Can I assign sales from different channels to different Xero ledgers?


#1

Hi,

We use Shopify to sell online and retail (POS), and we would like to send the different sales to different Xero ledgers, is this doable?


#2

Hi Patrick,

Yes, we have support for that :slight_smile:

  1. Go the Xero integration setting
  2. Under sales, click on add smart Rules.
  3. For the “Condition” select “Sales from channel”
  4. For the “Value” select either “online store” or “Point of sale”
  5. Select the ledger account
  6. Click on add smart rule

See picture below, it should look something like this:

Let me know if you have further questions.