About Xero Integration by Bold
For effortless financial reporting, export all your Shopify orders into Xero, with just a couple of clicks.
Major features of Xero Integration by Bold
- Everyday automatic export- You can export Shopify orders to Xero every day automatically without any hassle. You can choose to receive daily email notifications.
- Beautiful Reports- As soon as your Shopify orders are exported into Xero, take benefit from their beautiful and robust reports.
- International Tax Support- Our integration provides support globally, regardless of your location.
- Orders- All line items, shipping and taxes will be included in each order you export from Shopify into Xero. Refunds, Discounts, and payment fees are automatically recorded separately if you are using Shopify payments. On the other hand, if your using some other payment gateway, these charges won't be grouped separately automatically. Xero integrates with Shopify to provide refunds on line items, shipping and taxes.
- Bring in customer information- Along with your orders, you will have the option to automatically import the information of customers.
- Tax Agencies- Based on your imported orders, we will set up new tax agencies and their related tax rate. If you do business regularly with a particular tax agency, you can set it as the primary tax agency. To see how much you owe in taxes, run a report easily.
Note: If you are using the Xero Integration app by Bold, we suggest only using one accounting app to prevent duplicate data entry.
- Round the clock support- Xero provides 24/7 support through email contact, comprehensive documentation, and online communities. The support we provide is unlimited and free of cost.
Integrates with Vend, Tradegecko, Stitch Labs, TaxJar, Avalara Trustfile, Taxify.