Xero is a widely used cloud-based accounting platform that helps businesses manage finances efficiently.
Capabilities with CleanCloud's Xero Integration
With CleanCloud’s Xero integration, you can:
Sync your daily revenue data into Xero.
Send business invoices directly to Xero.
Automatically update invoices in CleanCloud when marked as paid in Xero.
Activating Xero Integration
Access Xero Integration Settings: Navigate to Settings → Admin → Payments & Finances → Payments → Accounting Integration.
Connecting to Xero: Click the "Connect to Xero" button to initiate the connection.
Mapping Accounts: Once connected, a "Map Accounts" box will appear. This allows you to align Xero accounts and sales codes with CleanCloud.
Invoice Preferences: Enable "Show Send Invoice to Xero" and "Auto Update Invoice as Paid in CleanCloud" if needed.
🪄 Tip: You can link different bank accounts for Cash, Card, and Check transactions separately.
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