ConnectBooks brings in the tags from your Shopify orders. You can use these tags to see your profit for each group of orders.
Note: ConnectBooks started to bring in order tags around October 1, 2026. Orders before this date do not have tags in ConnectBooks.
Example
You tag some Shopify orders "Wholesale" and other orders "Retail". In ConnectBooks, you can see sales, fees and profit for "Wholesale" orders and "Retail" orders as 2 separate groups.
Group the P&L by order tag
In the left menu click Reports, then Standard P&L Report.
Set the date range to October 1, 2026 or later.
Click Customize.
In the Group By menu, select Tags.
Click Run Report.
See tags for each order
In the left menu click Reports, then Order P&L Report.
Set the date range and run the report.
Export the report to Excel.
The Excel file shows each order and its order tags. You can filter or sort the file by tag.
In the Order P&L Report you can also click Filter, choose Tags and type a tag to see only those orders.
Frequently asked questions
Why don't my older orders have tags?
ConnectBooks started to bring in order tags around October 1, 2026. Orders before this date do not have tags in ConnectBooks.
Where do the tags come from?
From your Shopify orders. Add or change tags in Shopify.
How do I see the tags on each order?
Run the Order P&L Report and export it to Excel. You can filter or sort the file by tag.