If your business uses Stripe to accept payments, it’s important to have access to clean, organized transaction data for your bookkeeping.
Whether you’re tracking income, fees, or refunds, knowing how to get your data out of Stripe can make bookkeeping faster and more accurate.
In this post, you’ll learn how to export Stripe data for bookkeeping and what key details to look for in the exported file.
This guide is especially useful for small business owners, bookkeepers, and anyone who needs to organize financial records from Stripe.
TL;DR – Stripe Bookkeeping in 4 Steps:
Log in to Stripe, click Transactions in the left-side menu
Click Export, choose your date range, and download the CSV
Open the file and focus on the Created Date, Amount, Amount Refunded, and Fee columns
Use this data to track income, fees, refunds, and totals in your bookkeeping system
Why Export Stripe Data?
Stripe is fantastic for collecting payments online.
But it doesn’t always present your financial data in a way that’s ideal for bookkeeping.
The dashboard shows income, fees, and balances—but if you’re trying to:
Reconcile your bank account
Track gross income and fees separately
Prepare accurate reports for taxes
…you’ll need to export your Stripe data and work from a spreadsheet.
The good news is: Stripe makes this fairly easy, and you can customize the date range and file type.
Step 1: Navigate to the Transactions Section in Stripe
To begin, log into your Stripe account. From the homepage:
Click Transactions in the left-hand menu.
You’ll see a list of all your recent transactions, including charges, refunds, payouts, and adjustments.
If you want to focus just on income, apply any filters you need (optional).
Step 2: Choose a Date Range and Export Your Data
Once you’re in the Transactions section:
Click the Export button near the top right of the screen.
Choose your desired date range. You can select presets (like “Last Month”) or customize your own. Click Export.
Stripe will prepare your export and notify you when it’s ready.
Your file will download as a CSV file (comma-separated values), which you can open in Excel, Google Sheets, or any spreadsheet program.
💡 Pro Tip: If you’re trying to clean up books from a specific month or quarter, exporting by monthly date range keeps things tidy and easier to reconcile.
Step 3: Review the Exported Stripe Data
When you open the CSV file, you’ll see several columns. The most important ones for bookkeeping usually include:
Created Date – The date of the transaction.
- Amount – The total charge.
- Amount Refunded – An amount will show here if part or all of a transaction was refunded.
- Description – Often includes the customer name or purpose.
Fee – Stripe’s processing fee for the transaction.
Status – Useful for filtering out pending or failed transactions.
If you’re doing your bookkeeping manually, you’ll want to make sure you’re recording:
Gross income (Amount column)
Fees as expenses (Fee column)
Refunds as negative income or returns
This lets you see the full financial picture—not just what landed in your bank account.
Step 4: Clean the Data for Your Workflow
Depending on what you plan to do with the Stripe export, you may want to clean up or organize the file. Common cleanup steps include:
Deleting irrelevant columns (like internal Stripe IDs)
Sorting transactions by date
Grouping refunds separately
Summing total gross revenue and total fees
💡 Remember: The numbers shown in Stripe are useful, but your bookkeeping needs gross income and expenses tracked separately. Stripe’s fee shouldn’t just “disappear”—it’s a cost of doing business.
Bonus Tip: Add Customer Info (If It’s Missing)
In some cases, your Stripe export may not include customer names, or they may show up as generic placeholders. If customer tracking is important in your bookkeeping:
Check your CRM or sales tool to cross-reference customers.
Use internal order IDs or email addresses for matching.
Organizing your data with customer info upfront makes it easier to generate reports later, especially if you’re tracking income per client or per service.
Final Thoughts: Don’t Let Stripe Data Hold You Back
Stripe is a powerful tool for getting paid, but you still need to export Stripe data to keep your records complete and compliant.
By following the steps above, you’ll have everything you need to:
Reconcile Stripe transactions against your bank
Record gross income and fees properly
Prepare for tax season with clean records
And once you have your Stripe data in a spreadsheet, you can sort, filter, and even automate parts of your process.
Need help organizing Stripe data or getting your books cleaned up? I offer 1:1 support and coaching—let’s chat!
☕ If you found this helpful, you can say “thanks” by buying me a coffee:
https://www.buymeacoffee.com/gentlefrog
Check out the video below for a walkthrough:
