Xero Integration Guide
By Heather1 author17 articles
Xero Integration IntroductionAn overview of the key benefits and considerations for the native Xero integration.
Xero before the integration setup
Xero integration setupA guide on setting up and maintaining your integration with Xero.
Xero Advanced FeaturesConfigure and use the Xero integration's advanced features, including Customer Credit Limits, Payment Received Flag sync, and Tracking Categories.
Xero after the integration setup
Using Xero with Unleashed
Reconcile with Xero and export transactions
Troubleshoot the Xero integrationIdentify and resolve common errors that occur when syncing customers and transactions between Xero and Unleashed.
Manage Wine Equalisation TaxLearn how to calculate and manage Wine Equalisation Tax (WET) in Unleashed, when integrated with Xero.
Delete or void incorrect transactions in XeroUnderstand how to locate and delete or void incorrect transactions in Xero.
Review a Supplier or Customer's history in XeroTroubleshoot syncing errors that may occur within your Xero integration by reviewing your contact's history.
Check for variances and reconcile with XeroIdentify and manage transactions that don't match with Xero.
Check transactions' Xero export statusConfirm whether transactions have exported successfully to Xero.
Xero: Deactivation, Disconnection and ReconnectionPause your Xero integration, without losing your configuration settings
Integrate a different Xero accountA guide on changing your integrated Xero account
How differences between the Stock On Hand in Unleashed and the Stock Balance in Xero occur
Import Xero accounts into UnleashedSync your Xero chart of accounts so they're available for selection in Unleashed.