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Downloading Shopify Payout Reports in Webgility Online

This article helps Webgility Online users troubleshoot issues with downloading Shopify payout reports. It outlines common causes such as browser or permission-related problems and provides step-by-step guidance on how to access the report in Shopify, resolve download errors, and ensure a smooth and successful payout report retrieval process.

Overview

If you're having trouble downloading your Shopify payout report in Webgility Online, this guide walks you through common causes and simple steps to resolve the issue.

Possible Reasons for Download Issues

  • Using an unsupported or outdated browser

  • Pop-up blockers interfering with the download

  • Limited permissions in your Shopify admin account

  • Temporary issues with Shopify or browser settings

Steps to Access and Download the Payout Report

1. Check Your Shopify Login and Permissions

Make sure you're logged into the correct Shopify store with the proper permissions to view and export financial data.

Steps to download payouts

To download Shopify Payouts in Webgility Online, ensure that Summary Accounting Method is enabled. Follow these steps:

  1. Log in to Webgility Online.

  2. Go to Connections.

  3. Click the blue +, select Shopify Payments, and enable "Show me the fee details" in display settings.

  4. Navigate to Connection > Preferences, select Summary Accounting Method, and click Save.

  5. Shopify Payouts will now be ready for download.

  6. For payout reconciliation, refer to the article on configuring Shopify Reconciliation in Webgility Online.

Tips for Ongoing Success

  • Always keep your browser up to date

  • Periodically review your connections and browser settings

  • Ensure you have the correct Shopify permissions for financial reports