{"id":26214,"date":"2026-02-26T22:41:09","date_gmt":"2026-02-26T22:41:09","guid":{"rendered":"https:\/\/synder.com\/help\/?p=26214"},"modified":"2026-04-09T16:16:41","modified_gmt":"2026-04-09T16:16:41","slug":"customize-shopify-settings-xero","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/customize-shopify-settings-xero\/","title":{"rendered":"Customize your Synder Shopify Settings (Xero)"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\" id=\"overview-e8ccf7ff-58e6-49f0-9377-5076128a263c\"><strong>Overview<\/strong><\/h2>\n\n\n\n<p>After connecting your company and accounts, configure the Shopify \u2013 Xero integration settings. These settings determine how Synder records transactions, invoices, fees, expenses, and payouts in Xero.<\/p>\n\n\n\n<p>The Shopify settings are organized into the following sections:<\/p>\n\n\n\n<li class=\"toc-level-1\"><a href=\"#1-general-settings-94e603a8-23c0-48bb-8647-27780e596596\">1. General settings<\/a><\/li><li class=\"toc-level-1\"><a href=\"#2-sales-ae1d05ca-dbd8-4a32-a5fe-4871f0b6f0ac\">2. Sales<\/a><\/li><li class=\"toc-level-1\"><a href=\"#3-invoices-5bd6aef5-0efc-467f-a962-c8b00ab26dc0\">3. Invoices<\/a><\/li><li class=\"toc-level-1\"><a href=\"#4-products-and-services-a181c784-bcbb-4b48-8b88-9c4139ad90e2\">4. Products and Services<\/a><\/li><li class=\"toc-level-1\"><a href=\"#5-product-mapping--adf090e8-015c-4202-8cbb-638244f35f09\">5. Product mapping *<\/a><\/li><li class=\"toc-level-1\"><a href=\"#6-taxes-tab-settings-6312f53e-11d5-4891-b3bf-bde76d2a5b77\">6. Taxes tab settings<\/a><\/li><li class=\"toc-level-1\"><a href=\"#7-fees-1ab4fb1c-6444-4eed-9aea-25ab46fd0173\">7. Fees<\/a><\/li><li class=\"toc-level-1\"><a href=\"#8-payouts-b6a52880-dcee-4ab6-835f-8c9222564135\">8. Payouts<\/a><\/li><li class=\"toc-level-1\"><a href=\"#9-additional-settings-6407d2da-58a0-43fb-bb3f-3c946b293a81\">9. Additional settings<\/a><\/li><\/ul>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>Plan availability:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>* Available from the Essential plan and higher<\/li>\n\n\n\n<li>** Premium feature available only on Pro and Premium plans<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"how-to-access-shopify-settings-fe12ffbd-b833-4984-8799-3f4296d185f0\"><strong>How to Access Shopify Settings<\/strong><\/h2>\n\n\n\n<p>To access your Shopify settings in Synder:<\/p>\n\n\n\n<p><strong>Option 1: From the main menu<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Select the appropriate organization from the top-left corner<\/li>\n\n\n\n<li>Click Settings in the left-hand menu<\/li>\n\n\n\n<li>Choose Shopify from the dropdown list<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"528\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-89-1024x528.png\" alt=\"\" class=\"wp-image-26224\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-89-1024x528.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-89-300x155.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-89-768x396.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-89-1536x792.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-89-1080x557.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-89-60x31.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-89-150x77.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-89.png 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><strong>Option 2: From Organization Settings<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click the person icon in the upper-right corner<\/li>\n\n\n\n<li>Select Organization settings<\/li>\n\n\n\n<li>Click Sync settings under Shopify<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"342\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-80-1024x342.png\" alt=\"\" class=\"wp-image-26215\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-80-1024x342.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-80-300x100.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-80-768x256.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-80-1536x513.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-80-1080x360.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-80-60x20.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-80-150x50.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-80.png 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"1-general-settings-94e603a8-23c0-48bb-8647-27780e596596\"><strong>1. General settings<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"449\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-84-1024x449.png\" alt=\"\" class=\"wp-image-26219\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-84-1024x449.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-84-300x132.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-84-768x337.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-84-1536x674.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-84-1080x474.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-84-60x26.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-84-150x66.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-84.png 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Refresh from Xero<\/strong> \u2013 Manually refresh the Synder settings cache to apply changes made in Xero. Refer to <a href=\"https:\/\/synder.com\/help\/how-to-update-your-xero-settings\/\">How to Update Your Xero Settings<\/a>.<\/li>\n\n\n\n<li><strong>Auto-Import<\/strong> \u2013 Enables Synder to import transactions from Shopify automatically without affecting your sync balance or syncing them to Xero. Disable this setting to import transactions manually.<\/li>\n\n\n\n<li><strong>Auto-Sync<\/strong> \u2013 Enables Synder to sync transactions automatically after import. Disable this setting to sync transactions manually from the Platform Transactions tab.<\/li>\n\n\n\n<li><strong>Skip Synchronization for Duplicated Transactions<\/strong> \u2013 Prevents syncing of transactions that already exist in Xero with the same ID.<\/li>\n\n\n\n<li><strong>Process Transactions in Multiple Currencies<\/strong> \u2013 Enables syncing of all transactions regardless of currency. Disable this setting to sync only transactions in your home currency.<\/li>\n\n\n\n<li><strong>Automatically Archive Pending Transactions<\/strong> \u2013 Removes pending transactions that were never finalized on Shopify. To archive manually, go to the Platform Transactions tab, locate the transaction, click the three dots, and select Archive.<\/li>\n\n\n\n<li><strong>Timezone<\/strong> \u2013 Displays your Shopify account timezone to align transaction dates between Shopify and Xero.<\/li>\n<\/ol>\n\n\n\n<ol start=\"8\" class=\"wp-block-list\">\n<li><a href=\"https:\/\/synder.com\/help\/automatic-xero-bank-reconciliation-feature\/\">Auto-reconcile Xero transactions<\/a> \u2013 This feature automatically reconciles transactions synced via Synder in your Xero accounting company.<\/li>\n<\/ol>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"2-sales-ae1d05ca-dbd8-4a32-a5fe-4871f0b6f0ac\"><strong>2. Sales<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"462\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-87-1024x462.png\" alt=\"\" class=\"wp-image-26222\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-87-1024x462.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-87-300x135.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-87-768x347.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-87-1536x693.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-87-1080x487.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-87-60x27.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-87-150x68.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-87.png 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Clearing Account<\/strong> \u2013 A buffer account where Xero sales receipts, refund receipts, and payments are deposited before transfer to main accounts.<\/li>\n\n\n\n<li><strong>Apply Generic Customer<\/strong> \u2013 Assigns a single customer name to all transactions to maintain an organized customer list in Xero. Select or enter a default name, such as \u201cShopify Customer.\u201d<\/li>\n\n\n\n<li><strong>Sync Discounts as Products<\/strong> \u2013 Sync discounts as separate products, such as \u201cShopify Discount,\u201d for detailed tracking in the Profit and Loss report.<\/li>\n\n\n\n<li><strong>Sync Only Payments\/Deposits<\/strong> \u2013 Record order-related payments as Receive Payments instead of Sales Receipts or Invoices and Payments. Apply the payments to invoices manually. Refer to <a href=\"https:\/\/synder.com\/help\/syncing-shopify-payments-as-deposits-overpayments-2\/\">Syncing Shopify Payments as Deposits\/Overpayments<\/a>.<\/li>\n<\/ol>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"3-invoices-5bd6aef5-0efc-467f-a962-c8b00ab26dc0\"><strong>3. Invoices<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"309\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-83-1024x309.png\" alt=\"\" class=\"wp-image-26218\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-83-1024x309.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-83-300x91.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-83-768x232.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-83-1536x464.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-83-1080x326.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-83-60x18.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-83-150x45.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-83.png 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Apply payments to unpaid Invoice\/Bill transactions<\/strong> \u2013 When enabled, payments matching an unpaid invoice are applied automatically to close the invoice.<\/li>\n\n\n\n<li><strong>Cancel sync if there is no matching open invoice found for a payment<\/strong> \u2013 Payments that do not match any open invoice will not sync, preventing incorrect entries.<\/li>\n\n\n\n<li><strong>Sync sales transactions as invoices<\/strong> \u2013 Enable to sync sales transactions as Invoices instead of Sales Receipts.<\/li>\n\n\n\n<li><strong>Sync unpaid Shopify orders<\/strong> \u2013 Enable to sync open invoices with the accounting system. Processing may take time.<\/li>\n<\/ol>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"4-products-and-services-a181c784-bcbb-4b48-8b88-9c4139ad90e2\"><strong>4.<\/strong><strong> <\/strong><strong>Products and Services<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"463\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-85-1024x463.png\" alt=\"\" class=\"wp-image-26221\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-85-1024x463.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-85-300x136.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-85-768x347.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-85-1536x694.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-85-1080x488.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-85-60x27.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-85-150x68.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-85.png 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Record transactions with Original\/Common product\/service name and SKU<\/strong> \u2013 Select whether Synder records transactions using the original product name or a common product name. Synder matches original names to existing products in your accounting software by name or SKU. If no match is found on the accounting software, Synder creates a new product. Common product names help standardize future transactions.<\/li>\n\n\n\n<li><strong>If original product is missing<\/strong> \u2013 If the original product is missing on the sales platform, Synder uses the selected item or SKU.<\/li>\n\n\n\n<li><strong>Configure product search priority<\/strong> \u2013 Set whether Synder searches by SKU or product name first when matching products between Shopify and Xero. Refer to <a href=\"https:\/\/synder.com\/help\/transaction-can-not-be-synchronized-without-product-or-service\/\"><strong>Product Search Priority<\/strong><\/a>.<\/li>\n\n\n\n<li><strong>If the matching product is not found<\/strong>* \u2013 If a product match does not exist in Xero, Synder can either create a new product or cancel the transaction sync.<\/li>\n\n\n\n<li><strong>Assign income account <\/strong>\u2013<strong> <\/strong>Select the income account to be used for this product.<\/li>\n\n\n\n<li><strong>Assign expense account<\/strong> \u2013 Select the expense account to be used for this product.<\/li>\n\n\n\n<li><strong>Inventory Management**<\/strong> \u2013 When enabled, Synder supports inventory products and records inventory transactions. Select the inventory asset account and the cost of goods sold (COGS) account. Refer to the inventory section for details.<\/li>\n<\/ol>\n\n\n\n<p><\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Inventory<\/h4>\n\n\n\n<p>You can configure Synder to create inventory products in Xero. If a product with the same name or SKU does not exist, Synder will automatically create a new inventory product. Refer to <a href=\"https:\/\/synder.com\/help\/how-to-account-for-inventory-tracking-and-cogs-with-synder\/\">Managing Products and Services with Synder \u2013 Per Transaction Sync<\/a>.<br><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"327\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-90-1024x327.png\" alt=\"\" class=\"wp-image-26225\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-90-1024x327.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-90-300x96.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-90-768x245.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-90-1536x491.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-90-1080x345.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-90-60x19.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-90-150x48.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-90.png 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Income Account<\/strong> \u2013 Select an income account to track sales for the inventory product.<\/li>\n\n\n\n<li><strong>Cost of Goods Sold (COGS) Account<\/strong> \u2013 Select a COGS account to track costs for the inventory product.<\/li>\n\n\n\n<li><strong>Inventory Asset Account<\/strong> \u2013 Select an inventory asset account to track the cost of purchased products.<\/li>\n\n\n\n<li><strong>Inventory Adjustment Account<\/strong> \u2013 Select an inventory adjustment account to track shrinkage or other write-offs.<\/li>\n<\/ol>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"5-product-mapping--adf090e8-015c-4202-8cbb-638244f35f09\"><strong>5. Product mapping *<\/strong><\/h2>\n\n\n\n<p><strong><br><\/strong>Synder identifies existing products in your accounting company and applies them to transactions. If product names in your payment platform do not exactly match those in Xero, enter the payment platform product names in the right field to map them to the corresponding Xero product names in the left field. Refer to&nbsp; <a href=\"https:\/\/synder.com\/help\/product-mapping-feature\/\">Product mapping feature<\/a>.<br><br><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"403\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-82-1024x403.png\" alt=\"\" class=\"wp-image-26217\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-82-1024x403.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-82-300x118.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-82-768x302.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-82-1536x605.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-82-1080x425.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-82-60x24.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-82-150x59.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-82.png 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"6-taxes-tab-settings-6312f53e-11d5-4891-b3bf-bde76d2a5b77\"><strong>6. Taxes tab settings<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"486\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-86-1024x486.png\" alt=\"\" class=\"wp-image-26220\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-86-1024x486.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-86-300x142.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-86-768x364.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-86-1536x729.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-86-1080x512.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-86-60x28.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-86-150x71.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-86.png 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Synder transfers existing taxes to the corresponding Xero fields to ensure accurate tax reporting. If the payment processor does not apply tax, Synder does not transfer tax, and synced transactions do not include tax unless you enable features such as Apply generic tax. <span style=\"font-size: revert; color: initial;\"> Refer to <\/span><a style=\"font-size: revert;\" href=\"https:\/\/synder.com\/help\/apply-taxes-to-any-sales-transaction-in-quickbooks\/\">How sales tax works in Synder<\/a><span style=\"font-size: revert; color: initial;\">.<\/span><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Apply Taxes<\/strong> &#8211; Enable this setting to have Synder record taxes in the tax field for accurate reporting. Disable this setting to record taxes as a line item.<\/li>\n\n\n\n<li><strong>Retail Delivery Fee Payable Account<\/strong> \u2013 Use this setting to create the \u201cRetail Delivery Fee\u201d item when it is a liability. If the marketplace remits the fee on your behalf, Synder records it using the Marketplace Facilitator Tax Line Account. Refer to <a href=\"https:\/\/synder.com\/help\/what-is-colorado-retail-delivery-fee-and-how-to-handle-it-using-synder\">Retail Delivery Fee<\/a>.<\/li>\n\n\n\n<li><strong>Marketplace Facilitator Tax Category<\/strong> \u2013 Synder records marketplace-remitted taxes in both the sales and expense sections of transactions. Use this setting to select the account for tracking marketplace facilitator tax. Refer to <a href=\"https:\/\/synder.com\/help\/how-taxes-withheld-are-processed-with-synder\/\">Marketplace Facilitator Tax<\/a>.<\/li>\n\n\n\n<li><strong>Track marketplace facilitator tax as your own payable<\/strong> \u2013 When enabled, Synder records marketplace-remitted taxes as tax payable on the sale and deducts them as an expense. When disabled, Synder records these taxes as a line item on the sale and deducts them as an expense without affecting tax payable. Refer to <a href=\"https:\/\/synder.com\/help\/how-taxes-withheld-are-processed-with-synder\/\">Marketplace Facilitator Tax<\/a>.<\/li>\n\n\n\n<li><strong>Sales tax settings \u2013 Apply generic tax code<\/strong> \u2013 When enabled, Synder applies the specified tax rate to all synced sales transactions. Separate tax rates can be selected for taxed and non-taxed transactions.<\/li>\n\n\n\n<li><strong>Expense tax settings \u2013 Apply generic tax code<\/strong> \u2013 When enabled, Synder applies the specified tax rate to all synced expense transactions to ensure consistent tax recording.<\/li>\n<\/ol>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"7-fees-1ab4fb1c-6444-4eed-9aea-25ab46fd0173\"><strong>7. Fees<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"284\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-81-1024x284.png\" alt=\"\" class=\"wp-image-26216\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-81-1024x284.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-81-300x83.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-81-768x213.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-81-1536x425.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-81-1080x299.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-81-60x17.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-81-150x42.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-81.png 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Clearing Account \u2013 <\/strong>Select the clearing account where Shopify fees are recorded. Use the same account as the Sales clearing account to maintain consistency across related transactions.<\/li>\n\n\n\n<li><strong>Fee Supplier \u2013 <\/strong>Select a Xero supplier to associate with Shopify fees, or enter a custom name, such as \u201cShopify.\u201d<\/li>\n\n\n\n<li><strong>Fee Line Account \u2013 <\/strong>Select the expense category to apply Shopify fees.<\/li>\n<\/ol>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"8-payouts-b6a52880-dcee-4ab6-835f-8c9222564135\"><strong>8. Payouts<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"324\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-88-1024x324.png\" alt=\"\" class=\"wp-image-26223\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-88-1024x324.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-88-300x95.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-88-768x243.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-88-1536x486.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-88-1080x342.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-88-60x19.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-88-150x47.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-88.png 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>The Payouts tab tracks Shopify payouts, which are bulk transfers from your payment processor to your bank (daily, weekly, monthly, etc.). Synder records these as transfers from the clearing account to the checking account. Syncing payouts with sales and expenses ensures accurate cash flow tracking and simplifies reconciliation.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Process payouts<\/strong> \u2013 When enabled, Synder tracks Shopify payouts and creates transfers to the checking account. When disabled, payouts are not synced, and the clearing account is not cleared automatically.<\/li>\n\n\n\n<li><strong>Transfer Funds To<\/strong> \u2013 Select Xero checking account for Shopify payout deposits.<\/li>\n<\/ol>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"9-additional-settings-6407d2da-58a0-43fb-bb3f-3c946b293a81\"><strong>9. Additional settings<\/strong><strong><br><\/strong><strong><br><\/strong><strong><\/strong><\/h2>\n\n\n\n<p>Use the <strong>Create Additional Settings<\/strong> option to categorize transaction types. Synder only processes POS Order, POS Order Refund, Manual Order, Manual Order Refund, Other Order, and Other Order Refund transactions when you enable the corresponding settings. Make sure you enable or disable these settings on all tabs, not just the default tab. <\/p>\n\n\n\n<p>See the relevant guides for details:&nbsp;<\/p>\n\n\n\n<p><a href=\"https:\/\/synder.com\/help\/how-to-sync-shopify-pos-orders\/\">How to Sync Shopify POS Orders and POS Order Refunds<\/a>,&nbsp;<\/p>\n\n\n\n<p><a href=\"https:\/\/synder.com\/help\/how-to-sync-shopify-manual-orders\/\">How to Sync Shopify Manual Orders and Manual Order Refunds<\/a>.&nbsp;<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><a href=\"https:\/\/synder.com\/contact\/\"><em>Reach out to Synder Team<\/em><\/a><strong> <\/strong>via online support chat or email with any questions you have \u2013 we are always happy to help you!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Overview After connecting your company and accounts, configure the Shopify \u2013 Xero integration settings. These settings determine how Synder records transactions, invoices, fees, expenses, and payouts in Xero. The Shopify settings are organized into the following sections: 1. General settings 2. Sales 3. Invoices 4. Products and Services 5. Product mapping * 6. Taxes tab [&hellip;]<\/p>\n","protected":false},"author":2316,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","advgb_blocks_editor_width":"","advgb_blocks_columns_visual_guide":"","footnotes":""},"categories":[2,360,399,398],"tags":[],"ppma_author":[349],"class_list":["post-26214","post","type-post","status-publish","format-standard","hentry","category-get-started","category-configure-core-settings","category-shopify-ecommerce-integration","category-ecommerce-integrations-main"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Customize your Synder Shopify Settings (Xero) - Synder<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/synder.com\/help\/customize-shopify-settings-xero\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Customize your Synder Shopify Settings (Xero) - Synder\" \/>\n<meta property=\"og:description\" content=\"Overview After connecting your company and accounts, configure the Shopify \u2013 Xero integration settings. These settings determine how Synder records transactions, invoices, fees, expenses, and payouts in Xero. The Shopify settings are organized into the following sections: 1. General settings 2. Sales 3. Invoices 4. Products and Services 5. Product mapping * 6. Taxes tab [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/synder.com\/help\/customize-shopify-settings-xero\/\" \/>\n<meta property=\"og:site_name\" content=\"Synder\" \/>\n<meta property=\"article:published_time\" content=\"2026-02-26T22:41:09+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-04-09T16:16:41+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-89-1024x528.png\" \/>\n<meta name=\"author\" content=\"vili.varazi\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"vili.varazi\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"9 minutes\" \/>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Customize your Synder Shopify Settings (Xero) - Synder","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/synder.com\/help\/customize-shopify-settings-xero\/","og_locale":"en_US","og_type":"article","og_title":"Customize your Synder Shopify Settings (Xero) - Synder","og_description":"Overview After connecting your company and accounts, configure the Shopify \u2013 Xero integration settings. These settings determine how Synder records transactions, invoices, fees, expenses, and payouts in Xero. The Shopify settings are organized into the following sections: 1. General settings 2. Sales 3. Invoices 4. Products and Services 5. Product mapping * 6. Taxes tab [&hellip;]","og_url":"https:\/\/synder.com\/help\/customize-shopify-settings-xero\/","og_site_name":"Synder","article_published_time":"2026-02-26T22:41:09+00:00","article_modified_time":"2026-04-09T16:16:41+00:00","og_image":[{"url":"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-89-1024x528.png"}],"author":"vili.varazi","twitter_card":"summary_large_image","twitter_misc":{"Written by":"vili.varazi","Est. reading time":"9 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/synder.com\/help\/customize-shopify-settings-xero\/","url":"https:\/\/synder.com\/help\/customize-shopify-settings-xero\/","name":"Customize your Synder Shopify Settings (Xero) - Synder","isPartOf":{"@id":"https:\/\/synder.com\/help\/#website"},"primaryImageOfPage":{"@id":"https:\/\/synder.com\/help\/customize-shopify-settings-xero\/#primaryimage"},"image":{"@id":"https:\/\/synder.com\/help\/customize-shopify-settings-xero\/#primaryimage"},"thumbnailUrl":"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-89-1024x528.png","datePublished":"2026-02-26T22:41:09+00:00","dateModified":"2026-04-09T16:16:41+00:00","author":{"@id":"https:\/\/synder.com\/help\/#\/schema\/person\/5c93e62bed7fbd7e7cf5e39dc10e5fad"},"breadcrumb":{"@id":"https:\/\/synder.com\/help\/customize-shopify-settings-xero\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/synder.com\/help\/customize-shopify-settings-xero\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/synder.com\/help\/customize-shopify-settings-xero\/#primaryimage","url":"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-89.png","contentUrl":"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-89.png","width":1600,"height":825},{"@type":"BreadcrumbList","@id":"https:\/\/synder.com\/help\/customize-shopify-settings-xero\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/synder.com\/help\/"},{"@type":"ListItem","position":2,"name":"Customize your Synder Shopify Settings (Xero)"}]},{"@type":"WebSite","@id":"https:\/\/synder.com\/help\/#website","url":"https:\/\/synder.com\/help\/","name":"Synder","description":"Articles &amp; FAQ","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/synder.com\/help\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/synder.com\/help\/#\/schema\/person\/5c93e62bed7fbd7e7cf5e39dc10e5fad","name":"Vili Varazi","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/synder.com\/help\/#\/schema\/person\/image\/cae83c3feb798615e936e036a7c725e0","url":"https:\/\/secure.gravatar.com\/avatar\/9af36cc631e0d1da5c7105bf5ef14141?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/9af36cc631e0d1da5c7105bf5ef14141?s=96&d=mm&r=g","caption":"Vili Varazi"},"url":"https:\/\/synder.com\/help\/author\/vili-varazi\/"}]}},"author_meta":{"display_name":"vili.varazi","author_link":"https:\/\/synder.com\/help\/author\/vili-varazi\/"},"featured_img":null,"coauthors":[{"link":"https:\/\/synder.com\/help\/author\/vili-varazi\/","display_name":"vili.varazi"}],"tax_additional":{"categories":{"linked":["<a href=\"https:\/\/synder.com\/help\/category\/get-started\/\" class=\"advgb-post-tax-term\">Getting Started<\/a>","<a href=\"https:\/\/synder.com\/help\/category\/get-started\/configure-core-settings\/\" class=\"advgb-post-tax-term\">Configure Core Settings<\/a>","<a href=\"https:\/\/synder.com\/help\/category\/ecommerce-integrations-main\/shopify-ecommerce-integration\/\" class=\"advgb-post-tax-term\">Shopify<\/a>","<a href=\"https:\/\/synder.com\/help\/category\/ecommerce-integrations-main\/\" class=\"advgb-post-tax-term\">E-Commerce Integrations<\/a>"],"unlinked":["<span class=\"advgb-post-tax-term\">Getting Started<\/span>","<span class=\"advgb-post-tax-term\">Configure Core Settings<\/span>","<span class=\"advgb-post-tax-term\">Shopify<\/span>","<span class=\"advgb-post-tax-term\">E-Commerce Integrations<\/span>"]}},"comment_count":"0","relative_dates":{"created":"Posted 2 months ago","modified":"Updated 2 weeks ago"},"absolute_dates":{"created":"Posted on February 26, 2026","modified":"Updated on April 9, 2026"},"absolute_dates_time":{"created":"Posted on February 26, 2026 10:41 pm","modified":"Updated on April 9, 2026 4:16 pm"},"featured_img_caption":"","series_order":"","authors":[{"term_id":349,"user_id":2316,"is_guest":0,"slug":"vili-varazi","display_name":"vili.varazi","avatar_url":"https:\/\/secure.gravatar.com\/avatar\/9af36cc631e0d1da5c7105bf5ef14141?s=96&d=mm&r=g","author_category":"","first_name":"Vili","last_name":"Varazi","user_url":"","job_title":"","description":""}],"_links":{"self":[{"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/posts\/26214"}],"collection":[{"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/users\/2316"}],"replies":[{"embeddable":true,"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/comments?post=26214"}],"version-history":[{"count":3,"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/posts\/26214\/revisions"}],"predecessor-version":[{"id":26229,"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/posts\/26214\/revisions\/26229"}],"wp:attachment":[{"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/media?parent=26214"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/categories?post=26214"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/tags?post=26214"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/ppma_author?post=26214"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}