Setup checklist: connect, configure, test

This is the shortest path from installing the app to orders posting to Xero on their own. It follows the same four steps as the Setup checklist on the app's home page, so you can tick them off as you go.

Work through them in order. Each one depends on the one before it — payment gateways can't be mapped until Xero is connected, and a test order won't post correctly until both are done.

1. Configure your default settings

In Setup - Xero. Connect your Xero account, then choose the accounts and tax rates your orders post to. Save before you leave the page — nothing applies until you do.

• Connect to Xero
• Setup Your Store's Xero Integration
• Setup Default Accounts and Taxes
• Add a prefix to your Xero invoice numbers — optional, so your Xero invoice numbers match your Shopify order numbers

2. Configure your payment gateways

In Setup - Payouts. Every payment method you accept needs its own Xero account, so payments and fees land in the right place and your payouts reconcile.

• What is Xero clearing account and do I need one? — start here if you haven't used one before
• Xero Clearing Account Requirement for Payouts
• Setup Clearing Account
• Setup Payouts
• Sync invoices without posting payments — if you'd rather record payments in Xero yourself

3. Post a test order

In Dashboard - Orders. Post one order by hand and check it in Xero before you let the app run on its own. It's much easier to fix a setting now than to correct a month of invoices later.

• Dashboard - Orders
• How to Post or Re-Post your orders
• Order status badges: what each one means
• Auto Sync orders — turn this on once your test order looks right in Xero

4. Advanced settings (optional)

In Setup - Advanced. Everything above covers a standard store. These change how invoices are built, and most stores never need them.

• Set invoice due dates from your Xero payment terms
• Remove email addresses from Xero contact names
• Update Invoice for Order Adjustments
• Require a SKU match before an order syncs
• Auto Sync orders on Order Updated — we switch this one on for you; email us if you need it

If you track inventory or cost of goods in Xero

Matching your Shopify variants to Xero items is what makes invoices move stock and cost of goods, rather than just revenue. Most of that work happens on Dashboard - Products.

• Dashboard - Products
• Setup Product-Specific Xero Accounts
• Bundles: map one Shopify product to several Xero items
• Tracking COGS and Inventory

How do I know it worked?

Open Dashboard - Orders and look at the Xero status column. A green Posted or Paid badge means the order is in Xero. Anything red needs attention — click the Fix button beside it and the message tells you what to change. Order status badges explains every badge you can see.

Stuck on any step? Email us at help@hyvelabs.co with your shop URL, the order number if it's about a particular order, and the message shown on the order.