To select the XERO accounting option, move the toggle at the top right so that it changes to orange.
The below two steps will appear. In Step 1. click the ‘Connect’ button to connect your shop to your Xero account.
The below two steps will appear. In Step 1. click the ‘Connect’ button to connect your shop to your Xero account.
You will be redirected to XERO to log in – enter your details and allow access.
Once you allow access, you will be able to choose a Xero account to connect your store to. To do this, select the drop down menu and click on the account you wish to use. Click ‘Save’ to apply your changes.
In order to start using this accounting integration, you will need an active order in your ‘New Orders’ tab.
If you have an active order:
- Go to ‘Orders’ in the main navigation
- Select the second tab ‘New orders’
- From the list, select the orders you want to push to Xero, or Select all
- At the top right of the screen, you will be given the option to select which Xero status you want to set the orders to: ‘Draft’, ‘Submitted’ or ‘Authorised’
- Once selected, click the ‘Export orders’ button which will push the selected orders to your Xero accounting platform
You will be taken to the Xero homepage – log in to manage the invoice in Xero.
