This guide will walk through setting up the sync with Xero.

Table of Contents

• Sync Overview
• Pre setup requirements
• Connect the Sync
• Accounting Preferences

Sync Overview

The following image shows what objects sync and in which direction.

Pre setup requirements

Tracking Categories

• If using Locations and/or Departments, they must be named Location and Department within Xero to ensure proper sync.
  

Connect the Sync

1. Click the sync icon, click Setup
   
2. Click Connect to Xero
3. Enter Xero login credentials
4. Select the Xero company to sync with, click Allow access
   
5. Select simple sync preferences

The sync in now connected.

Accounting Preferences

To set up accounting preferences for reporting and tracking:

1. Click settings
2. Under Accounting, click Preferences
3. Click the edit icon
4. Set preferences
5. Click Save
6. Click the sync icon and Sync Now to run another sync

The sync setup is now complete.