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Xero

Xero

Developed by BOLD

41 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

41 reviews
  1. 5 stars (24 reviews)
  2. 4 stars (5 reviews)
  3. 3 stars (3 reviews)
  4. 2 stars (2 reviews)
  5. 1 star (7 reviews)

I tried this app on my new GorgeousCreatures.com.au site. Support is slow, vague and generally unhelpful. No response from my last email with screen shots and request for help for days. I used this app for three weeks then it made such a mess of my accounts that I had to disconnect and paid my accountant many hundreds of dollar to fix up the duplicates and issues that this app created. It added products to Xero including the tax, the tax rates did not come over accurately for freight account code and Bold support and an app integration specialist could not work out why. You can only select one sales account code as well and I have about 20 different categories that I track so it took massive amounts of editing in Xero to fix the poor data coming through from the Bold app. I had to remove and redo payment to be able to edit the freight tax code for the correct country. Xero is a wonder tool but the Bold app does not work well enough to talk to Xero. It is going to be easier for me to do in manually.

posted

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

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

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

Very basic app that doesn't even allow you to assign channels. No way for me to segment my statements and isolate shopify sales from my other sales channels.

posted

I begrudgingly have to give this app 1 star as it's the minimum, but If I could give it zero (no pun intended) I would.

We used this app for well over a year before BOLD took over at it worked like a charm, no problems whatsoever.

It now gives invoices ridiculous invoice numbers and imports orders from dates that you have specifically asked it not to, amongst numerous other issues.

It is simply awful, and I would advise anyone not to use it.

it cost us hours and hours of removing invoices it had duplicated (even though we asked it to import from a certain date, it ignored it).

posted

I want to love Xero, I really do, but some features are SO frustrating, and their customer service is so BELOW PAR, that I just can't help but hate this app.

To get an answer on anything, you have to go back and forth through ridiculous forums rather than have individual help. All business owners know, customer service makes or breaks you ... Their customer service has made me want to move our books off this program forever.

And the lock on the checks? Ridiculous!!! The amount of checks we've had to void because of a printer error is absurd. The fact that they wont allow or assist in fixing this so that I can't simply fix my check sequences is downright dumb. AND to add the icing to the cake? There is a bunch of taxes and fees that are not relevant to my account that are locked in my account. So I can NEVER get an accurate view of my bills waiting to be paid... After going back and forth with them relentlessly via email, I gave up and just kept the fees on the account. Because god forbid someone calls you and actually helps you resolve your issues with this program...

TERRIBLE. Such great potential, such poor execution on the areas that matter.

posted
Get
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
Get Support

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