Getting Started - Xero Setup

Xero Setup > Overview
Setup Xero Wise-Sync has been designed to capture as much of the information from ConnectWise and transact to Xero in the most detailed possible way. Wit...
Fri, 6 Apr, 2018 at 12:33 PM
Step 1 > Chart of Accounts Review: Account Numbers
Adding Account Numbers to your Chart of Accounts. Note: This next section is only required if you wish to review your  Chart of Accounts and the "...
Sat, 24 Mar, 2018 at 11:40 AM
Step 2 > Add Account Numbers to your Chart of Accounts
Update Account Numbers to your Chart of Accounts (if required) Step 1: View your Chart of Accounts From the Settings Menu, select Chart of Accounts.  ...
Sat, 24 Mar, 2018 at 11:40 AM
Step 4 > You're Done - A Checklist Before You Start Syncing
So you've completed the Xero Setup.  Lets do a quick recap before we move onto Setting up ConnectWise. Things you need to have completed before mov...
Sat, 24 Mar, 2018 at 11:40 AM
Step 3 > Setup Tax Groups
Setup Sales Tax Groups Wise-Sync will apply Tax Rates Xero based on the Tax Group name in ConnectWise. If there is a mismatch between the rates defined...
Sat, 24 Mar, 2018 at 11:40 AM
Setup Sales Tax (US Region)
Setup Sales Tax (US Region) Xero supports three different tax structures Static: Where a single rate is applied to the invoice and payable to a single t...
Sat, 24 Mar, 2018 at 11:40 AM
Setup Australian Tax
Tax Code: GST on Income Wise-Sync will map ConnectWise tax based on the selection made in the Tax Codes setup in Wise-Sync. The recommended setting to ensu...
Mon, 30 Apr, 2018 at 4:44 PM