How To Import Your Xero Chart of Accounts

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.