Tutorial · 4 min

Export orders for your accountant

A monthly order export, filtered to the period, delivered automatically.

Export Orders with the date filter set to the period you need.
Pick the columns your accountant actually uses: order name, date, customer email, line items, taxes, totals, financial status.
Export as Excel — one sheet, easy to open — or CSV if their software imports that.
Once the file looks right, save it as a schedule set to Monthly and deliver it to their email.

Order exports include Protected Customer Data. Send them only to people who need them, and set a file retention period that matches your policy.

Refunds and partial payments

Financial status distinguishes paid, partially refunded and refunded orders. Include that column, or the totals won't reconcile.

Raise, cut or recalculate prices across a vendor, a collection or the whole catalog.

Tags drive collections, filters and automations — and they are replaced wholesale on import.

Try it on your store