ConnectBooks

Save your report setup as a template and load it any time.

Customize Reports Template

Save how you set up a report so you don't have to set it up again.

Save and Update Report Templates

Pick which columns show on your Profit & Loss report.

Customizing Reports with the Column Chooser

Star a report on the Sales or Inventory reports page so it shows at the top under Favorites.

How to Add Reports to Favorites

Set the default cost type, prep cost, estimated storage, display items by, transaction date, currency and ignored inbound fees for your reports.

How to Use the Default Settings Page for Reports

Get your P&L report sent to your email on a set schedule.

How to Schedule an Email Report

The difference between Order Date and Posted Date, and which one to use for each Amazon report.

Order Date vs Posted Date

Show returns on the date the order was placed, so sales and returns sit in the same period.

Returns by Order Date

Where each cost type gets its numbers, and how to set your default.

Cost Types in ConnectBooks Reports Explained

How ConnectBooks estimates marketplace fees on orders that don't have real fees yet.

Estimated Fees in ConnectBooks Reports Explained

See your Profit & Loss for each parent ASIN.

See Profit & Loss by parent ASIN.

See your profit for each Shopify order tag in ConnectBooks reports.

Shopify Order Tags in ConnectBooks

Try "what if" changes on 1 product and see the new profit right away.

Profit Simulator Explained

What each ad column on the Profit & Loss report means.

Advertising Analytics Explained

Brand Analytics Explained

What Ad Sales (same day), 7 Days, 14 Days and Same SKU mean for your Amazon ads.

Understanding Amazon Ad Sales Metrics

How ConnectBooks splits brand ad spend across your products.

How ConnectBooks Itemizes Amazon Brand Ads

What are unitemized fees on the ConnectBooks reports

Unitemized Fees Explained

Upload Amazon's placement fee report so ConnectBooks can split placement fees by product.

How to Itemize Placement Fees

Upload Amazon's AWD fee reports so ConnectBooks can split AWD fees by product.

How to Itemize AWD Fees

When Amazon charges monthly storage fees, how ConnectBooks spreads them, and how to hide the estimates.

How ConnectBooks Handles Amazon Monthly Storage Fees

How ConnectBooks adds estimated FBA storage fees to your P&L reports, and how to turn them off.

How to View and Understand FBA Estimated Storage Fees

How to upload your WFS storage fees per item

Rename, delete or merge your additional fee names in the Manage Fees tab.

Managing Your Additional Fees

Add your own fees, like shipping or commissions, so your profit reports are complete.

How to Upload Additional Fees in ConnectBooks

Add freight, handling or other costs to an FBA or WFS shipment, 1 at a time or with Excel.

How to Add Fees to a Shipment in ConnectBooks

Uploading Additional Fees by Settlement - (Old Method)

Standard Profit & Loss Report

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