Plan Availability: ✓ Soho | ✓ Pro | ✓ Plus | ✓ Enterprise | ✓ Flex |
Locate: Manage > Integrations > Accounting > Xero
- Admin permissions to Manage your account and Integrations.
- Your account must have access to items (Inventory > Items), which is a key feature of our classic version of Checkfront.
- This integration is not yet supported with products (Inventory > Products), which is a key feature of our newest version of Checkfront.
New to Checkfront - Products ✨
Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront.
Not yet on our newest version and interested in upgrading? Please contact our Technical Support team for more information.
Discover more product-related help articles here: Products (New).
In this article, we look at how to find and set up the Xero integration.
New to the Xero integration? Be sure to read the first article in this series for an introduction!
Please read the full series of articles, accessed at the side and bottom of this page, to learn more about the full capabilities of the Xero integration.
Activating the integrationBack to top
If you don't already have a Xero account, then head over to www.xero.com and sign up. They offer a free trial and are well priced. Once signed up, make sure you are logged into your Xero account before proceeding.
Once you're logged in to Xero, sign in to Checkfront and navigate to the Integrations area (Manage > Integrations). From there, you see a list of available modules.
Select the Xero tile from the Accounting category and then click on the blue Activate button to connect with Xero.
Authorizing the connection between accountsBack to top
At that point, you need to authorize the connection between your accounts. Click on the blue Allow access button to continue.
If you haven't already logged into Xero, then you are asked to do so now; otherwise, you need to allow Checkfront to access your organization's data in Xero.
If you have multiple organizations, then you are given the option to choose the one you want one to use.
Once authorized, you are returned to Checkfront where you can go ahead and configure your Xero settings.
Configuring integration settingsBack to top
Once activated and authorized, the Add-on Setup modal then displays with the following settings.
- Default Item Account CodeBack to top
The Xero Account Code to assign to invoice items or products (for example 200 Sales).
When a booking is created in Checkfront, it should immediately sync to Xero.
- Payment Account CodeBack to top
The Xero Payment Account Code to make payments to (620 Prepayments).
You can find a list of your accounts in Xero under Settings and Chart of Accounts. Your invoice items account should be a REVENUE account and your payments account should be a BANK account, most likely 620 Prepayments.
Make sure you edit the account details in Xero, for both accounts, checking the box labelled Enable payments to this account.
Once you do this, the 620 Prepayments account appears in Checkfront with an asterisk next to it.
- StatusBack to top
Status of your connection to Xero. If everything is hooked up properly, then this says Connected.
- Approve Invoice OnBack to top
What the status your invoice should be set to in Checkfront in order to be approved in Xero.
When a booking is made, the information, including price, item names, and dates, is sent to Xero and Xero creates an invoice, regardless of the status of the booking.
It is not possible to prevent a new booking invoice from being created in Xero when connected.
Connecting multiple Checkfront accountsBack to top