Platform

WooCommerce accounting with file import

Import your WooCommerce data into KudTax as a CSV or XLSX file. Review the imported amounts and references and prepare them for reconciliation and accounting.

WooCommerce is a plugin rather than a closed system, and that shapes the bookkeeping. Payment method, tax logic and invoice numbering all depend on which extensions are installed, so what sits cleanly in one shop's export is missing entirely from the next. The import therefore reads orders and payments separately and joins them on the order number.

KudTax

How WooCommerce works with KudTax

  1. 01

    Export your WooCommerce file

    Download the appropriate export from WooCommerce. The supported file and fields depend on the import format.

  2. 02

    Upload the file to KudTax

    Upload the export file to KudTax. The WooCommerce integration processes the data contained in the file.

  3. 03

    Review the import and matches

    Check the imported amounts, dates and references. Add missing documents and review unresolved matches before continuing.

  4. 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 WooCommerce

Where the export lives
WooCommerce → Analytics → Orders → Download; payment detail from the respective gateway (Stripe, PayPal)
What the portal calls the file
Order export (orders CSV)
Formats
CSV / XLSX

Line-item types recognised

  • Orders and line items
  • VAT rates per line
  • Shipping charges
  • Discounts and coupons
  • Refunds

What to watch for with WooCommerce

The tax logic depends on configuration

WooCommerce computes tax by the rules configured in the shop, including rounding behaviour and whether prices are held gross or net. Two shops with identical catalogues can therefore report different tax amounts, so the export has to be read against the actual configuration rather than an assumption.

The payment is not in the order export

The order export shows what was ordered, not what actually moved. Fees, partial payments and chargebacks live with the payment provider, and without both sides the reconciliation stays incomplete.

For how to reconcile WooCommerce invoices, payments and refunds, read WooCommerce Accounting: Invoices, Payments and DATEV.

Why connect WooCommerce with KudTax

No manual Excel work

Stop copying numbers between spreadsheets – KudTax does the reconciliation for you.

AI-powered matching

Transactions, invoices and fees are matched automatically, even across thousands of orders.

Accounting data for review

Review the prepared entries and their supporting documents before using them in your accounting.

Direct DATEV export

Export to DATEV, Lexware, Stotax and more – in the right format, every time.

WooCommerce integration – FAQ

Automate your WooCommerce accounting today

Explore the workflow in the product tour and check whether your WooCommerce export matches the supported import format before getting started.