Shopify Balance statements
Upload Shopify Balance statements and payout exports and get your books done
Download the PDF from Shopify Balance, drop it into ProfitBooks, and every transaction is categorized into a profit and loss. No bank login, no feed, no CSV clean-up. $20 a month, billed annually, plus pay-as-you-go credits.
100 free credits at signup, 10 free every day. PDF or photo, up to 10 MB per file.
Step by step
How to get Shopify Balance statements into your books
- 1
Download your Shopify Balance statement
In Shopify admin go to Finances, Balance, Statements, choose the month and download, or export payouts from Payments. Repeat for each month you want in your books. Statements from any year are fine.
- 2
Drop the PDFs into ProfitBooks
Create a free account (or log in) and drop all the files at once. The AI identifies the account from the statement itself, so there is nothing to set up first.
- 3
Confirm two things
Your business name (read from the statement) and your industry. That builds your chart of accounts.
- 4
Review the few it was unsure about
Most transactions are categorized automatically with a confidence score. The rest wait in one list. Two clicks each.
- 5
Get your profit and loss
Reports are live from the first statement. The coverage map shows which Shopify Balance months are in your books and which still need a statement.
What happens to the statement
Read, categorized, reconciled
Read
Account, period, balances and every line item are extracted from the Shopify Balance PDF or photo. Multi-month statements are split into months.
Categorized
Each transaction gets a category and a confidence score based on your industry and your past corrections. Set the bar for what finalizes automatically.
Reconciled on Full Books
On the Full Books plan every statement is reconciled: opening and closing balances tied to the imported transactions, every month, so what is in your books matches what the bank says.
FAQ
Questions, answered
Does ProfitBooks connect to Shopify Balance directly?
No, and that is deliberate. ProfitBooks works from the statements Shopify Balance already gives you, so there is no login to share and no bank feed to break mid-month. Download the PDF, drop it in, done.
Anything specific about Shopify Balance statements?
Shopify payouts are matched to bank deposits and split into sales, fees and refunds.
Can I upload a Shopify Balance CSV instead of the PDF?
Yes, if Shopify Balance offers a CSV or spreadsheet export, upload that. The PDF statement is preferred when you have it because it carries opening and closing balances for reconciliation.
What if my Shopify Balance statement covers several accounts?
The main account is imported and you are told about the others. Upload their statements separately, or add the account manually, and each gets its own place on the coverage map.
How far back can I go?
As far as your bank lets you download. Most banks keep seven years of statements online. Upload in any order; each one is filed under the months it covers.
Drop in your Shopify Balance statement now.
Create a free account, drop in a bank statement, and watch every transaction get categorized. 100 free credits to start, 10 more every day. No card required.
Takes about 90 seconds. No sales call, no onboarding fee, no contract.