Xero's Shopify connector posts a daily sales summary. It does not know about your Afterpay payouts, your GST on shipping, the refund from Tuesday or the wholesale order that was invoiced on terms. We connect the two so the payout in the bank matches the orders in Xero without a spreadsheet in between.
A week lost to admin by the average Australian owner. For online stores a good share of it is reconciliation.
Orders, fees, refunds and payouts posted so each Shopify Payments, PayPal and Afterpay deposit matches the bank feed.
Yesterday's orders are in Xero before you open the laptop.
Runs in your Shopify and Xero accounts. You own the connection and the documentation.
Cin7, Unleashed and Katana for stock. Australia Post and Sendle for shipping. HubSpot or Klaviyo for the customer side.
Manufacturers selling direct and wholesale through the same store are the usual fit.
What moves
Each day's orders become Xero sales with GST per line, shipping taxed correctly, discounts shown, and export sales GST-free. Not averaged, not guessed.
What moves
Shopify Payments, PayPal, Afterpay and Zip all pay out on different days with different fees. Each gateway's payout is posted with its fee and matched to the bank feed, so reconciliation is a click, not an afternoon.
What moves
A refund becomes a credit note on the right order in the right period. A part-refund keeps the rest of the sale intact. A chargeback is listed for a human rather than posted as a mystery.
What moves
Manufacturers who sell wholesale through the same store need those orders invoiced on terms, not paid at checkout. And stock in Cin7 or Unleashed should not drift from what Shopify is selling. Both are additions to the same connection.
Before you pay
Some of what is on this page you can get without us. The rest is where the money goes. Both are written down here so you can decide before the call.
Xero offers its own Shopify integration, and for a small store with one payment gateway and few refunds it is enough. Use it. This build is for stores with several gateways, meaningful refund volume, wholesale on terms, or a bookkeeper who reworks the daily summary every week.
Post every order as its own Xero invoice. A store doing 3,000 orders a month does not need 3,000 invoices in Xero. Daily summaries by gateway, with order-level detail in a searchable log, is what your accountant wants.
How it works
Every step below is work you can verify. Ask any provider to show you the same list for what they are doing.
Which product types go to which Xero accounts. How each gateway's fees are treated. Whether wholesale is tagged in Shopify or handled elsewhere. An hour with the bookkeeper.
If Shopify is charging GST on export orders or not charging it on shipping, no integration will post correct numbers. We check on day one and fix it before anything goes live.
A refund on an order from a previous month. A payout held by the gateway. An order with a 100% discount code. Each has a defined outcome before launch.
Every nightly post is logged against the payout it matched. Failures alert us, and the bookkeeper sees a clean feed, not a mystery.
What it costs
Shopify to Xero starts from $2,500 for one store with payout matching and refunds. Multiple gateways, wholesale invoicing and stock sync push it toward $6,000. Live within two to three weeks. If your Shopify tax settings are wrong, we will find that on day one, and fixing them is part of the job.
The product and account mapping, written down. A check of your Shopify tax settings before go-live. Nightly posting by gateway with fees, refunds and payout matching. A searchable log and a handover document.
Your Shopify, Xero and gateway subscriptions, which stay in your name. Re-doing past months the bookkeeper has already reconciled. Setting up your inventory system, if you do not have one yet.
You do. The connection lives in your accounts, on your subscriptions, with documentation your next provider could pick up. There is no retainer required to keep it running.
FAQs
Yes. Each gateway's payouts are posted separately with their own fees and matched to the bank feed.
Wholesale orders tagged in Shopify are raised as Xero invoices on account instead of paid sales, with the customer matched to your Xero contact.
Orders shipped outside Australia post GST-free, using Shopify's tax settings. If those are wrong we tell you on day one.
If you run Cin7, Unleashed or Katana, yes. Shopify's own stock can also be read for low-stock alerts.
Two to three weeks. Stores with wholesale and stock run to four.
Related
Sales, fees, surcharges and refunds posted per store and matched to the payout in the bank feed. Bookings and stock optional.
Retail and hospitalitySee how it works → PipedriveXeroA won deal raises the Xero invoice, paid status comes back to the deal, and a production order can go to Cin7 or Unleashed at the same time.
Manufacturing and industrialSee how it works → HubSpotXeroA won deal raises the Xero invoice with the right line items and tax codes. Paid status comes back to the deal.
Any business with a sales teamSee how it works →All nine are listed at integrations, and the general approach is on the systems integration page. Built for manufacturing and industrial among others.
The other half
This gives you hours back. It does not make the phone ring. If enquiries are the actual problem, the work is on the other side of the business: see SEO and web design. On the call we will tell you which half is costing you more.
Thirty minutes. Tell us what you run and we will map exactly what moves between them, what it takes, and what it costs. You keep the map whether or not you use us.
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