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. We never modify your Shopify data or share 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, we pull:

  • 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 CSV exports use the right account names.
  • Alert threshold: Set a dollar amount that triggers discrepancy alerts. For example, if you set $500, TruUp will highlight any day or order with a discrepancy over $500.

You don’t need to connect QuickBooks directly in v1.0 — TruUp generates a CSV you can manually import. Direct QuickBooks sync is coming in a future update.

Step 6: Export Adjustments to QuickBooks

Once you’ve reviewed your dashboard and configured settings, you’re ready to export adjustments:

  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. TruUp generates a CSV file formatted for QuickBooks Online’s journal entry import. The file includes:
    • Journal date
    • Account names (mapped from your settings)
    • Debit and credit amounts (fully balanced)
    • Memo fields with order numbers for reference
  4. Import the CSV into QuickBooks Online via the “Import data” flow under the gear menu.

Your accountant can review the imported entries and post them to finalize your books. This process typically takes 5–10 minutes instead of hours of manual reconciliation.

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?

We’re here to help. If you run into issues or have questions about your data:

  • Email us at [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 will continue syncing your orders and refunds automatically via Shopify webhooks. You can return to the dashboard anytime to check discrepancies or export adjustments for your monthly close.

As TruUp evolves, we’ll add features like automatic QuickBooks sync, email alerts when discrepancies exceed your threshold, and advanced profitability analysis. Your early adopter pricing is locked in for life as we add these features.