Topics in Integrations
Xero Integration Overview
Automatically sync your EasyBiz sales to Xero in real time, cutting manual work, reducing errors, and keeping your financials always up to date. 💸📊
Read articleConnect Your Account
🔗 Learn how to link your accounts. This guide walks you through the one-time setup process to authorize EasyBiz and establish a secure connection with your Xero organization.
Read articleConfiguring Account Codes
🏷️ Categorize your revenue correctly. Learn how to map your sales, taxes, and expenses to the right Xero accounts so your financial reports are always accurate.
Read articleMapping Payment Methods
💳 Get paid automatically. Configure your payment mappings to ensure that when a customer pays in EasyBiz, the invoice is instantly 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
🔄 Set it and forget it. Enable auto-sync to have your sales data flow into Xero instantly without lifting a finger.
Read articleManual Sync
📅 Sync historical data. Use the manual sync tool to backfill past orders or recover data if an internet outage interrupts your auto-sync.
Read articleCustomizing Invoice Numbers
🔢 Prevent duplicate errors. Customize your invoice numbering format to keep your Xero data organized and avoid conflicts with other systems.
Read article
More topics in Integrations
Keep exploring — pick another topic from this category.