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How to download Shopify Finance Summary

How to download Shopify Finance Summary if you'd like to compare your Shopify data to Link My Books summaries

Daniel Little avatar
Written by Daniel Little
Updated over 2 weeks ago

  1. Navigate to Analytics > Reports in Shopify Admin

  2. Search for Summary

  3. Select the Summary report from the Finances category

  4. Choose a date range, then click Print

This screenshot displays two main sections of a Shopify interface, both related to reports and financial summaries. The top section shows the "Reports" overview page. On the left sidebar, "Reports" is highlighted and underlined in red. In the main content area, a search bar at the top right is visible, where "summary" is typed, and a red arrow points from it to the text "summary" and another red arrow points to the magnifying glass icon indicating a search action. Below the search bar, filter options for "Authors" and "Categories" are present, along with a "Benchmarks available" checkbox. A table displays one report result: "Name" is "Summary," "Category" is "Finances," "Last viewed" is "Dec 20, 2023," and "Author" is "Shopify." The bottom section shows the "Finances summary" report itself. In the top left, a "Last month" dropdown is selected, highlighted with a red box. An "All channels" dropdown is also visible. In the top right, a "Print" button is present, with a red arrow pointing to it. The report is divided into four sub-sections: 1. **Sales:** Lists "Gross Sales" (£127,602.32), "Discounts" (-£9,402.59), "Returns" (-£3,858.73), "Net Sales" (£114,341.00), "Shipping" (£1,033.00), and "Taxes" (-£29.67), totaling "Total Sales" (£115,344.33). 2. **Payments:** Includes "Amazon payments" (£2,551.16), "Gift card" (£4.01), "Manual" (-£12.98), "Manual (Assumed)" (-£177.99), "PayPal Payments Standard" (£40,592.16), and "Shopify Payments" (£72,389.13), totaling "Total payments" (£115,345.49). 3. **Liabilities:** Shows "Gift card sales" (£0.00), "Gift cards outstanding balance (on Nov 30)" (£70.48), and "Tips" (£0.00). 4. **Gross profit:** Displays "Net sales" (£114,341.00), "Net sales without cost recorded" (£114,341.00), "Net sales with cost recorded" (£0.00), and "Cost of goods sold" (£0.00), leading to a "Gross profit" of "£0.00."

This screenshot displays two main sections of a Shopify interface, both related to reports and financial summaries. The top section shows the "Reports" overview page. On the left sidebar, "Reports" is highlighted and underlined in red. In the main content area, a search bar at the top right is visible, where "summary" is typed, and a red arrow points from it to the text "summary" and another red arrow points to the magnifying glass icon indicating a search action. Below the search bar, filter options for "Authors" and "Categories" are present, along with a "Benchmarks available" checkbox. A table displays one report result: "Name" is "Summary," "Category" is "Finances," "Last viewed" is "Dec 20, 2023," and "Author" is "Shopify." The bottom section shows the "Finances summary" report itself. In the top left, a "Last month" dropdown is selected, highlighted with a red box. An "All channels" dropdown is also visible. In the top right, a "Print" button is present, with a red arrow pointing to it. The report is divided into four sub-sections: 1. **Sales:** Lists "Gross Sales" (£127,602.32), "Discounts" (-£9,402.59), "Returns" (-£3,858.73), "Net Sales" (£114,341.00), "Shipping" (£1,033.00), and "Taxes" (-£29.67), totaling "Total Sales" (£115,344.33). 2. **Payments:** Includes "Amazon payments" (£2,551.16), "Gift card" (£4.01), "Manual" (-£12.98), "Manual (Assumed)" (-£177.99), "PayPal Payments Standard" (£40,592.16), and "Shopify Payments" (£72,389.13), totaling "Total payments" (£115,345.49). 3. **Liabilities:** Shows "Gift card sales" (£0.00), "Gift cards outstanding balance (on Nov 30)" (£70.48), and "Tips" (£0.00). 4. **Gross profit:** Displays "Net sales" (£114,341.00), "Net sales without cost recorded" (£114,341.00), "Net sales with cost recorded" (£0.00), and "Cost of goods sold" (£0.00), leading to a "Gross profit" of "£0.00."

Our customer support team will be more than happy to help you reconcile your Shopify data with your Link My Books data. Just send them a copy of the exported report to [email protected]

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