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FAQ

Frequently asked questions regarding the Xero integration

Updated over a week 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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