Shopify App : Xero

Beautiful online accounting software

About Xero

Automate finance admin : Daily Shopify sales orders for each of your payment gateways are summarised and automatically sent to Xero for easy reconciliation

More accurate data : Reduce manual data entry and get visibility over Shopify payments and PayPal transaction fees

Track cashflow in one place : Get a complete picture of business performance with Xero’s cash flow and insights tools

Integrations
See Xero app store apps.xero.com
Shopify integration by Xero illustration
Description

Connect your Shopify store to your Xero account for easy management of your ecommerce business finances.

*Updated with improved sales tax functionality for New Zealand, Australia and UK customers (November 2022)

Using Xero and Shopify together

Integrating Shopify with Xero significantly reduces time taken to manually move data between your business apps, and helps you reconcile payouts to give you visibility over fees and other costs or discounts.

Features

  • Automatically syncs daily Shopify sales transactions to Xero
  • Creates a daily summary invoice for preferred payment gateways
  • Shows sales, discounts, shipping costs, refunds, gift card payments, and fees across all invoices
  • Tracks pending sales from Shopify payments and PayPal by adding a clearing account
  • Groups Shopify transactions based on tax rate to help you manage your sales tax compliance in New Zealand, Australia and United Kingdom (November 2022 update)
  • Transfers processed sales from Shopify payments and PayPal into a nominated bank account
  • Imports the previous 90 days of Shopify sales transactions (only available with Xero Standard or Premium plans)

Not supported in Shopify integration by Xero

There are some things this integration doesn’t do. Check with your accountant or bookkeeper if you're unsure whether this integration will meet your needs.

  • Sales tax for customers outside New Zealand, Australia or UK
  • Invoices for each Shopify sales transaction
  • Inventory and Cost of Goods Sold management
  • Connection of multiple Shopify stores to a Xero account
  • Shopify stores and Xero accounts with different currencies
  • Automatic tax filing in multiple tax jurisdictions
  • Invoices showing customer (payment) details
App Images
Launch date
July 26, 2021
App rating
1.3
Top features

Seamless workflow: use directly in Shopify admin

Speed tested: no impact to your online store

About the Author

Matej Kontros

Matej Kontros is an E-Commerce expert and app developer with over a decade of professional experience in IT.

Matej has worked for organisations of all types and sizes, including global players, startups, and agencies. He designed, developed, and maintained complex projects.

Matej's expertise includes e-commerce, software engineering, web development, systems administration, internet security, managing projects, and building teams.

Visit his website at [ Web Linkedin ] or contact him at matej@kontros.com.