How to Set Up Xero Integration?

How to Set Up Xero Integration?

Step 1:

Go to APPS STORE > XERO

Step 2:

Stay at this page, click Authorize.

Step 3:

Login to your Xero account

Step 4:

Click Allow access in Xero to allow Payrecon to access to your Xero account.

Step 5:

Below are the settings for Customer Name and Payment Account Code.

Step 6:

Contacts > Customers > Customer Code

Step 7:

Accounting > Chart of accounts > All Accounts > Payment Account Code

Step 8:

Make sure the payment account have turn on Enable payments to this account .

Step 9:

Setup Account Code for Sale Item, Seller Voucher, Shipping Fee Paid by Customer

Step 10:

Accounting > Chart of accounts > All Accounts > Sales Code

Step 11:

Accounting > Chart of accounts > All Accounts > Seller Voucher Code

Step 12:

Accounting > Chart of accounts > All Accounts > Shipping Fee Code

Step 13:

Setup Item Code for Seller Voucher, Shipping Fee Paid by Customer

Step 14:

Business > Products and services

Step 15:

Business > Products and services

Step 16:

Select Invoice Date

Step 17:

Step 18:

Click Active Accounting Setting to update the info after done. Then proceed to setup the next marketplace store.