Shopify Bookkeeping: From Sale to Deposit

What you'll learn

• Accurately record Shopify sales from order to payout
• Separate gross sales from true net sales for cleaner financial reporting
• Properly handle discounts, refunds, returns, and coupons
• Record gift cards the right way using liability-based accounting
• Reconcile Shopify payouts, fees, and clearing accounts with confidence
• Create cleaner books that support better reporting and tax compliance
• Use Shopify financial reports as source documents for accounting entries
• Prevent common posting errors that lead to inflated revenue and messy reconciliations

Requirements

• No prior Shopify accounting experience needed
• Basic bookkeeping knowledge is helpful but not required
• A computer, internet connection, and willingness to learn
• Access to Shopify reports or bookkeeping software is helpful, but not mandatory

Who this course is for

• This course is for Shopify store owners, bookkeepers, accountants, ecommerce professionals, and beginners who want to learn how to properly record Shopify sales, payouts, discounts, refunds, and related transactions with more accuracy and confidence.
• This course may not be ideal for students looking for advanced tax strategy or highly technical ecommerce system integrations, since the focus is on correctly recording Shopify sales and understanding the accounting workflow.