How to Integrate Shopify in COUNT

Connecting Shopify to COUNT allows you to automatically sync sales data, generate daily journal summaries, and streamline reconciliation between Shopify payouts and your accounting records.

Once connected, COUNT will import Shopify transactions and help you map them to your chart of accounts for accurate financial reporting.

Benefits of Connecting Shopify

Connecting Shopify to COUNT helps you:

• Automatically sync Shopify sales and transaction data
• Generate daily journal summaries for accounting
• Reconcile Shopify payouts with bank transactions
• Map Shopify components (sales, fees, taxes, tips, etc.) to your chart of accounts
• Support global Shopify stores and multi-currency setups
• Reduce manual data entry and reconciliation effort

Before You Connect Shopify

Before starting, make sure:

• You have admin access to your COUNT workspace
• You have admin access to your Shopify store
• Your chart of accounts is set up in COUNT

How to Connect Shopify

1. Go to your COUNT workspace
2. Navigate to Settings and click Integrations

3. Click Shopify from the integrations list
4. Select Connect Shopify Account

5. After clicking Connect Shopify, a modal will appear asking you to enter your Shopify store domain. In this modal:

• Enter your store’s myshopify.com domain (for example: my-store.myshopify.com)
• Click Continue
• You will then be redirected to Shopify to authorize COUNT access

6. You will be redirected to Shopify
7. Log in to your Shopify store

8. Click Install / Approve Access
9. Return to COUNT to complete setup and click Get Started

Mapping Shopify Data

After connecting your Shopify account, you’ll be prompted to map your Shopify data to the appropriate COUNT accounts. This ensures your Shopify transactions are categorized correctly in your accounting records.

Select the COUNT account for each Shopify component listed in the mapping screen.

Typical mappings include:

• External Clearing → Clearing account for non-Shopify Payments gateways (such as PayPal)
• Shopify Clearing → Shopify Payments clearing account for gross deposits
• Shopify Discounts → Discount promotions and coupon expenses
• Shopify Fees → Payment processing or merchant fees expense account
• Shopify Gift Card Liability → Liability account for unredeemed gift cards
• Shopify Refunds → Refunds issued to customers
• Shopify Sales → Revenue or sales income account
• Shopify Sales Tax Payable → Tax liability account for collected sales tax
• Shopify Shipping Revenue → Shipping income or shipping revenue account
• Shopify Tips Payable → Liability account for collected tips

You can either select an existing COUNT account or click Auto Create Account to let COUNT automatically create the recommended account for you. You can update these mappings anytime in integration settings.

Daily Journal Summaries

Once Shopify is connected and your account mappings are completed, you can generate Shopify daily journal summaries from the Daily Summary tab.

To create a summary:

1. Select a date from the Date field.
2. Click Preview to review the Shopify journal summary for the selected day.
3. Once reviewed, click Post Journal Entries to post the entries into COUNT.

You can also click View Shopify Journal Entries to view previously generated Shopify journal entries.

These daily summaries help:

• Group Shopify transactions by day
• Consolidate sales, refunds, discounts, taxes, and fees
• Prepare structured journal entries for accounting workflows
• Reduce manual bookkeeping effort

Reconciliation with Shopify Payouts

COUNT helps match Shopify payouts with your bank feed.

This allows you to:

• Match payout batches with bank deposits
• Identify Shopify fees and deductions
• Track timing differences between Shopify and bank records
• Simplify monthly reconciliation workflows

Updated on: 08/05/2026