This article covers connecting your Xero account to Uptick and configuring settings including sync settings and tracking categories.
Terminology
Different accounting partners use differing terms and don't always match up with terms in Uptick. This table will help you understand how to match Uptick terms against those in Xero.
Uptick Name | Xero Name | Notes |
Billing Card | Contact | Must have at least 1 accounts receivable invoice in Xero in order for the contact to be created/visible to Uptick |
Invoice | Invoice | Must be an accounts receivable invoice |
Supplier | Contact | Must have at least 1 accounts receivable invoice in Xero in order for the contact to be created/visible to Uptick |
Purchase Order Bill | Invoice | Must be an accounts payable invoice |
Tracking category | Tracking category | N/A |
Connecting Xero to Uptick
Follow the steps in our main accounting integrations article for steps on how to connect your accounting to Uptick
Sync settings
If you want billing cards, suppliers, invoices and purchase orders to work properly, getting your sync settings right is of the utmost importance. To learn about about how the overnight sync works and how to configure the sync settings to work for you, see the article on syncing your accounting integrations in uptick.
Billing Cards
IMPORTANT: The Uptick Billing Card sync with Xero will only pull through Billing Cards that have an invoice raised against them in Xero. This is a limitation in the way Xero's API works. For new billing cards, we recommend creating in Uptick FIRST, then click Create New on the Xero integration on the billing card to push it to Xero. For already existing contacts we recommend raising a $0 invoice against the contact and re-run the sync.
Tracking product to the chart of accounts
Uptick becomes a powerful accounting tool when integrated with your Xero account. Your Products will automatically track to your Chart of Accounts when you define the Account codes on the Uptick Product. More on how to setup your products here.
Xero uses the Account code to identify your Products for billing and invoicing purposes. To learn more about Xero and your Chart of Accounts, click here. If left untouched, the default account codes used will be 200 (Income) and 300 (Expense)
Tracking Categories
Note: Only a maximum of two tracking categories can be supported in Xero at any given time.
Uptick uses the same terminology for Tracking Categories as Xero. Once these are pulled through from the accounting partner after connecting can bet set against Products and Cost Centres and will appear as a drop-down list to select from the Tracking category field.
Reverse VAT tax codes (UK only)
A UK Xero company does not spin up with reverse VAT tax codes by default. To set these up you can follow the Xero article on setting these up.