![shopify invoices shopify invoices](https://ordersify.com/assets/images/how-to-send-invoice-email-on-Shopify/Step2-go-to-the-email-invoice.png)
If you are not familiar with the term “double-entry”, this is the method by which all the transactions and movements of money are recorded in your business.ĭebits and Credits. If you need to make any changes to how Shopify information affects accounts in Xero, you can use the app’s tab in Shopify to find the Xero app and then enter the settings for that app. Step 11Ĭongratulations, you have now connected Shopify to Xero. In the Xero Settings/Connected apps section, you should now see Shopify as an integrated app. Click this to move over to Xero and check the app has integrated correctly. To the top right of the next page, there will be a ‘Launch Xero’ button. Once completed, click the ‘Complete setup’ button to continue.
![shopify invoices shopify invoices](https://docs.celigo.com/hc/article_attachments/360045307331/Shopify_Payout_List.png)
These last three steps are around setting up your preferences. Once created, refresh the Shopify page, and you will now have the newly created account as an option. Clicking this will take you to your Xero chart of accounts where you can create a new expense account. The issue here though is that you will likely have to use the ‘create a new expense account’ link as Xero sets most expense accounts as overheads instead of expenses. The following image shows the example we have picked for these accounts however, these can be at the user’s discretion.
![shopify invoices shopify invoices](https://i.pinimg.com/originals/92/1e/cc/921ecc2e62aa35c0594df7181f6464c1.png)
This will take you back to Shopify where you will need to select the Xero accounts you want Shopify to connect with. Choose the company you wish to link and then click ‘Allow Access’. Step 4Ī new popup screen will open asking you to log in to Xero and select the company you want to link to Shopify. Next, choose the payment plan you wish to use. Step 2Ĭlick ‘Add App’ and then click ‘Install app’ Step 3
#Shopify invoices install#
To integrate your Shopify account with Xero, you will need to complete the following steps: Step 1ĭownload and install the Xero app in Shopify. Our Shopify Xero integration step-by-step process