Integrating WooCommerce with Xero Using PayTraQer: A Complete Guide

Integrating WooCommerce with Xero using PayTraQer simplifies accounting by automating sales data syncing, tax tracking, and bank reconciliation. This guide provides quick instructions, detailed steps, and FAQs to help you set up the integration seamlessly.

Quick Instructions

1. Set Up WooCommerce:

   • Log in to your WooCommerce store.

   • Install the WooCommerce REST API plugin and generate API credentials.

2. Prepare Xero:

   • Log in to Xero and ensure tax rates, chart of accounts, and currency settings are configured.

3. Install PayTraQer:

   • Sign up at PayTraQer, download the app, and log in.

4. Connect WooCommerce to PayTraQer:

   • In PayTraQer, go to Connections, select WooCommerce, and enter the API credentials.

5. Link PayTraQer to Xero:

   • Authorize PayTraQer to sync with Xero by logging into your Xero account.

6. Customize Settings:

   • Map WooCommerce income, fees, and taxes to the appropriate Xero accounts.

7. Sync Transactions:

   • Use the Sync Now option in PayTraQer to import WooCommerce sales into Xero.

8. Reconcile Transactions:

   • Match imported transactions with your bank feeds in Xero to complete reconciliation.

Step-by-Step Guide

Step 1: Set Up WooCommerce

• Log in to your WooCommerce dashboard.

• Enable the REST API under Settings > Advanced > REST API.

• Generate API credentials, including the Consumer Key and Consumer Secret.

Step 2: Configure Xero

Verify your Xero setup:

• Ensure your chart of accounts aligns with WooCommerce transactions.

• Confirm tax rates and currency settings are correct.

Step 3: Install PayTraQer

Sign up at PayTraQer, download the app, and log in to access the dashboard.

Step 4: Connect WooCommerce to PayTraQer

• Open the PayTraQer dashboard and navigate to Connections.

• Select WooCommerce and enter the API credentials (Consumer Key, Consumer Secret, and Store URL).

Step 5: Link PayTraQer with Xero

• From PayTraQer, choose Connect to Xero.

• Log in to your Xero account and grant the necessary permissions for data syncing.

Step 6: Customize Integration Settings

• Map income categories, transaction fees, and taxes to specific Xero accounts.

• Choose whether to sync data manually or automatically.

Step 7: Sync Transactions

Click Sync Now in PayTraQer to fetch WooCommerce transactions. You can view imported data in Xero under the Sales or Bank tabs.

Step 8: Reconcile Transactions

Use Xero’s bank reconciliation tool to match imported transactions with bank feeds and finalize your records.

Frequently Asked Questions (FAQs)

Q1. Can PayTraQer handle WooCommerce product-level data?

Yes, PayTraQer can sync product-level details such as item names, quantities, and prices to Xero.

Q2. How often should I sync transactions?

You can set syncing to real-time, daily, weekly, or manual, depending on your business needs.

Q3. What if my transactions don’t sync correctly?

Ensure your API credentials are correct, and review your PayTraQer settings. Update any errors and retry syncing.

Q4. Can I track WooCommerce fees in Xero?

Yes, transaction fees from WooCommerce can be mapped to an expense account in Xero for accurate tracking.

Q5. Does PayTraQer support multiple WooCommerce stores?

Yes, you can manage and sync data from multiple WooCommerce stores with PayTraQer.