Etsy and Lexware Office: prepare your CSV export

You can download Etsy statements as CSV files, but that does not automatically make them importable journal entries for Lexware Office. Etsy records, invoices and bank transactions serve different purposes. Separating them before the handover helps you identify missing amounts and duplicate records.

This guide concerns Lexware Office, formerly lexoffice. Other Lexware accounting products may offer different import routes. First establish which product you and your accountant use.

Which Etsy file do you need?

The monthly payment account statement is a starting point for reconciling payouts. It contains account activity for the selected month. Open the monthly statements under finances in Shop Manager, choose the period and request the CSV. Etsy then makes the download available. See Etsy's current payout calculation instructions.

Keep the original file unchanged and use a copy for your review. Gather the related sales documents, fee records and bank movements. A CSV provides data for reconciliation; it does not automatically replace every supporting document you need.

Why does the payout differ from your sales?

The amount reaching your bank reflects several movements. Sales, fees, refunds and the availability of funds affect the result. The linked Etsy guidance also explains why payouts and the monthly activity summary can differ.

Consider a simplified example with no opening balance or other movements:

Movement	Amount
Collected customer payments	€1,000.00
Refunds	−€80.00
Withheld fees	−€120.00
Remaining payout	€800.00

The €800 is the payout, not the total collected from customers. This example explains cash movements only. It does not prescribe fee tax treatment or accounting codes. Include any additional movements in your actual reconciliation.

What can you import into Lexware Office?

Lexware Office distinguishes master data, documents and bank transactions. According to its journal entry import documentation, in German, a general import of completed journal entries from another program is not available. Existing invoices can instead be processed through document capture.

A separate CSV import is available for bank transactions, including offline accounts. Use the relevant columns and format described in the Lexware bank transaction templates. This does not turn an Etsy settlement into an importable journal batch.

An API connection is another distinct route. Check which data objects, documents and actions it supports. A provider name on an integration list does not establish that scope.

Prepare a test month

1. Define the period: Collect the Etsy statement and related bank payouts, including balances carried between months.
2. Separate the components: Identify sales, refunds, fees and other movements using their references.
3. Collect documents: Check which invoices and fee records exist and which are missing.
4. Prevent duplicates: Identify data already present in the destination. Bank imports and document imports need a coordinated process.
5. Agree on the handover: Confirm the route with your accounting team and test a limited period first.

Keep a separate list of unresolved differences containing the amount, reference, suspected cause and responsible person. This makes an uncertainty visible rather than hiding it in an apparently correct total.

Where does KudTax fit?

KudTax supports Etsy data imports and preparation for the accounting workflow. Its current Lexware Office integration offers API and file routes. Use your test month to check the data coverage required for your handover. This is not a blanket promise that every Etsy CSV can be sent directly to Lexware Office as completed postings.

Want to assess your Etsy workflow? Request a demo and describe your Lexware product, data sources and desired handover. If your workflow is already clear, register with KudTax. Review pricing to assess the appropriate scope.

Linked product documentation reviewed on 8 October 2026.