Managing your accounting data

Managing your accounting data

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Last updated July 10, 2026 15:57

How to connect your site to third-party accounting services and export your sales data to Excel.

To manage your accounting data, you can connect your site to third-party accounting services using finance extensions, or export your raw sales data to manage in Excel. This guide explains both options.

Find your 1099-k form

The 1099-K form summarizes your sales activity and is issued by your payment processor.

Connect finance extensions

You can get help with your accounting, send invoices to customers, create financial reports, and more by connecting a finance extension. While we work with third-party services to ensure Squarespace Extensions work properly, extensions fall outside our scope of support. We can help with connecting or disconnecting your extensions. For all other questions, contact the extensions provider directly.

Export your sales data

If you use Squarespace Payments as your payment solution, or a third-party like Stripe or PayPal, you can export and save your sales data to an Excel file. This file works with other common accounting services. You can access sales data from January 2018 onwards.

It's not possible to export sales data from Square at this time.

To export your sales data:

Open the Accounting panel.
Choose a date range.
Click Download.

These are the specific date ranges:

Last week - 12 AM Sunday to 11:59 PM Saturday
Last month - 12 AM on the first to 11:59 PM on the last day of the month
Last 90 days - 12 AM 90 days ago (including the request date) to the moment of the request
Year to date - 12 AM on January 1 to the moment of the request

The accounting export timestamps are in UTC, and may be different than the timestamps that display in the Orders panel.

Exported data

The data displays in an Excel workbook, which breaks down credits, charges, taxes, and payment processor fees into different tabs. Read the sections below to review the data included in the export.

Orders

Billing address (excluded for digital products, which don't collect that information)
Canceled (date)
Customer email
Customer first name
Customer last name
Fulfilled on (date)
Gross sales
Net payment (post-fees)
Net sales
Order ID
Shipping
Shipping address
Submitted on (date)
Taxes
Total

Sale line items

Discount amount
Gross sales
Net sales
Order ID
Quantity
SKU
Sale line item ID
Service end
Service start
Taxes
Total
Type
Unit amount

Shipping line items

Description
Discount amount
Order ID
Shipping amount
Shipping line item ID
Taxes

Taxes

Amount
Applied to
Jurisdiction description
Order ID
Rate
Sale line item ID
Shipping line item ID
Type

Donations

Billing address
Description
Donation ID
Donor email
Donor first name
Donor last name
Net payment (post-fee)
Submitted on
Total

Payments

Amount
Amount refunded
Date
Donation ID
Net amount (post-fee) - Only fees for Stripe and Paypal appear in our sales data export Excel file. To find your Square processing fee amounts, log into your Square account. For detailed steps, visit Square's documentation.
Order ID
Payment ID
Payment provider
Payment provider ID
Warning

Payment refunds

Amount
Currency
Date
Payment ID
Payment provider ID

Note: Refund data displays in the .csv file if the original order was placed within the filtered date range. For example, if a customer placed an order in December and you refunded it in January, the exported date range needs to include December orders to show the refund data for that order.

Payment processing fees

This tab includes Squarespace Commerce transaction fees.

Amount
Amount refunded
Currency
Date
Fee type
Payment ID

Payment processing fee refunds

Amount
Currency
Date
Payment ID
Payment provider ID

Order discounts

Amount
Description
Order ID

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Managing your accounting data