Managing your business finances can be challenging, especially when it comes to keeping clear records of sales, taxes, and payments. Good news — you now have access to more detailed and reliable CSV exports for your transactions, orders, and subscriptions. This means your bookkeeping, tax filing, and financial reviews will be easier and more accurate.

📌 Why This Matters

Having clear, consistent, and detailed data from your sales and payments helps you avoid errors, saves time reconciling accounts, and makes tax reporting simpler. When your data clearly shows taxes, discounts, and payment statuses, you can confidently stay on top of your finances and make smarter business decisions.

✨ What’s New

• Clear Tax Breakdown: You can now see exactly which taxes are included in prices and which are added on top, even when multiple tax types apply to one order.
• Product-Level Details: Every transaction includes individual product names, prices, quantities, product IDs, and how discounts are applied — helping you understand your revenue in detail.
• Payment & Status Clarity: See the total amount paid versus the total due, including payment methods like card or PayPal, and details like tips and gift card redemptions.
• Accurate Data Values: Zero values and empty fields are clearly differentiated, preventing errors in spreadsheets and reports.
• Consistent Format: Columns maintain a stable order and formatting, making it easier to use the exports in accounting software or for audit trails.

🛠️ How to Use It

1. Step 1: Download the CSV export from your transaction, order, or subscription records in your business system.
2. Step 2: Open the file in your spreadsheet software to review detailed line items, tax breakdowns, discounts, and payments all in one place.
3. Step 3: Use this detailed data to reconcile with your accounting records, prepare for tax reporting, or analyze product-level sales performance.

💡 Pro Tip

Regularly reviewing these detailed exports can help you catch discrepancies early, optimize your pricing and discounts, and ensure your financial records are always accurate — all crucial for keeping your business profitable.