TrestleFinance
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Convert Shopify Payments CSV to QuickBooks Online

Upload your Shopify export, get QBO-ready Bank Transactions CSV in 10 seconds. Preview free, no signup required.

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3 free exports • No credit card required

Exact Supported Export

✅ We Support:

Payments Transactions CSV (Plain)

Where to find it:

  1. Shopify Admin
  2. Finance → Payouts
  3. Select payout period
  4. Click "View transactions"
  5. Click "Export" → Plain CSV
  6. Download transactions-YYYY-MM-DD.csv

File headers start with:
Transaction Date, Type, Order, Amount, Fee, Net, Currency...

❌ We Reject:

  • Orders CSV - Order fulfillment data, not payment transactions
  • "CSV for Excel" - Extra formatting rows break detection
  • Financial Summary - Aggregate reports, not transaction-level
  • Products CSV - Inventory data, not payments
Fix "Wrong Shopify export" error →

Shopify-Specific Handling

✓ Positive Fees

Shopify stores fees as positive numbers (e.g., fee = 0.36).

Formula: Net = Amount - Fee

Same convention as Stripe, opposite of Square/PayPal.

✓ Multi-Currency

Presentment vs Settlement currency handling.

Uses Settlement currency (what you receive).

Grouped separately, never mixed in QBO import.

✓ Plain CSV Only

Must use "Plain CSV" not "CSV for Excel".

Excel format adds summary rows.

Breaks column header detection.

How It Imports into QuickBooks Online

TrestleFinance outputs Bank Transactions CSV format, which is QuickBooks Online's native import format for bank feeds.

3-Column Format (Date, Description, Amount):

  • Revenue transactions: positive amounts
  • Fee transactions: negative amounts (like bank fees)
  • Refunds: negative revenue amounts

To import: QuickBooks Online → Banking → Upload Transactions → Select file → Map columns → Import

Journal CSV is also provided for advanced users who want debits/credits instead of bank format.

Common Issues

"Unrecognized format" error when uploading

You likely exported Orders CSV, "CSV for Excel", or Financial Summary instead of Plain CSV from Payments Transactions.

See complete fix →

Multi-currency handling in Shopify Payments

Presentment vs Settlement currency explained with QBO import requirements.

Read full guide →

Ready to Convert Your Shopify Payments CSV?

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