To accurately record your loan payments and fees, please follow these instructions to retrieve the required loan documents:
Log in to your Shopify account and go to Settings > Capital.
Click "View all Transactions".
Download your loan agreement by clicking "View agreement" at the top-right and saving it as a PDF.
Download the transaction report by clicking "Export" at the top-right, and then clicking "Transactions" to download a CSV file.
Upload both the PDF & CSV files.