After you have installed the app from our website or the app store, you should see a page that allows you to set up both connections. In the following screenshots, we will use MYOB AccountRight as the example accounting system; however, the setup for the Xero and other accounting softwares is extremely similar.
Connections setup for Xero
To connect your Shopify store, click the "Connect" button next to Shopify. This will open a pop-up that allows you to set up your store by entering your myshopify.com account name.
To find your myshopify account, look at the store URL when you first open your store's dashboard. For example, the account name of the store shown below is "myob-tester-store". Enter that information into the screen to proceed.
Then, click "Continue". This will redirect you to your Shopify Partners Account, where you will be asked to confirm the install. Scroll to the bottom and select "Install".
To connect your MYOB AccountRight account, click the MYOB "Connect" button. Next, sign in to your MYOB account, using the login information you use to access your MYOB AccountRight data.
On the next screen, you will be prompted with a dropdown menu to select your "Company file". Your company file contains all business data including transactions and contact details. If you use the same MYOB account, the company file should automatically appear. If not, read this article for a full guide on creating a company file in MYOB. If you are using linked accounts, then you can leave the user name and password fields empty.
To connect your Xero account, click the "Connect" button next to Xero. Next, sign in to your Xero account. You will be asked to allow access to your accounting information. Please confirm access in order to continue.
Next, you will be able to select a plan for the integration solution. You can pick a plan based on the number of orders your shop has each month. If you're not sure, you can also click on Skip Plan Selection to continue with the setup and upgrade to a plan at a later time!
Once the connection is installed, you will be brought to the app dashboard, with four workflows available to setup.
Invoice Sync: This workflow enables synchronization between your orders, payments, and fees between your Shopify store and your accounting system. You can control which types of orders are synced and apply further custom settings outlined in more detail on the Invoice Sync page.
To turn on a workflow, you will need to complete all settings. Click on the Edit button on the right of each workflow to see the configuration options. After you have saved the workflow settings, you can click on the toggle to turn it on.
Once all workflows are completed, click "Turn Auto Sync On", and enter the Integration start date to sync all data between Shopify and your accounting system. To set a certain sync date, select "Configure", and select a start date.
Once synced, the workflows will run once every hour.