Xero ledger integration

Modified on Sat, 9 Mar at 12:28 PM

Contents

  • How Taxlab + Xero integrate
  • Getting started
  • Disconnect from Xero
  • FAQ

How Taxlab + Xero integrate

Experience seamless integration with Xero and effortlessly import trial balance data from your Xero ledgers at the touch of a button. Choose when to refresh data from Xero to keep control and update tax calculations at your preferred times.

Getting started

Connecting to Xero ledgers is completed as part of Import a trial balance from Xero process.

Disconnect from Xero

  1. Navigate to Workpapers > Accounts in the relevant entity and click Import > Import from Xero.
  2. Click the Disconnect button.
  3. A message should display informing you of a successful disconnection.

FAQs

Is my trial balance data synced in real-time?

No. Your Taxlab trial balance stays connected to your Xero trial balance, but data updates occur only when you manually initiate the import process.

Can I connect multiple trial balances in Taxlab to multiple trial balances in Xero?

No. Each Taxlab entity can only link to one Xero entity.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article