Xero- how to sync invoices
There are two ways to sync invoices & credits to Xero:
- Automatic sync
- Manual sync
Automatic sync:
In order for the automatic sync to work, ensure the following conditions are met:
- The correct GL accounts are mapped
To map accounts, go to the Settings page like below
- The automatic sync toggle is active, see below:
Manual sync:
You can sync the data at any time by:
- Going to the Sales menu, then "Invoices & credits"
- Click "Sync to Xero", see below:
- Then click "Sync now":