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XERO Integration
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Do Account Codes and Tax Rates get automatically updated?
Do Account Codes and Tax Rates get automatically updated?
Updated over a week ago

On integration, all taxes and account codes in Xero will be imported into Klipboard. All changes made to tax settings or account codes in Xero will sync to Klipboard, any changes to taxes made in Klipboard will not sync back to Xero.

At first time connection between Klipboard and Xero, both account codes and tax rates are imported into Klipboard and stored in the Payment & Taxes area.

Defaults & Account Codes

After the first connection, the Default Tax and Default Account Code should be selected there.

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