Xero Accounting Sync

What it does

Xero Accounting Sync sends the orders of your store to Xero, the cloud accounting software used by many small businesses in the United Kingdom, Australia and New Zealand. You connect your own Xero app and your own organisation, so your order data goes straight from your store to Xero. It is made for stores that file VAT or GST returns from Xero, including Making Tax Digital submissions made from Xero, and for owners and accountants who re-key web orders.

How it works

Create an app in the Xero developer portal, enter its client ID and secret, press Connect to Xero and choose the organisation. Try it on the Xero Demo Company first. Map the sales, shipping and discount accounts, a bank account for each payment method and a tax type for each tax. When an order reaches the invoice status the invoice is booked; at the payment status the payment is recorded against your bank account; at the refund status a credit note is created and applied or paid back. Cron runs the queue.

Features

• Connects with your own Xero app (OAuth 2.0), organisation chosen after sign-in, the connection renews itself
• Contacts found by e-mail address or created, sales invoices with one line per product, shipping and order discount lines
• Account codes, a tax type per tax and a bank account per payment method, tax amounts taken from the order
• Payments recorded against the invoice, credit notes for refunds applied or paid back from the bank account
• Draft or approved invoices, invoice number prefix, due days, start date for syncing, optional Xero items from product codes
• Safe to repeat: idempotency keys, no document is booked twice, rate limits respected
• Job queue with automatic retries and a log with filters and CSV export, works with cron
• Credentials and tokens stored encrypted, test mode for the Xero Demo Company
• Multi-Vendor: the marketplace owner books all vendor orders

What you get

Compatibility

We list only the builds we install and test on. “Tested” means the full test plan was run on that build; “Supported” means the build is inside the supported range and uses the same hooks.

Requirements