Integrate with Xero to export customer invoices directly to your accounting package with the TradeHelp OfficePRO and Office HeatPRO subscriptions. Follow the steps below to connect to Xero and save administration time straight away!
Connect your account
Go to the Settings section from the main menu. Scroll down to Invoices and select Edit.
- Select Connect to XERO.
- You will be prompted to sign in to your Xero account.
- Once signed in, you will be prompted to connect TradeHelp Office to your Xero accounting package by selecting Allow access. Details of the data that is shared can be viewed on this page along with Xero’s terms of use.
- Once access is granted you will be returned to TradeHelp Office where you will be asked to:
- Select your Tax Code – This is the tax code/VAT code you would typically use when creating your customer invoices, in most cases 20%.
- Select your Revenue Account – This is a list of revenue accounts you have set up within your account package, select the one you would typically use for customer invoices.
- Once done select Save.
Exporting invoices
- Once an invoice has been created on the mobile app or whilst using TradeHelp OfficePRO or Office HeatPRO, (see the Invoices articles for more information) these can be exported to your accounting package quickly and easily.
- From the Main Menu, select Invoices and select the invoice you wish to export.
- From here you will have the options to View, Email, Export or Delete the invoice. Simply select Export Invoice.
- An ‘Invoice Exported’ prompt will appear on screen. Your invoice will instantly be available in Xero to view and edit.
- The Export Invoice button will now be disabled, invoices can only be exported once; this is to avoid duplications within your accounts.
Manage your account
- To manage your account, select Settings from the main menu. Scroll down to Invoices and select Edit. From here you can review and update your Tax code and Revenue Account options.
- Select Manage.
- Select your Tax Code – This is the tax code/VAT code you would typically use when creating your customer invoices, in most cases 20%.
- Select your Revenue Account – This is a list of revenue accounts you have set up within your account package, select the one you would typically use for customer invoices.
- Click Save.
Disconnect your account
- At any point you can disconnect your TradeHelp Office and Xero package. To do this, head to the Settings, scroll down to Invoices and select Edit.
- Click Disconnect.