I have two Shopify Balance accounts set up, one called “Main” and another called “Secondary”.
I would like to segment sales of certain products (or categories) so that the payout goes to the Secondary balance account. Am I able to do this?
Topic summary
A user wants to automatically route sales from specific products or categories to a designated Shopify Balance account (“Secondary”) rather than their main account.
Current Limitation:
Direct automatic segmentation of payouts by product to different balance accounts does not appear to be natively supported in Shopify.
Suggested Workaround:
- Use third-party tools like Bookkeep.com to sync and categorize sales data by product/category in accounting software
- Track which revenue should be allocated to each account
- Manually transfer funds between balance accounts based on these reports
Important Consideration:
Payouts are calculated net of fees, taxes, and other components that aren’t product-specific, which complicates direct allocation by product line.
Hello, Bookkeep.com can help by automating financial tracking and categorization within your accounting software. By syncing sales data and segmenting revenue based on product categories, you can easily track what should be allocated to each account. Bookkeep ensures accurate reporting so you can manually transfer funds accordingly and maintain clear financial records. Keep in mind that payouts are net of various fees and may include taxes or other components that aren’t directly tied to a specific product or category.