Getting Started Guide

Exclude orders by Gateway

Describes how you can exclude some orders from being sent to Xero

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

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

Written by Blanca Gongora
Updated over a week ago

Custom mappings

Explains how custom mappings work

Written by Blanca Gongora
Updated over a week ago

Create Xero contacts for Shopify customers

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

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

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

Written by Blanca Gongora
Updated over a week ago

Company name for created contacts

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.

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)

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

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

How to connect Shopify with Reconcile.ly

This article covers how to connect your Shopify store with Reconcile.ly so that we can begin reconciling your accounts

Written by Blanca Gongora
Updated this week