Getting Started with TruUp

Welcome to TruUp. This guide will walk you through installing the app, syncing your data, and exporting your first adjustments in less than 10 minutes.

Step 1: Install TruUp from Shopify App Store

Start by installing TruUp directly from your Shopify admin:

  1. Visit the TruUp installation page or search for “TruUp” in the Shopify App Store.
  2. Click “Install app” to begin the installation process.
  3. Review the permissions TruUp needs (order data, refunds, customer information) and click “Install” to approve.

TruUp needs read access to your orders, refunds, and returns data to calculate true revenue. TruUp never modifies your Shopify data or shares it with third parties.

Step 2: Authorize Shopify Access

Once you click “Install,” Shopify will automatically redirect you to authorize TruUp’s access to your store data. This is a standard OAuth flow that securely connects TruUp to your Shopify store.

After authorization completes, you’ll land inside the TruUp dashboard embedded in your Shopify admin.

Step 3: Wait for Initial Data Sync

TruUp automatically begins syncing your historical data as soon as you install. By default, TruUp pulls:

  • 90 days of historical orders (or all orders if your store is newer)
  • All refunds and returns associated with those orders

This initial sync usually takes 1–3 minutes for most stores. Stores with very high order volumes may take up to 10 minutes.

You’ll see a loading indicator while the sync is in progress. Once complete, your dashboard will populate with summary cards and discrepancy data.

Step 4: Review Your Dashboard

After the sync completes, you’ll see your true revenue dashboard with:

  • Summary cards: Gross sales, refunds, exchanges, true revenue, and total discrepancy for the selected date range (default: last 30 days).
  • Discrepancy table: A detailed breakdown of where Shopify’s reported numbers differ from your true revenue. You can toggle between grouping by order or by day.

If you see large discrepancies, don’t panic! This is normal for stores with active return processes. TruUp is showing you the timing differences and misclassified exchanges that Shopify’s reporting doesn’t handle well.

Step 5: Configure Settings

Click the “Settings” link in the TruUp navigation to configure:

  • Timezone: Ensure your timezone matches your accounting system so dates align correctly.
  • QuickBooks accounts: Map your Shopify revenue and return accounts to the correct QuickBooks accounts (Sales, Sales Returns, Shipping, etc.). This ensures your exports use the right account names.
  • QuickBooks auto-sync: Connect your QuickBooks Online account and enable automatic sync. When enabled, TruUp posts journal entries directly to QuickBooks as adjustments are generated — no manual CSV imports needed. You can still export a CSV anytime if you prefer manual control.
  • Email alerts: Set a dollar threshold for discrepancy notifications. For example, if you set $500, TruUp sends you an email whenever a discrepancy exceeds that amount so you can investigate right away instead of waiting for month-end close.
  • Alert threshold: Set a dollar amount that triggers discrepancy highlighting in the dashboard. TruUp highlights any day or order with a discrepancy over your configured threshold.

Step 6: Sync Adjustments to QuickBooks

Once you’ve reviewed your dashboard and configured settings, you have two ways to get adjustments into QuickBooks:

Option A: Automatic sync (recommended)

If you connected QuickBooks in Step 5 and enabled auto-sync, journal entries are posted directly to your QuickBooks Online account as TruUp generates them. Each entry includes:

  • Journal date
  • Account names (mapped from your settings)
  • Debit and credit amounts (fully balanced)
  • Memo fields with order numbers for reference

Your accountant can review the synced entries in QuickBooks and post them to finalize your books.

Option B: Manual CSV export

Prefer manual control? You can still export adjustments as a CSV:

  1. Select the date range you want to export (e.g., last month, custom range).
  2. Click the “Export adjustments CSV” button in the Export section of the dashboard.
  3. Import the CSV into QuickBooks Online via the “Import data” flow under the gear menu.

Either way, reconciliation takes minutes instead of hours of manual matching work.

Understanding Your Results

For a deeper explanation of what “true revenue” means and how TruUp calculates discrepancies, read the Understanding True Revenue guide.

Need Help?

If you run into issues or have questions about your data:

  • Email [email protected]
  • Check the Help section in the TruUp dashboard for common questions
  • Growth and Scale plan customers: schedule an onboarding call from your Settings page

What’s Next?

Now that you’re set up, TruUp continues syncing your orders and refunds automatically via Shopify webhooks. You can return to the dashboard anytime to check discrepancies, review email alerts, or sync adjustments to QuickBooks for your monthly close.

If you connected multiple Shopify stores, the cross-store dashboard gives you aggregated KPIs across all of them — true revenue, total discrepancies, and return rates in a single view.

Your early adopter pricing is locked in for the life of your subscription as TruUp continues to grow.