WooCommerce and Xero Accounts Integration

Unlock the Power of Xero

Xero has 2m users and is growing at 40% compund per annum. It has overtaken QuickBooks as the leading accounting application for small-to-medium sized businesses. Access to it provides you with full control of your business:

• Get accurate accounts and balances.
• Management and control inventory
• Get weekly sales analysis and reporting
• Do real-time VAT & sales tax reporting
• Do monthly Profit & Loss statements
• Get annual accounts and tax returns
• Add a professional look.

Xero is a great tool that helps you control and run your business giving you a professional edge. However without being connected to your online stores it will not have up-to-date accurate and detailed data on which to work with leading to a loss of benefits.

Save Hours of Wasted Time

Xeroom makes life easy freeing you and your staff up for more productive tasks:

• Updated in real-time
• Updated accurately
• Updated how you want
• Saves your bookkeeper time
• Saves your accountant time
• Saves you money

Bookkeepers and accountants are not cheap so why waste money doing more work with them than they need to? Ask your bookkeeper how long he/she spends on copying data and reconciling data between your WooCommerce, bank and Xero systems. Once all the sales, payments and refunds data is in Xero things can be done quickly and easily.

Avoid Costly Errors

Each needless error has an impact on time and cost by expensive bookkeepers to sort it out.  More important is the hassle and unprofessional image it creates with your customers.

Xeroom will help eliminate this as it is coded by one of the World’s top WooCommerce plugin developers.  It has been subject to hundreds of manhours of testing to ensure the highest quality of code to deliver the accounting functionality required.

Understand Your Sales

Xeroom enables you to track sales properly and generates the data for Xero to then fully report on these key dimensions:

• Sales by day/week/month/year
• Sales by product
• Sales by customer geography
• Sales by value
• Customers by value
• Territory by value
• Products by value

Identifying your valuable products, customers and territories is key to growing you business and maximising your profitability. Xeroom captures and posts the data needed to make this sort of analysis possible.

Mange the Order Posting Process

Xeroom doesn’t just dump a flat file of transactional data into Xero like most of its competitors. It posts the data into the relevant accounts within Xero using many settings provided. Settings include:

• Post customer and order data by line
• Post sales discounts & coupons
• Post payments
• Set sales accounts for products
• Set sales account for shipping
• Set sales account for geography
• Set sales account for product
• Set payment accounts for each checkout
• Use Xero or WooCommerce product price and desc
• Set simple or complex GST/VAT
• Generate credit notes automatically
• Set inventory synch schedule
• Set invoice creation date and trigger
• Send orders in batches
• Set bulk data uploads
• Notes added to orders
• Debug screen

All of these can be easily set by the user and a user-friendly colour coded order management screen makes it easy to manage the order posting process.

Makes Digital Tax a Breeze

From April 2019 in the UK HMRC requires access to the detailed invoices behind the returns in an approved accounting software application for all VAT registered businesses. Summary figures and audit reports are no longer sufficient.

• Must now file via an online system
• Xero is approved for digital tax
• Detailed invoices are now required
• Create these invoices automatically
• Save bookkeeping time & costs

Xeroom reduces this burden and helps you to quickly and easily get compliant with this new digital tax.