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English
$
USD
I will clean your shopify export data and bank statement for quickbooks
About this Gig
Are you struggling to make sense of your Shopify payouts, PayPal fees, and bank statements inside QuickBooks? Don't let messy e-commerce data ruin your financial tracking.
As a specialized e-commerce data specialist, I will clean, reconcile, and format your Shopify exports and bank statements so they perfectly match your QuickBooks ledger. Whether you have weeks or months of backlogged transactions, I am here to tidy up your books.
What I Can Do For You:
- Shopify Data Cleanup: Clean up chaotic CSV exports, separating gross sales, discounts, refunds, and shipping fees.
- Gateway Reconciliation: Match Shopify Payments, PayPal, or Stripe payouts with actual bank deposits.
- Bank Statement Formatting: Convert and format PDF bank or credit card statements into upload-ready CSV/Excel files.
- QuickBooks Preparation: Organize your transactions into the correct chart of accounts so your QuickBooks is ready for easy reconciliation.
Note: Please message me before ordering if you have multiple Shopify stores or over 500 transactions so I can provide a custom quote tailored to your exact needs!
Financial software:
QuickBooks
Industry:
E-Commerce
Target country:
United Kingdom
•
United States
Gigs are not screened
Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Read more about Financial services at Fiverr.
FAQ
Do I need to give you my QuickBooks and Shopify login credentials?
Not necessarily. If you prefer to keep your credentials private, you can simply invite me as an "Accountant User" inside QuickBooks Online and export your raw Shopify payout CSV files for me to work with. Your data security and privacy are my highest priorities.
What exactly is an e-commerce "transaction" when choosing a package?
A transaction includes sales orders, refunds, payment gateway fees (like Shopify Payments or PayPal), and individual lines on your bank statement. If you are unsure of your total monthly transaction volume, feel free to drop me a message, and I will check your exports to pick the best package.
Can you handle payment gateways other than Shopify Payments, like PayPal or Stripe?
Yes! Multi-gateway reconciliation is my specialty. PayPal, Stripe, and Klarna hold funds separately, which often causes major headaches in QuickBooks. I can map and clean data from all major e-commerce payment processors to ensure everything matches your bank deposits perfectly.
My books have been a mess for several months. Can you do a historical cleanup?
Absolutely. If you have multiple months—or even an entire year—of backlogged, un-reconciled Shopify data, please send me a message. I will review the scope of the mess and send you a customized, flat-rate offer to tidy up everything from top to bottom.
Will you actually log into my QuickBooks and reconcile the accounts for me?
Yes, if you select the Standard or Premium packages and add me as an Accountant user. I will actively categorize the transactions and clear the balances. For the Basic package, I provide clean, pre-formatted CSV templates that you can instantly import into QuickBooks yourself.
What software do you support for this gig?
This gig is fully optimized for Shopify and QuickBooks Online (QBO). However, if your storefront is on WooCommerce, Amazon, or Etsy, or if you use Xero, please reach out via chat before ordering. I can easily adjust the workflows to accommodate those platforms for you!
