Connect and manage Xero

Open Sales & Invoices, then select Xero. Ask an owner or someone with integration-management access to connect and configure the integration.

Select Connect Xero and approve the requested access in Xero. Choose the organisation you intend to use, then confirm its name and connection status when you return.

Open export settings and choose Invoices, credit notes and refunds; Payments (required for refunds); and whether to Share customer names and email with Xero. With sharing off, new invoices use a business sales contact and existing Xero contacts are retained. Tax amounts are always exported with invoices.

Choose the sales, product sales, package liability and payment accounts with your bookkeeper. Payment accounts must support the sale currency; use Reload accounts after changing accounts in Xero. Save your export settings after selecting or creating an account.

Review tax mappings, write-off settings and the export start date. When changing the date to include history, review the history preview before confirming so you understand which records will be queued.

Use Sync now to process pending exports. Automatic sync runs every 15 minutes; sales and checkout remain available during a temporary Xero outage.

Open Activity to search by client name or invoice number and filter All, Exported, Needs attention, Queued or Skipped. Each invoice row combines its invoice and payment history.

Review the event detail before retrying a failed export. Correct the reported setup issue first; an uncertain provider result needs reconciliation before another export is authorised.

If authorisation expires, reconnect to the intended organisation. Disconnect when access should be revoked. Changes made in Xero do not overwrite Schedmo sales.