Xero Beta Group Help

To connect your Xero account to Tradiecore, follow these steps:

1. Head to the settings tab in app, and tap on integrations
2. You will see Xero under your available integrations. Tap the connect button.
3. You will be redirected to Xero where you will need to login to your existing Xero account.
4. Allow access so that Tradiecore can send info into Xero for you
5. Set your preferences - choose which sales account your invoice line items are tracked under in Xero, and if you want to keep your invoice numbers in sync with your current numbering system in Xero

Once your accounts are linked, any invoice that is sent to a customer will be submitted to xero at the same time - no extra steps required.

If you want to modify which Xero sales account your invoice items will be tracked against:

1. Navigate to the integrations page, under settings
2. Under your connected accounts, tap on Xero
3. Tap the sales account currently being used to open up a picklist of all your sales accounts in Xero
4. Select the new account, then in the top right tap ‘update’ to save the change.

If we can’t automatically submit your invoice to Xero, you may have been logged out. If this happens, you will receive a pop up. Follow the instructions to log back in and restore your connection, then push the invoice manually.

The invoice will still have been sent to your customer

If your connection to Xero has been lost, you can restore it from the integrations page under settings. Follow the instructions to log back in and restore your connection.

You can choose to disable the connection between Tradiecore and Xero at any time via Xero.

Follow these instructions here to disconnect the Tradiecore App from your Xero account.