How do I link Xero with Shopify?
Shopify is a powerful e-commerce platform that allows businesses of all sizes to create an online store.
If you’re using Shopify to run your business, you can link it with Xero (and other accounting softwares) and take advantage of their powerful tools. We’ll also provide some tips on how to get the most out of it once it directly integrates. Ready to get started?
How to link Xero with Shopify
Linking Xero with your Shopify account is simple and only takes minutes. Here’s how to do it:
- Log in to your Shopify account and go to the Settings page
- In the Settings page, select Payment providers from the left-hand menu.
- On Payment providers page, go down to the Other Payment Providers section and select Xero
- You’ll be redirected to the Xero login page. Enter your Xero credentials and click Login
- Provide your Xero account details on the next page. Once you’ve done this, click Enable Xero
- That’s it — your Shopify account is now linked with your Xero account
Tips for getting the most out of the Shopify + Xero integration
Now that you’ve linked your Shopify account with Xero, here are some tips to help you get the most out of the integration:
1. Use Shopify’s “Shopify Payments” feature
One of the best ways to use the Shopify Xero inventory sync is the Shopify Payments feature.
This feature allows you to process credit card payments directly through Shopify without needing a third-party payment processor. To use Shopify Payments, go to your Shopify account’s Settings page and select Payments.
On the Payments page, go down to the Accept Credit Cards section and select Shopify Payments.
2. Set up automatic payment processing
Another great way to take advantage of the Shopify Xero inventory integration is to set up automatic payment processing.
This feature allows you to process payments for invoices that are due automatically. To set up automatic payment processing, go to the Settings page in your Shopify account and select Payments. On the Payments page, scroll down to the Automatically Process Payments section and select Enable Automatic Payment Processing.
3. Use Shopify’s order tracking feature
If you’re using Shopify to sell products online, you can use its powerful order tracking feature.
This feature allows you to track the status of your orders and see where they are in the shipping process. Go to your Shopify account’s Orders page to use Shopify’s order tracking feature. On the Orders page, you’ll see a list of all your recent orders. Simply click on the Track Order button next to the relevant order to track an order.
4. Use Xero’s inventory management feature
If you’re using Shopify to sell products online, you can use Xero’s inventory management feature.
This feature allows you to track your inventory levels and see when you need to reorder products. Go to your Xero account’s Products page to use Xero’s inventory management feature. On the Products page, you’ll see a list of all the products in your inventory.
To view the inventory levels for a product, click on the Inventory button next to the relevant product.
5. Use Shopify’s discount codes feature
If you’re using Shopify to sell products online, you can use its discount codes feature.
This feature allows you to create discount codes that customers can use during checkout. To use Shopify’s discount codes feature, go to your Shopify account’s Settings page and select Discounts. On the Discounts page, you’ll see a list of all the discount codes that have been created.
Click on the Create Discount Code button to create a new discount code.
The Shopify inventory integration with Xero is a powerful feature that can help you streamline your e-commerce business. By taking advantage of the features and tips outlined in this article, you can get the most out of the integration.
However, what if you’re a Xero and Shopify user looking to throw manufacturing operations management into the mix?