Setup guide

Install the plugin

Download the ZIP above, then in WordPress:

• Go to Plugins → Add New → Upload Plugin.
• Choose the oz-booksync.zip file and click Install Now.
• Click Activate.

A BookSync (Xero) item appears under the WooCommerce menu.

Connect Xero

• Open WooCommerce → BookSync (Xero).
• Click Connect Xero — you'll be taken to Xero to sign in.
• Choose the organisation to connect and click Allow access.

You'll land back on the settings screen showing Connected to <your organisation>.

Configure your settings

Under Sync settings, set:

• Region — Australia or New Zealand (sets GST to 10% or 15%).
• GST registered — untick if you're not, and invoices are created with no tax.
• Invoice status — Draft is recommended, so you approve each invoice in Xero.
• Sales account and Tax rate — pick from your Xero chart of accounts (these load once connected).
• Sync trigger — when to sync: order created, processing, or completed.

Optionally enable Record payments and set a payment account if you want paid orders to record a payment in Xero (requires the Authorised invoice status).

Run a test sync

• Open any order, or place a test order.
• In the order's BookSync (Xero) box, use Sync to Xero (or wait for your chosen trigger).
• Follow the invoice link to review the draft in Xero.

You can see every synced order under WooCommerce → BookSync Log, with links to Xero and a Retry button for anything that didn't go through.

You're live

New orders now flow to Xero automatically as drafts. Refunds create matching credit notes, and you approve everything in Xero. That's it.