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Disconnect Sales Channels that are linked to your social accounts

If you have social sales channels such as Facebook or Pinterest, you'll want to remove them. This means that your buyer must agree to the Terms and Conditions of the sales channels should they decide to install them once they become the business owner.

To remove Sales Channels, click on the + icon next to Sales Channels in the main menu of your Shopify admin.

Then, click the Manage Sales Channels link at the bottom of the pop-up window. From there, you can delete any Sales Channels that are linked to your social accounts.

Export sales reports

You'll want to make sure that you have your sales data backed up as it might be needed for tax purposes.

You can do this from the Analytics tab of your Shopify admin. You should export anything you'd like stored because after the buyer is made the new owner you will no longer have access to these reports.

Export tax forms

If your business has been issued tax forms, then be sure to export them from the Payments page in your Shopify admin. After the transfer, you will no longer have access to these forms.

If you've met the requirements for a 1099K for the most recent tax year, then you'll want to stay in contact with the buyer so that they can send you the 1099K when it's available. You can also contact the Shopify Support, who can connect you with the right team at Shopify to arrange for the delivery of your 1099K.

Disconnect shipping account

If you have connected accounts with carriers such as FedEx or USPS, make sure to remove them. 

Give your buyer "staff access" to the business

Finally, give staff permissions to your buyer. The Shopify Accounts team turns the buyer¡¯s staff into a store owner within 3 business days of the Escrow transaction being finalized.

After you¡¯ve prepared your business to be transferred, you can complete the transfer of assets stage in the Exchange Marketplace app. By marking that all assets have been transferred, the buyer will be notified to begin their inspection period.

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