Connect Shopify to Xero, import Shopify Payments payouts, and post reconciliation-ready sales, fees, refunds, taxes, and deposits into Xero.
Answer the Shopify Xero integration question with a payout workflow, not a manual order export.
Turn Shopify Payments payouts into Xero entries that match the Xero bank feed.
Use your trial to prove one Shopify payout imports, posts, and reconciles before backfilling history.
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Shopify pays you in batches. Each deposit mixes sales, fees, refunds, and taxes, so it rarely matches your Xero books on its own. A Shopify payout covers sales, refunds, fees, and adjustments for a payout period. Taxomate imports the Shopify Payments payout and posts one summarized entry to Xero that matches the bank deposit. You skip the spreadsheet.
Connect your Shopify store. You approve access in Shopify. Taxomate then fetches your Shopify Payments payouts. It also handles orders paid through other gateways such as PayPal.
Connect Xero. You approve access and select the Xero organization to use.
Run Quick Setup to create default accounts in Xero, or pick accounts you already have. Then check the account and tax type for each category. You can change any mapping later. Taxomate does not post until the required mappings are set.
Open a Shopify payout in Taxomate. It shows sales, discounts, refunds, shipping, tax, and fees grouped by category, with the payout total.
Post the payout. Taxomate creates one summarized invoice in Xero, with lines grouped by category, SKU, or order based on your setting. A negative total posts as a bill instead. You choose the invoice status: Draft, Submitted, or Authorised. You can also turn on auto-post so new payouts post after the deposit date.
Match the posted invoice to the bank deposit in Xero. The invoice total is the payout total, so it lines up with the deposit. Xero only matches approved invoices, so approve a Draft or Submitted invoice first.
Taxomate groups each payout by category and posts them to the Xero accounts you map. The table lists the categories and where each one goes.
| Transaction type | Where it goes | Default account |
|---|---|---|
| Sales | Income account | Shopify Sales |
| Discounts | Income account | Shopify Sales |
| Shipping | Income account | Shopify Shipping |
| Refunds | Income account | Shopify Refunds |
| Tax | Liability account | Shopify Sales Tax Collected |
| Payment and selling fees | Expense account | Shopify Fees |
| Gateway transactions | Clearing account | Shopify Clearing Account |
| Gift card liabilities | Liability account | Shopify Gift Card Liabilities |
| Carried balance | Asset account | Shopify Carried Balances |
Plans start at $14/month for one sales channel with up to 200 orders a month. Every plan has a 14-day free trial. See pricing.
If you want Shopify sales and fees to reconcile to your Xero bank feed, confirm that the workflow imports a Shopify Payments payout, creates a clear Xero summary, and matches the deposit.
Start with the Shopify Payments payout, import the related sales, fees, refunds, taxes, and adjustments, then review the summarized Xero entry before posting.
Yes, if the workflow uses the payout as the control total and posts a summarized entry that can be matched against the bank deposit in Xero.
Use one recent Shopify Payments payout as the activation test. The workflow is ready to scale when the first import, first successful post, and bank reconciliation all line up.
First-post proof
Before you move months of Shopify history, use one representative Shopify Payments payout to verify that sales, discounts, refunds, fees, taxes, and the net deposit post cleanly into Xero.
Reconciliation playbook
The goal is a Xero entry that matches the bank feed. Taxomate builds that entry from the Shopify Payments payout, not from a raw order export.
Import the Shopify Payments payout and summarize the connected orders, discounts, refunds, fees, tax, and adjustments around the net deposit.
Review the Xero posting summary before sending it, with sales, fees, refunds, discounts, taxes, and clearing entries separated for cleaner reconciliation.
Start with one representative Shopify payout and confirm the first successful Xero post matches the bank deposit before importing older Shopify history.
Activation checklist
Comparing ecommerce accounting tools?
See how A2X, Link My Books, and Taxomate compare for this exact Shopify to Xero payout workflow before you test your first import and post.
Exhausted from constantly grappling with the intricacies of manual data entry? Fed up with the time-consuming tasks and the ever-lingering possibility of human error? With our automated system, you can say goodbye to the tedious task of manually handling your financial data.
Taxomate turns each Shopify payout into one summarized entry in Xero, so you match one entry to each deposit instead of copying payout reports by hand.
Sales, fees, refunds, shipping and tax post to the accounts you map, so your profit and loss report shows each one. Taxomate can also send summarized cost of goods sold (COGS) entries.
Each summary breaks the payout down into sales, refunds and fees, and its total equals the deposit. You can review it before it posts.
Taxomate turns your Shopify sales, fees and tax data into summarized entries that match your payouts in Xero.
No payout spreadsheets: Taxomate imports each Shopify payout for you, so you do not rebuild it from reports in a spreadsheet.
The same mappings every time: Every payout posts with the account mappings you set, so each fee and tax type lands in the same account each month.
Books that stay current: Turn on auto-post and new payouts post after their deposit date, without a manual step.
Tax kept separate: Tax collected on Shopify sales posts to its own account, separate from sales. Taxomate records the amounts; filing and tax advice stay with you or your accountant.
Getting started with Taxomate in 10 minutes or less.
Start a 14-day free trial. Creating an account takes a few minutes.
Connect your Shopify seller account and Xero. Each one asks you to approve access.
Run Quick Setup or pick your own accounts, then confirm the account and tax setting for each category. You can change any mapping later.
Review each Shopify summary and post it to Xero, or turn on auto-post so new payouts post after their deposit date.
Taxomate handles the payout bookkeeping for Shopify, so your time goes to checking the summary, not building it.
Book a free 1:1 onboarding call, or get help by email and video chat. Setup guides and help articles are in the help center.
You approve each connection in Shopify and Xero, set every account mapping, and can review each summary before it posts.
Plans start at $14/month for one sales channel with up to 200 orders a month, and the Multi-channel plan has no channel limit. Every plan has a 14-day free trial.
Taxomate is an automated cloud-based accounting software designed to simplify the bookkeeping process for Amazon, eBay, Etsy, Walmart, and Shopify sellers. It imports Shopify payouts and posts summarized sales, fees, refunds and taxes to QuickBooks Online or Xero, so you do less manual entry.
Taxomate connects to your Shopify account to fetch transaction details such as sales, refunds, and fees. It then processes these transactions and automatically posts them as summarized entries into Xero that match your Shopify payout reports, so each entry matches its deposit.
No, Taxomate does not charge extra fees for connecting multiple Shopify accounts or for importing historical data. Our pricing plans are designed to offer flexibility and scalability, allowing you to add as many accounts as you need without additional costs. Taxomate can import as much historical data as allowed by each sales channel.
Taxomate provides its users with a range of support options and resources. This includes email support, 1:1 video chat support, comprehensive guides, video tutorials, and a knowledge base filled with helpful articles. These resources are designed to help users navigate the software, from setup to advanced features, ensuring a smooth experience.
Start your free trial today and see how Taxomate can transform your ecommerce accounting.
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