Can I import by SKU, transaction type, or all orders?

Grouping settlements by transaction type or SKU

You can choose how Taxomate groups imported sales:

  • SKU groups sales by product SKU. This is the default setting.

  • Transaction types groups sales by transaction type, such as shipping or fulfillment.

  • Orders lists income, expenses, and fees for each order.

To change the grouping, open Settings > Invoice, select Group sales by, choose SKU, Transaction types, or Orders, then review and save your settings.

Invoice settings with Group sales by options

The change applies to future imported records. It does not change records that Taxomate has already imported. Rebuild an older record if you need to apply the new grouping.

SKU grouping is not available with Canada sales tax tracking.

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