How It Works

Assign Xero Accounts to individual stock items, categories, sub groups, and main groups, allowing you to split your sales into different accounts in Xero.


This system uses a hierachy to override the Xero account:

  • Integration Settings
    • Main Group
      • Sub Group
        • Category
          • Stock Item


Setting Up

Link a Xero Account with an item, category, sub group, or main group.


First make sure you have created your account in Xero's chart of accounts.



Sales/COGS/Inventory Accounts

Customise the accounts used when sales and purchased orders are uploaded to Xero.


Categories/Sub Grous/Main Groups

  1. Navigate to Items\Categories and find your category
  2. Navigate to the Xero Tab and Click Edit
  3. Adjust the Accounts from the drop downs
  4. You can Click on the buttons for Main & Sub Group if your category has them
  5. Click Save


To remove the custom account, select the NONE option from the drop down list and click Save.




Items

  1. Navigate to Items\Stock Items and find your item
  2. Navigate to the Attributes Tab and click Add
  3. Fill in the Attribute Name as Xero Sales Account
  4. Enter your Xero Account code into the attribute field
  5. Click OK to create and assign to the item


To remove delete the attribute from the item.




Expense Accounts

These accounts are used when non stock or manual lines on a purchase order are uploaded to Xero.


Items

  1. Navigate to Items\Stock Items and find your item
  2. Navigate to the Attributes Tab and click Add
  3. Fill in the Attribute Name as Xero Expense
  4. Enter your Xero Account code into the attribute field
  5. Click OK to create and assign to the item


Categories

  1. Navigate to Items\Categories and find your category
  2. Navigate to the Attributes Tab and click Add
  3. Fill in the Attribute Name as Xero Expense
  4. Enter your Xero Account code into the attribute field
  5. Click OK to create and assign to the category