PURCHASES

To set the default account type for your Xero Purchases, do the following steps:

1. Go to to Management > Integration > XERO > Purchases > Register > Small Builders to XERO page.


2. Click Chart of Accounts.

3. A popup will appear showing the list of Account Types available in your XERO account. Tick the button under the Set as Default column of the Expense category.
Note: You won't be able to select an item that is not an expense category.

4. Changes are saved automatically and success message will appear at the bottom right corner of your screen.

5. You can see that your selected option will be reflected on the Account Type column on your integration page.

SALES

To set the default account type for your Xero Sales, do the following steps:

1. Go to to Management > Integration > XERO > Sales > Register page.

2. Click Chart of Accounts.

3. A popup will appear showing the list of Account Types available in your XERO account. Tick the button under the Set as Default column of the Revenue category.
Note: You won't be able to select an item that is not an revenue category.

4. Changes are saved automatically and success message will appear at the bottom right corner of your screen.

5. You can see that your selected option will be reflected on the Account Type column on your integration page.

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