Xero Integration

In this chapter

The EasyBiz Xero Integration acts as a bridge between your daily operations and your accounting. instead of manually entering data at the end of the day, this tool automatically syncs your sales records to Xero in real-time. This eliminates manual errors, saves you hours of data entry, and ensures your financial reports are always 100% accurate and up-to-date.

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Xero Integration Overview

Automatically sync your EasyBiz sales to Xero in real time, cutting manual work, reducing errors, and keeping your financials always up to date. 💸📊

Connect Your Account

🔗 Learn how to link your accounts. This guide walks you through the one-time setup process to authorize EasyBiz and establish a secure connection with your Xero organization.

Configuring Account Codes

🏷️ Categorize your revenue correctly. Learn how to map your sales, taxes, and expenses to the right Xero accounts so your financial reports are always accurate.

Mapping Payment Methods

💳 Get paid automatically. Configure your payment mappings to ensure that when a customer pays in EasyBiz, the invoice is instantly marked as 'Paid' in Xero.

Auto Sync

🔄 Set it and forget it. Enable auto-sync to have your sales data flow into Xero instantly without lifting a finger.

Manual Sync

📅 Sync historical data. Use the manual sync tool to backfill past orders or recover data if an internet outage interrupts your auto-sync.

Customizing Invoice Numbers

🔢 Prevent duplicate errors. Customize your invoice numbering format to keep your Xero data organized and avoid conflicts with other systems.