How to upgrade the free Shopify Xero BOLD integration

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 for the starter plan and $0.10 for the growth plan.  

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 visit his personal website containing all his social media links and contact details.

Please reach out to me if you would like me to set up Xero ,Shopify or the BOLD integration for your company.