Getting Started Guide

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

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9 articles in this collection
Written by Eyal from Reconcile.ly

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

Written by Eyal from Reconcile.ly
Updated over a week ago

Contents

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Written by Eyal from Reconcile.ly
Updated over a week ago

Prerequisites

Some things that we recommend you do before using Reconcile.ly

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

Written by Eyal from Reconcile.ly
Updated over a week ago

Data flow

How Reconcile.ly uses your data

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

Written by Eyal from Reconcile.ly
Updated over a week ago

Connecting to Xero

How to connect Reconcile.ly to your Xero organisation

Written by Eyal from Reconcile.ly
Updated over a week ago

Disconnecting from Xero

How to remove Reconcile.ly from your Xero organisation

Written by Eyal from Reconcile.ly
Updated over a week ago

Configuring your Settings

An overview of the settings screen

Written by Eyal from Reconcile.ly
Updated over a week ago