Xero Settings

Set up Xero as the accounting service.

Add Xero Instance 

In Apps & Integrations, select Add Instance in the Xero card.

• Enable Auto-Sync to allow the automation of data transfer between sku.io to Xero.
  This can be updated at a later time.

Select Connect to Xero to install the app.

• Follow the on-screen steps, login to Xero will be required

Initial configurations

Once the instance has been added configure additional settings.

Add Payment Methods

1. Go to Payment Methods Mapping from the side menu
   Payment Methods within sku.io are added in Settings > Payment Types

2. Select Load Bank Accounts

3. Map sku.io payment methods with Xero’s banks

Only Bank Accounts with nominal codes in Xero will load

General settings

Enable Auto Sync which automatically transfers the accounting transactions within sku.io and Xero. This can be disabled at a later time if needed.

Set the start date for these transaction transfers.

Contacts

Contacts are synced automatically when Orders are synced. This sync can also be forced manually by selecting the button Sync Contacts.

Tax Rates Mapping

Map taxes in sku.io with taxes in Xero

1. Go to Tax Rates from the side menu

2. Select Load Tax Rates

3. Select Add New Mapping

4. Map sku Tax Rate to Xero Tax Rate
   sku.io tax rates are created in Settings > Accounting > Tax Rates

5. Save