If you're using cash-based accounting, validating your Loop General Ledger (GL) entries is crucial for accurate financial reporting. One effective method to achieve this is by generating a payouts report from your DoorDash Merchant Portal.

Here’s a Step-by-Step Guide to Generating Your Transactions Report:
Log in to your DoorDash Merchant Portal. Navigate to the 'Reports' section found typically on the left column below Insights. Here, you’ll find various reports you have previously downloaded.

Create Your Report: In the Reports section, look for the 'Create Report' button. This will take you to a new screen where you can specify the type of report you need.


Select Report Type: In the report creation screen, you'll see different types of reports. For financial validations, select 'Financials'.

Now, select 'Payouts' or a summary of your payouts by store.

Customise Your Report: Tailor the report to your needs by applying a date range. This feature allows you to view payouts for a specific period and specific locations, making it easier to align with your accounting cycle.

Generate Report: After setting your preferences, click on 'Create Report'. Your custom report will be generated.

For a more visual guide, here is a video walkthrough that outlines each step of the process.

If you have any further questions please reach out to us at support@tryloop.ai