Connect Xero
Send invoices and payments to your accounts.
The Xero integration sends your sales invoices, payments and credit notes to Xero automatically. Go to Setup and open Xero.
Connect
Click Connect with Xero, sign in to Xero and choose the organisation. You return to the settings page with the connection in place.
Set your sync options
The settings are split into Invoices and Payments, Services and Products.
Set the Default Invoice Status and Default Xero account codes.
Turn on Sync payments to XERO and choose the Default Xero account code for payments.
Add account codes for your services and products as needed.
Click Save Changes to keep your choices.
Fix sync problems
Sync Errors lists each invoice that failed, with its Error code and Description. Fix the cause, then send the invoice again from the Action column.
To stop syncing, open Disconnect and confirm.
Up next
Next, read Connect Zapier.