Topic inIntegrations
Xero Integration
9 articles
Connect Xero once and your EasyBiz sales reach Xero as invoices by themselves. Set up account codes, payment methods and contacts, send past orders, and fix sync problems.
Topics in Integrations
Xero Integration Overview
Your sales land in Xero by themselves, about a minute after each order. Start here.
Read articleConnect Your Xero Account
Link EasyBiz to your Xero organisation in a few clicks, and reconnect in seconds if Xero ever asks.
Read articleConfiguring Account Codes
Categorize your revenue correctly. Learn how to map your sales and rounding to the right Xero accounts so your financial reports are always accurate.
Read articleMapping Payment Methods
Get paid automatically. Map your payment methods so that when a customer pays in EasyBiz, the invoice is marked as Paid in Xero.
Read articleChoosing the Right Contact Matching Method for Your Business
Learn how each contact matching method works and find the one that best fits how your business manages customers in Xero.
Read articleAuto Sync: Send Your Sales to Xero Automatically
Set it once and every new sale lands in Xero by itself, about a minute later.
Read articleManual Sync
Backfill or resend existing saved EasyBiz orders to Xero; Manual Sync does not recover a POS checkout or payment.
Read articleTroubleshooting Your Xero Sync
Decode the sync status, find failed items, and re-sync safely without creating duplicates in Xero.
Read articleCustomizing Invoice Numbers
Prevent duplicate errors. Customize your invoice numbering format to keep your Xero data organized and avoid conflicts with other systems.
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