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Shopify Capital - What info do I need?
Shopify Capital - What info do I need?
Ryan Perlman avatar
Written by Ryan Perlman
Updated over a week ago

To accurately record your loan payments and fees, please follow these instructions to retrieve the required loan documents:

  1. Log in to your Shopify account and go to Settings > Capital.

  2. Click "View all Transactions".

  3. Download your loan agreement by clicking "View agreement" at the top-right and saving it as a PDF.

  4. Download the transaction report by clicking "Export" at the top-right, and then clicking "Transactions" to download a CSV file.

  5. Upload both the PDF & CSV files.

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