Managing your Shopify Balance account

From your Shopify Balance home page, you can manage multiple Balance accounts, view transactions, and transfer funds.

Accessing your Shopify Balance account details

From the Balance home page, you can click an account to access the following detailed account information:

  • view statements
  • Balance card associated with the account
  • cashback rewards, if applicable

You can also transfer funds from your account details page.

Creating multiple Shopify Balance accounts

After you have set up your account, you can manage your account from the Shopify Balance page. You can create up to 5 additional accounts for your Shopify Balance. Learn more about multiple accounts with Shopify Balance.

Integration with third-party apps

To connect your Shopify Balance account to a third-party app, you must activate two-step authentication.

Through integration with Plaid, you can connect your Shopify Balance account to third-party apps, such as Venmo, Wise, Freshbooks, Bench and more. This integration allows you to perform various tasks, such as like sending money, making direct payments to vendors, tracking expenses, and syncing Balance with preferred accounting software. For more information about which third-party apps you can connect to, refer to the Plaid apps page.

Steps:

  1. Log in to the third-party app and follow the steps to set up a payment method.
  2. Select to add a bank and to instantly verify your account by logging in.
  3. Select Shopify Balance account.
  4. From the login screen, log in to your Shopify store.
  5. In the third-party app, complete the steps to connect your account.

Activate low balance alerts

You can activate low balance alerts to receive email notifications when your account balance falls below a set threshold. By default, the alert triggers when the balance hits $100 USD. These alerts are available only for the main account. You can access low balance settings only from your main Shopify Balance account.

Steps:

  1. From your Shopify admin, go to Finance.

  2. Click Main.

  3. On the Shopify Balance main account page, click Account settings.

  4. Under Notifications, click the toggle to activate or deactivate low balance alerts.

  5. Optional: Click Change amount to change the account balance value that will trigger a low balance alert.

Rewards

You can view year to date rewards that you earned from your Balance transactions. You can view Annual Percentage Yield (APY) and cashback rewards, and click View more awards to view a full list of related transactions. On the View more rewards page you can view eligible cashback categories. Learn more about Shopify Balance rewards.

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