Xero + Shopify: Automated Ecommerce Accounting

Sync Shopify orders to Xero invoices and reconcile payments automatically.

Shopify processes your online sales. Xero manages your books. Without automation, reconciling hundreds of orders weekly is a nightmare. Neotask bridges the gap.

Order-to-Invoice Sync

Every Shopify order creates a corresponding Xero invoice.

Payment Reconciliation

Match Shopify payouts to Xero bank transactions automatically.

Tax Mapping Automation

Shopify tax rates map to the correct Xero tax codes.

What You Can Automate

Order Invoice Generation

Create Xero invoices automatically from every completed Shopify order.

Payout Reconciliation

Match Shopify payment deposits to corresponding Xero bank entries daily.

Refund Credit Notes

Generate Xero credit notes when Shopify refunds are processed.

Inventory Cost Sync

Update Xero cost of goods sold when Shopify records product sales.

Multi-Currency Handling

Convert Shopify international orders to Xero entries in the correct currency.

How It Works

Connect Xero and Shopify

Link both accounts to Neotask with OAuth credentials.

Map your accounts

Define how Shopify order data maps to Xero chart of accounts.

Transactions sync automatically

Orders, payments, and refunds flow between systems.

Capabilities

Xero Action Shopify Action Use Case
Create invoice Read order Order posting
Match payment Read payout Reconciliation
Create credit note Read refund Refund handling
Update COGS Read inventory Cost tracking
Convert currency Read order currency Multi-currency

Xero Shopify Integration

Ecommerce businesses generate high transaction volumes. Manually entering Shopify orders into Xero accounting software is unsustainable at scale.

Why Connect Xero and Shopify

Neotask syncs every transaction between your storefront and your accounting system.

Key advantages:

Scale Your Ecommerce Accounting

The Xero Shopify integration handles thousands of transactions daily. Neotask manages the data mapping so your accounting team closes books faster.

Try Asking Neotask

Pro Tips

Tip

Map Shopify product categories to Xero revenue accounts before enabling.

Tip

Run reconciliation daily to catch payment discrepancies early.

Tip

Use separate Xero tracking categories for each Shopify sales channel.

Frequently Asked Questions

Does this handle Shopify's multi-currency orders?

Yes. Neotask converts Shopify order currencies to your Xero base currency using current exchange rates.

How are Shopify fees handled?

Payment processing fees can be posted as a Xero expense automatically.

Can I sync historical orders?

Yes. Neotask can backfill past Shopify orders into Xero during initial setup.

What about Shopify POS orders?

Both online and POS orders sync to Xero with the same automation.

Automate Your Shopify Bookkeeping in Xero

Let Neotask sync every order, payment, and refund between Shopify and Xero.

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Plans

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