How to Download Sales Data for Your Etsy Business
If you want to avoid getting sideways with the IRS — not to mention stay on top of your Etsy business — you’ll want to be scrupulous about your record-keeping, however tedious it may be. Keep careful track of all your sales and expenses.
And keep all receipts — even the little ones. All those road tolls and parking fees add up! You’ll also want to hang on to invoices, bank statements, and any other financial-type documents that cross your desk.
It’s smart to put all this information in one place. An accordion file is a good way to go; it enables you to separate your receipts and other documents by month or by category. Another approach is to use a digital solution, such as QuickBooks, Outright, or even a simple Microsoft Excel spreadsheet; all three are great for keeping track of your sales and expenses.
To make it easier for you to manage your shop, Etsy enables you to download sales data in comma-separated value (CSV) form and save it on your hard drive. You can then view this data by opening the CSV file in a spreadsheet program such as Excel. To download this data, follow these steps:
Hover your mouse pointer over the Your Shop link that appears along the top of every Etsy page and choose Sold Orders from the list that appears.
The Open Orders page appears.
Click the Download a CSV File link at the bottom of the page to initiate the download.
The Download Shop Data screen appears.
To download a CSV containing all listings currently for sale, click the Download CSV button under Currently for Sale Listings and follow the onscreen prompts to save the file to your hard drive. (The steps differ by operating system.)
To download a CSV with order information, click the CSV Type drop-down list and choose Order Item, Order, or Direct Checkout Payments; select the desired month and year; click Download CSV; and follow the onscreen prompts.
You can also download your monthly Etsy bill in CSV format. Hover your mouse over the Your Shop link that appears along the top of every Etsy page and choose Your Bill from the list. On the Your Etsy Bill page, click the desired month; then click the Download This Entire Monthly Statement as a CSV File link at the bottom of the page that appears and follow the prompts.
You’ll also want to keep an eye on your inventory as part of your record-keeping so that you don’t run low. One approach may be one out, one in — that is, as soon as you sell an item, you make and list a new one.
Need a little help on the record-keeping side? Check out Stitch Labs. This tool helps you manage everything from inventory, orders, and expenses to contacts and statistics, all in one place. It will even renew sold items for you on Etsy!