Has anyone had success in finding a way to match the daily sales reports to the payouts? We are in California and our sales are captured in the PST time zone, but our payouts are batched in the UTC time zone (which makes no sense). Because of this, the reports never match and it's been extremely difficult to match to our bank. I've read several other threads where users have complained of the same issue.
Who has had success in troubleshooting this and what did you do? Thank you so much!
We have called several times about this and they seem to not understand what the problem is. After all the time and effort we have put into moving to this platform this issue is making us seriously consider moving to something else like Lightspeed. We are using both the POS and online solutions. If someone has an answer we are all ears! I wonder if using a different payment processor than ShopifyPayments would work...
I am having the same difficulties matching daily sales to deposits. Was mentioned to change time zone to EDT but am not given the option to change it when I go to settings>general>time zone.
Would really like to get some answers.
Keanna here from the Better Reports support team.
Have you found a solution for this yet? If not, I'd recommend our app Better Reports.
We have a built-in report called 'Payout details' that shows the detailed list of transactions that are part of each payout. You can use this to reconcile which orders/transactions are included in each batched payout. We can also modify the report to create a custom report for your specific needs.
In addition to custom reporting capabilities, Better Reports offers more than 60 built-in reports that cover your most common reporting needs including sales, current inventory, refunds, payouts, and more. Our reports can even be scheduled to send at a set frequency to your email or Google Drive!
I encourage you to install Better Reports and start your free 14-day trial and I'll be happy to direct you to the report.