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Multi-Location Tracking for Xero (Square, Shopify & WooCommerce)

Automatically track performance by payment gateway or location in Xero using Link My Books’ new Multi-Location Tracking feature. Available for Square, Shopify, and WooCommerce accounts connected to Xero.

Daniel Little avatar
Written by Daniel Little
Updated this week

Overview

We’ve added a new Multi-Location Tracking feature for Xero users connected to Square, Shopify, or WooCommerce.


It helps you automatically track sales and fees by payment gateway or location, giving you clearer, more detailed reporting in Xero.

📸 Screenshot: Overview banner showing the “NEW” Multi-Location Tracking toggle


Key Benefits

  • Better reporting: Analyse profit by location, payment method, or marketplace.

  • Automatic setup: Link My Books creates and assigns tracking codes for you.

  • Cleaner books: Each settlement is tagged correctly in Xero — no manual work needed.


Who Can Use This

✅ Xero accounts only (not QuickBooks)
✅ Square, Shopify, and WooCommerce integrations
✅ All plan types

Note: Amazon accounts already include tracking by marketplace, so this feature isn’t needed for Amazon users.


How to Enable Multi-Location Tracking

  1. Go to Settings → Settlement Settings → Tracking Codes.
    📸 Screenshot: Tracking Codes page showing toggle

  2. Toggle Multi-Location Tracking ON.

  3. Click Save — your page will refresh to load the updated data.

(Optional) Assign your own tracking codes to each marketplace or location.

If you don’t, Link My Books will automatically create and assign them when sending data to Xero.


How It Works

When settlements are sent to Xero, Link My Books automatically applies the correct tracking codes based on your setup.

For each source:

  • Square: Tracks by both payment gateway and location

  • Shopify / WooCommerce: Tracks by payment gateway


Example

Let’s say you have multiple Shopify payment gateways (e.g. Shopify Payments and PayPal).
Each payout will now appear in Xero with its own tracking code, so you can see how each gateway performs separately in your P&L.


FAQs

Why don’t I see the Multi-Location Tracking option?
Make sure you’re using Xero, not QuickBooks. This feature only works for Square, Shopify, or WooCommerce connections.

Will this affect my existing tracking setup?
No. Your current tracking codes stay intact — this simply adds automatic assignment for new settlements.

Can I use my own tracking codes?
Yes. You can manually assign your own codes to each marketplace or location if you prefer.

What happens if my Xero account hits the tracking category limit?
Xero allows up to 2 active tracking categories. If it’s already full, Link My Books will not be able to create a new “LMB Tracking Codes” category automatically.

How long will the “NEW” badge show?
For 30 days after launch — then it will disappear automatically.


Technical Details (for those who want the nitty-gritty)

When Multi-Location Tracking is enabled, Link My Books follows this process when sending settlements to Xero:

  1. Checks for an existing tracking mapping for that marketplace/location/gateway.

  2. If found → uses that code.

  3. If not found → checks for or creates an “LMB Tracking Codes” category in Xero.

  4. Creates tracking options for each marketplace or location as needed.

  5. Applies the relevant code to your Xero invoice or bill.

If your Xero account has already reached the tracking category limit, no new tracking codes can be created automatically.


If you have any questions about this article or feedback on how we could make it better please reach out to the support team via the blue chat icon on the bottom right of the page or via email to [email protected].

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