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Configure the Xero App Settings

From the Xero app's Settings page, you can associate the accounts in your Xero organization with your store's transactions. You can view a complete list of your accounts on the Chart of Accounts page in your Xero dashboard.

To configure your export settings:

  1. In the Select your Xero accounts section, choose which accounts to associate with product sales, payments, gift cards, shipping, and discounts:
    select-your-Xero-accounts-section.png

    Product sales account An income account that records completed orders.
    Gift cards An asset account that records payments received for all sales in Shopify. The name of this account as it appears in Shopify reflects your settings in Xero at the time of your last export.
    PayPal deposits A liability account that records purchased gift cards. When gift cards are redeemed, the corresponding liability is subtracted from this account. This account does not track gift cards that were issued manually. Learn more ›
    Payment deposits An account that records payments for shipping charged on an order.

    You can view your existing accounts and create new ones on the Chart of Accounts page in your Xero dashboard:

    Xero chart of accounts
  2. If you want to assign all exported orders to a single Shopify Customer record in Xero, then select Do not export customers to Xero in the Customer export settings section:

    Customer settings section
    By default, the Xero app creates separate customer records in Xero for each of your Shopify customers.
  3. In the Export settings section, choose if you want to schedule automatic daily exports or receive export notifications by email:

    Export settings

    Note

    If you notice that an order is missing from an automatic export, then you can add it by creating a new export with a date range that includes the date of the missing order.

  4. Click Save or Complete setup to save your settings.

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