Mapping Xero Accounts to WriteUpp
For a step by step guide on how to set up your Xero Export, please click here
Before you start exporting invoices to Xero, you'll need to specify which of your sales accounts (in Xero) you would like to allocate your income (from WriteUpp) to. Sales accounts within Xero with the 'Type' Revenue will be pulled into WriteUpp for you to map to. Other account types cannot be directly mapped to from WriteUpp.
The mapping of accounts is controlled from the configuration screen, which can be accessed via Integrations & Add Ons -> Xero -> Configure, under Mapping:
Clicking on any one of the dropdown boxes will open a list of your sales accounts with the type Revenue, pulled from Xero, allowing you to allocate which account you would like to map your income from both appointments and expenses to:
Once you've chosen an account, click on Save to confirm the changes.
Before you start exporting invoices to Xero, you'll need to specify which of your sales accounts (in Xero) you would like to allocate your income (from WriteUpp) to. Sales accounts within Xero with the 'Type' Revenue will be pulled into WriteUpp for you to map to. Other account types cannot be directly mapped to from WriteUpp.
The mapping of accounts is controlled from the configuration screen, which can be accessed via Integrations & Add Ons -> Xero -> Configure, under Mapping:
Clicking on any one of the dropdown boxes will open a list of your sales accounts with the type Revenue, pulled from Xero, allowing you to allocate which account you would like to map your income from both appointments and expenses to:
Once you've chosen an account, click on Save to confirm the changes.
Updated on: 09/08/2022
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