XERO Integration by Bold

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Shopify Xero Sync using the Bold App

Tracy I'm from an accounting firm called,cloud counting were based in Brisbane,Queensland and we specialize in,e-commerce clients only so we support,you with bookkeeping training and zero,support and also tax returns all around,the e-commerce space and today I'd like,to take you through a short video to,explain to you how to connect your,Shopify file with your Xero file and,there are lots of options on offer in,fact if you go to the Shopify add-on,space and you type in Xero you can see,that you've got lots and lots of choices,and it can be quite overwhelming to,understand how this is going to work so,the two that we we tend to like the most,is either integrating using a zero,integration by bold or a 2x and,generally speaking for small Shopify,stores ie five to ten orders or less a,day,this bold integration could work pretty,well for you for larger e-commerce,environments where you've got more than,10 orders a day we would recommend you,consider this a 2x and just while I'm on,the topic we would not recommend,integrating between your inventory,product in Xero but you can absolutely,integrate between Shopify and your,inventory products so we'll do some,separate videos on that right so back,over here we've done a Shopify store,it's called Tracy's terrific toys it's a,small environment that's taking less,than ten orders a day you can see if we,go down here to our analytics and then,our reports and we take a look at our,finance reports how things are paid for,so you can see quickly here for the,month today we've received things up,using three different payment methods,one is after pay one is credit card and,one is PayPal that's a really great,starting point to understand how things,are going to come into Xero is,understand the payment gateways that,your Shopify store is accepting because,ultimately we have to then group things,in these same groupings so we can do the,match down on the Xero side now on the,Xero side we've got Tracey's terrific,toy at zero file and we have two bank,accounts here our business bank account,and our paper,account and are after pay and our credit,card get deposited to our business bank,account and our PayPal gets deposited,into our PayPal account so back over,here in Shopify if we take a look at,this integration let me go down here to,apps and we open up this zero widget,that we've installed for the bold app,and keep in mind this bold app is free,for less than 30 orders a month and over,that level they start to charge you so,if you set up a free plan and you go,over the 30 orders a month the sync will,stop and you'll get an email from bold,saying pay me some money and then you,can make a call as to whether you want,to continue using this type of,integration or not so you can see that,you can enable your auto export and that,means each day just after midnight all,of your sales from the current day will,get synced into zero so we'll be here on,this ero side you can find those sales,by going to sales over Miu and don't get,thro

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Ninox Integration - Xero (Accounting software)

all right cool so let's go a little,further with Thomas hi Thomas,I am hi cool yet Thomas will show us,like integration with X arrow,it's a accounting software for UK right,yeah and I think it's actually born out,of New Zealand yeah okay alright I'll,just jump in sham screen cool cool so,hopefully in everyone now can see a,scenario they've got all very clear,beautiful so because what we're gonna do,in this one I'm not going to go through,and create every part but I'm gonna give,an overview of what we've got set up,here what it looks like in Linux and,then lastly what it also looks like in,Xero and so for anyone who's not go to 0,before zero is a currency package just,like QuickBooks and what we're doing,here for 0 can be done exactly the same,with QuickBooks and I'm just literally,imagine each of these modules being a,QuickBooks module instead of a 0 on so,that's the first point just kind of want,to stress and and what I kind of find,useful is to actually start at the end,and kind of think about where is what is,you I do sorry with 0 on what the data,is that the 0 is going to be looking for,I'm so in this scenario what we're,actually doing is we're creating an,invoice in Linux and then we're going to,pass it through to 0 and then we're,going to post it as an invoice in 0,quickly jump into Linux so this is an,invoice in sable I've got so many Knox,database I've got the reference numbers,up here and it's got on a mound invoice,date and a due date and then we're going,to pass that on to Integra mat and then,it's going to pass it in to zero and,this is zero accounts package here and,this is the invoice that we just walked,out and so you can see it brings through,the customer name,bags so now jump back into it and circle,back and the reason why I say started we,just click on the module which is,creating an invoice and when it loads up,one of the things that it asks for is a,contact ID so what this actually getting,at is the actual ID number in zero for,that contact because it's looking for,the number to be able to assign its,invoice to it so if it doesn't have the,actual ID number then it can't create an,invoice so that's one thing to bear in,mind that you're gonna need to pass to,this module in order to get it to work,open than that it gives you an,opportunity to see what other fields,bathroom so like the invoice reference,debate it was invoice when it was two if,it's got an invoice number as well and,that's why I'm just gonna move forward,to this module here let's search for a,contact so this is what we need to have,at the beginning to be able to search,our zero and then it's going to return,an idea used to create an invoice or,what you'll see here as our picture,before we can use filters so this strand,here is gonna create an invoice if the,customer exists where is this strand,here it doesn't exist it's going to,create a contact and then it's going to,create the invoice so I'll just show you,what these filters look like so you can,see it's a simple

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Xero: How to connect Xero to a Stripe account

in this video we're going to cover how,to connect a stripe account to your Xero,account firstly you will need a stripe,account before you can do this and,that's a fast and easy process to go to,their website sign up and you need to,connect it to your bank account and be,verified it's a fairly quick process you,should be up and running with stripe,within a couple of days if you're not,sure what stripe is it's a credit card,processor for you online allowing you to,accept cards from any customer you'll be,charged a flat rate wherever the payment,comes from anywhere in the world and you,can automatically set it up so that,payments go into your bank account on a,rolling basis so once we have our stripe,account and verified and ready to go we,can log in to Azure account and go over,to our company name here and look for,settings and then we want payment,services and in this scenario here you,can see I have already setup stripe and,PayPal for this account but what you'll,do coming in is you need to click add a,payment service and then choose stripe,and then here you'll put in your name,that you want to appear on the credit,card statement and by default Visa and,MasterCard are ticked as options to pay,by stripe and then you can choose if you,want to have these as options or not,depending if your country you can accept,those then you choose the bank account,where you want this to go to in your,zero so you'll have accounts here that,you can choose from so that's your,deposit count for sales for example,automate your fees this means that the,fees that stripe will charge you can,have them automatically go to the,account for bank fees for example and,you can also charge your customer,processing fee when you click this,button you can see here that you can,nominate an amount that you want to,charge the customer so that they are,covering your processing fees,and you need to know whether that is,legal in your country to pass on those,some countries it's fine to just pass on,the exact amount without any extra and,then from there you'll click connect to,stripe and when you're when you're ready,to do this you should have already been,logged in in another tab to your stripe,account and when you click this it's,going to go and open that and,automatically connect with your stripe,account and that's it that's how you are,already connected to stripe the next,step is to make sure that stripe is,enabled on your invoice settings so you,just go up to here and we go to settings,again and choose invoice settings and,then when you edit an invoice template,that you have set up you just need to,make sure in credit card here that,you've chosen a credit card option here,that we'd set up so that now when you,send your invoices you'll have these,payment options here to pay by Visa,MasterCard American Express and if,you've also connected PayPal that will,appear here too and customers can click,this view and pay online by those,methods and because you've connected,your stripe account an

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Xero Integration with Benchworks Inventory

in this video you will learn how to,integrate the zero accounting software,with bench works inventory so when you,log in you'll go to my profile and then,click on tools and at the bottom you,will see Xero accounting invoices and,this one I already have checked but,you'll check this and then the second,option where there's also a checkbox is,to create the cost of goods sold,adjustment but only turn that on only,check that box if in zero you record all,of your inventory purchases to inventory,asset and in bench works that you have,your enable materials inventory tracking,turned on which you can don't do but by,editing this page and that once that's,turned on that you have all of your,materials inventory added as recipes for,your finished goods and bench works,because otherwise that option will not,work so again you have to have inventory,assets and Xero as all of your purchases,because it's going to make the,adjustment from inventory asset to cost,of goods sold based on the materials,that you have mapped to the finished,good and bench works so once you decide,if you have want that turned on or not,click configure Xero accounts and it's,optional you don't have to have that,second a second option turned on you,don't have to have materials enabled in,venture exciter you'll go to the,integrations it'll automatically take,you there and connect to 0 and allow,access to your Xero company and like I,said I already had this one map so it's,automatically pulling them but you will,select it's it's going to import the,type of accounts that need to be,selected and so you will choose from,those currently we are only able to map,to one revenue account so if the,majority are retail and you have,different types of sales accounts you,might only have one sales account and,that is fine if you do have them split,like I'm showing here you'll select the,one that you use for the majority and,then you can go,I can edit it very easily so if you,mainly do wholesale sales through bench,works and consignment select your,wholesale sales account or just any,general sales account that you have and,then if you have this second option for,the cost of goods sold inventory,adjustment turned on then you will also,be selecting where you are going to be,moving that cost from and to and so if,you're recording the purchases and zero,to inventory assets you might just have,one inventory account that you'll select,that one and then for cost of goods sold,it's going to import your cost of goods,sold options and you can just select a,general cost of goods sold account and,click OK and if you ever need to,disconnect it or want to remap you can,do both of those things from this,integrations page and in your orders,once you have generated an invoice,you'll have this extra button come up,that says sync with Xero and that will,send over that invoice to zero so once,that order is synced the sync button,then converts to the invoice number in,Xero,so you can click on that and it will,take you to the

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Reconcile your Stripe feed in Xero | Xero

(soft music),- The Stripe feed is a bank feed in Xero,that shows transaction level detail of each Stripe payment,for easy reconciliation.,Every time Stripe pays a lump sum payout,for the day's transactions,,that Stripe feed will have transactions for both the payout,and the individual payments that make up the payout.,The Stripe feed can be used for both scenarios,where you take online payments,through Stripe using Xero invoices with surcharging,or without surcharging,or payments that occur outside of Xero.,For example, you use Stripe on your e-commerce platform.,In this video, we'll do a deep dive into all scenarios,and the best way to reconcile it in Xero.,If you are using Stripe to take online payments,for Xero invoices, you need to check your payment,service settings to ensure you can reconcile it correctly.,In Xero, click on the organisation dropdown, Settings,and Payment services.,Since we have already set up Stripe as a payment service,,let's click edit and service details.,After you have set up your Stripe direct feed,,you will have the option to choose Stripe feed,as the payment account.,If you need more information,on how to set up your Stripe feed,,do check out Xero Central for more information.,Let's first look at how to reconcile a Xero invoice,paid via Stripe.,We will go through the reconciliation process,for both invoices with or without surcharging.,Here's an invoice that I prepared earlier,which in this demo will be in US dollars,and my customer has paid it using a credit card.,Under history and notes,,it shows that a transaction fee has been reimbursed,and there's a link to the transaction created by Xero.,Once the invoice is paid,,Xero will create three transactions in the Stripe feed,under account transactions.,The first relates to the invoice amount,,the other received money transaction relates,to the processing fee you charge the customer,,which is 2.95% of the invoice,and the spend money fee relates to Stripe's fee.,In the reconcile tab,,the Stripe feed will reflect two incoming statement lines,for each invoice paid.,The first statement line represents the total value,of the payment which the invoice amount,plus the surcharge amount.,And the second statement line,represents the processing fee charged by Stripe.,Since Xero creates three transactions,being the payment of invoice,,receive money for the surcharge,and the spend money for the processing fee,and the Stripe feed only imports two statement lines.,You will need to use find the match,to reconcile the transactions.,The first statement line in the Stripe feed,includes both the invoice amount,and the processing fee charge.,Let's find the match by clicking on match,,and you can use the payment reference,to search for the relevant transactions.,Tick both transactions,,check that the amount matches and click reconcile.,The second statement line in the Stripe feed,relates to the actual fee charged by Stripe.,The transaction is automatically matched.,However,,you can still ch

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How to Integrate Shopify with Xero

hello guys my name is matu and in,today's video i'm going to show you how,you can integrate shopify,with xero first things first we have to,create ourselves an account,at shopify.com or login to existing,account,once we do that we'll soon find out on,the left sidebar,you can also make some integrations but,unfortunately,we won't be able to make this shopify,with zero integration,so we are going to need to use third,party app,in our case it will be automate.eo i,will leave the link in the description,underneath this video,and once we are here we want to go to,integrations,on top corner of our screen and go to,see all categories,once you're in here we have to,write down name of the first app which,in our case,will be shopify,now as the shopify is integrated let's,pick the counterpart which will be xero,as you can see automate that eo is,greeting us with some popular,integrations,they are already pre-made for us but,if we won't be able to find the one that,we are looking for,keep scrolling down so you can create,your own integration,just remember on the left side,underneath the triggers you want to,start with the shopify first,in this case let's go with the first,option,but there's a many more to pick from,on the opposite side underneath the,actions you want to go,and pick xero,also not the first one i'm going with,the first ones just to show you,but any one that you need,all we have to do now is to hit try it,now button,and we'll get redirected to login or,register page,and as you can see that's the last thing,you have to do once you log in,you are good to go with that integration,your integration is basically finished,the,next app that we can use is zapier.com,which is very similar app to automate.eo,once we're in here uh once we're in here,we need to create ourselves an account,as well go to the top left corner,to create this app,same as at automate we want to start,with the trigger,so the trigger will be shopify now we,need the,first now we need the first trigger,event so i'm sticking with,the first one now we have to login to,the account,at shopify continue and now we can test,our trigger,on the second action though we want to,go,with xero action event,same as at uh automate we have to pick,it manually,continue and the last thing is we have,to login to xero,so that's about it thanks for watching,and see you on the next video

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Shopify Xero | Shopify Xero Integration

hey what's going on I hope you are,having an awesome day and if you're,looking for a Shopify review if you have,a lot of questions if you wanna know,about the features and benefits or if,it's going to be perfect for you then,this video is where you need to be right,now now before we begin I just want to,let you know I put a link down below and,that's gonna be the first thing I,addressed because there was a lot of,questions about trials whether it's for,one two months or three months or maybe,it was 30 45 60 or 90 days you can,actually get started today it's going to,be a 14-day free trial I'm actually,gonna walk you through that as we get,going in the video but either way you've,got nothing to lose if you click that,link down below you're gonna get taken,to a page pretty much similar to what,you're looking at now all you got to do,is enter your email address you can,answer some questions and that's going,to allow you to get started as fast as,possible just so they know your,experience and how to get you set up,really quickly okay so what I did I,actually went through and just used a,different email started with a new,account so you can kind of get a good,idea of what it's going to be like when,you get started today all right aside,from that that's basically the trial,people asked if there's any coupons or,discounts when it comes to using Shopify,in terms of getting started there isn't,because you get to get started for free,however there is the ability to you know,use coupons and discounts when you're in,your store I'll get to that little later,okay,so aside from that we pretty much got,the whole trial thing out of the way,next is going to be the pricing I know,there are a lot of questions about the,pricing all right there's the basic,there Shopify and advanced Shopify,alright starting at $29 a month then you,have $79 a month and then you have $299,a month it's really gonna be greatly,dependent upon you know how high you're,gonna be scaling how much volume you're,gonna be doing there's also Shopify Plus,where this is if you have a very large,business and you're doing high-volume,then there's Shopify Lite where of,course you can sell on Facebook and chat,with your customers on messenger that's,the reason why it's light definitely a,much later version either way I'd,recommend getting started just with your,free trial you can always you know,choose your plan from that on okay next,there was a frequently asked questions,when it comes to the payment gateways,like you know how do you get paid what,do you use to charge people they do have,over 70 payment gateways to accept which,is awesome the popular ones of course,PayPal stripe authorized that net to,check out first at,of course Amazon Payments there's many,more below okay I'm not going to go,through all those those are the major,ones as long as you can use at least one,of those oh you're gonna be good to go,okay so aside from that we do have,basically using the buy buttons there,were a lot of questio

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How To Integrate Shopify With Xero - How To Create Invoices In Xero By Shopify

hey everybody my name is marcus and in,this video i'm going to show simple way,how you can integrate shopify and x0,so let's start the first thing you want,to do is just scroll down below to the,description and click on the link,when you will do it let's just go to the,site you will get on this site called,automated idea,ultimate idea is a really good website,for connecting multiple apps together,and what you want to do is go to right,top corner to sign up,you want to sign into gmail facebook or,normal mail it's really up to you,and then you're gonna see here bots,right and when you're gonna see all bots,you just wanna simply click here create,a bot,and then you're gonna select a trigger,application and this is like,when something will happen on shopify,you need to also authorize those apps,it's safe,so when there is going to be a new order,we are going to go to xero,and we just need to authorize sarah also,give it a second,so when there is going to be a new order,i'll just log into x0 and i will,authorize it,allow access,save in x0,we will add or update the content add a,payment,add a bill add a sales invoice,or update an invoice or add credit note,then you can really choose,uh how you can do it on what you can do,right so we can,make like i don't know,add or update a contact,so now we can go with the contact name,and you just like add here plus,first name,and now we are going to find custom last,name or we can go like this,and you just fill it like this okay,that's it,and you just need to fill everything,contact id,account number first name also primary,person,or you can like simple add a bill,or add a payment or write a sales,invoice,you need to also add a code here and you,need to set up your,zero so first we are going to do and we,are going to go,name again we will go to customer,first name,customer last name,email address you just added here,customer email address or contact email,address,then you just add here the date the,currency currency url,line item code,any this is how you can set it up so you,can really choose which one you actually,want and what kind of,what do you actually want so you can go,also here and add your new paid order,let me show you and then you just like,click save and the trigger is on,new paid order so when there is going to,be a new order,we are going to search a contact,and based on that we can add,sales invoice,and yeah and this is pretty much it how,you do it now you just like add what you,need to like here,in everything contact id contact nemo,address invoice id,you can go it as order id and if,have a great day goodbye guys see ya

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Shopify + Xero | Setup Guide | Free Accounting Integration | Amaka

connect shopify with xero and automate the data entry for sales cost of goods sold and more ,each day the integration syncs an invoice to summarize the shopify transactions giving you ,complete visibility of your total sales and the payments you receive from various payment methods,reconciling shopify deposits has been made easy with payout details ,also synced to match the deposits,start the integration setup via app.amacad.io ,you can create a new account log in to an existing account or log in with xero,enter the selections accordingly for country and business type ,create a new integration and from the list select shopify xero,authorize the requested permissions by connecting your shopify account,and connect your xero account select the file you would like to use then save and continue ,proceed with express setup for free and the integration will ,automatically create default accounts and preset mapping ,upgrade to a premium subscription to access the full customization options and features ,the premium subscription allows you to enable multiple locations create up to 10 integrations ,and access business trackers other features include selecting an invoice format grouping sales ,by product or location and applying customized mapping for accounts payment types and tax types,we recommend proceeding with the express setup so that the integration will create all necessary ,accounts and apply preset mapping here's the preset mapping for the shopify transaction times,with premium you can customize the mapping and use existing accounts in xero you also have the ,option to change the invoice format to categorize and group the sales by product or by location,you can map a revenue account for each product otherwise the integration will use the sales ,mapping as fullback accounts if you wish to track sales for each location or product ,using tracking categories you may create the tracking categories and tracking options in xero ,activate the tracking category option and proceed with the mapping ,map your payment types to the corresponding clearing accounts in xero so that when you ,reconcile your bank account you can then allocate the deposits to the relevant clearing account ,shopify deposits will automatically match to bank transfer transactions and you only ,have to click ok to accept the matches if you enable the synchronization of cost of goods ,sold module in features you need to map the cost of goods sold account and the inventory account ,the integration will then automatically create a journal entry for the product sold,set the scheduler from the date when you would like your transactions to feed into xero ,by default the sync covers the sales from 3 am to 3 am the next day scheduling the sync after ,trading hours allows the integration to capture all sales transactions from the previous trading ,day backdating the sync allows the integration to start syncing the data within a few minute

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Synchronise With Xero - HireHop Equipment Rental Software

how to synchronize with xero,navigating to settings from the home,page and entering admin mode,click on the accounting tab begin by,editing the default tax groups or adding,new ones,these groups describe the type of tax,such as standard vat,or fuel tax we will assign the actual,percentages,later next amend or add to the default,nominal groups,these groups relate to the actual codes,which will be assigned a little later,in this example i am adding two extra,nominal groups,higher of equipment and sales of,equipment which both relate to revenue,the next step is to set up a new,accounting package,select xero and enter invoice credit,note and purchase order prefixes,along with the next number for each of,these options if required,alternatively leave blank and click on,next to proceed,clicking on synchronize will open an,authentication screen in a new tab,sign in to xero if you are not already,and select the correct,organization to synchronize with before,clicking allow access,bank accounts and nominal codes will be,brought into higher hop with the,suggested defaults showing in bold,select and edit a bank account or,nominal code to amend the defaults,you can also edit the names if you would,like for nominal codes there must be a,default for revenue,and for expenses select and delete any,nominal codes or bank accounts that are,unused,click next and synchronize again to,bring in the tax codes,in this case uk vat select and delete,any that are not used,once again edit to rename of that code,or amend the defaults,there must be a default for revenue and,for expenses,finally click next in synchronize to,bring in contacts,if you have existing contacts in the,hirehop address book you can select an,imported contact,click edit and choose an existing,contact to merge into,it would also be useful to select and,delete all contacts not required in,hirehop,to declutter your address book importing,the address book is not compulsory,clicking save will create the new,accounting package,and the three assign buttons on the page,will now flash,first ensure the accounting package is,assigned to your depot,if you run multiple depots you can set a,different accounting package for each,depot,or just set one default moving on to tax,groups,assign the imported tax codes to the,relevant group,choose from the drop down list which,will show the imported codes from the,accounting package assigned,to the depot,finally assign the relevant imported,nominal codes to your nominal groups,from the drop-down list,this completes the setup process,for items not following the default tax,or nominal codes,you will now be able to set the assigned,tax and nominal codes to items in higher,sales and labour management this is also,the case for custom items on jobs,as well as on items in invoices purchase,orders and credit notes,now that the sync has been set up,invoices purchase orders and credit,notes will instantly appear in xero as,soon as they are approved,unless the buffer transactions option,w

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