Before you start the Xero integration process ensure you have completed these steps.
- Xero login details: You need to have this to hand. You can signup here
- Xero Charts of Account: You will need to create some additional accounts in Xero if you don't already have them created. Learn more about Xero Chart of Accounts here and here
- Set up Taxes in Xero: You need to set up taxes in Xero if you haven’t done so already. More on default tax rates in Xero here
- Set up Taxes in PrognoStore: Set up PrognoStore taxes in Settings to match your Xero tax rates. Learn how to set up Taxes in PrognoStore here