- Short answer
- In Finance > Main > View statements or another account's page, or Statements in the US-only Balance app. Only the account owner can open them.
- Each statement
- Covers a single Shopify Balance account
- Staff permission
- View Balance account activity shows transactions, not statements
- Mobile app
- Available only to merchants based in the United States
- Closed accounts
- Viewable in the Balance app, including closed accounts; closed additional accounts also in the admin
Where are Shopify Balance statements in the admin and the app?
- Finance
- Main
- View statements
Select the statement you want; it opens in a new tab. Each monthly statement covers a single Shopify Balance account: for one other than Main, click it on the Balance home page to reach View statements.
The Shopify Balance mobile app is available only to US-based merchants. In it:
- Tap the Wallet icon.
- Tap the horizontal menu icon, then Statements.
- To switch accounts, tap the account name, then select an account.
- Tap the statement you want.
The Balance help pages we read on October 28, 2026 don't name the statement's file format or exact period dates.
Can staff or your accountant open the statements?
No. Shopify states: “Only the account owner can view monthly statements, in both your Shopify admin and the Shopify Balance mobile app.”
The View Balance account activity staff permission shows transactions and the amount available to spend, but Shopify lists “view statements” among actions staff can't perform. No Balance help page we read on October 28, 2026 describes giving staff access to statements.
What the owner can hand a bookkeeper instead:
- The statement file: in the app, tap Share on a statement to save or send it.
- A CSV of posted transactions: by date range in the admin, or one monthly statement at a time in the app; over 100 entries, it's emailed.
- A QuickBooks Online sync: connecting Balance syncs its transactions into QuickBooks Online.
Can you still get statements for a closed Balance account?
Yes, in the US-only Balance mobile app, which shows statements for every account, including closed ones. Tap Closed accounts before you select the account. For a closed additional account, Shopify adds: “You can still access monthly statements for a closed account from your Shopify admin or the Shopify Balance mobile app.”
A main account closes only through Shopify Support, and the app needs an active Balance account linked to your store, so ask about its statements when you contact Support.
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