How to import Shopify payouts into QuickBooks Online

Why QuickBooks Online rejects it

Shopify's Payments payout export (Settings → Payments → View Payouts → Export) includes columns like Transaction Date, Type, Order, Card Brand, Payout Status, Amount, Fee, and Net — often a dozen or more. QuickBooks Online's bank-import tool only accepts a strict 3-column format: Date, Description, Amount. Anything else in the file and it rejects the whole upload rather than guessing which columns to use. Note this is a different export than Shopify's general Orders CSV, which won't have the right columns at all.

Option 1: Fix it by hand

Free, but tedious if you do it every payout.

1. In your Shopify admin, go to Settings → Payments → View payouts → View Transactions → Export, and pick your date range.
2. Open the file in Excel or Google Sheets.
3. Add a new column for Description, combining the Type and Order columns for each row (e.g. "charge #1002").
4. Reformat every value in the Transaction Date column to MM/DD/YYYY — Shopify exports it with a full timestamp and time zone by default.
5. Use the Net column as your Amount — not Amount or Fee individually. Net is what actually landed in your payout after Shopify's fee.
6. Delete every other column so only Date, Description, and Amount remain, in that order, with those exact headers in row 1.
7. Strip any $ signs or thousands-separator commas from the Amount column — QBO's importer chokes on both.
8. Save the file as CSV (UTF-8 encoding).
9. If you have more than ~1,000 transactions, split the file into smaller date ranges before importing.
10. In QuickBooks Online, go to Banking → Upload transactions and import the file.

Option 2: Skip the manual work

Changed your mind? How to undo an import

Our apps never touch your QuickBooks file, and your original export is never changed. If you import a converted file and want to take it back, remove it in QuickBooks Online like this:

1. Go to Accounting → Bank transactions (called Banking in the older QuickBooks layout) and choose the account you imported into.
2. Not posted yet: on the Pending tab (For Review in the older layout), tick the imported transactions and choose Exclude in the bar that appears at the bottom of the screen.
3. Already posted: on the Posted tab (Categorized in the older layout), tick them and choose Undo in the bottom bar. They move back to Pending, where you can exclude them as above.
4. Open the Excluded tab, tick the same transactions and choose Delete in the bottom bar.
5. Fix whatever needed fixing, convert your original export again, and re-import.

Tip: filter by date so you select only the batch you imported. Undo affects just the transactions you tick.

Frequently asked questions

Why does QuickBooks Online reject a Shopify payout CSV export?
Shopify's export has far more columns than QBO's bank-import format expects. QBO wants exactly Date, Description, and Amount — nothing else — so it rejects the file rather than guessing which columns matter.

Which Shopify column is the real transaction amount?
Use Net, not Amount. Amount is the value before Shopify's fee is deducted; Net is what actually landed in your payout.

Where do I find the Shopify Payments payout export?
Settings → Payments → View payouts → View Transactions → Export — not the general Orders CSV, which has different columns entirely.

Is there a row limit for QuickBooks Online CSV imports?
Stay under roughly 1,000–1,500 transactions per file. Split larger exports by date range.

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