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Import by Settlement

Every time a sales channel or marketplace sends a payout to your business bank account, they will generate a report for all the transactions that make up that payout or settlement.

When you import settlement summaries with Klavena, we categorize all of the settlement data and write it into QuickBooks Online.

For example, Amazon pays you out every 2 weeks. In this case, when you import a settlement into QuickBooks with Klavena, the associated QuickBooks objects will be created once per settlement.

Sales receipts are used, as the name implies, to keep track of all sales related data such as product sales, tax, shipping, promotions, etc. Expenses are used to keep track of commission, fulfillment, storage, advertising, etc.

If there are refunds, then they were show up as refund receipts. The refund of expenses will show up as deposits back to you.

If you click into the specific QuickBooks transaction, and select "Edit", you will be able to see a detailed breakdown of the sales and expenses for this period.