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How to Download Past Shopify Orders in Webgility Desktop

This article helps Webgility Desktop users download historical orders from their Shopify channel, whether for reporting, accounting, reconciliation, or backup purposes. It provides step-by-step instructions to export past orders correctly and explains how the data can be used with Webgility Desktop and QuickBooks Desktop for posting historical records or resolving discrepancies.

Step-by-Step Guide to Export Past Orders from Shopify

Step 1: Confirm Your Order Range and Format

Before you begin:

  • Identify the exact date range you want to export (e.g., January 1 to January 31, 2024).
  • Decide whether you prefer the file in CSV or Excel format, depending on how you plan to use the data.

Step 2: Export Orders from Shopify Admin

Here’s how to export your past orders:

  1. Log in to your Shopify Admin.
  2. Click Orders from the left-hand menu.
  3. Use the Filter tool to set your desired date range:
    • For January 2024, filter from 01/01/2024 to 01/31/2024.
  4. Select the orders you want to export, or keep all selected by default.
  5. Click the Export button.
  6. Choose one of the following export options:
    • Current page
    • All orders
    • Selected orders
  7. Select your preferred file format (e.g., CSV for Excel, plain CSV).
  8. Click Export Orders.

Step 3: Get Help Live (If Needed)

If you run into any confusion while exporting:

  • Reach out to Webgility Support via chat, phone, or screen sharing.
  • Our team can walk you through the filtering, selection, and exporting steps in real time.

Step 4: Confirm the File Download

Once your file is downloaded:

  • Open it to make sure it includes the correct order dates and all expected data.