If you are connecting Xero and Uptick for the first time or have lost the connection (The access token is not valid) read the below instructions
Initial connection (or Reconnection)
Connect your Xero account with Uptick:
- Head to the Control Panel.
- From the control panel page, scroll down and select Accounting.
- Click the Xero icon. You will be redirected to the Xero.
- Enter login credentials for a user that has access to your entire Xero company.
Step 3: Finalise the integration by clicking Authorise. This will redirect you back to Uptick.
Linking your products to your Chart of Accounts
Uptick becomes a powerful accounting tool when integrated with your Xero account. Your Products will automatically link to your Chart of Accounts when you define the Account code on the Uptick Product. More on how to setup your products here.
Xero uses the Account code to identify your Products for billing purposes. To learn more about Xero and your Chart of Accounts, click here.
Setting up your default invoice due date
- From the Control Panel, select invoicing.
- In the Default days for accounts payable field, you can enter the number of days until the due date of the invoice from creation date which will carry over to Xero.
Note: Due to a recent release, Uptick automatically links with Xero and the billing card will be aware of the default invoice due dates from the contact in Xero, so this will only be for invoices that do not have this field defined.
Payment instructions
- From the Control Panel, select invoicing.
- You can setup payment instructions (eg. EFT to account #2100 000) under this section.