How To Import Your Xero Chart of Accounts

Created by Richard Pasquin, Modified on Fri, 10 May at 4:29 PM by Vasyl D

This article assumes you've already connected to your Xero account, if not please refer to the Xero connection guide here.


Step 1


Head to "Classifications" Tab.



Step 2


Click on the "Sync Accounts" button. This button will only appear when Xero is connected to Cryptoworth.



Step 3


Click on the "Select All Accounts" box to select all the accounts. 

Note: You can select specific accounts if desired instead.


Step 4


Scroll all the way to the bottom and click on the "Next" button. Then confirm by clicking on "Submit".




Your chart of accounts will now have been successfully imported.



If you head back to your "Classifications" page, you will see that your chart of accounts from Xero will now be shown.


 

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article