What this page is for
Accounting sync sends your invoices, contacts and payments to Xero or QuickBooks Online, so your accountant sees them. Administrators set it up under Settings, then Accounting.
Screenshot: The Accounting sync page in Trade Sure
Do the common things
Connect Xero or QuickBooks
- Open Settings, then Accounting.
- Click connect for Xero or QuickBooks and sign in there.
- If you have more than one organisation, choose the right one.
- Set the account mappings, for example which sales account to use.
See what has synced
- Open the sync log from the Accounting page.
- Each line shows what was sent and whether it worked.
Retry a failed invoice
- Open the invoice and click Retry. Or retry from the sync log.
Disconnect
- On the Accounting page, click disconnect. Nothing already in your accounts is deleted.
What the statuses mean
- Queued: waiting to send.
- Sent: it is in your accounts.
- Failed: it did not go. Read the message and retry.
- Skipped: there was nothing to send.
If something looks wrong
- Every sync fails: the connection may have expired. Disconnect and connect again.
- A customer is missing in Xero: check the client has an email or a name, and retry.
- Accounting is missing from Settings: the Accounting sync module is off.