Integration
Xero + Ottit

Xero + Ottit

Xero for ecommerce, done properly

Xero is a cloud ledger with US plans from $25 a month (Early) to $90 a month (Established, which adds multi-currency, projects, expenses and a 180-day cash flow forecast); Xero has announced US price increases from 1 October 2026. Ottit, a Xero partner, configures tracking categories by sales channel, connects Bookkeep for Shopify, Amazon and Stripe payouts, reconciles inventory monthly and closes the books in your organization.

100+Brands on this stack
EveryPayout tied to the bank deposit
15thFinancials by, often sooner
$595Ottit from, per month

Trusted by 100+ of your favorite DTC & CPG brands

01

How the data flows

Sources Bank and card feeds
Bookkeep
Step 2 Bookkeep payout entries
Xero
General ledger Xero (your organization)
Ottit
Ottit Ottit monthly close
Output P&L by tracking category
02

One day in the ledger

What a single entry looks like in your ledger once Ottit has mapped it. One line per component, so margin by channel and the balance sheet fall out of the books instead of a spreadsheet.

Bank reconciliation · Xero · 30 Sep 2026Reconciled by Ottit · Illustrative figures
LineDebitCredit
Statement line: Shopify payoutOperating account12,526.06
Shopify clearing (tracking: DTC)Undeposited: Shopify12,526.06
Totals12,526.0612,526.06
Reconciled against the clearing account with the DTC tracking category, so channel margin stays intact.✓ Reconciled by Ottit
03

Setup and monthly work

Pick the planEstablished for multi-currency and forecasting; Growing for single-currency brands. Xero Payroll powered by Gusto is an optional add-on.
Set tracking categoriesOne category for sales channel, one for product line or brand, so the P&L cuts both ways.
Connect BookkeepDaily summarized payout entries from Shopify, Amazon, Stripe and PayPal, mapped to Xero accounts and tax rates.
ReconcileBank rules for recurring items, manual matching for payouts with reserves and adjustments, inventory reconciled to your 3PL and FBA reports.
CloseMulti-currency revaluation, accruals, sales tax tie-out and financials by the 15th of the month, often sooner.

They helped us migrate TeraGanix's books from QuickBooks Desktop to QuickBooks Online from a really chunky instance to a clean, modernized tech stack with clean books that we receive in timely manner.

Chad KrauseCo-Founder & CFO, TeraGanix · Sam's List
Chad Krause
04

Who it's for

  • 4.1Brands that started on Xero outside the US or prefer its interface
  • 4.2Multi-currency Shopify Markets sellers (Established plan)
  • 4.3Brands moving from a Xero-only firm that want CPAs and controllership
  • 4.4Founders who want their CPA to log in directly
Runs on Xero is one piece. Ottit works inside the rest.
QuickBooks OnlineQuickBooks Online
XeroXero
Bookkeep
Gusto
Bill.comBill.com
Ramp
Mercury
StripeStripe
QuickBooks OnlineQuickBooks Online
XeroXero
Bookkeep
Gusto
Bill.comBill.com
Ramp
Mercury
StripeStripe
"Amazing bookkeeping agency! really understand ecom and very granular about different channels and contrarevenue accounts which can get very complicated across the sheer transaction volume necessary in ecom."
Robert YangClient since 2023 · Sam's List · Google
"They set up our Quickbooks account from scratch, connected our bank accounts and credit cards, mapped out how we want to view our revenue and expenses, and started off strong."
The Steijn Group IncClient since 2025 · Sam's List · Google
05

Questions

Xero or QuickBooks Online for ecommerce?

Both work with Bookkeep. QBO has a larger US app ecosystem and native inventory on Plus; Xero is cheaper, cleaner for multi-currency and popular with brands from outside the US. Ottit runs both and will recommend based on your stack.

Does Xero track inventory?

Basic inventory is built in; Inventory Plus is an optional add-on. Most Ottit clients keep inventory in Shopify, Cin7 or Amazon reports and let Ottit reconcile it monthly.

Is Ottit a Xero partner?

Yes, alongside Intuit ProAdvisor, Shopify, Gusto, Ramp and Wayflyer partnerships.

Will Xero's price change affect me?

Xero's US pricing page states subscription prices rise from 1 October 2026; you pay Xero directly, so check your plan's new rate.

Already on Xero? Let us look at the mapping.

A free 30-minute health check with a written read-out.

Book a free health check Or call (949) 229-2905
E-Commerce
Startups
SaaS
Advertisers
Marketing Agencies
IT Firms
CPG
App Developers
Pre Revenue
Fund Raising
E-Commerce
Startups
SaaS
Advertisers
Marketing Agencies
IT Firms
CPG
App Developers
Pre Revenue
Fund Raising
E-Commerce
Startups
SaaS
Advertisers
Marketing Agencies
IT Firms
CPG
App Developers
Pre Revenue
Fund Raising
Ready to jump in?
Let's recon
something
amazing
together.
Revenue Recognition
Analysis + Reporting
Reconciliation
Inventory Assets
COGS
Categorization
A/P + A/R
Data Entry
Historical Clean Ups
Revenue Recognition
Analysis + Reporting
Reconciliation
Inventory Assets
COGS
Categorization
A/P + A/R
Data Entry
Historical Clean Ups
Revenue Recognition
Analysis + Reporting
Reconciliation
Inventory Assets
COGS
Categorization
A/P + A/R
Data Entry
Historical Clean Ups