Hooking up Xero — a few quick questions

Hi Bruno & Jess — we've got the Xero connection live on our side. Before we wire up the actual syncing (invoices, payments, contacts), we need a handful of answers about how your books actually work. There are no wrong answers here — if you're not sure about something, just say so and we'll use a sensible default you can adjust later. Should take about five minutes.

Who's answering

Just to confirm

Is Xero the only accounting system you use day to day?

Yes, Xero onlyNo — we also use something else too

Chart of accounts

When we push a sale across, which Xero account codes should it land in? Sales, COGS/cost of goods, freight/shipping, discounts — whatever you've got. If you're not sure, just say so and we'll use sensible defaults you can adjust in Xero later.

Tax (GST)

Standard 10% GST on everything we sellSome lines are GST-free or taxed differently (exports, etc.)

Invoice numbering

Should the invoice number your customers see keep coming from our system, or should Xero generate its own number for its copy?

Keep our existing invoice numbers — Xero should just mirror themLet Xero number its own copiesNot sure — whatever's simplest

Where the real version lives

Our system is the master copy — Xero just receives what we send itWe sometimes edit or add things directly in Xero too

Purchase orders / supplier bills

Yes — include supplier purchase orders/bills from the startNot yet — just customer invoices, credit notes and payments for now

Getting started

Once we switch this on, should we only sync new activity from that point, or also bring in your existing Xero history so everything lines up?

Only new activity from go-liveAlso import our existing Xero invoices/contacts

Payments

How do customer payments usually arrive — bank transfer, card, cash, something like Stripe? Anything unusual worth knowing?