Revenue, costs & net profit by month
Filters
Applies to the summary, charts, and transactions table.
Cumulative net profit
Costs & expenses by category
Show performance
How your income lines up with buyers and viewers, show by show. Hover any mark for that show's numbers. Whatnot's estimates are for reference and never counted toward Dashboard or Reports profit.
Show Analytics
Every show from your imported Whatnot Show Analytics export(s) — see Import → Show Analytics to bring in a CSV. Est. Sales and Est. Earning are Whatnot's own estimates for the show, not reconciled ledger amounts, so they're shown here for reference only and never counted toward Dashboard or Reports profit totals. Click a column header to sort, drag a column edge to resize it.
| Date | Show | Est. Sales | Est. Earning | Orders | AOV | Buyers | First-time | Returning | Giveaway Spend | Giveaways | Duration (min) | Max Viewers | Total Views | Unique Viewers | Shares | Rating | Your sales | Your net profit |
|---|
Estimated vs. actual, by day
Cross-checks Whatnot's own per-show estimates against the actual revenue already in your ledger, grouped by calendar day. Matched by calendar date only — Whatnot's Shows export doesn't include a show start time, so there's no reliable way to tell which sale belongs to which same-day show. Days with more than one show are combined into a single row, not split between them. This is a reference comparison, not authoritative, and (like the table above) it's never counted toward Dashboard or Reports profit totals.
| Date | Show(s) | Est. Sales (Whatnot) | Actual Matched Revenue | Variance ($) | Variance (%) | Est. Orders | Matched Txns |
|---|
Optional: WhatBooks Sync auto-sync extension
A Chrome/Edge extension that can fetch your Whatnot sales for you, so you don't have to export a CSV by hand. While you're logged in to Whatnot, it reads your own Seller Ledger, Weekly Order Reports and Show Analytics — its "Everything" option does steps 1 to 3 below for you, in that order — and hands them to this page; you still review each preview and click Import yourself. The data goes straight from Whatnot to this browser tab; the extension doesn't send it anywhere else. Importing CSV or Excel files below works exactly as before, with or without the extension. Using the auto-sync extension is optional, at your own risk, and prohibited by Whatnot's Terms of Service. That applies to the extension only — WhatBooks itself never connects to Whatnot; it only reads files you export yourself.
The best order to import
For the most complete and accurate books — especially when you're starting fresh — bring your Whatnot data in this order:
- Seller Ledger — the complete record of the money: every sale, tip, shipping adjustment and giveaway charge, right up to today. It has net amounts only, so each sale is recorded without its fee breakdown for now.
- Weekly Order Reports — these add each sale's price, commission, processing fee, taxes, cost of goods, buyer, show and product category. WhatBooks matches every sale to the one you imported in step 1 and fills in the fee breakdown (only when the numbers add up to the cent, so your net profit never changes).
- Show Analytics — per-show performance, which WhatBooks then lines up with the sales of each show.
- Anything else, any time — purchases you made as a buyer, your own spreadsheet, monthly statement PDFs.
The sync extension's Everything option does steps 1 to 3 for you in exactly this order, one step at a time — you still review and click Import at each step. If you import by hand, WhatBooks recognizes which kind of file you give it and skips sales it already has, so a different order never double-counts; this order just gives the most complete result.
Starting over? Download a backup first, then use Erase all data on the Backup & Data tab.
Import sales
Steps 1 to 3 — in this order
Files are read entirely in your browser — nothing is uploaded anywhere. Not a Whatnot file? Any CSV or Excel file works too (see "Anytime" below) — you'll match each column yourself if the format isn't detected.
1 · Seller Ledger
The complete record: every sale, tip, shipping adjustment and giveaway charge, up to the minute. Net amounts only — step 2 adds each sale's fee breakdown.
Seller Hub → Finances → Ledger → Edit Dates → Export Data. One file for any date range — choose your whole history the first time.
2 · Weekly Order Reports
Itemized fees, cost of goods, buyer and show for each finished week. Matched to the sales from step 1, which then show their fee breakdown — your net profit doesn't change.
Seller Hub → Finances → Statements & Reports → Weekly Order Report → Download CSV. One file per finished week (the latest appears Monday morning) — import them one after another.
3 · Show Analytics
Whatnot's per-show performance export. Seller Hub → Analytics → Shows → pick a date range → click the download icon (top right of the list). Whatnot's download only includes the shows currently on screen, so if you have more than 25, raise the "Show 25" page size at the bottom first (or download page by page). Safe to re-import an overlapping or repeated date range: shows already on file are skipped, never duplicated — see the Show Analytics tab.
Anytime — any order
Not part of the three steps above; bring these in whenever you like.
Purchases — as a buyer
whatnot.com → profile → Buying → Purchases → Download Purchase History as CSV.
Whatnot's monthly PDF statement
Whatnot's monthly "Financial Statement" is a PDF with your sales, fees, shipping and payouts already totaled up. Download it from Seller Hub → Finances → Statements & Reports → Monthly Statement → Download PDF (last month's appears on the 4th). Drop it here and this app reads it for you (entirely in your browser) and opens the statement form pre-filled — review it and click Save. You can also type the totals in by hand instead.
Import from your own Excel spreadsheet
Already keep your sales or purchases in an Excel workbook? Import the .xlsx file directly. You choose the sheet and which row holds your column headings, then match your columns to WhatBooks' fields — exactly like a CSV. Read entirely in your browser — nothing is uploaded anywhere. (Older .xls files: in Excel, choose Save As → Excel Workbook first.)
All transactions
Uses the filters from the Dashboard tab. Click a column header to sort. Drag a column edge to resize it — your widths are remembered. Category can be changed right in the table for sales, purchases and expenses.
| Date | Type | Description | Category | Revenue | Cost | Net | Notes / options | Transaction ID |
|---|
Inventory valuation
Cost tied up in items you haven't sold yet, and items that have sat unsold 90+ days since purchase.
Quick search
Type or scan an Item Number / SKU — the list below filters as you type, and pressing Enter jumps to an exact match. Works with a Bluetooth/USB barcode scanner too (it just types digits and hits Enter).
Add an item
Item Number / SKU is auto-assigned when you save.
All inventory items
Click a column header to sort. Drag a column edge to resize it — your widths are remembered. Minimum sell price and suggested sales price use today's Whatnot fee rate and your markup %. Check items below to export them as a Whatnot bulk-listing CSV.
| Item Number / SKU | Purchase date | Description | Origin | Vendor | Purchase Price | Minimum Sell Price | Suggested sell price | Listed Price | Sale date | Status |
|---|
Bulk-add from Excel/Sheets
Paste rows copied straight from Excel or Google Sheets (tab-separated, one row per item). Column order follows the order set in Settings → Bulk-add column order — currently: .
Vendors
Derived automatically from the Vendor / source field on your inventory items — no separate vendor list to maintain. Total spent and item counts include every item bought from that vendor; total sold and average margin only count items that are sold and linked to a sale entry (see the Inventory tab). Click a column header to sort, drag a column edge to resize it.
| Vendor | Items bought | Total spent | Total sold | Avg. margin (sold & linked) |
|---|
Customers
Derived automatically from the Customer field on your sales — no separate customer list to maintain. Sales with no customer set aren't grouped into this list. Click a column header to sort, drag a column edge to resize it.
| Customer | Orders | Total spent | Avg. order value | Last purchase |
|---|
Add a shipping supply
Track packaging supplies you keep on hand — mailers, boxes, tape, labels — and get flagged when one runs low. Purely manual counts: nothing here is deducted automatically from sales or inventory.
Shipping supplies
Rows at or below their reorder threshold are flagged low stock. Use the +/− buttons for a quick count adjustment, or Edit for everything else. Drag a column edge to resize it — your widths are remembered.
| Name | Category | Quantity on hand | Reorder threshold | Cost/unit | Vendor |
|---|
Find items to sell
Search and check off items you're taking off-platform — a flea market, retail space, or trade show. Only items still In inventory or Listed in shop show up here; already-sold items aren't pickable.
| Item # | Description | Listed price |
|---|
Cart
Prices default to Listed Price but are editable — a flea-market price often differs from your online listing. Uncheck an item on the left, or remove it here, to take it back out.
| Item # | Description | Price ($) |
|---|
No items in the cart yet — check items on the left to add them.
Sale details
This creates one combined sale transaction covering everything in the cart — not a separate sale per item. No Whatnot commission or processing fee is applied, since this sale happened off-platform.
Checking for your transaction…
Please stand by while we check for your completed transaction.
Tax-prep report
Revenue, cost of goods, and expenses broken out by category for a calendar year or a single quarter — a starting point for tax prep, not tax advice.
Costs & expenses by category
For the period selected above — commission/processing fees, shipping, cost of goods, and manual expenses (including Boosts). Use the category filter to include only the categories you pick — everything is included by default.
| Category | Amount |
|---|
Revenue vs. Boost spend by month
Boost ROI detail
"Revenue per boost $" = that month's total revenue ÷ that month's Boosts spend — a rough gauge, not a causal claim.
| Month | Boost spend | Revenue | Revenue / boost $ |
|---|
Label content
Choose what goes on the label — freeform text, or a scannable barcode for one or more inventory items.
Custom text
Each line becomes one line of text on the label — style each line independently below. No barcode in this mode.
Label preview
Shown at the size it will print. Labels print in plain black on white regardless of your theme.
Text style
Style each line (custom text) or each selected field (from-inventory) independently — never the barcode graphic itself. Remembered for next time.
Label size & quantity
Many label printers feed the label the other way round, so a wide label comes out sideways. Pick a turn here, then check the print preview in the print window: it should show the label upright. The setting is remembered.
Label printers with their own paper sizes (a 2" × 1" roll, say) often ignore the size sent here and print sideways whatever the turn. If that happens, choose "Let my printer decide", press Print, then in the print window open More settings, pick the paper size that matches your roll and set Layout to Portrait or Landscape until the preview shows the label upright. "Print a test label" (above the preview) prints one label with an arrow at the top and a millimeter ruler along its edges (so you can see how big it prints and where it starts and stops), so you can check without using up the roll.
If the print sits too high or too low on your labels, nudge it here. A negative number moves it up or left. Down and right mean the label's own bottom and right as you see it in the preview, however the label is turned. Anything moved past the edge of the page is cut off, so a design that fills the whole label loses a strip at that edge. "Print a test label" shows the result. The setting is remembered.
How your data is stored
Your books are stored on your own device — in this browser's local storage (IndexedDB) and, if you choose, in a folder on your computer (Settings → Local data folder). WhatBooks does not keep a copy of your transactions, inventory or photos on its servers; only your sign-in account is online. Your data is tied to this browser.
Auto-save to a file on disk
Chrome and Edge can save your data straight to a file on your computer automatically, a few seconds after each change — a live mirror of what's saved in this browser. IndexedDB (above) stays the source of truth either way.
You'll need to pick the file once each time you reopen the app — browsers don't allow silently remembering file access across sessions, for your security. That's expected, not a bug.
Not auto-saving to a file.
Download a backup
Saves everything — imported transactions and manual expenses — into one JSON file you keep safe (e.g. in a cloud drive).
Restore from a backup
Load a previously downloaded backup file. Existing entries are kept; only new ones from the file are added — nothing is duplicated.
Storage details
Danger zone
Permanently deletes everything stored in this browser — transactions, inventory, item photos and Show Analytics. Make sure you've downloaded a backup first (backup files don't include photos).
WhatBooks Help
WhatBooks is a bookkeeping and inventory app for Whatnot sellers. It turns your Whatnot exports into clear numbers — revenue, fees, costs and net profit — and keeps your inventory, expenses, shows and customers in one place. Your books live on your own computer, not on our servers.
Not tax advice. WhatBooks is a record-keeping tool. Its figures come from the data you import or type in and are for information only — they are not tax, legal, accounting or financial advice. Tax rules vary and change; check with a qualified tax professional before you file.
1. Quick start (about 15 minutes)
- Set your shop name. Settings → Shop name. It shows in the page header.
- Clear the example data. On first launch WhatBooks loads a few example items and transactions so you have something to look at. Settings → Example data → Clear example data. This removes only the examples, never anything you added.
- Import your Whatnot history, in this order (Import tab; the details are in section 4):
- Seller Ledger — the complete record of money in and out.
- Weekly Order Reports — adds each sale's fee breakdown, buyer and show.
- Show Analytics — per-show performance.
- Check the Dashboard. Pick a date range and read the Net profit tile.
- Download a backup (Backup & Data tab → Download backup). Do this after every big import.
Optional but useful: set your Whatnot fee rate in Settings if it differs from the default (8% commission + 2.9% payment processing + $0.30 per order).
2. Where your data lives (and what that means)
- Your books stay on your device. Transactions, inventory, expenses, shows and photos are stored in your browser (and, if you choose, in a folder on your computer). They are not stored on WhatBooks servers.
- Your account is separate. Signing in only identifies you and your plan. Signing out never deletes or changes your data.
- Browser storage can be wiped. "Clear browsing data", switching browsers or computers, or using a private window can remove what's stored in a browser. Protect yourself with a backup and/or a local data folder (below).
- Local data folder (recommended). Settings → Local data folder → Choose a folder…. WhatBooks then keeps your data and photos as real files in that folder, and re-reads that folder every time you open the app. Point it at a folder that's already synced (iCloud Drive, OneDrive, Dropbox) to carry your data between your own devices — but don't edit from two devices at once, because simultaneous edits aren't merged. Works in Chrome or Edge on a desktop computer. Until a folder is set, a red notice at the top of the app ("No backup folder is set…") and red text on that Settings card remind you; both go away once you choose a folder. The same red notice ("Your backup folder needs reconnecting…") appears when a folder is set but the browser needs you to allow access again (this can happen each time you reopen WhatBooks): go to Settings → Local data folder and click Reconnect folder.
- Photos: up to 8 per inventory item, kept on your device. They are not included in the backup file (it would be huge). A local data folder does protect them.
- What leaves your device: only two optional things. (1) The Whatnot listing export — photos on the items you export are uploaded temporarily so the CSV can contain Image URLs; those copies auto-expire after 7 days. (2) Questions you type to the Help assistant (below) are sent to our AI provider, Anthropic's Claude, so it can write an answer. Your books are never sent. Nothing else about your books is uploaded.
3. The tabs
Which tabs you see depends on your plan: Basic (Dashboard, Show Analytics, Inventory, Transactions, Import, Backup & Data, Settings, Help), Pro adds Label Maker, Vendors, Customers, Shipping and Reports, and Premium adds External Sales. A tab marked PRO or PREMIUM in the menu is a preview of what that plan unlocks.
Dashboard
Your profit at a glance for any period.
- Filters: a search box, From/To dates, a Category filter, and date presets (Last 30d, Last 90d, YTD, Last 12mo, All time). Include chips switch Whatnot sales, Monthly statements, Whatnot purchases and Manual expenses on and off. Reset filters returns to everything.
- Tiles: Gross revenue, Cost of goods (COGS), Gross profit, Whatnot fees, Shipping costs, Other expenses and Net profit. How each is calculated is in section 5.
- Charts: Revenue, costs and net profit by month; Cumulative net profit; Costs and expenses by category. Hover any bar or dot for the exact figure.
- The filters also drive the Transactions table.
Transactions
Every sale, purchase, expense and monthly statement in one table.
- Click a column header to sort; drag a column edge to resize (your widths are remembered).
- Category can be changed right in the table for sales, purchases and expenses.
- + Add expense / cost — Date, Category, Description, Amount, Notes. Built-in categories: Inventory (non-Whatnot), Shipping supplies, Packaging, Postage / shipping, Equipment, Software / subscriptions, Booth / travel, Marketing / ads, Boosts, Fees (other platform), Other. Add your own in Settings → Custom expense categories.
- + Add monthly statement — type the totals from Whatnot's monthly "Financial Statement" PDF (see section 4).
- A sale can be edited (Date, Order ID, Item, Category, Quantity, Show, Customer, sale amount, shipping you paid, commission, processing fee, tax on fees). Editing a sale never changes the inventory item it's linked to.
- Whatnot purchases (things you bought as a buyer) start as Personal (excluded) so they don't count against your profit. Change a purchase to Inventory if you bought it to resell (it becomes cost of goods), or Business expense if it was a business cost.
Inventory
Everything you own and plan to sell.
- Add an item (+ Add item): the Item Number / SKU is assigned automatically. Typical fields are purchase date, description, origin, vendor/source, purchase price, listed price, status and photos. An optional markup % override changes the suggested price for just that item.
- Status: In inventory → Listed in shop → Sold. Select rows with the checkboxes and use Change status to… to move several at once.
- When you mark an item Sold, WhatBooks looks for a matching Whatnot sale within a few days of the sell date you enter (default ± 3 days — change it in Settings → Sale-matching window) and links them so cost and margin line up. If several sales could match, you pick; WhatBooks never guesses.
- Minimum sell price and Suggested sell price use today's Whatnot fee rate and your markup %.
- Quick search: type or scan an Item Number / SKU; the list filters as you type and Enter jumps to an exact match. A USB or Bluetooth barcode scanner works because it simply types the digits and presses Enter.
- Bulk-add from Excel/Sheets: paste tab-separated rows copied from a spreadsheet. The column order is set in Settings → Bulk-add column order (default: purchase date, description, origin, vendor, cost). Use Preview before adding.
- Whatnot listing details (Category, Sub Category, Shipping Profile, Condition, Hazmat, Type, Quantity) can be saved on an item so you can Export to Whatnot CSV — check the items you want, then export a bulk-listing file for Whatnot.
- Export to WooCommerce CSV writes the checked items in the format WooCommerce's own product importer reads (WooCommerce → Products → Import), so you can list them on your own online store. Each item becomes a simple product: the Item Number is the SKU, the description is the name, the listed (or suggested) sales price is the price, the quantity is the stock, the weight is converted from ounces to pounds, the Whatnot category becomes the product category and the origin becomes a tag. Photos are uploaded like the other exports and added as image links, which last 7 days, so import the file soon after exporting. Your cost is never included.
- Print labels for selected opens the Label Maker with those items (Pro).
- The tiles at the top show items in inventory, cost tied up, stale items (90+ days unsold) and total items.
Show Analytics
Per-show performance from Whatnot's Show Analytics, with charts that compare your income to your audience.
- Tiles: total shows, total estimated sales and earnings, average buyers and unique viewers per show, buyer conversion rate, giveaway spend, average order rating.
- Show performance charts — use the Income measure list (Whatnot's estimated earnings, Whatnot's estimated sales, or Your net profit from your own sales) and Shows (all / latest 40 / latest 20):
- Income vs. audience — one dot per show: viewers across, income up, bigger dot = more buyers. The dashed line is your typical income for each audience size; dots above it beat your norm.
- Income, buyers and viewers — three strips on the same show-by-show axis (oldest left) so you can see them rise and fall together.
- Efficiency over time — income per viewer, the share of viewers who bought, and average order value.
- New vs. returning buyers — stacked bars; hover for the percent returning.
- A number Whatnot didn't report is left out of a chart (never drawn as zero), and a note says how many shows were left out. Your net profit needs your sales to be tied to the show (see Troubleshooting).
- The table lists every show, including Your sales and Your net profit columns.
- Estimated vs. actual, by day compares Whatnot's estimates with the revenue actually in your books, by calendar day (days with several shows are combined).
- Whatnot's estimates are shown for reference only and are never counted in Dashboard or Reports profit.
Import
Where Whatnot data comes in. Full walkthrough in section 4.
Label Maker (Pro)
Print price and SKU labels.
- Choose Custom text (each line becomes a line of text; optional barcode) or From inventory item(s) (search by Item Number or description, tick one or more).
- Each inventory label gets a scannable barcode of its Item Number / SKU — scan it later in Inventory quick search.
- Label fields choose what appears and in what order. The Label preview sits right above Text style, so you see each change as you make it; Text style styles each line independently. Both are remembered.
- Label size & quantity: Avery 5160 (1" × 2.625"), Avery 5163 (2" × 4"), small square (1" × 1"), roll label (2" wide × 1" tall), thermal barcode tag (1.25" × 2.25"), a thermal label 40 × 30 mm, or a custom size; choose how many copies of each. Size units switches the custom width and height (and the size shown under the preview) between inches and millimeters; the same size is kept when you switch.
- Print too high or too low on the label? Under Label size & quantity, Move the print down and Move the print right nudge everything on the label (a negative number moves it up or left). Down and right are the label's own, as you see them in the preview, however the label is turned. The setting is remembered; Print a test label shows the result. Anything moved past the edge of the page is cut off.
- Labels coming out sideways? Many label printers feed the label the other way round. In Label size & quantity, use If your label printer prints the labels sideways and pick Turn each label 90° to the right (or to the left, or upside down); the page size sent to the printer is turned to match. Check the print preview in the print window: the label should look upright. If the turn makes no difference (some printer drivers ignore the page size they are sent), choose Let my printer decide under Page size sent to the printer: WhatBooks then sends no page size, and you pick the paper size (the one that matches your roll) and the Layout (Portrait or Landscape) in the print window's More settings until the preview looks right. Print a test label (above the preview) prints ONE label with an arrow at the top and its size, so you can check without using up the roll. The choices are remembered.
- Labels print black on white whatever your theme.
Vendors (Pro)
Built automatically from the Vendor / source on your inventory items — there's no separate list to maintain. Shows items bought, total spent, total sold and average margin (sold items that are linked to a sale). Use Merge duplicates to combine spelling variants.
Customers (Pro)
Built automatically from the Customer on your sales. Shows orders, total spent, average order value and last purchase. Sales with no customer aren't grouped. When your imports include buyer names (Weekly Order Reports do), this fills itself. Merge duplicates combines variants.
Shipping (Pro)
Track packaging supplies — mailers, boxes, tape, labels. Set a quantity on hand and a reorder threshold; rows at or below the threshold are flagged low stock. Counts are manual (use + / − for a quick adjustment): nothing is deducted automatically from sales or inventory.
Reports (Pro)
- Tax-prep report — revenue, cost of goods and expenses by category for a calendar year or one quarter. A starting point for your tax preparer, not tax advice.
- Costs & expenses by category — with a category filter (everything included by default).
- Revenue vs. Boost spend by month and Boost ROI detail — revenue per boost dollar. It's a rough gauge only; it can't tie a specific sale to a boost because Whatnot doesn't report that.
External Sales (Premium)
Log sales made off Whatnot — flea markets, retail space, trade shows.
- Search and tick the items you're taking (only items that are In inventory or Listed in shop appear), or + Add custom item.
- Adjust prices in the cart if the in-person price differs from your listing.
- Choose Sale type (Flea Market, Retail Space, Trade Show, Other), Payment method (Cash, Card (PayPal / Square), Other), optionally a customer and notes, then Complete Sale.
It creates one combined sale for the whole cart. No Whatnot commission or processing fee is applied because the sale happened off-platform. When the Payment method is Card (PayPal / Square) and a card reader account is connected (Settings → Connect a card reader account), the Complete Sale button is replaced by Check for completed transaction, which looks in PayPal (Zettle) or Square for a matching payment so you're not just trusting that it was collected. Only one reader can be connected at a time.
Backup & Data
Backups, automatic file saving, storage details and the "Erase all data" button — see section 7.
Upgrade Access / Pricing
Upgrade Access (signed-in accounts below Premium) lets you buy a higher plan; payment is handled by PayPal and your plan updates automatically within a few seconds. Pricing appears in the read-only preview tour.
Settings
- Shop name · Account (signed-in email and plan; set a password to sign in with email + password instead of an emailed sign-in link).
- Local data folder (section 2) · Theme (light, dark, or match your system).
- Inventory row colors by status.
- Whatnot fee rate — Base commission %, Payment processing %, Fixed charge per order, with an effective date. Add a new rate to keep a dated history so older entries use the rates that were in effect then.
- Default seller markup % — used by the suggested-price calculator.
- Sale-matching window (± days) · Bulk-add column order · Custom expense categories.
- Photo uploads — handled automatically for your account.
- Connect a card reader account (Premium) — PayPal (Zettle) or Square.
- Take the tour — replays the quick walkthrough.
Help
This page — plus the Help assistant, a chat helper for signed-in accounts. Click Ask for help at the bottom-right of the app (or Ask the assistant at the top of this page), type a question in plain English, and press Enter. It answers questions about using WhatBooks and importing your Whatnot data. Things to know:
- Download (bottom right of the Contents card at the top of this page) saves this whole help as a PDF with screenshots — handy for printing or reading offline. The sections are collapsed until you open them; Expand all opens everything.
- It can't see your books, screen or account, so it can't look anything up for you — tell it what you're seeing (for example the message in an import preview).
- It's an AI: it can make mistakes, so double-check anything important against this page. It doesn't give tax or legal advice.
- Each account has a daily and a monthly limit on questions; the chat shows how many you have left today. The limits reset automatically.
- Privacy: the question you type (not your books) is sent to our AI provider to generate the answer. Don't type passwords, card numbers or other secrets.
- For billing, your account or a bug, email support@diggingoutdoors.com.
4. Importing your Whatnot data
The best order
- Seller Ledger first. It's the complete record of money in and out — every sale, tip, shipping adjustment and giveaway charge, right up to today. It has net amounts only, so at first each sale is recorded without a fee breakdown.
- Weekly Order Reports second. They add each sale's price, commission, processing fee, taxes, cost of goods, buyer, show and product category. WhatBooks matches every sale to the one you already imported and fills in the fee breakdown (see "Itemizing" below).
- Show Analytics third.
- Anything else, any time: purchases you made as a buyer, your own spreadsheet, monthly statement PDFs.
You can import in a different order — WhatBooks recognizes sales it already has and never double-counts them — but this order gives the most complete result.
Step 1 — Seller Ledger
Whatnot: Seller Hub → Finances → Ledger → Edit Dates → Export Data. One file covers any date range, so choose your whole history the first time. Then, in WhatBooks: Import tab → drop the file on 1 · Seller Ledger.
Step 2 — Weekly Order Reports
Whatnot: Seller Hub → Finances → Statements & Reports → Weekly Order Report → Download CSV. There is one file per finished week (the latest week appears Monday morning). Import them one after another by dropping each on 2 · Weekly Order Reports.
Step 3 — Show Analytics
Whatnot: Seller Hub → Analytics → Shows → pick a date range → click the download icon (top right of the list). Whatnot's download only includes the shows currently on screen, so if you have more than 25, raise the "Show 25" page size at the bottom first (or download page by page). Drop the file on 3 · Show Analytics. Importing an overlapping range is safe: shows already on file are skipped or updated, never duplicated. (The sync extension below gets every show at once.)
Purchases (as a buyer)
whatnot.com → your profile → Buying → Purchases → Download Purchase History as CSV, set a date range, download. This only works from a desktop browser, not the mobile app. Drop it on Purchases — as a buyer. They start as Personal (excluded from profit); mark the ones that were inventory or business costs.
Monthly PDF statement
Seller Hub → Finances → Statements & Reports → Monthly Statement → Download PDF (last month's appears on the 4th). Drop it on the Whatnot's monthly PDF statement card: WhatBooks reads it in your browser and opens the statement form pre-filled — review it and click Save. Or choose + Add a monthly statement manually and type the totals in. One statement per month.
Your own Excel spreadsheet
Already track sales or purchases in Excel? Use Import from your own Excel spreadsheet: choose the .xlsx file, pick the sheet, say whether each row is a Sale or a Purchase, confirm which row holds your column headings, then match your columns to WhatBooks' fields. (An older .xls file: in Excel choose Save As → Excel Workbook first.) Any CSV also works — you match the columns yourself if the format isn't recognized.
Reading the import preview
Nothing is saved until you click Import. First you confirm the column matching (WhatBooks matches what it can automatically), then the preview tells you how many rows are new, how many are already imported, how many payout/withdrawal rows were skipped (transfers to your bank — not income or expenses), and how many were skipped for a missing date or amount. A few details:
- "Skipped — order already in WhatBooks from a Seller Ledger/Weekly Order Report file" — that sale is already in from the other kind of Whatnot file, so importing it again would count it twice. The "skip those rows" box is ticked by default; untick it only if you really want both.
- Rows dated inside the period your Ledger already covers are flagged with ⚠ so you can check them.
- A net check warns if the profit WhatBooks calculates for the file differs from the net Whatnot says it paid.
- Re-importing the same file never creates duplicates.
Itemizing (Ledger sales upgraded from the weekly report)
When a Weekly Order Report covers a sale you already imported from the Ledger, WhatBooks can restate that sale as the full price plus each fee (commission, processing fee, taxes), so your gross revenue and fees match what Whatnot's statements show. It only does this when the report's net equals the Ledger's net to the cent and its fee columns add up to that net — so your net profit cannot change. The preview shows "net profit $X before, $X after". Anything that doesn't line up is left exactly as the Ledger had it. Right after importing you'll see an Undo itemizing button; the original Ledger figures are always kept.
What gets recorded
- Giveaway charges and coupons Whatnot deducts are treated as costs (they appear under "Other expenses" and as "Giveaways & coupons" in the cost breakdown), not as negative sales.
- Tips and shipping adjustments import as their own kinds of transactions.
- Buyer name, show, product category, buy format and SKU are saved when the file has them. Importing a Weekly Order Report later fills in these blanks on sales you imported earlier — it never overwrites something you typed.
The optional sync extension
"WhatBooks Sync" is a Chrome/Edge extension that reads your own Whatnot seller data while you're logged in and hands it to your open WhatBooks tab, so you don't have to download CSVs by hand. You still review each preview and click Import yourself.
- Important: Whatnot's Terms of Service prohibit automated use of its site, so using the extension is optional and at your own risk — your Whatnot account could be affected. That applies to the extension only; WhatBooks itself never connects to Whatnot and only reads files you export yourself. Manual CSV import is always available and is the safe alternative.
- Install: Import tab → Get the extension… → read the warning, tick the box, Continue → Add WhatBooks Sync from the Chrome Web Store → click Add to Chrome (in Edge, allow extensions from other stores if it asks) → pin it from the puzzle-piece menu. If you can't use the Chrome Web Store, the same window has a by-hand option: download the zip, unzip it, open
chrome://extensions(oredge://extensions), turn on Developer mode, Load unpacked, and choose the unzipped folder. - Use: keep your Whatnot Seller Hub tab and a WhatBooks tab open, click the extension icon, choose what to sync and how far back, and click Sync. Choose Everything — in the right order (recommended) to bring in the Seller Ledger, then the Weekly Order Reports, then Show Analytics.
- With Everything, WhatBooks opens the steps one at a time: Step 1 of 2 — Seller Ledger, then after you import it Next: Weekly Order Reports › (which itemizes the sales you just imported). Skip this step moves on without importing; Cancel stops the remaining steps. Show Analytics gets its own review panel.
- Weekly reports on "Everything" cover about the most recent year (up to 60 weekly files).
- If a sync says you're not signed in, log in to Whatnot in that browser and try again. If it says Whatnot changed something, use Copy diagnostics in the extension and report it — Whatnot can change its site without notice.
5. How profit is calculated
| Number | What it is |
|---|---|
| Gross revenue | The sum of your sale prices, before fees, shipping or costs. |
| Cost of goods (COGS) | What the items cost you — from Whatnot's "Cost of Goods" field when present, Whatnot purchases you marked Inventory, and manual expenses in the "Inventory (non-Whatnot)" category. |
| Gross profit | Gross revenue − COGS. |
| Whatnot fees | Commission + payment processing fees (+ tax on those fees) charged by Whatnot. |
| Shipping costs | Shipping you paid as the seller, from your sales. |
| Other expenses | Everything manual that isn't inventory (supplies, software, travel…), Whatnot purchases marked Business expense, plus giveaway charges and coupons Whatnot deducted from your sales. |
| Net profit | Gross profit − Whatnot fees − shipping costs − other expenses. |
- Payouts (bank transfers) are not income or expenses and are skipped on import.
- Whatnot's estimates (Show Analytics "Est. Sales / Est. Earning") are never part of these totals.
- If your Whatnot payout differs from WhatBooks' net profit, that's expected: payouts exclude your cost of goods and your own expenses, and cover different dates.
- With only the Seller Ledger imported, fees aren't broken out (the Ledger shows net amounts), but net profit is still right. Importing the Weekly Order Reports adds the breakdown.
6. Everyday tasks
- Log an expense: Transactions → + Add expense / cost.
- Log a month from the PDF: Import → monthly PDF card (or Transactions → + Add monthly statement).
- Record that an item sold: Inventory → set status to Sold (enter the sell date) → pick the matching sale if asked.
- Fix a sale's customer or show: Transactions → edit the sale. (Customers and Show tie-ins update automatically.)
- Rename or merge vendors/customers: Vendors or Customers tab → Merge duplicates / edit.
- Print labels: Inventory → tick items → Print labels for selected (or open Label Maker).
- List items on Whatnot in bulk: Inventory → tick items → Export to Whatnot CSV.
- List items on your WooCommerce store: Inventory → tick items → Export to WooCommerce CSV, then import the file in WooCommerce → Products → Import.
- Change the fee rate: Settings → Whatnot fee rate → Add rate (with an effective date).
- See what Whatnot Boosts paid off: add a monthly statement with the Boost amount, or log expenses in the Boosts category; then Reports → Boost ROI.
7. Backups, restoring and starting over
- Download backup (.json) — Backup & Data → Download backup. It saves everything except photos into one file. Keep it somewhere safe (a cloud drive). Do it after every big import.
- Restore from a backup — Backup & Data → Choose backup file…. Existing entries are kept; only new ones from the file are added, so nothing is duplicated.
- Auto-save to a file — Chrome/Edge on a desktop can save to a file a few seconds after every change. You pick the file once each time you reopen the app (browsers don't allow remembering file access silently — that's normal).
- Local data folder — the most complete protection, including photos (section 2).
- Erase all data (Backup & Data → Danger zone) permanently deletes every transaction, expense, inventory item, item photo, Show Analytics record and shipping supply stored in this browser — and if you use a linked data folder, that folder's copy is emptied too. Your settings (shop name, fee rates, etc.) stay. It can't be undone without a backup file — and backups don't contain photos. Download a backup first.
8. Your account and plans
- Sign in with an emailed sign-in link, or set a password (Settings → Account) to sign in with email + password.
- Your plan (Basic, Pro or Premium) controls which tabs you can use. Upgrade from the Upgrade Access tab; PayPal handles payment and your plan updates automatically in a few seconds.
- One account is for one person; don't share your login or copy.
- The login page's Take a tour opens a read-only preview — nothing you click there is saved.
- Questions about your account or license: support@diggingoutdoors.com.
9. Troubleshooting & FAQ
My numbers don't match what Whatnot paid me. Payouts are bank transfers and are excluded; they also don't subtract your cost of goods or your own expenses, and they cover different dates. Compare Gross revenue and Whatnot fees against Whatnot's statement for the same dates instead. Also check giveaway charges and coupons — they're counted under Other expenses.
An import added fewer rows than I expected. Read the preview: rows can be already imported, payout rows skipped, skipped because the order is already in from the other file type, or missing a date or amount. Nothing is hidden — each skipped kind is counted.
I imported the Ledger and the weekly report and I'm afraid of double counting. WhatBooks matches by Whatnot order number, and tips/shipping adjustments by their description, amount and date, so the same sale isn't counted twice. If something looks doubled, check Transactions for two rows with the same order ID.
The Weekly Order Report step says some sales "can't be itemized". For those sales the report's numbers didn't match the Ledger to the cent, so they were left as the Ledger recorded them — your profit is unaffected. You can still see their fees on the report itself.
My labels print sideways. Many label printers feed the label the other way round. Open Label Maker → Label size & quantity, choose Turn each label 90° to the right (or to the left) under "If your label printer prints the labels sideways", and look at the print preview in the print window: the label should now look upright. If it is upside down, choose the other direction or upside down. If turning makes no difference, your printer driver is ignoring the page size WhatBooks sends: set Page size sent to the printer to Let my printer decide, press Print, open More settings in the print window and pick the paper size that matches your roll and the Layout (Portrait or Landscape) until the preview looks right. For example, on a Bluetooth thermal label printer (JD-668BT) with 2" × 1" roll labels, what fixed it was: Roll label (2" wide × 1" tall), Let my printer decide, and in the print window Layout Portrait with the printer's own 2.00" × 1.25" paper size. Print a test label prints just one label (an arrow marks the top, and a millimeter ruler runs along its edges so you can see how big it prints and where it stops) while you try. WhatBooks remembers your choices.
Show Analytics shows fewer shows than I have. Whatnot's own CSV only includes shows currently on screen (25 by default). Raise the "Show 25" page size and download again, or use the sync extension, which reads every show.
"Your net profit" is blank for some shows. Your sales need to be tied to the show: sales imported from Weekly Order Reports carry Whatnot's show ID; other sales are matched by show name and date. Shows with no matching sales are left out of the income charts, and a note tells you how many.
My data disappeared. The browser's storage was probably cleared or you opened WhatBooks in a different browser or profile. Restore your latest backup (Backup & Data → Restore). If you use a local data folder, reconnect it (Settings → Local data folder → Reconnect folder).
Folder or auto-save buttons are missing. Those need Chrome or Edge on a desktop computer.
The sync extension doesn't appear / won't sync. It works in Chrome and Edge on a desktop. Reload it at chrome://extensions, then reload your Whatnot and WhatBooks tabs. Make sure you're logged in to Whatnot and a WhatBooks tab is open.
Dashboard shows nothing. Check the Include chips and the date range (try "All time"), and use Reset filters.
Photos are missing after restoring a backup. Backup files don't contain photos. They're only protected by a local data folder or by backing up your computer.
I want to start completely fresh. Download a backup, then Backup & Data → Erase all data, then import in the order in section 4.
The Help assistant says I've reached my limit. Each account gets a limited number of assistant questions per day and per month, to keep the service sustainable. Try again tomorrow (the daily limit resets), search this page, or email support@diggingoutdoors.com. Everything else in WhatBooks keeps working.
There's no "Ask for help" button. The assistant is only for signed-in accounts on whatbooks.app, and it may be switched off temporarily. This page covers the same ground.
Can WhatBooks file my taxes or give tax advice? No. The Reports tab can prepare category totals to hand to your tax professional.
10. Glossary
- Seller Ledger — Whatnot's running record of money in and out; net amounts.
- Weekly Order Report — Whatnot's itemized per-week sales file (fees, cost of goods, buyer, show).
- COGS — cost of goods sold: what the items you sold cost you.
- Itemized — a sale shown with its full price and each fee separately.
- Payout — a bank transfer of your Whatnot balance (not income or expense).
- Net profit — what's left after cost of goods, fees, shipping and expenses.
- SKU / Item Number — the number WhatBooks assigns to each inventory item; it's what the barcode encodes.
- Boost — Whatnot's paid promotion of a show or listing.
- Unique viewers / conversion — the number of different people who watched a show; conversion is buyers as a share of them.
Terms of Use
Upgrade Access
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Payments are handled by PayPal. Your plan updates automatically within a few seconds of a completed payment — no need to contact support or wait for anyone to approve it by hand.
Pricing
You're exploring a free, read-only preview — nothing you've clicked here is saved or purchased. Pick a plan to create your account; you'll finish the purchase from Settings right after signing up.
Shop name
Shown in the header as "WhatBooks - {Shop Name}". Defaults to "TBD" until you set it.
Theme
Light, dark, or match your system setting.
Customize inventory row color and text by item status
Color-code the Inventory tab's item rows by status. Leave a color unset to keep the default table styling for that status.
Whatnot fee rate
Commission = (price × Base commission %) + (price × Payment processing fee %) + Fixed charge per order. Applied to manual and inventory-sourced entries in a later update. Keep a dated history so old entries can use the rates that were actually in effect then.
| Effective date | Base % | Processing % | Fixed $/order |
|---|
Default seller markup
Used by the Inventory tab's suggested-sales-price calculator (coming in a later update). Just stored for now.
Sale-matching window
When you mark an inventory item "Sold", it's auto-matched to an existing Whatnot sale within this many days of the sell date you enter. Multiple matches show a picker instead of guessing.
Bulk-add column order
When pasting tab-separated rows into the Inventory tab's bulk-add box, this sets which field each column (in paste order) maps to. Each field must be used exactly once.
Custom expense categories
Add your own categories beyond the built-in list. They show up alongside the built-ins in the expense form's Category dropdown, and in the Reports category filter. Removing a built-in category isn't supported — only ones you've added here can be removed.
No custom categories yet — add one above.
Photo uploads
Lets Whatnot listing CSV exports include your saved item photos as Image URL columns.
Photos are only uploaded when exporting inventory items to a Whatnot listing CSV — they aren't stored anywhere else online. Uploaded copies auto-expire after 7 days on the server (your local copies here are permanent). This key is required to enable image uploads in that export; without it, CSV export still works but the Image URL columns are left blank.
Need a refresher?
Replay the quick walkthrough of the app's tabs.