This article takes you through:
Confirming the tax rates
Importing your Xero customers (optional)
Account Mapping
⚠️Important - the Auto Mapping feature should only be used if you are new to Xero as it will create new account codes in Xero, if you have been using existing codes in Xero it is recommended you set up the account mapping manually and link your existing codes.
Manually Select the Xero accounts for each Auxo account
Note: The Prepayment and Bank Account mapping will need to be manually entered.
Tax Rates
Auxo will automatically apply the appropriate Tax Type codes for your region where possible. However, please verify and confirm that the sales tax rates are correct for your specific region.
Import Customers
If you require your Xero customers to be imported into Auxo then select Import Customers Data the wizard will guide you through the import.
Xero customers that are archived or have no email or phone number will not be imported.
Xero customers where the Contact Name does not match the Primary person first Name will be imported as a company into Auxo