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Xero- how to sync invoices


There are two ways to sync invoices & credits to Xero:

  1. Automatic sync
  2. 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":

 


If you have any questions, ask us by creating a help desk ticket.