Automatic invoicesOrders imported as accounts receivable invoices.
Optional paymentsApply payments automatically, configurable per payment method.
Items supportMatch SKUs to items and create missing items as needed.
Live Inventory Sync*Available for syncing inventory changes in Xero back to Shopify.
Tracked Item Manager*Available for creating or updating product variants in Xero from Shopify.
Credit notesGenerate credit notes for returns when enabled.
Tax readyVAT, GST and Sales Tax are supported.
Making Tax DigitalDigital sales records stay up to date in Xero, ready for MTD in the UK.
Multi-currencySupported wherever it is available in the connected apps.
* These Add-Ons have additional fees
Why integrate Shopify with Xero?
If you currently spend time entering online sales into Xero, CarryTheOne replaces that manual work with an automated, configurable connector.
Once set up, new orders can appear in Xero quickly and consistently.
Save time: Reduce repetitive bookkeeping and focus on operations and growth.
Reduce errors: Consistent mapping of customers, taxes, line types, and references.
Inventory/items support: match order SKUs to Xero items, creating items when needed.
Optional credit notes for refunds/returns.
Import payment transaction fees into Xero (where supported).
Worldwide tax support (VAT, GST, PST, HST, Sales Tax, and more).
Making Tax Digital (MTD) ready: Xero supports HMRC's Making Tax Digital, and CarryTheOne automatically keeps the digital sales records it requires up to date (UK sellers).
Assign nominal codes/revenue accounts by line type (products, shipping, discount).
Set Xero tracking categories (where supported).
Support for both retail and wholesale store configurations.
Discounts/coupons/gift certificates supported.
Intelligent customer matching with automatic customer creation as needed.