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Set up Xero Sync

Brysen
Brysen
  • Updated

Xero Sync allows you to export paid orders from Shopify to Xero, including Shopify Payments fees.

Only one Shopify store can be connected to Xero at a time. If multiple stores are syncing paid orders to the same Xero account, only one store can be connected to the Xero account at a time.

Any questions related to how to set up or use Xero accounting software are best handled by Xero's support team.

 

 

Exporting orders

Orders for a specific date range can be exported at any time. When an order has been exported, a mapping file is created to avoid a duplicate entry.

Once exported from Shopify, you may edit invoices within Xero just like any other invoice you've created in Xero. Xero Sync does not export orders purchased with a test payment gateway.

When a date range is selected for export, Xero Sync exports orders that have had activity during the chosen range as well as any Shopify Payment payouts from that range.

Example

If an export is performed with a start and end date of August 9th and a payout for an order occurred on August 12th, Xero Sync does not export the payout related to that order. If an export is made that includes August 12th in the date range, the payout is exported over.

Shopify products are matched to existing products in Xero by SKU or product and variant title. Xero Sync tries to match the SKU first and only uses product title and variant if no SKU is available.

 

 

Inventory tracking

Xero Sync offers inventory tracking support during export. This must be manually enabled after a product has been exported from Shopify to Xero for the first time.

Whenever an export occurs, inventory is adjusted accordingly within Xero per the quantity of items inside of the exported orders.

 

 

Payment account setup

The payment account is used for all payments you receive and must be a Sales/Revenue account type. You have the choice to either select an existing account or create a new account.

It is not possible to sort your order payments to a different account based on the payment type.

If you currently have several payment accounts, it is recommended creating a new Clearing account for your reconciliation purposes.

If you are unsure on how to create these types of accounts or have any additional questions about these accounts, you may reach out to Xero's support team below.

 

 

Deposit account setup

Only one Deposit account can be selected in Xero Sync.

It is not possible to sync to a different Xero account based on payment type or gateway.