Including Shopify Refunds in Daily Summaries

Review how refunded orders in Shopify are accurately included in daily summaries synced to QuickBooks

Written by the MyWorks Team

Updated at July 17th, 2025

As part of the Daily Summary that MyWorks syncs to QuickBooks; any refunds issued in Shopify orders will be accurately included in a section of the QuickBooks journal entry. 

An example of this is below, showing how the different details of the refund are also separated to their correct QuickBooks Accounts - which can all be set in MyWorks Sync > Settings. 

  • The refunded payments to a QuickBooks Bank Account
  • The refunded product sales to an Income Account
  • Any refunded shipping to an Income Account
  • Any refunded tax to a Sales Tax Payable Account
  • Any refunded discounts to an Income Account
  • The COGS related to any refunded products - to the appropriate COGS and Inventory Asset Accounts