Xero WooCommerce for Business

$49.00 / year

Keep your WooCommerce powered online business account maintained on the go with Xero for Business.

Make your accounts and financial process free-flowing by integrating your Xero accounting system with WooCommerce.

Account maintenance is at the heart of every business to be profitable. For online businesses, it is crucial to maintain finances by integrating your eCommerce site with reliable, easy to use and efficient accounting software to keep up with your needs. Xero is amongst the best cloud-based accounting software options for small and medium-sized businesses that will provide all that you need.

Xero WooCommerce for Business will help you communicate with your Xero account seamlessly. We have built the product in a way that will help merchants conveniently sync products, customers, taxes, payment methods and inventory between Xero and their Woo-powered online store. It can automatically create invoices as soon as customers place orders.

Features

Xero WooCommerce for Business has the following main features:

Authentication made easy

Connecting the Xero account is clicks away. Simply navigate to the settings tab of Xero WooCommerce for Business and click on validate access. Add your Xero account credentials and authenticate. You’re now connected to your Xero account. Simply click on Reload Lists and sync all of the accounts and tax rates from Xero to WooCommerce.

Invoice Sync Status

Merchants can see the status of their invoices from within their WooCommerce Orders listing page. They can see whether the status of their order is sync’d, not sync’d, sync’d and paid, or sync’d and unpaid under the Xero Sync Status. Merchants can also check detailed changes in the Edit order tab under Order notes.

Tax Mapping

Merchants can map Taxes available in WooCommerce to related taxes in their Xero accounting software. Navigate to tax settings, enable tax mapping and assign WooCommerce taxes to related taxes in your Xero account.

Payment Methods Mapping

Merchants can also conveniently map their payment methods available within their store to their Xero accounts. Visit the Payment method mapping tab in our plugin’s setting and map payment methods to the relevant accounts seamlessly.

Sync Customers, Products, Inventory and Categories to Xero account

Xero WooCommerce for Business can sync products, customers, categories and stock between Xero and WooCommerce. When a merchant receives an order, it will sync the customer, product, category and inventory of the product if it does not already exist within Xero accounts. Merchants can also manually do this from the Xero Integration settings tab.

Individually select Xero account and Tax Rate for every Product

With Xero WooCommerce for Business, merchants can individually select accounts and tax rates from within the WooCommerce edit product section. For merchants who want to categorise products and tax rates for different types of products in different accounts in their Xero Accounting software, this feature will help them achieve that easily.

 

Benefits

Xero is among the leading accounting systems globally and has expanded rapidly in the past twelve years. Xero WooCommerce for Business is designed to keep accounting simple and easy to use for ecomm store owners. It will help merchants to easily manage their inventory and financial transactions from both WooCommerce and Xero without making changes to any of their existing taxes and payment methods in their WooCommerce store. You’ll have complete data of orders from the customer name to the shipping cost in your Xero account. The usability features of this plugin definitely simplify your ecommerce accounting.

Xero WooCommerce for Business has efficient and simple usability features. Merchants can conveniently create and update products, categories, invoices, customers, taxes, pricing and inventory from their WooCommerce store to their Xero accounting system.

Requirements

Minimum PHP version: 5.6
Minimum WooCommerce Version: 3.0.0
Minimum WordPress Version: 4.6

 

At Woocommerce.opmc.com.au, we want to ensure that you are 100% happy with your purchase.

  • If you have technical or sales queries, do not hesitate get in touch with us
  • If after you attempted to resolve issues with Support staff and feel the product(s) you purchased does/do not the best fit your requirements, we want to make things right.

Our policy offers a full refund within 30 days of your date of purchase. We’d love to know what went wrong and how we can improve, so please include details about the reason for your refund request if you reach out to us directly.

Woocommerce.opmc.com.au and our payment process submit the refund immediately and make every attempt to process the refund as quickly as possible. Your financial institution can take up to 20 days for the refund to reflect in your bank account/card.

Xero WooCommerce for Business

Installation

  • Download the .zip file.
  • Go to: WordPress Admin > Plugins > Add New 
  • Upload Plugin with the file you downloaded with Choose File.
  • Install Now and Activate the extension.

Setup and Configuration

To set up your store with Xero for Business:

Upon Activation click on the WooCommerce Xero Account notice to navigate to the settings

or

  • Go to: WooCommerce > Settings > Integration > Xero for Business
  • Navigate to Settings tab
  • Click Validate Access.

  • You'll be redirected to connect your Xero account. Enter your credentials to log in.
  • Select you organisation you want to connect with and click Continue
  • Click Authenticate
  • You'll get a success message and then click on Return to plugin page button
  • Xero Tenant list will load the Xero organisations.
  • Select your Organisation and Save changes.
  •  Now click reload list to load Inventory, Cost of Goods and Sales account
  • Select account types of your preference and click Save changes.
  • Initial Setup is done here. Now, go to Tax Settings tab for Xero tax rate settings

 

Tax Settings

Click Sync tax rates and then save changes to sync valid tax rates from woo to Xero and save changes.

Navigate to Tax Settings again, enable Tax Rate Mapping, map taxes from Woo to Xero and save changes.

Go to Settings Tab, select your default Xero tax rate, and save changes.

 

 

Payment Method Mapping

To map Payment methods go to Payment Method Mapping tab and enable Payment method mapping and save changes.

Now map WooCommerce Payment method to Xero Bank Account and save changes.

Your Xero for Business plugin's setup is Complete.

Usage

How to Sync products and Categories to Xero?

Go to: WooCommerce > Settings > Integration > Xero for Business and navigate to Settings tab click Export All products to Xero to export products and click Export All categories to Xero for exporting categories.

How are invoices created in Xero?

After setting up Xero for Business, when an order is made from a customer, the plugin will automatically create an invoice into your Xero accounting software. All the changes and information for the order is shown under edit order under order notes.

 

How would I know which order is synced and which order is not?

Xero Sync Status can be seen in order menu.

 

What Should I do if I want to track Inventory from Xero?

Enable Track Inventory Item in Xero from Xero for Business Settings tab to track inventory from your Xero accounting software.

 

 

 

 

 

 

 

By purchasing the Xero WooCommerce for Business plugin, you will be able to gain access to a downloadable .zip file. When you purchase this plugin, you are assigned an account and license key. This gives you access to one year of premium support and updates.  

Basic Setup:

  1. Purchase the Xero for Business to get started.
  2. Download the .zip file to your device.
  3. On your website, Go to: WordPress Admin > Plugins > Add New to upload the file you downloaded with Choose File.
  4. Activate the plugin in Plugins > Installed Plugins.
If you have a question about our Xero for Business plugin, please feel free to contact our support team.

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Xero WooCommerce for Business
$49.00 / year