The Best Way to Integrate and Sync Xero Accounting With Shopify

If you’re on the search for any easy Shopify account solution, you’re in the right place. In this post, we detail how to both integrate and sync Shopify and Xero to make keeping track of your finances as easy as possible.

To complete this integration we’re going to use an app called Xero Integration by Bold, a company that makes many other reputable Shopify apps.

Step 1: Add Xero to Shopify

1. Use this link or search for the Xero Integration app through Shopify’s admin panel under the “App” section.
2. Click “Add app”.


3. Once redirected, at the bottom of the page click “Install app”.
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5. Wait just a few moments for the installation process to complete and then choose the plan you’d like to use. Choose either the Free Plan or the Starter Plan charged at $19.99 USD per month.
6. Accept the terms and conditions by clicking “Accept”.
7. And lastly, click “Connect now”.





Step 2: Enter Relevant Company and Tax Details

1. Once the installation process is complete, a pop-up window will appear. In this window enter your relevant company details and click “Allow access”.






2. This will open another window. In this window, select the Xero account you’d like to sync with Shopify.
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4. Next, enter any relevant payment settings that apply and create a new expense account if needed.
5. Once that is complete, enter any relevant tax settings.





Step 3: Finalize the Integration

1. Once all the relevant information and settings have been entered, simply click the “Complete setup” button.






2. You will now be able to see a “Launch Xero” button, click it to complete the integration and syncing process.





And that’s it! Congratulations, you’ve now connected your Shopify and Xero accounts.