# Shopify Capital - What info do I need?

Written by Ryan Perlman  
February 21, 2024

To accurately record your loan payments and fees, please follow these instructions to retrieve the required loan documents:

1. Log in to your Shopify account and go to Settings > Capital.
2. Click "View all Transactions".
3. Download your loan agreement by clicking "View agreement" at the top-right and saving it as a PDF.
4. Download the transaction report by clicking "Export" at the top-right, and then clicking "Transactions" to download a CSV file.
5. Upload both the PDF & CSV files.