Choose the right CSV report
Shopify Payments: Use a transaction or payout report rather than an orders-only list. Account for fees, refunds and payout groupings.
Upload a Shopify Payments transaction CSV, review the detected columns and prepare an export for Zoho Books. Compatibility depends on the specific report layout.
Review columns, amounts and balances before exporting
Drop your CSV or XLSX file here
Upload a CSV or XLSX file with booking date, amount and description. MT940/CAMT.053 additionally require an account identifier, currency and a reliable balance basis.
Shopify Payments: Use a transaction or payout report rather than an orders-only list. Account for fees, refunds and payout groupings.
A transaction date and amount must be identifiable. Description/reference is recommended; separate debit and credit columns are supported.