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How to upgrade the free Shopify Xero BOLD integration

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The free integration option which BOLD gives its users is limited to 30 transactions. Check out our other article on why we choose the BOLD integration to connect Shopify to Xero. It is a great option if you have a low volume business or if you are just starting out. Once the free limit has been reached, the integration will stop pushing transactions through. Now it is time to upgrade the integration In order to access the integration, one must click on the apps icon on your Shopify homepage.  Next, scroll down until you find the Xero icon and click on it. Once you reach the Xero integration tab, click on the settings icon which you can find on the upper right hand corner. Scroll all the way down and click on the change price plan button. Proceed to than select the plan that is right for you. It is important to correctly estimate your sales for the coming month when choosing a plan as additional orders to the plan limit will incur a surcharge on a per transaction basis of $0.15 f...

Why we choose the BOLD integration to connect Shopify to Xero

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because  BOLD   1. has a FREE starter plan this plan allows the first 30 payment transactions to be pushed into Xero for FREE.  No strings attached!! Check out our article How to upgrade the free Shopify Xero BOLD integration  to learn how to upgrade the integration when the time is right. 2. is a reliable integration For a small businesses with a low transaction volume the BOLD integration works well.  This article is suited for individuals that use  Shopify  and need a solid back end supporting accounting software to streamline business processes with ease. For this, we recommend giving  Xero  a go. It is super easy to use and can easily be integrated to Shopify through the  BOLD  application which can be easily be downloaded from the  Xero app store . ©  2020 Samuel Pravin David Samuel Pravin David is an accountant who enjoys working with cloud tools to enable effective data management. To get to know him better please ...

3 reasons a Shopify user should connect to Xero

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  By connecting Shopify to Xero :  1. Sales transactions are automatically pushed in to Xero from Shopify    At the end of every day, you have the option to allow transactions in Shopify to be pushed to Xero through an integration. Check out our article on why we choose the BOLD integration for this. This means that all sales in Shopify will be sent into the correct accounts in Xero  automatically. You don't need to type your sales information into your accounting software anymore!! 2. Your bookkeeping process becomes more automated      With the sales information coming in automatically from Shopify, the next thing to do would be to activate your Hubdoc account in Xero .Hubdoc is a document storage and management tool that will once configured, push your bills and receipts into the correct accounts in Xero. All you need to do is upload a picture or PDF copy of the document to Hubdoc which aides in automating more of your bookkeeping....

Why Xero

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  Why Xero? 1. Xero makes you more MONEY ! Xero has the ability to help you reduce your operating costs while simultaneously increasing sales. Check out our article's on how to make more money with Xero and Xero the cost slayer to dig in deeper into these areas. 2. Xero is easy to use. If you know how to use a computer, Xero is for you.  Despite Xero being easy to use, it needs to be set up correctly and could requires regular maintenance. For all those people who might find this challenging get in contact with me  and I will get it done for you as well as provide you with all the support you need. 3. Xero enables effective data management Data is only valuable if it can be used to improve decision making. What makes Xero truly valuable is all data gathered will be processed and fueled into a real time dashboard which can be used to do just this.  For more information on Xero check out our article  let me introduce you to Xero . ©  2020 Samuel Pravin Dav...