How to set up the Xero Integration

Yoco integrates with Xero in a few easy steps. Before you begin the Xero integration, please make sure the following has been completed:

Check out this video for a step by step guide on creating your Payments Accounts:

  IMPORTANT: The Payments Account is a Chart Account. We strongly recommend that you select the Account Type as Current Asset, and not Bank Account, as this will create a double credit issue. 

Once the payments account has been set up, follow the steps shown in this video to complete the Yoco & Xero integration:

  IMPORTANT: If you are VAT Registered make sure you set your VAT Rule to Standard 15%

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