In this article, you will learn how to map my Shopify account to Xero accounts
Install our Xero Integration app here.
Map my Shopify account to Xero accounts
Under General Settings, select the accounts you want to associate with each category. Then click Save Settings
Please choose your account accordingly:
- Sales Account will be applied to Invoice Line Items’ Account
- Shipping Account will be applied to Shipping as an Invoice Line Item
- Discount Account will be applied to Discount as an Invoice Line Item
- Payments will go to Payment Account on Xero
Note: Tax rates mapped to these Accounts in Xero will be applied to Invoices
To check the tax rates: go to your Xero account, Accounting > Chart of Accounts > Edit Account > Tax
Tick the option Automatic sync if you want to sync your data automatically every 24-hours.