Note: While our most popular guides have been translated into Spanish, some guides are only available in English.

Managing your accounting data

To manage your accounting data, you can connect your site to third-party accounting services using finance extensions, or export your raw sales data to manage in Excel. This guide explains both options.

Connect finance extensions

You can get help with your accounting, send invoices to customers, create financial reports, and more by connecting a finance extension. While we work with third-party services to ensure Squarespace Extensions work properly, extensions fall outside our scope of support. We can help with connecting or disconnecting your extensions. For all other questions, contact the extensions provider directly.

Export your sales data

To use different software for accounting, you can export your sales data to an Excel file. The Excel file is compatible with other popular accounting services. Historical data dates back to January, 2018.

To export your sales data:

  1. In the Home Menu, click Commerce, then click Accounting.
  2. Choose a date range.
  3. Click Download.

These are the specific date ranges:

  • Last week - 12 AM Sunday to 11:59 PM Saturday
  • Last month - 12 AM on the first to 11:59 PM on the last day of the month
  • Last 90 days - 12 AM 90 days ago (including the request date) to the moment of the request
  • Year to date - 12 AM on January 1 to the moment of the request

The accounting export timestamps are in UTC, and may be different from the timestamps that display in the Orders Panel.

Exported data

The data displays in an Excel workbook, which breaks down credits, charges, taxes, and payment processor fees into different tabs. Read the sections below to see what data is included in the export.

Orders

  • Billing address
  • Canceled (date)
  • Customer email
  • Customer first name
  • Customer last name
  • Fulfilled on (date)
  • Gross sales
  • Net payment (post-fees)
  • Net sales
  • Order ID
  • Shipping
  • Shipping address
  • Submitted on (date)
  • Taxes
  • Total

Sale line items

  • Discount amount
  • Gross sales
  • Net sales
  • Order ID
  • Quantity
  • SKU
  • Sale line item ID
  • Service end
  • Service start
  • Taxes
  • Total
  • Type
  • Unit amount

Shipping line items

  • Description
  • Discount amount
  • Order ID
  • Shipping amount
  • Shipping line item ID
  • Taxes

Taxes

  • Amount
  • Applied to
  • Jurisdiction description
  • Order ID
  • Rate
  • Sale line item ID
  • Shipping line item ID
  • Type

Donations

  • Billing address
  • Description
  • Donation ID
  • Donor email
  • Donor first name
  • Donor last name
  • Net payment (post-fee)
  • Submitted on
  • Total

Payments

  • Amount
  • Amount refunded
  • Date
  • Donation ID
  • Net amount (post-fee) - Only fees for Stripe and Paypal appear in our sales data export Excel file. To find your Square processing fee amounts, log into your Square account. For detailed steps, visit Square's documentation.
  • Order ID
  • Payment ID
  • Payment provider
  • Payment provider ID
  • Warning

Payment refunds

  • Amount
  • Currency
  • Date
  • Payment ID
  • Payment provider ID

Payment processing fees

  • Amount
  • Amount refunded
  • Currency
  • Date
  • Fee type
  • Payment ID

Payment processing fee refunds

  • Amount
  • Currency
  • Date
  • Payment ID
  • Payment provider ID

Order discounts

  • Amount
  • Description
  • Order ID
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Managing your accounting data