Read this introduction to our Xero Online Accounting integration, with information on what features the integration provides.
To learn more about the functionality of the Xero integration, please read the entire series of articles, accessed at the side and bottom of this page.
Accessing the features mentioned in this article
Where can I find this feature using the top menu?
Manage > Integrations > Accounting > Xero
What more do I need to use this feature?
- Admin permissions to Manage your account and Integrations.
- Your account must have access to items (Inventory > Items), a key feature of our classic version of Checkfront.
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Enable Two Factor Authentication Xero requires all Checkfront & Xero users to set up Two-Factor Authentication (2FA) to bring Checkfront into compliance with mandated security protocols. To continue using the Xero integration, you must enable 2FA on your Checkfront accounts by February 14, 2023, or you will be instructed to set up 2FA upon your next log-in. Instructions for enabling 2FA can be found here. Questions? We're here to help. Contact us. |
Which Checkfront version supports this feature - classic items, classic products, or both?
Your account must have access to classic items (Inventory > Items), a key feature of our classic items version of Checkfront.
This feature is not available for use with classic products (Inventory > Products), a key feature of our classic products version of Checkfront. → Learn more about products
About Xero
Back to topXero is an online accounting solution that tracks invoicing/billing, accounts payable, bank reconciliation, and bookkeeping which allows you to streamline expenses, reconcile payments, and manage cash flow.
Integration Overview
Back to topOur integration with Xero automatically syncs your invoices and payments and gives your Bookkeeper and Accountant access to your records wherever you are!
The Xero integration automatically adds invoices, payments, and Customers to your Xero account. When a new booking is created, Checkfront creates an invoice and a contact in Xero with the information supplied at the time of booking. When a payment is applied in Checkfront, a payment is applied to the invoice in Xero.
If a booking is amended or a refund is applied, the invoice is updated in Xero. All your transactions and outstanding accounts payable are synced in Checkfront and Xero.
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Our Xero integration operates as a one-way sync from Checkfront. A payment applied first in Xero does not mark a booking as paid in Checkfront. |
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Edits to bookings do not sync to Xero once payment, partial or full, has been made. |
Setting up Xero Online Accounting >