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Xero

Xero

Developed by BOLD

43 reviews
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Price: Free More info
  • Save time by automatically exporting orders
  • Make accounting easier by linking products from Shopify to Xero
  • Track online store customers through Xero for simpler reporting

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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 fees 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.

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

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Xero reviews

43 reviews
  1. 5 stars (24 reviews)
  2. 4 stars (5 reviews)
  3. 3 stars (3 reviews)
  4. 2 stars (3 reviews)
  5. 1 star (8 reviews)

NEVER AGAIN! This software does not do what they say it will do. You can not use it to write Purchase Orders and track inventory because it doesn’t work with Shopify. They refuse to help you until you have connected your bank account to the software and become a paying memeber. Then once you do that they tell you it shouldn’t be used to track the inventory. You can only use Shopify OR Xero which means you could oversell in Shopify if you choose Xero to track your inventory. This makes handling a large inventory impossible. ADDITIONALLY we tried to cancel this subscription for at least 3 months. They told us we needed to do X. We did. Then we would get billed again next month. They told us we needed to do Y. We did. We still got billed. So now they conned well over $100 from us for software we never used. DO NOT USE XERO!!!

posted

Struggling with this app & the data it sends to Xero. All orders are sent as a whole order which works well BUT if a customer has split a payment, Xero does not identify this, so when reconciling your bank feed, it is a headache.

Likewise with payments off lay-by's, there is no line item that comes across for every time a customer makes a payment, so when you cannot reconcile that days takings, you need to scroll through the orders for where & how much the payment was, and split each payment on the invoice against each date so you can reconcile.

posted

I choose to use Xero because it was meant to work with Shopify, but what I found was that it did not load all of the sales and it was meant to continue to refresh and upload any sales every night at midnight, however it did not do this either. I did not find it easy to work with and for all the hype that I had heard about it, there was no support and only short little uninforming videos that didn't show you anything of use for beginners. If felt like 80% of the videos out there just told you how great the program was, well for me it was the biggest waste of $300 that as a small business I won't ever get back again. There was more than this that I found wrong with working with this program, but I have better things to do than continue this rating, like finding the time to catch up on the last 6 months of accounting.

posted

Great app! Eliminates a spreadsheet for me - thanks. It would be nice if there was a bit more of a log of all the entries created in Xero (especially for new users; I had to hunt around a bit to find out what the app had done. It did do everything just fine). My spreadsheet did calculate the PayPal fees too (but it was not always correct!). Shopify fees too don't come across automatically. Turning on the email notification means I had to build an email rule to ignore the 'successes' (especially if no sales), but I couldn't find a way to only get notification of failures, which would be nice. This app certainly saves time..

posted

Great extension, works seamlessly and creates nice clean entries into Xero. Thanks for making life easier!

posted

Worked just fine during our Xero trial, so we upgraded to a paid account. I will update once we get more orders.

posted

Very Useless app. Orders are exported as paid, and there is no way to reconcile actual bank deposits than constantly removing & redo the fake payments created when exporting data.
Merchant fees are exported as a spend money and even if the account chosen should be GST on purchase, it is exported as BAS excluded.
They tell you payments can be reconciled against a clearing account, but they can only create a duplicate of receive money transaction instead of a spend money transaction that will balance the clearing account to 0.

posted

This is the kind of app I was looking for my online shopify store furniturestop.co.uk. This app proved to be very useful especially for simplifying the process of accounting.

posted

So far it the app has worked perfectly to connect our store with Xero.

posted

I've been looking for a Xero integration app for a long time. There was almost a lot to like about this one but it's not quite there.
They don't tell you how the integration works and what fields are used. I also don't like that your only options are to call every customer Shopify (no customer details are transferred), or it creates a new customer every upload even if they are in the system.
I don't like how it creates a new inventory line if the SKU isn't linked; there should be more options around how and what information is integrated.
Nice try, but more work needed to be a functioning app.

posted
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Free

This app is free to install and use. Xero plans start at $9 per month and your first 30 days are free.

Sign-up

Requirements

Xero

Support & Sales

BOLD
1-204-400-3242
support@boldapps.zendesk.com
boldcommerce.com
not provided
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