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The multi-channel seller’s monthly reconciliation checklist

A copy-and-keep monthly checklist for reconciling Amazon, Shopify and TikTok Shop settlements to your bank — so nothing leaks and the books actually balance.

If you sell on Amazon, Shopify and TikTok Shop, "did I actually make money this month" is a genuinely hard question — each channel pays on its own clock, in its own format, with its own deductions. Here's a copy-and-keep monthly checklist that gets all three reconciled to your bank without anything leaking through the cracks.

Once a month, per channel

1. Download the settlement / payout export

  • Amazon: Payments → All Statements → the V2 flat file (.txt).
  • Shopify: the payout transactions or payouts summary export.
  • TikTok Shop: the settlement/statement export from Seller Center.

2. Rebuild each payout from the parts

For every channel, take gross revenue and subtract, in order:

  • platform commission / referral fee
  • transaction / processing fees
  • affiliate commissions (TikTok especially)
  • refunds that landed in this period
  • reserves held vs reserves released
  • storage, seller-paid shipping, penalties

The result should equal the deposit that channel actually sent your bank.

3. Match payout-to-bank, not orders-to-bank

The rule that saves hours: reconcile each payout against the matching bank deposit by payout date. Orders and deposits live on different clocks — comparing "this month's orders" to "this month's deposits" will never balance.

The gotchas that leak money

  1. TikTok creator samples booked as 100%-discount orders — exclude from revenue or every metric skews.
  2. Amazon per-unit FBA fee drift — a SKU whose fulfillment fee jumped without a product change is a size-tier error you can dispute.
  3. Cross-period refunds — a refund in this payout for a sale in a prior one makes a month look short when it isn't.
  4. Reserves on Shopify and Amazon — money held or released shifts the deposit independent of sales.
  5. Double-counting TikTok fees — use fee components or a fee total, never both.

Roll it up

Once all three channels reconcile to their deposits, sum the net across channels for your true monthly take-home, and (if you keep books) push the categorized totals into QuickBooks or Xero. Now "did I make money" has an answer you can defend.

Doing this by hand across three formats every month is exactly the chore Sumhound exists to kill: upload each export, get the reconciled waterfall per channel, and see the anomalies flagged — free, no signup, files never stored. Paste this checklist somewhere you'll see it on the 1st of the month.

Stop doing this by hand. Upload your settlement file to Sumhound’s free settlement tools — Penny reconciles it to the cent and flags anything that looks wrong. Free, no signup, files never stored.

Auto-sync is coming — $29/mo, all channels, unlimited orders

Connect Amazon, Shopify and TikTok Shop once; Penny reconciles every settlement and barks when a fee looks wrong. Free settlement checks stay free, forever.