FAQ's

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

How can I attach invoices for direct orders to an existing contact instead of the default?

There is a setting available to override which contact invoices will be made to on Xero, in case you don't create new contacts for customers
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Written by Eyal from Reconcile.ly
Updated yesterday

How can I prevent duplicate contacts on Xero if two customers have the same name?

If you've chosen to create a contact for each customer, you may run into an error warning you a customer already exists
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Written by Eyal from Reconcile.ly
Updated yesterday

How do I match the Xero contact's name to be a company's name?

If you receive B2B orders and your customer fills in the 'Company' field, we can use this information as the customer's name
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Written by Eyal from Reconcile.ly
Updated yesterday

Is there a way to delay invoices before they are sent to Xero?

If you use an app that edits your order, this may prove a useful tool
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Written by Eyal from Reconcile.ly
Updated yesterday

How can I use a Shopify order's due date as the due date for my Xero invoice?

Relevant if you sell in a B2B context
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Written by Eyal from Reconcile.ly
Updated yesterday

How do I solve stalled payouts with the "TaxType Field is Mandatory" error?

If you attempt to map to an account that has been archived or renamed on Xero, the payout will stall and you will see this error
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Written by Eyal from Reconcile.ly
Updated over a week ago

If each item sold comes in as a separate invoice, how do I map multiple items sold to one order payment?

That is done as part of the reconciliation process in Xero, you'll need to select the multiple invoices involved using the Find & Match tab
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Written by Eyal from Reconcile.ly
Updated over a week ago

How are PayPal fees reconciled?

It isn't possible for us to automatically collect PayPal fees, but there's an easy solution by setting up a PayPal bank feed in Xero
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Written by Eyal from Reconcile.ly
Updated over a week ago

How do I solve stalled payouts showing an "Account must be valid" error?

Account must be valid means that one of the accounts you have chosen in your mappings has been removed or archived in Xero.
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Written by Eyal from Reconcile.ly
Updated over a week ago

Editing Xero accounts to change tax type

Step by step process to edit tax types for Xero accounts
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Written by Eyal from Reconcile.ly
Updated over a week ago

My item codes aren't being sent to Xero and my inventory isn't decrementing. How can I create an item code in Xero for each SKU?

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

How to add a new product type on Shopify?

Need to use custom mappings for another product type? Here's how to create the product type in Shopify so it appears in Reconcile.ly
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Written by Eyal from Reconcile.ly
Updated over a week ago

How do I send orders to Xero marked as 'Paid'?

Invoices in Xero are marked as paid once they have a payment against them
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Written by Eyal from Reconcile.ly
Updated over a week ago

How do I import orders older than 1 month?

Learn how to backdate orders and payouts older than 1 month.
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Written by Eyal from Reconcile.ly
Updated over a week ago

Why are my Amazon or eBay orders not being sent?

Sometimes orders which are created in Shopify via 3rd parties are not sent.
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Written by Eyal from Reconcile.ly
Updated over a week ago

Why does the contact created in Xero have a number in the name?

Learn why the contacts we create in Xero have the names they have.
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Written by Eyal from Reconcile.ly
Updated over a week ago

I can't find the correct account in the mappings?

Why some Xero accounts don't appear as an option to map to.
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Written by Eyal from Reconcile.ly
Updated over a week ago

When and how does data sync occur?

When we pull data from Shopify & Xero
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Written by Eyal from Reconcile.ly
Updated over a week ago

How do I reconcile sales data synced to Xero?

Explains how you can reconcile your orders
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Written by Eyal from Reconcile.ly
Updated over a week ago

What doesn’t Reconcile.ly do?

What does Reconcile.ly not do, that you need to do yourself
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Written by Eyal from Reconcile.ly
Updated over a week ago

How do we handle tax?

When and how tax is handled with Reconcile.ly
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Written by Eyal from Reconcile.ly
Updated over a week ago

Why doesn't every order from Shopify get sent to Xero?

The reason behind why we send 1 invoice for each payout, rather then every order placed.
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Written by Eyal from Reconcile.ly
Updated over a week ago

What happens if I have a negative payout balance in Shopify?

What to do if your payout is negative and your payment account has been debited
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Written by Eyal from Reconcile.ly
Updated over a week ago

Where do payouts from Shopify go when Reconcile.ly sends them to Xero

How to find your summarised invoices within Xero
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Written by Eyal from Reconcile.ly
Updated over a week ago

Reconcile.ly and the GDPR

Learn more about the GDPR & the privacy policy and your consent
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Written by Eyal from Reconcile.ly
Updated over a week ago