Question

Shopify shipping

Forum|Forum|3 years ago
March 6, 2023
1 reply
2 views

We use a third-party company to ship Shopify orders. We top-up to the account when we buy shipping labels, the cost includes the shipping cost + taxes.

Our bank account shows the amount we spent to top-up (for example. $200).

Now, instead of putting the $200 in the shipping category, we'd like to upload all the transaction (shipping labels we bought) so we can see the total of how much we actually paid for the shipping cost and the taxes. We'd like these 2 in different categories (shipping category, tax category).

Is it best to "find match" this? Upload all the transactions and find all the labels we bought with the $200.

What do you suggest we do? Thanks!

QuickBooks Online

R

ReymondO

Moderator

Hey there, @marumir05.

Yes, you can use the find match option to manually select transactions you want to link. That way, we can ensure the match is correct and avoid duplicates.

Here's how:

Go to the Banking menu and select Banking.
Choose the tile for the account you want to review.
Select the For review tab.
Click the transaction you want to review and select the Find match button.
Choose the transaction that the matching records found, then click Match.
If you want to select another match, select the Find other matches option.
Filter the Match transactions window, then check the transaction box you want to link.
Click Save.

If you need additional guidance in categorizing downloaded transactions, please refer to this article: How to review downloaded bank and credit card transactions and put them in the correct accounts.

In case you need to change or move a transaction to a different account, follow these steps to undo or unmatch it. Make all of your changes before your monthly reconciliations.

Keep me posted if you have further concerns with categorizing Shopify shipping in QuickBooks. I'm always around to help.

M

marumir05Author

Thank you! Where do I upload the transactions? We have a CSV file.

C

ChristineJoieR

QuickBooks Team

Thank you for your prompt response, @marumir05. If you are uploading transactions manually, please follow me. I'll show you where to upload the banking transaction in QuickBooks Online.

If you wish to transfer your banking data using a CSV file, this procedure of manually uploading a transaction in QuickBooks Online

Go to the Banking tab; select the Banking section.
Select the blue tile for the account you want to upload the transactions.
Select Upload from the file.
Select Drag and drop or select files and select the file you downloaded from your bank. Then select Continue.
From the QuickBooks account ▼ dropdown, choose the account you want to upload the transactions. Then select Continue.
Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
Select the transactions you would like to import. Then select Continue.
Select Yes.
When you accept your transactions, select Done.

For your reference, you can also utilize this article: Manually upload transactions into QuickBooks Online.

In addition, I've got you this article about modifying a report and adding extra details to it: Customize reports in QuickBooks Online.

Now if you want to save your current custom reports setting and have them carry over the next time you run business data, you can visit this page: Memorize reports in QuickBooks Online.

It's always a pleasure to have you here, @marumir05. Let me know if you have further concerns under the banking section. The Community always has your back. Stay safe!

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