This guide will walk through setting up the sync with Xero.
Table of Contents
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
- Select the sync icon, select Setup
- Select Connect to Xero
- Enter Xero login credentials
- Select the Xero company to sync with, select Allow access
- If you can't select the organisation you want to sync with because it is greyed out, you may need to disconnect an existing Bill.com connection first
- In the Xero organisation you want to sync with, go to Connected apps in Settings
- Disconnect any connections with Bill.com
- Try the sync connection in Bill.com again
- If you can't select the organisation you want to sync with because it is greyed out, you may need to disconnect an existing Bill.com connection first
- Select simple sync preferences
The sync is now connected.
Accounting Preferences
To set up accounting preferences for reporting and tracking:
- Select Settings
- Under Accounting, select Preferences
- Select the edit icon
- Set preferences
- Select Save
- Select the sync icon and Sync Now to run another sync
The sync setup is now complete.
If you do not see the described feature available in Bill.com, you may not have access to the feature based on permissions for your role and/or your plan does not have this feature. If you wish to get access to the feature, please review the available plans for Bill.com and upgrade accordingly or contact the Administrator of your Bill.com account. Changes in monthly user fees may apply.
