How do I connect Xero?

Steps

1. 1.Open Settings and choose Integrations, or open the Accounting page, and connect Xero.
2. 2.On the Accounting page, map each service to the Xero account its invoice lines should go to.
3. 3.Check the tax treatment: prices include tax, exclude tax, or carry no tax. The invoice, the PDF and Xero all follow it.
4. 4.Sync invoices from the invoice or from the Accounting page. In Send invoices, the "Send to Xero" toggle posts the invoices it creates straight to Xero.
5. 5.To have card payments recorded in Xero, set an "Online payment account" on the Accounting page.

Each invoice then shows its sync status, and the invoices list can filter by synced or not synced. Invoices paid online by card are marked paid in Xero on their own.

Good to know

• Posting an invoice to Xero leaves it Approved. Later Xero updates never turn a Sent or Paid invoice back.
• Deposit invoices and invoices made from quotes go to Xero like any other invoice.
• Connecting Xero is the last step on the Dashboard setup card.

What it does not do

• Without an online payment account set, payments stay manual in Xero.
• Quotes, and the Note on an invoice, are not sent to Xero.
• An invoice already in Xero cannot be deleted. Void it instead.

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