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Managing your Shopify Balance account transactions

With Shopify Balance, you can transfer funds, view your account transaction limits, and export transactions for your accounting software from your Shopify admin.

Learn more about Shopify Balance, such asmanaging your account,multiple accounts,managing your card, andShopify Balance rewards.

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Shopify Balance account transaction limits

Your Shopify Balance account has daily spending limits for different transaction types. Daily spending limits are reset at midnight UTC. Daily limits are based on the authorization date, not the processing date. For example, if you authorize a transaction on Monday, but it's processed on Tuesday, then that transaction still counts toward Monday's daily limit.

每日自动取款机取款限制包括任何ATM提供er fees that might be charged when you withdraw funds. For example, if your remaining daily ATM withdrawal limit is 200 USD and the ATM provider fees are 3 USD, then you can't withdraw more than 197 USD.

If there’s a problem with your ATM cash withdrawal, then contact the ATM provider.

Each Shopify Balance card has its own spending limit. This applies to both physical and virtual cards. For example, if you have a limit of 5000 USD, then you can spend 5000 USD on your physical card and 5000 USD on your virtual card.

View transaction limits

You can view the Balance card limits for purchases and ATM withdrawals. The daily limits aren't available credit, and apply only to the funds that you have in your account. If there’s a problem with your ATM cash withdrawal, then contact the ATM provider.

Steps:

  1. From your Shopify admin, go toFinances>Balance.

  2. Select your main account.

  3. UnderCard management, click the card that you want to view.

View transfer limits

You can view the Balance account limits for money transfers shared across all of your accounts.

Steps:

  1. From your Shopify admin, go toFinances>Balance.

  2. ClickMove money.

Your daily limit displays underAmount.

Transferring funds between your Shopify Balance accounts

You can transfer funds between your Balance accounts.

Steps:

  1. From your Shopify admin, go toFinances>Balance.

  2. ClickMove money>Transfer funds between your Balance accounts.

  3. From theFromdrop-down, select the account you want to move the funds from.

  4. From theTodrop-down, select the account you want to move the funds to.

  5. Type the amount you want to transfer.

  6. Optional: Type a description of the transfer.

  7. ClickTransfer.

Learn more aboutadding multiple accounts to your Shopify Balance.

Transferring funds to or from your Shopify Balance account

Transfers are sent immediately, but they can take up to three business days to be delivered. You can see your remaining daily transfer limit on theMove moneypage. You can currently transfer funds only in USD.

Transferring funds to your Shopify Balance account

  1. From your Shopify admin, go toFinances>Balance.

  2. Select the account that you want to add money to.

  3. ClickMove money.

  4. Optional: UnderAdd funds to Balance,单击剪贴板icon to copy your Shopify Balance account details.

  5. Log in to your existing business or regular bank account where you’d like to draw the money from.

  6. Go through your bank’s regular process to transfer money out of the bank using your Shopify Balance account details.

Transferring funds from a connected bank account

You can transfer funds from a bank account that you’ve connected to through our integration with Plaid. Funds will take up to four business days to arrive in your Balance account.

If your bank account doesn’t have enough funds, then the transfer might fail, or your bank might charge a fee if your account becomes overdrawn. Failed transactions don't appear in your Balance account.

Steps:

  1. From your Shopify admin, go toFinances>Balance.

  2. ClickMove money.

  3. UnderAdd funds to Balance, enter the transfer details.

  4. Optional: ClickAdd an accountto add a bank account. Select your bank and then follow the steps to connect your account.

  5. Optional: Enter a description. The description will appear in your Balance account's transactions list.

  6. ClickNext.

  7. Confirm that the transfer details are accurate, and then clickAdd funds.

Transferring funds from your Shopify Balance account

Transfers are sent immediately, but they can take up to three business days to be delivered. You can view your remaining daily transfer limit on theMove moneypage. You can currently transfer funds only in USD.

For security reasons, you might receive a prompt toauthenticateyour account again.

Steps:

  1. From your Shopify admin, go toFinances>Balance.

  2. ClickMove money.

  3. UnderTransfer funds from Balance, select an account from theTo accountdropdown.

  4. Optional: ClickAdd an accountto create a new recipient, and then do one of the following:

    • SelectUse routing and account number, and then type in the details for the account that you want to add. ClickAdd account.
    • SelectConnect a bank account, and then login to your bank to select the account that you want to link. Click连接帐户.

  5. Optional: Enter a description. The description will appear on the recipient's account.

  6. ClickNext.

  7. Confirm that the details are accurate, and then clickTransfer funds.

Transferring your PayPal payouts to Shopify Balance

If you receive payouts in PayPal, then you can automatically transfer them to your Balance account, and manage your payouts in one place.

Steps:

  1. Log in to yourPayPal business account.
  2. Go to theWalletsection of your PayPal account.
  3. ClickLink a bankorChoose your bank.
  4. In theSearch for your bankfield, enter a few letters (for example, abc).
  5. When aWe couldn’t find your bankmessage is displayed, clickEnter your bank details.
  6. Enter your Balance account's routing and account numbers. You canfind your account details in your Balance account. When you enter your details, your Balance account is displayed asEvolve Bank & Trust, which provides banking services for Shopify Balance.
  7. Follow the instructions to confirm your bank account. PayPal will ask you to confirm the amounts of two small deposits sent to your Balance account.
  8. After you confirm your account, go to your PayPal business account, and then turn on automatic transfers and chooseEvolve Bank & Trustas your bank. You can choose how frequently you want your PayPal earnings to be transferred to your Balance account.

Exporting transactions

You can export your posted Shopify Balance account transactions into a CSV file to use with your accounting software. Pending transactions aren't exported.

Steps:

  1. From your Shopify admin, go toFinances>Balance.

  2. Select the account you want to export the transactions from.

  3. On theAccount activity卡,点击Export.

  4. Select the date range to export.

  5. ClickExport as CSV.

The following columns are in the CSV file when you export transactions:

Columns present in the exported transaction CSV file
Term Definition
transaction_date The date that the transaction was authorized. Due to the time required to process the transaction, this date may be different than when the transaction is completed.
posted_at The date that the transaction completed. Due to the time required to process the transaction, this date may be different than when you authorized the transaction. Pending transactions are not displayed.
description A brief description of the transaction.
amount The value of the transaction. Negative values represent money going out of your account. Positive values represent money coming into your account.
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