TITANIA refresh - XERO, Shopify & Revolut
Budget: £20 – £250 GBP
I run a small online store that specialises in garden umbrellas and I need my Xero files brought up to scratch before it can properly talk to Shopify and Revolut.
First, the housekeeping: the chart of accounts needs reorganising so income and expense lines truly reflect the business, every outstanding bank reconciliation must be cleared, and expense tracking set up so costs land in the right places automatically. While you are in there, I also need several umbrella bundle prices as our garden umbrellas comprise of three different products.
Once Xero is tidy, I want a seamless link with Shopify that pushes through every sales transaction, keeps inventory numbers in sync and attaches customer details to each invoice. Finally, connect our Revolut business account so daily feeds flow straight into Xero and match up with those Shopify sales.
Deliverables
• Restructured chart of accounts, all banks reconciled, automated expense rules in place
• Bundle pricing for the umbrella packs set up and tested in both Xero and Shopify
• Live integrations: Shopify → Xero (sales, inventory, customer data) and Revolut → Xero bank feed
• A short hand-off note or call showing how to keep everything running smoothly
Everything should be working end-to-end with no manual data entry once the job is complete.
First, the housekeeping: the chart of accounts needs reorganising so income and expense lines truly reflect the business, every outstanding bank reconciliation must be cleared, and expense tracking set up so costs land in the right places automatically. While you are in there, I also need several umbrella bundle prices as our garden umbrellas comprise of three different products.
Once Xero is tidy, I want a seamless link with Shopify that pushes through every sales transaction, keeps inventory numbers in sync and attaches customer details to each invoice. Finally, connect our Revolut business account so daily feeds flow straight into Xero and match up with those Shopify sales.
Deliverables
• Restructured chart of accounts, all banks reconciled, automated expense rules in place
• Bundle pricing for the umbrella packs set up and tested in both Xero and Shopify
• Live integrations: Shopify → Xero (sales, inventory, customer data) and Revolut → Xero bank feed
• A short hand-off note or call showing how to keep everything running smoothly
Everything should be working end-to-end with no manual data entry once the job is complete.