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Manage sales channels and review channel balances

Use sales channels to keep online, retail, and wholesale activity separated clearly enough for reporting and cleanup.

4 min read · Updated Mar 18, 2026 · Managers and bookkeepers reviewing sales-channel setup

Use Sales Channels when revenue sources need to stay separated clearly in reporting.

Good channel setup makes balance review and troubleshooting much faster later.

Quick facts

Start here

  • Channels are easiest to manage when each one has a clear purpose.
  • Messy channels make reporting harder than it needs to be.
  • Channel review should happen again when a new sales path launches.

Step 1: Review the channel list and current balances

Open Sales Channels and review the active channels and the balances tied to them.

Look for channels that overlap too much or no longer match the way the business actually sells.

Sales channels help keep different revenue paths separated cleanly enough for review and reporting.

Step 2: Clean up confusing or stale channels

  • Retire or rename channels that no longer fit the live sales workflow.
  • Review new channels before reporting teams or integrations start relying on them.
Clean channels make later balance review much easier than a long list of stale or overlapping revenue paths.

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