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FAQ

Frequently asked questions regarding the Xero integration

Updated over 10 months ago

Integrations can be very tricky pieces of software to manoeuvre. Inevitably many questions will come up at any stage of the integration. We have compiled a few of the frequently asked questions to hopefully help with any issues you may encounter:

  • How do I disconnect from Xero?

  • What doesn’t your integration do?

  • How do I reconcile sales data synced to Xero?

  • When and how does data sync to and from Xero?

  • Where can I update my Xero integration settings in Timesheet Portal?

  • I have added a new Tax rate/Account to Xero, how can I add this into Timesheet Portal?

  • What data objects can I synchronise from Xero to Timesheet Portal?

    • Contacts

    • Tracking Categories

    • Tax Rates

    • Branding Themes

    • Chart of Accounts

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