist gives an overview of the basic tasks necessary to get a ShopKeep account ready to run transactions. The Setup Checklist loads as the homepage of BackOffice until all of its tasks are completed. Learn more about the Setup Checklist here.

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Dashboard

The Dashboard provides an overview of all register activity and loads as the homepage of BackOffice after all tasks in the Setup Checklist are completed. Learn more about the Dashboard here.

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Top Banner

The top banner displays your store name and convenient links for getting help.

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Menu Button
Use this button to toggle the left side navigation menu between full and minimized views.

Store Name
Nickname of the ShopKeep store as entered in location settings.

Upgrade
Upgrade the pricing package for your account to unlock additional features, such as eCommerce and online ordering integrations.

Help
View articles and videos on our support site and learn how to contact Customer Care.

Hardware & Supplies
Go directly to our online store to purchase supported hardware.

Email
The user currently logged into BackOffice. Click to send us feedback or log out.

Side Navigation Bar

The side navigation bar is the primary means of moving through the different areas of BackOffice.

Setup Checklist (New merchants only)
Where to access the Setup Checklist guide.

Reports
Where to find reports of transactions, sales, register activity, inventory, and exports.

Items
Where to view the Item List and manage all inventory.
The Item List can also be accessed from the ShopKeep Register app.

Staff
Where to add or edit employees, set up BackOffice users, view Time Clock information, and run the Labor Tracking Report.

Customers
Where to view the Customer List, manage customers, and export customers from BackOffice.

Invoices
Where to create, manage, and track invoices. This feature is only available for ShopKeep merchants on select pricing packages.

Marketing
Where to see an overview of customer engagement and set up features such as Online Ordering and ShopKeep Spotlight.

Card Payments
Where to set up online and mobile credit card processing for paid ShopKeep accounts and in-store credit card processing for free accounts.

Integrations
Where to manage third-party services, such as QuickBooks, that integrate with your ShopKeep account.

Capital
Where to request funds for improving your business.

Settings
Where to update billing information, customize receipts, set up tax rates, and manage other aspects of your ShopKeep account.
Receipt and tip settings can also be accessed by the Business Owner from the ShopKeep Register app. This feature is available for ShopKeep accounts created on or after July 23, 2019.
Tax rates can be assigned to individual items by employees with the relevant BackOffice permissions when managing items on the ShopKeep Register app.

After signing into BackOffice, complete the tasks in the Setup Checklist to get your account ready to run transactions. If you have questions, visit our Setup FAQ and BackOffice FAQ.