If you use an eCommerce merchant such as Amazon, eBay, or Shopify (or another!) then you can enter a summary of your sales information into Pandle to help you manage your accounts.

This also means that when the platform or merchant transfers the funds from your seller account to your bank account, you will have a corresponding transaction in Pandle.

If you use PayPal or Stripe to process your eCommerce payments then you won't need to enter summaries into Pandle. Instead, you can connect your accounts directly to Pandle using PayPal Feeds and Stripe Feeds.

Most other merchants and payment platforms have reporting features so you can retrieve your financial info, and use it to enter summaries into Pandle.

Each platform has its own (slightly different) process for retrieving this information though the reports are similar for each merchant, and will include the total sales and fees information that you need.

We have used examples of how to retrieve the summary information from some of the most common eCommerce merchant platforms below.

Retrieving summaries from your Amazon account

Retrieving summaries from your Shopify account

Retrieving summaries from your eBay account

Enter eCommerce payments into Pandle

Create a new eCommerce account in Pandle

When you receive a payment from the eCommerce platform

What if I sell products with different tax rates?

What if I have multiple seller accounts?

Retrieving summaries from your Amazon account

We recommend entering financial summaries into Pandle for each Amazon Settlement Period.

To find the summary for each of your Settlement Periods in your Amazon Seller Central account, go to your Reports page, then click on the All Statements tab.

From here click on 'View Summary' for the period you wish to enter in Pandle.


This will produce a summary similar to the following, which we will use for our example.

Retrieving summaries from your Shopify account

In Shopify the summaries you need for Pandle are available in the Sales finance report.

Go to the Shopify admin page, and select 'Analytics', then 'Reports'. On the 'Reports' page of your Shopify account, go to the 'Finances' section, and click ‘Finances summary’.

Choose the date range, and then use the Sales section of the report to retrieve the values that you need.

Retrieving summaries from your eBay account

If you sell through eBay, sign into your eBay account and go to 'My Subscriptions', then click on ‘Sales Reports’. eBay will notify you by email once the report is available.

Enter eCommerce payments into Pandle

You'll need to set up a new account in Pandle for the account that you enter summaries for.

Create a new eCommerce account in Pandle

In this example we'll create an 'Amazon Seller Account' in Pandle, but you can use a similarly appropriate name.

Click 'Banking' in the Pandle navigation bar, and select 'Bank Accounts' from the menu.

Click the 'Add New Bank Account' button on your Banking screen.

add new bank account in Pandle

Enter the account information into the pop-up window. In our example we're creating a place to enter summaries for our Amazon Seller Account, so that's what we'll call the account in Pandle. Set the entry method to manual. Then click 'Save' to create your new account.

Your new account will appear on the Bank Accounts screen with your other accounts.

Entering eCommerce summaries into your account

Once you create an account in Pandle for your eCommerce activity, you can start entering summaries into it.

In our example we're entering the information from an Amazon summary report.

Click 'Enter Transactions' on your Bank Accounts screen.

Select the merchant account or payment platform that you are entering summaries for.


Enter the information from the summary report as a new manual bank transaction. Set the date of each transaction as the last date on your summary report.

You might find that you need to add new categories for customer returns and seller fees. Learn more about adding new categories.

Important: If you use Amazon, the total amount of your Amazon sales is made up of 'Product charges' plus any 'Other (shipping & gift wrap credits)'.

Check that the balance of your 'Amazon Seller Account' bank account in Pandle (or whichever account name you are using) matches the amount which the eCommerce platform will send from your seller account to your bank account.

When you receive a payment from the eCommerce platform

When the merchant sends the money from your seller account to your bank account, you will need to categorise the transaction in Pandle as 'Money In' for the account that you created.

In our example this would show as 'Money In' for our 'Amazon Seller Account'. The money coming in will offset against the summaries that we entered, and bring the balance of that account in Pandle to nil.

What if I sell products with different tax rates?

If you need to record multiple tax treatments in Pandle because you sell products which have different tax rates, you will need to break down your sales by tax rate.

This means that you'll need to add a new sales transaction for each different tax rate.

What if I have multiple seller accounts?

If you have multiple seller accounts on the same platform, for example if you have more than one seller account on Amazon, you will receive a summary for each of these.

You can create an account in Pandle for each seller account, and enter summaries for them separately. Just be sure to name them clearly so you don't confuse them!

Related articles

Add an account in Pandle

PayPal and Pandle

Stripe and Pandle

Entering bank transactions manually

How to add, edit or delete categories

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