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Xero Integration Guide

Learn how to set up and use CleanCloud’s Xero integration to sync revenue, send invoices, and update payments automatically.

Rafael avatar
Written by Rafael
Updated over a week ago

Overview

Xero is a popular cloud-based accounting platform that helps businesses manage their finances efficiently. CleanCloud’s Xero integration lets you connect your accounts to streamline revenue syncing, invoice management, and payment updates.

Key benefits of CleanCloud’s Xero integration

  • Sync your daily revenue data directly into Xero

  • Send business invoices straight from CleanCloud to Xero

  • Automatically update invoices in CleanCloud when marked as paid in Xero


How to use Xero integration

  1. Navigate to Settings → Admin → Payments & Finances → Payments → Accounting Integration.

  2. Click the Connect to Xero button to start the connection process.

  3. In the Map Accounts box, align your Xero accounts and sales codes with CleanCloud.

  4. Enable Show Send Invoice to Xero and Auto Update Invoice as Paid in CleanCloud if you want these features active.

You can link different bank accounts for Cash, Card, and Check transactions separately.


Troubleshooting

  • 400 error when sending invoice: This usually means there’s an issue with the invoice. Delete the invoice, recreate it, and try sending it again.


Frequently Asked Questions

Q: How do I connect CleanCloud to Xero?

A: Go to Settings → Admin → Payments & Finances → Payments → Accounting Integration and click Connect to Xero.

Q: Can I sync different payment types to separate bank accounts?

A: Yes, you can link different bank accounts for Cash, Card, and Check transactions separately.

Q: What should I do if an invoice doesn’t send to Xero?

A: Try deleting and recreating the invoice, then send it again to resolve common 400 errors.


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