Xero
Xero/Loft - Common FAQ's
In Article Navigation can be found to the right of this article or via the buttons below Xero Support Xero User Roles Xero Bank Feed Setup Bank Feed Support Bank Account Importing How Data is Shared Loft to Xero GL Posting Xero Income Statement ...
Xero Settings & Mapping
In Article Navigation can be found to the right of this article or via the buttons below Bank Account Mapping G/L Mapping Tax Mapping Batch Post Schedule Setup Office(s) Mapping Chart of Accounts Front End Mapping You’ll notice that you now can see ...
Multiple Brokerages/Xero Accounts Connection
In Article Navigation can be found to the right of this article or via the buttons below Scenario 1 Scenario 2 Scenario 3 As multi Brokerage user or Accounting firm assisting our clients, the new connections in Xero can get a little complicated. ...
Xero Connecting/Disconnecting
In Article Navigation can be found to the right of this article or via the buttons below Connect to Xero Disconnect Xero Integration Multiple Xero Account Connection Connecting to Xero Head to Integrations>Xero Click the green 'Connect Xero' button ...
Xero Contact Mapping
In Article Navigation can be found to the right of this article or via the buttons below Syncing Rules Linked Xero Contact Fields Contact Matching Because we hold accounting records it is important that we do our very best not to duplicate contacts ...
Setup a Xero account
In Article Navigation can be found to the right of this article or via the buttons below Sign up Financial Settings Add Chart of Accounts Add Office Setup Taxes Invite Loft Settings/Mapping Sign up for Xero Navigate to ...