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Configure Xero connection

This guide explains how to configure the details of your Xero connection once it has been connected to TidyClinic.

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Step 1.

Head to Settings> Xero integration.

Click the binoculars icon next to the Xero tenant you wish to configure.

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Step 2.

You will be able to set up the account mapping.

For each Tidy payment receiver, select a Xero account for which their mapped invoices will be associated with.

Then click Save.

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Step 3.

Under the Tax rates tab you can set up the tax rates mapping.

Select Xero expense and revenue accounts from the drop down list.

Then click Save.

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Note:

For more information on the flow of data between TidyClinic and Xero, view the diagram below

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Related Guides

Want to learn more? Check out these related guides

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