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Set up your Xero account

Set up your Xero account before connecting the integration

Dr Askari avatar
Written by Dr Askari
Updated over 11 months ago

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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