A financial cleanup and reporting optimization project for a multi-channel Shopify seller, where transaction errors were corrected and Retail vs Wholesale income streams were separated to create accurate, decision-ready financial reports in QuickBooks Online.
The company was selling across multiple platforms including Shopify, Faire, and their Website. They served both Retail and Wholesale customers — but their financial reports did not reflect this structure.
Key Issues Identified:
Without proper categorization, the numbers existed — but they did not tell the real story of the business.
The focus was not just fixing errors — but rebuilding a structured reporting system.
Actions Taken:
This structured separation allowed the client to clearly measure the performance of each sales channel instead of relying on combined totals.
Sometimes the problem isn’t sales — it’s reporting clarity.
By separating income streams and correcting bookkeeping errors, the client gained:
This project highlights how structured bookkeeping can transform confusion into clarity and turn raw data into meaningful business insight.
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