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Xero

Xero

Developed by Shopify

47 reviews
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Price: Free More info
  • Export orders from Shopify to Xero
  • Seamless financial reporting
  • 24/7 support from Shopify and Xero

Sync your Shopify orders to your Xero account and enjoy seamless financial reporting with just a couple of clicks.

New to Xero? Sign up and try Xero free for 30 days

FEATURES

Automatic Daily Sync

You can choose to automatically sync order data between Shopify and Xero and receive daily notification emails.

Orders


Create seamless financial reports. If you’re using Shopify Payments, refunds, discount, and payment fees are automatically recorded separately. If you are using a different payment gateway these fee will not be automatically grouped separately.

Create Invoices


With a single click, you can export your orders into individual invoices that can include partially paid or pending orders. Products on your invoice can be linked to your product report in Xero. You also have the option to automatically import customer information along with your orders.

Global Tax Support


Regardless of where you are, our integration provides worldwide support. If you’re located in Australia, New Zealand or the United Kingdom, you will be asked to complete additional tax mapping.

Tax Agencies


We’ll automatically set up new tax agencies and their associated tax rate based on your imported orders. You can also set a primary tax agency for where you most regularly do business, and you can easily run a report to see how much you owe in taxes.

24/7 Unlimited Support


Xero customers enjoy unlimited, free support delivered through a range of options - including email, comprehensive online help and online communities.

Note: If you are using the Xero app by Shopify, we recommend only using one accounting app to prevent duplicate data entry.

Xero reviews (47)

posted

*** Hire a GOOD accountant ***

We have been avoiding using this app for some time due to all the negative reviews. With few alternatives available, we decided to give it a try. The result, it works great! The biggest mistake some store owners might be making is to think they can implement everything on their own. It doesn't mater what software you have, it is still accounting. We had our accountant, who is XERO certified, do the setup and then transfer in our previous data. He had it fully implemented and running in a single afternoon.

*** If you do not set up the chart of accounts correctly, then you will indeed have many issues and much frustration!!! ***

When we expressed our concerns using this app, he said many problems are caused by improper set up of XERO accounts from the beginning and assured us it would work fine. We are glad we took his advice and gave it a try as our accounting headache has now been relieved. All our payment sources import in to the app (Shopify, PayPal, etc..), Shopify / merchant processing fees are accounted for and our accounts have been accurately reconciled.

Yes there is some limited functionality. But this app is FREE so we are not going to complain. Even at a small fee every month it would be well worth it. If you have shunned this app as we did, or if you previously had difficulty, then consider giving this app another thought. Just be sure to hire an accountant that knows what they are doing with XERO and have experience with the Shopify integration. Do this and you should have a smooth running accounting platform that requires little time to maintain :-)

posted

Uninstalled, I would give this app zero stars if I could! This app is a total and complete waste of time. The Automatic syncing doesn't work, which was inconvenient but not a show stopper. However when it stopped importing all transactions, randomly dropping invoices, this became a concern. After 2 weeks of trying to tell me that the error was on the Xero side, Shopify admitted that it was an issue with their unreliable app. They then informed me that although they were working to fix it, they could offer no time frame for completion and that our accounting team should enter the missing invoices manually. If you are reading this, do yourself a favour and use a third party solution!

posted

So if I were to just rate the integration itself, I would give this app a 3. It does a decent job and is fairly easy to use. The problem is that because it is created by shopify, it doesnt have the backing necessary to continue to expand its features and integration points. If this was created by xero, then I believe we would be looking at a much better integration. There is no way to sync inventory, which would help us know an accurate amount for inventory assets in our books. Orders are collapsed to a degree that it takes additional work to separate the numbers. I really hope shopify can continue to build out this app. I would be happy to update my review if these things were to change.

UPDATE:
I have dropped my review from a 2 star to a 1 star. It seems shopify doesnt care to upgrade or update this integration. This has been an ongoing problem since the integration was first launched. Sales invoices are sent over to xero fully collapsed. Meaning, in shopify I offer a discount on shipping for sales over 35. It shows properly on the shopify side, I have a gross sale amount, I have a discount amount, and I have a net sales amount. But the data shopify sends xero is that each line item has the discount split equally as a discount on each line item. So my gross sales in Xero are always wrong. I am having to spend a bunch of time with our accountant unwinding all of this. My gross sales in shopify and my gross sales in xero have to match up. That is a basic need, but right now its not possible with this integration.

posted

Shopify can't figure out why Xero will not link up to Shopify for our account. Shopify said it was an issue on Xero's end. Xero does not have a customer service number anywhere on their site so we had to send in an e-mail. Still haven't heard back. Should have done Quickbooks & respected e-comm site

posted

Another $5 a month, Shopify you are starting to be a bit greedy......

posted

5USD on top of my 50AUD Xero subscription. Ouch! Do I subscribe? Yes, because I need it. Do I plan to just live with it? No. After I finish migrating everything to quickbooks (which I pay only 10.50AUD for their plus plan by the way), I can say goodbye to this app and Xero themselves. Don't get me wrong, I like Xero... It is just the feeling of getting ripped off every month I don't like.

posted

Simple. Easy to setup.

HOWEVER.

The white elephant in the room is that it will import ALL sales into one, ONE, sales account. This leads to hand modifying every single sale if you want to know how your different departments are doing.

Shopify support is great. But it seems like this should still be a free app, maybe in beta without this functionality.

posted

Not bad - but insufficient customisation.

Whilst it does not reconcile PayPal to Paypal and everything else to the correct bank account it misses on a few things that actually often make life more difficult.

1. Shopify payments are sent to your bank minus the fees - despite there being a box to export the fees, they don't appear to be reconciled in your bank statement - thus you have to recall the screen in shopify and manually reconcile them all. Painful

2. Everything is put into a single nominal code. It would be EXTREMELY useful to be able to set nominal codes for items, groups or collections.

3. Credits and partial payments or mixed payments are not dealt with properly - or indeed at all.

A good start but really missing key features that will frustrate all but the smallest and least complicated merchants

posted

Looks like we're going to have to pay now - in our case 4 sites x $5/month = $240/year (and don;t get me started on why we need 4 different sites to serve the NA market)

After all the back and forth our accountants spent with Shopify helping them get this app working right, they should be paying us!

posted

Not to bad, could be a little better though I reacon
www.perthpoolprofessionals.com.au

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Free

Xero plans starting at $9.00/mo

Requirements

Xero

Support & Sales

Shopify
Shopify: 1-888-746-7439
Xero: support@xero.com
support@shopify.com
help.shopify.com/manual/apps/apps-by-shopify/xero
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