Getting Started Guide

Everything you need to know about setting up & configuring your Reconcile.ly Account

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21 articles in this collection
Written by Eyal from Reconcile.ly and Blanca Gongora

Exclude orders by Gateway

Describes how you can exclude some orders from being sent to Xero
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Written by Blanca Gongora
Updated over a week ago

Consolidating Shopify Payments orders

Explains how to consolidate Shopify Payments into a single Invoice per Payout
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Written by Blanca Gongora
Updated over a week ago

Custom cash clearing account

Explains how to apply cash payments recorded on Shopify to a custom clearing account
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Written by Blanca Gongora
Updated over a week ago

Custom mappings

Explains how custom mappings work
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Written by Blanca Gongora
Updated over a week ago

Create Xero contacts for Shopify customers

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Written by Blanca Gongora
Updated over a week ago

When are orders sent to Xero?

Explains how to set the app to send orders to Xero when they are paid or created
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Written by Blanca Gongora
Updated over a week ago

Handling partial payments on orders included in a payout

How to account for orders that where included on a payout invoice, but also have a partial payment from another source
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Written by Eyal from Reconcile.ly
Updated over a week ago

Include orders by tag

Explains how you can filter your orders export based on orders tags
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Written by Blanca Gongora
Updated over a week ago

Export direct orders to Xero

Explains how to set the app to also export orders that did not use the Shopify Payments gateway
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Written by Blanca Gongora
Updated over a week ago

Company name for created contacts

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Written by Blanca Gongora
Updated over a week ago

Invoice Reference for Direct Orders

Explains how you can change the reference information on your Invoices for individual orders.
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Written by Blanca Gongora
Updated over a week ago

Contents

Find the article you're looking for below
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Written by Eyal from Reconcile.ly
Updated over a week ago

Force created invoices as Paid/Authorized

Explains how to mark the invoice as Paid status on Xero (won't Reconcile bank payment)
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Written by Blanca Gongora
Updated over a week ago

Apply received payments to this bank account

Explains how to apply partial payments recorded on Shopify to a bank account
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Written by Blanca Gongora
Updated over a week ago

Prerequisites

Some things that we recommend you do before using Reconcile.ly
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Written by Eyal from Reconcile.ly
Updated over a week ago

How does Reconcile.ly Work?

What assumptions we make and how to set up your accounts
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Written by Eyal from Reconcile.ly
Updated over a week ago

Data flow

How Reconcile.ly uses your data
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Written by Eyal from Reconcile.ly
Updated over a week ago

Connecting and Disconnecting to Shopify

How to install Reconcile.ly on your Shopify store
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Written by Eyal from Reconcile.ly
Updated over a week ago

Connecting to Xero

How to connect Reconcile.ly to your Xero organisation
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Written by Eyal from Reconcile.ly
Updated over a week ago

Disconnecting from Xero

How to remove Reconcile.ly from your Xero organisation
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Written by Eyal from Reconcile.ly
Updated over a week ago

Configuring your Settings

An overview of the settings screen
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Written by Eyal from Reconcile.ly
Updated over a week ago