To sync your Purchase Orders created on Klipboard with your Xero account, please follow these steps in the order listed below:

Purchase Order Start Number

  • If you have not done so already, set your Purchase Order start number, navigate to Settings > Accounting:


If Not Connected To Xero Already

  • Connect your Klipboard account to your Xero account, navigate to Settings > Integrations:

  • Follow the pop-up instructions to complete a sync


If Connected To Xero Already

  • Navigate to Settings > Integrations and simply press the 'Sync with Xero'

  • Then press 'Sync Purchase Orders'


Once Connection & Sync Is Complete

When the sync is complete, next you need to set your Default Expense Account Codes and Tax Rates. Navigate to Settings > Payment & Taxes:


Now You Can Create Purchase Orders to Sync To Xero!

Important Points To Note / Purchase Order Sync Rules

Purchase Orders are sent to Xero automatically when connected to Xero and when created on the purchase order page on Klipboard.

  • Purchase Orders sent to Xero are sent using the status they are created. For example, if you create a Draft Purchase Order on Klipboard a Draft version of that Purchase Order will appear on Xero. As the status and any details of that Purchase Order are updated on Klipboard it will automatically update on Xero.

  • Once sent to Xero, any changes made to the Purchase Order in Klipboard will sync to Xero and update accordingly.

  • Purchase Orders that are created in Xero are not sent to Klipboard, therefore always create your Purchase Order on Klipboard.

  • All Draft Purchase Orders from Klipboard sync to Xero as Approved.

  • All Sent Purchase Orders from Klipboard sync to Xero as Approved.

  • All Overdue Purchase Orders on Klipboard sync to Xero as Approved.

  • All Part Delivered Purchase Orders on Klipboard sync to Xero as Approved.


  • All Delivered Purchase Orders on Klipboard sync to Xero as Approved.

  • Klipboard does not sync file attachments to/from Xero.


Learn More

Access further help articles on how to use Xero integration.

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