Post orders in real-time from Shopify to Xero as invoices as they come through. This ensures both systems are in sync, always.
An added benefit is that you can use Xero to send invoices out to customers, which is handy for retail but especially for wholesale customers.
Reconcile your payouts from Shopify Payments, Paypal and other payment gateways supported by Shopify.
Fees and taxes on orders are automatically calculated and booked as fees in Xero for Shopify Payments, along with Paypal and other payment gateways once it’s been configured.
Need refunds to go to a special account so it shows up on its own in your P&L?
Certain product booked to separate revenue accounts or COGS accounts?
Handling of gift cards and specifying a special Gift Card Liability account?
Need to calculate and book fees from specific payment gateways to different fee accounts?
Post to Xero lets you do all that and more with its advanced customisations.
Post to Xero is straight forward and easy to set up, all within your Shopify admin page. Simply hook up Xero, configure a couple of default accounts and start syncing your Shopify orders in minutes.
An accountant might be handy but truth be told, you won’t need one to get you started. It’s that easy to get started with Post to Xero.
When auto-sync is turned on, Post to Xero posts orders in real-time, as they come through in Shopify.
You can also choose to sync orders manually.
Post to Xero supports any gateway that is available on Shopify. That includes Shopify Payments, Paypal, Afterpay, Klarna, etc.
Payment gateway fees can also be configured and posted to the relevant fee accounts in Xero.
If there are any missing from the app, do let us know.
Absolutely. Once a gift card liability account is chosen, any purchases of gift cards will get booked to that account.
Any orders using gift cards will debit that gift card liability account accordingly.
For most stores, our simple set up process takes less than 5 minutes.
We recommend having one to help you set up your store’s Chart of Accounts and workflow.
However, if you don’t have an accountant, Post to Xero is straight forward and easy to use that you just need to connect it to Xero and map default accounts which we can guide you through.
Shopify only allows us to read store orders that are 60 days prior, so that’s how far back we can go.
If you need to go back further, reach out to us and we can work out options with Shopify.
If an Item is set up in Xero with the right COGS and Inventory accounts that matches a Product’s SKU in Shopify, Post to Xero will handle COGS and Inventory adjustments natively based on what is set up in Xero.
Yes, transactions from Shopify POS gets posted automatically with the ability to split POS sales into a separate account in Xero for better tracking and reporting.
At the moment, orders are sent individually to Xero, ie. every order will create an invoice in Xero. However, batching of invoices is the top requested feature and something we’re building out right now.
Handling sales tax compliance in the US can be a challenging task for businesses, given the complexity of state and local tax regulations. Fortunately, Avalara and Xero offer a robust solution to simplify this process, especially when integrated with Shopify through Hyve Post to Xero.
Find out how to link multiple Shopify stores and posting them into a single Xero file using the Hyve – Post to Xero app.
In this comprehensive guide, we’ll delve into the reasons why clearing accounts are necessary for Shopify payouts in Xero, how they work, and the benefits they offer. By understanding the importance of clearing accounts, you can streamline your accounting process and improve your business’s financial management.