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Set up your Xero account

Set up your Xero account before connecting the integration

Written by Dr Askari

Before you connect the Xero integration, you must have a Xero account.

Once you have a Xero account, you must prepare it ready to connect to Collums:

Set up your Xero account

  1. Once you've logged into Xero, go to Accounts > Chart of accounts

  2. Check that you have an account 200 for your sales. This is a default account in Xero but if you have deleted this, you will need to re-create it.

  3. You will need an account 899 to post your deposit and gift voucher sales. Click "Add Account" and complete the follow fields:

    1. Account Type = Current Liability

    2. Code = 899

    3. Name = Deposits/GV

    4. Tax = No VAT

    5. Select "Enable payments to this account"

  4. Click "Save"

How the Xero integration works

Connect to the Xero integration

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