Choose which Xero accounts invoices and orders post to
Pick the revenue account for invoice lines and the expense account for purchase order lines, or let Techstyles choose.
Each line sent to Xero needs an account from your chart of accounts. Leave it on Automatic, or choose the accounts your accountant prefers.
Before you start
- Xero must be connected.
- You need permission to edit studio settings.
Steps
- Go to Settings > Integrations.
- Under Where lines post in Xero, open Invoices post to and pick a revenue account, or Automatic.
- Open Purchase orders post to and pick an expense account, or Automatic.
What happens next
- Your choice is saved straight away.
- Documents sent to Xero from now on use the new account. Documents already in Xero keep the account they were sent with.
Good to know
- Automatic uses the first suitable account in your Xero chart. Delivery lines may post to a separate delivery account.
- If an account you chose is later removed from Xero, the panel warns you and lines post to the automatic choice until you pick another.
- There is no separate VAT mapping. Each invoice's VAT rate is matched to a Xero tax rate of the same percentage.