Question

Shopify shipping

Forum|Forum|3 years ago
March 6, 2023
7 replies
16 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.

K

Kurt_M

QuickBooks Team

Oh sorry! I'm referring to the shipment transactions / purchased shipping labels. We have a CSV file of it, but I couldn't find the option to upload it or the only way is to manually create a transaction under "expense" if I'm correct.

Thanks for getting back here in the thread, @marumir05. I'll share insights about importing data inside QuickBooks Online (QBO).

In QBO, you can upload data in CSV format. However, you can only upload certain information inside your company file. These are the following information that you can import inside QBO:

Bank Data
Customers
Vendors
Chart of Accounts
Products and Services
Invoices

For more information, please see this article: Common questions about importing data to QuickBooks Online.

In case the data you're trying to upload is not in the list, you can still get through this situation by manually entering them inside your company file. I'll gladly input the steps below. To begin, here's how:

Access your QuickBooks Online company.
On the left navigational bar, go to the Expenses tab.
Click the New transaction button, and then choose Expense.
Enter information in each field.
Once done, click the Save and close button.

Additionally, here's an article to help you manage expenses inside QBO: Enter and manage expenses in QuickBooks Online.

You can also check this page to ensure your data stays accurate: Run reports in QuickBooks Online.

@marumir05, I'll be more than happy to help you out again if you need assistance performing specific tasks inside QuickBooks. Take care, and have a nice day!

Sign up

Login with SSO

Let's get you signed in

Login with SSO