Accounting is an essential part of running a small business, but it’s also one of the most time-consuming. Today, with the release of the new Xero app for Shopify, we’re giving merchants a faster way to manage invoices, track bills, handle expenses, and more.
How does Xero help merchants?
Xero’s suite of accounting tools lets merchants spend less time tallying order information, and more time growing their business and brand. Until today, Shopify merchants using Xero needed to manually copy their sales data from one service to another, but with the Xero App for Shopify, they can now seamlessly export their product, payment, tax, and customer data with a single click, saving hours of manual data entry each and every week. Tax filing and support is available worldwide, so merchants around the globe can start taking advantage of seamless reporting.
How do I install the app and connect Xero with Shopify?
First, visit the Xero page and sign up for a 30-day free trial. When you’re done, install the Xero app from the Shopify App Store and follow the simple on-screen instructions to connect your accounts.
When you’re ready to export your Shopify data to Xero, select a date range for the orders you’d like to sync and click the “Export Shopify Orders” button. You can export your Shopify data to Xero as often as you want, whether that’s monthly, weekly, or even daily.
Need help? Check out our full walkthrough below.