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Xero Online Accounting: Setup

Setup

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If you don't already have a Xero account, scoot 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 into Checkfront and navigate to Manage > Add-ons in your menubar. From there, you will see a list of available modules. Select the Xero tile and then click on the blue Activate button to connect with Xero.

 

   

xero-addon-setup

   

 

At that point, you will 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, you will be asked to do so now. Otherwise, you will need to allow Checkfront to access your organization's data in Xero.

 

 

xero-allow-access-1

 

 

If you have multiple organizations you'll be given the option to choose the one you want one to use. Once authorized, you will be returned to Checkfront where you can go ahead and configure your Xero settings.

 

 

Xero_Account_Activate.png

 

 

Default Item Account Code:

The Xero Account Code to assign to invoice items (for example 200 - Sales).

 

Payment Account Code:

The Xero Account Code to make payments to (620 - Prepayments).

 

Checkfront Tip:

You can find a list of your accounts in Xero under Settings > 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. Once you've done this, the 620 Prepayments account will appear in Checkfront with an asterisk next to it, as seen in the screenshot above.

 

Edit_Xero_Account.png

 

 

Status:

Status of your connection to Xero. If everything is hooked up properly, this will say Connected.

 

Approve Invoice On:

The status your invoice should be set to in Checkfront in order to be approved in Xero.

Multiple Checkfront Accounts

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If you have multiple Checkfront accounts, that you would like to connect to Xero, then please contact Customer Support for assistance.

 

UK Accounts

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Due to a recent change in how Xero accepts connections from Checkfront, UK account-holders need to reactivate their Xero Add-on. 

Important: This should be performed by someone with account access to Xero.

  1. Go to the top left-hand menu and select Add-ons from the Manage menu.
  2. Then under the section Accounting, find the Xero add-on. You can also find this by doing a keyword search.
  3. Click SETUP to open the Add-on.
  4. Make note of your field values and selections as you will need to re-enter this information once we reactivate the app.
  5. Click Disable.
  6. Find the Xero add-on and Activate the add-on again.

 

 

 

 

< Xero Online Accounting: Introduction    |     Xero Online Accounting: Using the Add-on >

 

 

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