Advice and answers from the Klipboard Team

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Troubleshooting Xero

Xero Sync Error: Another invoice with this invoice number already exists in Xero Xero Sync Error… in Xero… Xero Sync Error: Payment not of valid status for modification

Xero Sync Error: This customer is archived in Xero.

This error occurs when the customer contact is archived in Xero… Reactivate the contact in Xero Sync again

How the sync with Xero works

First Time Connection to Xero & Klipboard to Xero Sync Rules… At the first time connection between Klipboard and Xero, all contacts will be synced from your Xero… Clients and Client Locations created in Klipboard are created equally in Xero as Contacts as Xero does

Getting Started With XERO

Our integration with Xero will connect your Klipboard account with your Xero account… from Klipboard will be automatic when you are connected with Xero… How do I connect Klipboard to Xero? What does this integration do?

FAQ's For Xero Integration

Sync Purchase Orders with Xero Sync Purchase Order Updates Made On Xero to Klipboard How… Can I edit Invoices On Xero when connected to Klipboard?… do I disconnect from Xero?

Getting Started With Xero Integration

Our integration with Xero will connect your Klipboard account with your Xero account… How the sync with Xero works Sync Revenue or Expense Account Codes To Xero FAQs Troubleshooting… from Klipboard will be automatic when you are connected with Xero

Sync Purchase Orders with Xero

Once sent to Xero, any changes made to the Purchase Order in Klipboard will sync to Xero and update accordingly… If Not Connected To Xero Already… If Connected To Xero Already

What does the Xero integration do?

First Time Connection to Xero, What does the Xero integration do? Things to Know, Invoice Sync Rules & Purchase Order Sync Rules… At the first time connection between Klipboard and Xero, all contacts will be synced from your Xero… Clients and Client Locations created in Klipboard are created equally in Xero as Contacts as Xero does

Xero Sync Error: Another invoice with this invoice number already exists in Xero

sync to Xero because the invoice number already exists in Xero… Another invoice with this invoice number already exists in Xero This error occurs when an invoice cannot… In order for the sync to work properly, invoices should be created in Klipboard and not in Xero

How do I disconnect from Xero?

Disconnect Xero Add-on… This guide will show you how to disconnect Klipboard from your Xero account… account using your PC or Mac, and click Settings > Integrations > Click on the Disconnect button for Xero