Shopify POS accounting with file import
Import files from Shopify POS into KudTax and prepare the data they contain for reconciliation and accounting. You start the import by uploading a file.
Shopify POS brings in-store and online selling into one order stream — convenient to run, delicate to account for. Both channels produce the same data structure but fall under different record-keeping duties and fulfil in different ways. The import separates them again rather than trusting a shared order number.
How Shopify POS works with KudTax
01
Export your Shopify POS file
Download the appropriate export from Shopify POS. The supported file and fields depend on the import format.
02
Upload the file to KudTax
Upload the export file to KudTax. The Shopify POS integration processes the data contained in the file.
03
Review the import and matches
Check the imported amounts, dates and references. Add missing documents and review unresolved matches before continuing.
04
Prepare your accounting data
Prepare the imported data for your accounting workflow. Review the posting rules and export file with your accountant.
What KudTax reads from Shopify POS
- Where the export lives
- Shopify admin → Analytics → Reports → sales by channel, or export orders filtered by channel
- What the portal calls the file
- Sales report by channel
- Formats
- CSV
Line-item types recognised
- In-store sales per location
- Online orders
- Card and terminal charges
- Discounts and tips
- In-store returns
What to watch for with Shopify POS
One order stream, two record regimes
In-store sales fall under till-security rules that online orders do not. Because both look identical inside Shopify the mixing goes unnoticed day to day — until a till inspection, when the in-store turnover can no longer be isolated.
Bought online, returned in store
Goods bought online and returned in store create a revenue reduction in the store channel for turnover booked online. Without channel attribution per transaction that shifts the per-channel margin in both directions at once.
Why connect Shopify POS with KudTax
Automated Z-report import
No manual typing of daily closing receipts into cashbooks or spreadsheets.
VAT & payment split
Properly splits 7% vs 19% VAT rates and cash vs card terminal payments.
Terminal fee recognition
Extracts card terminal fees automatically into expense categories.
Point-of-sale data for review
Produces daily structured records that satisfy tax audit requirements.
Shopify POS integration – FAQ
Automate your Shopify POS accounting today
Explore the workflow in the product tour and check whether your Shopify POS export matches the supported import format before getting started.
