Sync Shopify with Xero

Bookkeeping for Shopify made easy: connect
Shopify to Xero and handle transactions
in real time

KEY features of shopify

Shopify is a popular ecommerce platform for adding products, receiving orders, and
processing transactions. Its features include:
Online
store builder
Store
management
Shopping cart
Marketing
integrations
Product inventory
management
Analytics

Pain points

Large amounts of time for data transfer from Shopify to Xero.
No possibility to select Shopify as a bank account.
Reconciliation issues.

the solution

By adding Shopify and Xero as BankFeeds integrations, you can import transaction details in real time. Once imported, they will be automatically recorded
in the corresponding accounts, according to the bookkeeping rules you set.

How to synchronize the transactions from Shopify to Xero?

  1. You will first have to add Xero as an integration to your BankFeeds account. This will import your bookkeeping accounts.
  2. Next, you will have to set up Shopify integration in the Payment Processors tab and manually select the associated accounts and fees for sales, expenditures and taxes. Make sure to be logged in to your Shopify account, as BankFeeds will redirect you there to confirm setup.
  3. Set up your accounting rules: select Xero accounts, types of transactions and tax rates. From now on, BankFeeds will automatically import your charges, refunds, fees, adjustments and payouts to the accounts you selected in real time.
Shopify Account Xero Account
Date Date
Amount Amount
Currency Currency
Country Country
Description Description
Customer Name Customer

Integrate Shopify with Xero

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